SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

GPUS

状态日期:2026-05-27

高风险观察
中低正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

看空

60D / 252D

信号分数

40

新增排序

24h 提及

0

短线新增

7日新闻

0

none

收入同比

-4.3%

稳定

概览

核心结论

作者立场:中性;价格动量:看空。最新证据:@JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 6 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看空

首次提出

2025-09-30 05:42

来源

llm

更新时间

2025-09-30 05:42

作者立场:中性;价格动量:看空。最新证据:@JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction.

当前观点证据

2025-09-30 05:42中性

@JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction.

Serenity 变化

时间线

首次提出2025-09-30 05:42中性
原推

@JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction.

  1. 2025-09-30 05:42中性初始观点

    @JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction.

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 6

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 102MBeta 2.53披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

102M

营收同比

-4.3%

毛利率

21.1%

2022

营收 118MYoY 124%经营 -119%净利 -155%

2023

营收 156MYoY 33.0%经营 -98.3%净利 -148%

2024

营收 107MYoY -31.8%经营 -53.4%净利 -52.7%

2025

营收 102MYoY -4.3%经营 -50.6%净利 -65.0%

简读 + 重点消息

消息面

0 条 7日新闻,压力 none。

当前 profile 没有可解析的公司新闻。

近期披露

披露信息

Filing body read (S-3/A 2026-05-22) Hyperscale Data filed Amendment No. 2 to a Form S-3 registering resale of up to 43,011,836 Class A common shares issuable on conversion of JGB secured convertible notes. Material changes: Registers resale by JGB-related selling stockholders of up to 43,011,836 conversion shares tied to $12.768 million face amount of secured convertible notes issued for $12.0 million.; Convertible notes bear 12.5% interest, mature December 2, 2027, and convert at the lower of $0.3235 or 85% of the lowest three-day VWAP, subject to a $0.30 floor price.; The company will not receive proceeds from resale of the conversion shares.. Risks: Sales or expected sales of conversion shares may depress the common stock price and impair future equity capital raising.; Actual conversion share issuance is uncertain because conversion timing and price depend on future holder actions and market prices.; Existing holders face dilution from the JGB notes and from the company's large outstanding convertible debt, preferred stock, Class B stock, warrants, and options.. Next checks: Compare Amendment No. 2 against prior S-3/A versions to isolate exact textual changes.; Review Exhibit 4.1 Note Purchase Agreement and Exhibit 4.2 Convertible Promissory Note for covenants, collateral, defaults, redemption mechanics, and ownership limits.; Check whether Registration No. 333-292521 becomes effective and whether any final prospectus or Rule 424(b) supplement is filed..

2026-05-1810-Q
hd51226410q.htm
2026-05-188-K

近期推文

作者立场

立场

中性

价格动量

看空

2025-09-30 05:42中性

@JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

2.53

敏感度

高 beta

情绪风险

低

估值风险

正常

背景

行业与主题

industrials-aerospace-defense

ai-infrastructureenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: Hyperscale Data filed Amendment No. 2 to a Form S-3 registering resale of up to 43,011,836 Class A common shares issuable on conversion of JGB secured convertible notes.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to GPUS, not only Aerospace & Defense

背景

行业背景

industrials-aerospace-defense

提及 9新闻 20股票 31
股票池

GPUS

高风险观察中低正常

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

中性

llm

价格动量

看空

60D / 252D

信号分数

40

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

none

30日披露

6

10-Q

收入同比

-4.3%

稳定

Beta

2.53

高 beta

llm · 2025-09-30 05:42

Serenity 时间线

首次提出2025-09-30 05:42中性
原推

@JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction.

  1. 2025-09-30 05:42中性初始观点

    @JuveCapital I will need to look into $GPUS. I've seen it be mentioned time to time but I haven't looked closer into it. I do like throwing money at random small caps if followers have high conviction.

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

102M

营收同比

-4.3%

毛利率

21.1%

营收趋势

营收趋势线
178M89M0

需要继续工作的地方

研究问题

  • SEC event bus dilution: Hyperscale Data filed Amendment No. 2 to a Form S-3 registering resale of up to 43,011,836 Class A common shares issuable on conversion of JGB secured convertible notes.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to GPUS, not only Aerospace & Defense

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

industrials-aerospace-defense

提及 9新闻 20股票 31
i5152608k.htm
2026-05-118-K
hd5112608k.htm
2021 营收: 52M2022 营收: 118M2023 营收: 156M2024 营收: 107M2025 营收: 102M2021 趋势线: 52M2022 趋势线: 118M2023 趋势线: 156M2024 趋势线: 107M2025 趋势线: 102M20212022202320242025

利润趋势

净利润毛利营业利润
90M-90M-270M2021 净利润: -23M2022 净利润: -182M2023 净利润: -231M2024 净利润: -56M2025 净利润: -66M2021 毛利: 29M2022 毛利: 51M2023 毛利: 31M2024 毛利: 24M2025 毛利: 22M2021 营业利润: -18M2022 营业利润: -139M2023 营业利润: -154M2024 营业利润: -57M2025 营业利润: -52M20212022202320242025

利润率趋势

毛利率营业利润率净利率
83.7%-50.0%-184%2021 毛利率: 54.5%2022 毛利率: 43.1%2023 毛利率: 19.9%2024 毛利率: 22.7%2025 毛利率: 21.1%2021 营业利润率: -35.0%2022 营业利润率: -119%2023 营业利润率: -98.3%2024 营业利润率: -53.4%2025 营业利润率: -50.6%2021 净利率: -44.4%2022 净利率: -155%2023 净利率: -148%2024 净利率: -52.7%2025 净利率: -65.0%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202152M-54.5%-35.0%-44.4%
2022118M124%43.1%-119%-155%
2023156M33.0%19.9%-98.3%-148%
2024107M-31.8%22.7%-53.4%-52.7%
2025102M-4.3%21.1%-50.6%-65.0%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 none。

重点消息

当前 profile 没有可解析的公司新闻。

新增披露摘要

披露信息

披露分析

Filing body read (S-3/A 2026-05-22) Hyperscale Data filed Amendment No. 2 to a Form S-3 registering resale of up to 43,011,836 Class A common shares issuable on conversion of JGB secured convertible notes. Material changes: Registers resale by JGB-related selling stockholders of up to 43,011,836 conversion shares tied to $12.768 million face amount of secured convertible notes issued for $12.0 million.; Convertible notes bear 12.5% interest, mature December 2, 2027, and convert at the lower of $0.3235 or 85% of the lowest three-day VWAP, subject to a $0.30 floor price.; The company will not receive proceeds from resale of the conversion shares.. Risks: Sales or expected sales of conversion shares may depress the common stock price and impair future equity capital raising.; Actual conversion share issuance is uncertain because conversion timing and price depend on future holder actions and market prices.; Existing holders face dilution from the JGB notes and from the company's large outstanding convertible debt, preferred stock, Class B stock, warrants, and options.. Next checks: Compare Amendment No. 2 against prior S-3/A versions to isolate exact textual changes.; Review Exhibit 4.1 Note Purchase Agreement and Exhibit 4.2 Convertible Promissory Note for covenants, collateral, defaults, redemption mechanics, and ownership limits.; Check whether Registration No. 333-292521 becomes effective and whether any final prospectus or Rule 424(b) supplement is filed..

近期披露

2026-05-1810-Q
hd51226410q.htm
2026-05-188-K
i5152608k.htm
2026-05-118-K
hd5112608k.htm
2026-05-078-K
o572638k.htm
2026-05-078-K
r562608k.htm
2026-04-308-K
y4302608k.htm
2026-04-218-K
g4202618k.htm
2026-04-178-K
w4172608k.htm
2026-04-1510-K
hdi32026010k.htm
2026-04-108-K
w4102608k.htm

beta / 动量 / 主题

大盘敏感度

Beta

2.53

状态

高 beta

立场

中性

动量

看空

高风险观察 · 正常

板块定位

行业

industrials-aerospace-defense

ai-infrastructureenergy-poweraerospace-defense