Disappointed that not a single person on this board has made a prediction on Daxi revs for Q3. If you don't have any idea of Daxi sales for Q3, then how do you know what kind of sales would be a beat in your mind and give you conviction to buy more or what sales would be a miss and cause you to not buy more or even sell?
I almost never make Q forecasts since I generally don’t find them useful for my longer term horizon. Too much ancillary stuff (aka noise), not enough what I want to know (eg if they had a miss from street expectations … is it reasonable, will it naturally resolve.)