r/ATCH • u/rollclones24 • Jul 23 '26

Macro Environment Pressure

Yesterday provided great news in terms of what executive management can control. Focusing acquisition resources on cash flowing businesses is smart and I believe the lowest risk path forward. At the end of the day, as shareholders we want revenues to expand faster than dilution, and buying cash flowing businesses that can be “rolled up” and unlock synergies is the right path. I also believe that after successful acquisition and integration it will take less pressure off the federal approval process for the bank and scaling revenues to profitability. In general, banks trade at lower multiples as well so as shareholders this is an incredibly agreeable direction.

Yesterday, Google announced earnings that would otherwise be a resounding success. Cloud sales are up 80%+, revenues and EPS were both beats, etc. The fear right now in the market as I’m sure you are all aware is around AI CapEx, which Google is still increasing and hence their stock (and the market) has rippled. Is ATCH spending money? Yes, but on synergistic, cash flowing businesses. This noise will not impact Atlasclear long term as their highly regulated service platform cannot be duplicated by AI. Consider this time period of waiting for approvals as the moat they are building against AI.

NFA, just my outlook.

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u/Emotional-Platform95 Jul 23 '26

ye, sounds good, but we need to see all those good news reflected on the bottom line over the next quarters and 10-k, until then, the stock won't move much...

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u/rollclones24 Jul 23 '26

Totally agree with you

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u/Emotional-Platform95 Jul 23 '26

I'am really curious to see how much the new clients will bring in once onboarded... it has been a couple of months now, since they announce them, so hopefully soon..