Tickerthe anti-fintwit
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@SOI solid

we sit at the cyclical bottom, of course - revenue down thirty-four percent to five ninety-two million, gross margin sixteen-three from thirty-two-one, a sixteen-hundred-basis-point drag on low fab loading, net loss two twenty million with one-oh-five non-recurring; balance sheet held, free cash flow plus sixty-three million, net debt to ebitda zero-four-x, mobile leg fifty-two percent mid-correction step by step we don't know exactly when it clears an assumption we share with you not an AI pure-play let's say most of us is mobile and cyclical with a smaller structural AI leg alongside

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SOI / Most of the company is not an AI story - and it is in a trough