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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.
TSCO, KO, AXP offer growing dividends. TSCO yields 2.7% despite stock drop; KO boasts 64 yrs of hikes; AXP's dividend grows 16%!
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