CRWD surges 70% on AI hype, but 125x FCF valuation leaves little room for error.
EMG bets $4.74M on Dynex Capital (DX), yielding 16%, despite recent -2.5% economic return.
Software stocks surge on trade optimism; FRSH +6%, BRZE +5.2%. AI traction boosts Figma's revenue 46%.
HOOD down 33%, SPOT down 22%. HOOD's 39x P/E high risk, SPOT's 28x P/E also pricey. Both eye long-term growth.
MSFT jumps 3.2% on Ackman's stake & AI buys. Valuation compelling despite FCF margin drop to 19.1%.
SpaceX IPO targets $1.75T valuation, 100x revenue. High risk, dual-class shares, Starship hurdles. Retail gets 30%?
TEAM jumps 8.1% on trade sentiment, but down 44% YTD. High yields pressure its P/E.
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