Cascina

1.2K posts

Cascina

Cascina

@cascina

Katılım Temmuz 2009
7 Takip Edilen18 Takipçiler
Cascina
Cascina@cascina·
@GlobalSenate Guidance reconfirmation will be key. Not expecting much revenue this quarter. Some growth. Would be nice to move back into 4s and 5s.
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Global Senate
Global Senate@GlobalSenate·
$nnox is in revenue ramp phase. 4/20/2026 is ER. 👀👀👀
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Megatron
Megatron@Megatron_ron·
NEW: 🇺🇸🇨🇭The US has seized funds from Switzerland for Tomahawks they don’t want to deliver - Srf news Switzerland ordered some Tomahawks years ago. Now the US said they can't deliver them. So Switzerland said then we won't pay. The US have now seized the funds Switzerland paid for the F-35s (which they probably won't get either ) instead.
Megatron tweet mediaMegatron tweet mediaMegatron tweet media
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Cascina
Cascina@cascina·
@EricLDaugh This will allow for a longer war. Maybe even more wars. Let's go
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 JUST IN: To lower gas prices, President Trump issues emergency order authorizing the IMMEDIATE the sale of lower cost E-15 fuel "I am seeking Congressional action to allow E-15 all-year-round!" 🔥
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Cascina
Cascina@cascina·
@EricLDaugh DOGE save 2T $ in govt waste. Why don't they pay for TSA
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 IT'S OFFICIAL: President Trump is moving to allow Elon Musk to PAY TSA salaries while Democrats hold agents hostage Incredible! "I'd love it. I think it's GREAT! Let him do that!" Elon is a true PATRIOT. 🇺🇸
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Elon Musk
Elon Musk@elonmusk·
I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country
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Cascina
Cascina@cascina·
@BigP203901 @yunsangmun6 So that 10M will get chewed up by 475 arcs if Arcs cost 20K. So money raise will happen but I hope for $20M at lets say $5-10 pps range. Small enough dilution. Again these are my hopes. But market likes to punish hopeful.
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Dr Slick
Dr Slick@BigP203901·
@cascina @yunsangmun6 Unfortunately, thats not how it works. They won't need to dilute at $20/share. They need working capital to reach breakeven. The good news is, $NNOX has almost no debt. That means, if they succeed, breakeven, and become very profitable - the stock price skyrockets.
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윤상문
윤상문@yunsangmun6·
$NNOX 3월 13일 증권거래위원회 제출 서류 요약 보통주, 워런트, 채권 등을 통해 최대 1억 달러 규모의 자금을 조달할 예정입니다. 조달된 자금은 연구 개발, 제품 상업화, 기업 인수 및 기타 운영 자금으로 사용됩니다. 자금 조달 권한은 2029년 3월까지 유지 fintel.io/doc/sec-nano-x…
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Cascina
Cascina@cascina·
@BigP203901 @yunsangmun6 So 10M left for actual Arc production. How many units are needed for that 35M goal? Let's assume 30M are Arc scans. 7 min scans/day x 250days x $30 ~52K per Arc x 575 Arcs running = 30M. 100Arcs end of 2025. 475 more or less depending if more than minimum scans are done.
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Cascina
Cascina@cascina·
@BigP203901 @yunsangmun6 With no Arcs as of 9/30 ER they are burning 13.7M per quarter and had 55M left. What chunk of that is set aside for Arc production? This Q4 prob 13M burn, Q1 12M, Q2 10M Q3 7M Q4 3M burn ~ 45M. I used 35M rev as guidance.
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Cascina
Cascina@cascina·
@yunsangmun6 Hoping price moves $4-5 range in April and after 2026 Q1 in May it moves in $6-7 range to end the year 10+.
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Cascina
Cascina@cascina·
@yunsangmun6 Probably the most important earnings. 100+ Arcs should up and running (from last years promise). RE-confirmation of 2026/27 35M revenues. ECR2026 results such as customer commitments. Address 100M shelf offering e.g. "at much higher prices".
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Cascina
Cascina@cascina·
@atensnut After 4B made in one year more than he ever did in his whole life., I would donate my salary as well. I don't need salary at all. I prefer 4B kickbacks.
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Cascina
Cascina@cascina·
@AlecLace Grown man should not be posting memes at all especially when you are running the country and responsible for 100s of millions of its citizens . Presidents job should require a minimum masters or PhD degrees and have age limits.
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Alec Lace
Alec Lace@AlecLace·
🚨 WATCH: That "racist" clip everyone’s melting down over? It’s from an AI Lion King parody video that auto-scrolled on Trump’s feed. Everyone’s an animal. Trump is the lion KING of the jungle Dems are various animals. Obamas included. No targeted racism Classic Fake outrage
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fish 🇷🇺🇷🇺🇫🇮🇫🇮
🇺🇦🇺🇦🇺🇦Orikhiv-Orekhov Zaporizhzhia cities being turned into a flat-paved parking lot before Russian tanks arrival. Russian FAB-250’s improved 150-200km and resistance to jamming, are now reaching inner cities of Zaporizhzhia Oblast!!💥💥 WOW SLAVA🇷🇺🇷🇺🇷🇺🤙 @Dpol_un @kadmitriev
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Cascina
Cascina@cascina·
$nnox Shorts are exiting. End of February should confirm SI.
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Cascina
Cascina@cascina·
@elecanning Earnings end of March. They must show ~4M and talk about growth for Q1. Reaffirm 35M. This at least would put price at $7-10+ end of 2026.
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Cascina
Cascina@cascina·
@yunsangmun6 It's all about how many units can they build per year. Currently it's probably about 100. FY26 ~ 35M means 300 units (200 for 2026). FY27 300 units possible which would mean 60M + 300 extra units = 90M revenues. FY28 500 units or 140M . 7X-15X revenues 1B-2B = $16-30.
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윤상문
윤상문@yunsangmun6·
$NNOX FDA는 adjunctive use(보조 용도)로만 승인했어요.
→ 기존 X-ray나 CT와 함께 보조적으로만 쓸 수 있고, 독립적인건 제한됨. • 토모신테시스 스캔 한 번으로 2D + 3D 뷰를 제공하게 해줌 • CEO 말: “미국에서 adjunctive 제한 제거를 위한 중요한 진전”
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