We agree on the Q1 loss, although to some extent it's just a best guess. That put's current EPS miss at @35%, a number that gets market attention. Any doubters need only check the chart for 56% and 38% misses in Q1 and Q2 2023. It may not take the 30-35% haircut it did on those occasions but I believe it will take a hit. If they are to salvage any shred of competency and credability they will revise YE estimates and future CFP now, not later.
Depending on what is said on the call I may buy some back after that hit running into May 31st. But I'd sell on any bounce as I have zero faith in their executive staff, both of them (ridiculous by itself).
Pretty sure even if GO gets approved the rise won't last long. Proof will be in actual reported numbers.
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