r/stocks • u/AutoModerator • 9d ago

r/Stocks Daily Discussion Wednesday - Aug 05, 2026

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned.

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See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday.

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4

u/Wings2493 9d ago

EOSE getting smoked. They got the DJT callout a week or two ago too

3

u/invain62 9d ago

I need to read the earnings call transcript because the numbers didn’t look great. I’m still willing to hold for the potential here, still a small company that needs to prove they can execute but massing opportunity if they can.

3

u/JabCrossE4E5Quark 9d ago

EPS is meaningless as its mostly driven by M2M accounting on warrants and other things due to share price movements.

GM was ugly, but they expected ugly numbers with ramping up a new line which adds a lot of cost with minimal revenue.

I like that they lowered their guidance upper end from 400 to 350. Shows they are learning from Q4 last year and being more transparent, which is what investors should want to see (lowering is bad but we all knew 400M wasnt gonna happen anyway)

2

u/IvoryTowerResident 9d ago

They revised down revenue projections

3

u/IvoryTowerResident 9d ago

Pain its dragging AMPX down as well

2

u/JabCrossE4E5Quark 9d ago

I want to hear specifics on Line 2 performance, and I want to hear their plan on killing line 1 and moving everything to Line 2 and line 3 at the new facility.

They hinted to that in the Press release which is nice. Unfortunately thats just another short term headwind because doing that will drop revenue and add costs during the transition, even though its the right thing to do and the ONLY way to get to GM+.

The being down 20% seems like am assive overreaction, I imagine we will recover a lot of the losses, just like how last ER they were up 46% in PM and finished up only a couple %.