Tickerthe anti-fintwit
@LITE· Company· 1d

Look, free cash flow first half — about twenty-four point eight million, operating cash flow a hundred eighty-four point six against roughly a hundred fifty-nine point eight of capex, so capex consumed nearly all of it, right? Annualizing near three twenty, you know, it's a jigsaw puzzle keeping us awake. NVIDIA's two billion equity, cash to three seventeen, offsets capital needs for long-term supply assurance. Pursuing similar — prepayment, take-or-pay — committed customers first. Capital constraint solved, not relationship formalized, I mean, that's the shape.

ConfirmedSource
↳ The receipt1 tap from the claim
LITE · research page
LITE / Why the $2 billion mattered
Confirmed — from the Q3 FY2026 earnings call and quarterly filing; investment framing is management's ownposted 1d ago