Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY’s record Q2 is just getting started.
The chip-licensing bet behind BFLY’s record Q2 is just getting started.
The market sold the headline miss. The portfolio story matters more.
Record Q3 revenue, $50B Q4 guidance, and $100B in contracts. The selloff is about fear, not fundamentals.
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
A smartphone chip giant targeting $15B+ in AI data center revenue just told every customer their costs are going up.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.
The market ignored the numbers and bought the strategy instead.
Starlink fear has crushed the stock. The cash engine may prove it wrong.
Net earnings up 60% and guidance raised this morning. The stock is still down 22% this year.