I dont believe this was a bad Q at all. It’s not a great one either. It is to be as expected. Anyone who actually followed the pre ipo and ipo story and read the prospectus properly should expect the Q to look exactly like this with the bonus of modular doing much better than expected.
Looking at the price action and volume I would say this Q is exactly as expected from the market too. The drift down from 30 to mid 20s is consistent of the cash burn - adjusted MC
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