@Melways
Thanks for your thoughts.
I guess that shows the disconnect between the company guidance (of 30-50% QoQ revenue growth) & some peoples expectations.
The company beat their own expectations (51% vs 50%) yet, for some reason, people in their own minds had much higher expectations than their own guidance.
Growing at 50% QoQ ensures numbers get very large, very quickly.
Now that the 'dust has settled' since Wednesday, I also dare say that some of the larger holders are topping up & averaging down because they see through some of the comments that some may construe as delays as an opportunity.
In the face of all that commentary, they still exceeded their revenue guidance. This single point should be the powerful takeout from the 4C.
I am looking forward to DM's comments around that in the webinar.
