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Amazing, which part of 95% order growth are the sellers not understanding? Software companies tend to move on bookings, this is the same metric, but the stock price is almost back to before the announcement..

And we argued why this is such a big deal:
  • Order growth refers to devices, not supplies
  • A flywheel effect: a bigger base of devices will boost demand for supplies (electrodes, batteries), which already constitutes 80% of sales

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