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To: Johnny Canuck who wrote (10608)	11/22/2025 6:26:20 AM
From: Johnny Canuck	1 Recommendation Recommended By Sun Tzu Read Replies (1) \| Respond to of 10701

Answer Links Images Summarize: barrons.com Elastic N.V. ESTC · NYSE · US$70.04 14.67% 1D Nov 21, 4:00 PM EST US$70.26 0.31% Nov 21, 7:59 PM Compare Prev Close $82.08 52W Range $68.78-$118.84 Market Cap $7.44B Open $72.56 P/E Ratio — Dividend Yield — Day Range $68.78-$75.99 Volume 8.9M EPS -$1.02 Elastic reported adjusted earnings of 64 cents per share for the quarter, surpassing analyst estimates of 58 cents per share, while revenue grew 16% to $423.5 million, also beating expectations. Despite these positive earnings and revenue results, shares of Elastic fell sharply after the announcement, dropping about 15% in trading.? Key Financial Results Adjusted earnings per share: 64 cents (estimate: 58 cents)? Revenue: $423.5 million, up 16% year-over-year? Cloud revenue also contributed positively to overall growth, but specific guidance concerns weighed on investor sentiment.? Stock Price Reaction The stock fell over 14% post-earnings, trading around $70, despite beating both revenue and profit expectations.? Previous close was $82.08, highlighting the sharp decline after its quarterly report.? Investor Takeaways While Elastic exceeded analyst expectations in earnings and revenue, the negative stock reaction was attributed to mixed guidance and market concerns over future growth trajectory.? Strong cloud performance did not fully reassure investors, leading to the notable share price drop.? Overall, the quarter showcased solid operational performance but raised enough future uncertainties to propel a significant decline in Elastic's stock price.? Explain why Elastic stock fell after earnings despite a beat Elastic N.V. ESTC · NYSE · US$70.04 14.67% 1D Nov 21, 4:00 PM EST US$70.26 0.31% Nov 21, 7:59 PM Compare Prev Close $82.08 52W Range $68.78-$118.84 Market Cap $7.44B Open $72.56 P/E Ratio — Dividend Yield — Day Range $68.78-$75.99 Volume 8.9M EPS -$1.02 Elastic stock fell sharply after its earnings report despite beating analyst expectations due to investor concerns about the company's future growth trajectory and slowing key metrics. While the company posted strong results, with adjusted earnings and revenue surpassing estimates, growth deceleration—particularly in cloud revenue and subscription metrics—raised doubts about sustained momentum.? Growth Deceleration The pace of revenue and cloud growth slowed compared to previous quarters, which disappointed investors looking for accelerating trends.? Subscription revenue, cloud sales, and performance obligations all grew, but not as quickly as before.? Investors are sensitive to these growth rates, especially in high-valuation technology stocks, and often interpret a slowdown as a negative signal.? Market Sentiment and Profitability Concerns Elastic doubled its quarterly loss year-over-year, despite higher income, fueling fears about future profitability instead of just top-line growth.? The broader market's nervousness around tech stocks and concerns about an "AI bubble" made investors react more harshly to any signs of weakness, even when headline results were strong.? Guidance and Outlook Although management raised full-year guidance for both earnings and revenue, lingering concerns about billings growth lagging and decelerating expansion rates contributed to the selloff.? In summary, strong headline numbers could not offset worries about growth sustainability and profitability, leading to the stock's decline.? Related How did analysts and investors interpret Elastic guidance numbers Which growth metrics showed slowdown compared with prior quarters What risks or concerns did management acknowledge on the earnings call How did peers and sector stocks react the same day What short interest and institutional trading changed after the report PM

To: Johnny Canuck who wrote (10608)	11/22/2025 10:36:48 AM
From: Sun Tzu	2 Recommendations Recommended By Arran Yuan Kirk © Respond to of 10701

I have a fundamentally different view of how AGI can be achieved than the mainstream. So either I am nuts or on to something very different. I've been researching my approach for a while and it consistently shows better promise than what is published. Slowly the experts are converging towards my thinking. For example, in recent months heads of both Meta and Google AGI research have stated they are moving away from larger models and fancy architectures towards a more streamlined worldview centric AI. This has been one of my pillars from the start. Whether or not I got there first or they were there too but didn't talk about it cannot be known and doesn't matter. What matters is that almost everything you read and hear about AGI is old news / worthless because this slice of AI research is hyper competitive and nobody reveals what they are doing. But I give you a hint into my thinking. Instead of looking at math and engineering, we should look at biology and evolution. If you want to have an AI that acts like a grown up adult, stop engineering a grown up adult and work on creating a baby that you can raise to be an adult.