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CART's 7x EV/EBITDA & 74% gross margin show strong value, unlike VSCO's weak growth & ESAB's shaky outlook.
NVDA's 19% YTD gain faces high P/E. Watch AI demand, Vera Rubin, and China for clues.
Gold drops 15% on war fears & rate hike bets; 30-yr yields hit 2007 highs. Silver down 21%.
MTSI surges on 37% sales growth, trades at 61.8x P/E. DKS eyes 29.6% growth at 15.4x P/E. BELFA expands margins.
UFPI down 13.9% on revenue miss; VMC up 23.7% on strong EBITDA beat. Building materials face cyclical risks.
Media stocks dip post-earnings: IMAX down 11.6%, SBGI 9.8%, IAC 11.7%. Revenue misses plague sector.
Berkshire Hathaway exits AMZN, doubles down on GOOGL's $460B cloud backlog & AAPL's high-margin services.
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