CCTV report
No surprise.
My guess is that this meeting is the most overhyped market event of the year.
No surprise.
My guess is that this meeting is the most overhyped market event of the year.
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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.
GTLB's 26.4% ARR growth & 87.4% gross margin shine; CAG & LKQ face falling sales & margins.
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