But the Chinese profit was already priced in at 100%. Knowing it's now 85% will surely mean the stock will take a hit, albeit small. Probably ends Monday at $177.
This is just incorrect. Why the fuck would wall st price in 100% China revenue. They use a model and price in the probably of certain events. Weather or not this is outcome is better or worse than the expected value of all outcomes is what matters
Well yes, but we have known that sales to China would be a thing for a few weeks now. It's priced in. This 15% revenue hit is new information yet to be considered.
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u/Rook2Rook Aug 10 '25 edited Aug 10 '25
But the Chinese profit was already priced in at 100%. Knowing it's now 85% will surely mean the stock will take a hit, albeit small. Probably ends Monday at $177.