Wrap Europe

Big Tech's AI capex surges, boosting Nvidia's outlook despite customer concentration risks. Upside potential remains.

MGNI's 26.4% revenue growth & 27.1% FCF margin at 12.3x P/E vs. BOX's 11.9% billings growth & 2.8x P/S.

Crypto inflows show mixed signals; Bitcoin & ETH favored over DOGE. Rotation thesis lacks strong data.

BGS revenue down 5.4%, EPS -23.1%, high debt. NNBR trades at 41.8x P/E.

Visteon exec sells 4K shares near 1-yr high; P/E doubles, suggesting caution for buyers.

TTD, WAT, CRGY show strong revenue growth & margins. TTD at 3.6x P/S, WAT 20.6x P/E, CRGY 6.1x P/E.

Oklo's $13B valuation on zero revenue is priced for success, but risks abound. Bullish case sees 10x returns, but losses loom.