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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: Steve203 ⎊❂🐝 HONORARY
SHREWD
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Number: of 88906 
Subject: Re: Kosh: "and so it begins"
Date: 10/28/26 1:32 PM
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Here's another data point to chew on.

F5 has been a networking company since the tech stock bubble over 25 years ago. They don't explicitly say how much of their business is AI related, but they do say their growth is "driven by AI".

wupps

Why F5 Stock Is Getting Crushed Today

By most measures, shares of AI cybersecurity outfit F5 (FFIV-20.36%) should be up today. Its fiscal fourth-quarter revenue improved 13% year over year to $917 million, topping consensus estimates of $884 million. Adjusted per-share earnings of $4.42 also beat expectations of only around $4.30, up slightly from the year-ago comparison of $4.39.

Yet, FFIV stock is well down today. As of 12:51 p.m. ET, in fact, shares are more than 19% lower. What gives?

Investors are panicking over what the company's guidance implies, although there's important context to add to the market's extreme bearish response.


fool.com - Why f5 stock is getting crushed today

Bubbelicious

Steve

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This community has written 88,852 posts about US Policy. The article-length ones it recommended most:
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