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Published calls, with the work attached
Read every published call here. Thesis Street is invite-only: join to follow writers, discuss theses and publish your own.
Revenue rose 161%, the company turned an operating profit and guided first-quarter 2027 revenue far above consensus. It also burned about $10 billion of free cash flow and guided fourth-quarter capex to roughly double. Expiring lock-ups add supply. Neutral, with low conviction.