I haven’t read the earnings, i dgaf about shitchat but have you thought maybe it’s not plexiai that’s the cause. NA user shrinkage sounds like a pretty big issue.
That just came out today, but it tanked last week after its own earnings mentioning the delay of the perplexity deal, amongst a couple other things like NA user shrinkage.
MTG is printed in EU for that market, Japan for Asia market, and US for NA market.
The tariffs are about the core toy business which has been pulling the company down since COVID disruptions and shipping costs skyrocketed, then tariffs impacts. That has hopefully been sorted through now.
Market is inflated on "hype". Full stop.
Hype about AI.
Hype about Mango hating regulations.
Hype about Mango hating the environment.
Hype about FNMA and FMCC.
Hype about minerals.
Hype about chips.
Hype about Chy-na.
Hype about Euro defense.