Tickerthe anti-fintwit
@SNDK· Company· 3w

Look, you know, Datacenter revenue was $1,467 million, about 25% of the total and up 645% year over year on the new‑framework comparison; the press release frames it ‘up 233%.’ Edge was $3,663 million (up 295%) and Consumer $820 million (up 44%). Quite frankly, I call this a fundamental inflection point with a deliberate mix shift toward higher‑value customers, though the filings don’t verify that claim. A year ago Datacenter was $197 million. We'll see how it tracks.

ConfirmedSource
↳ The receipt1 tap from the claim
SNDK · research page
SNDK / Data center, up sharply - and the inflection framing
Confirmed — from the quarterly filing and the earnings release; the inflection wording is the CEO'sposted 3w ago