KAPUALabs1d ago
Broadcom's $AVGO valuation debate: 63% upside potential vs execution risk. With AI/XPU revenue growing 140% YoY heading to $100B+ by 2027, but trading at 60-66x P/E - is the growth already priced in? Analysis: https://post.kapualabs.com/yc3avx47 #Investing #Semiconductors #Valuation $AVGO
KAPUALabs2d ago
Valuing $AVGO with the Brina Gap framework exposes critical failure modes: AI paradigm shifts override historical baselines, buybacks distort ROIC, and insider sales are often just tax withholding. A must-read for serious semiconductor investors. https://post.kapualabs.com/4ds5fjub #Valuation #Semiconductors #Investing #StockAnalysis
Yonhap Infomax News4d ago
Investment experts warn that SpaceX's $1.75 trillion valuation already reflects most potential gains, with revenue of only $16 billion making further profit difficult despite plans for the largest U.S. IPO seeking $75 billion in capital.
#YonhapInfomax #SpaceX #IPO #Valuation #ElonMusk #InvestorCaution #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114100
'Exercise Caution Before Buying SpaceX Stock Even After IPO'

Investment experts warn that SpaceX's $1.75 trillion valuation already reflects most potential gains, with revenue of only $16 billion making further profit difficult despite plans for the largest U.S. IPO seeking $75 billion in capital.

Yonhap Infomax
sayzardApr 1

OpenAI (@OpenAI)

한 AI 기업이 최신 펀딩 라운드를 마감하며 1,220억 달러의 약정 자본과 8,520억 달러의 사후 기업가치를 확보했다고 발표했다. AI의 혜택을 빠르게 확산시키기 위해 자본을 활용하겠다는 메시지로, 대규모 AI 투자 흐름을 보여준다.

https://x.com/OpenAI/status/2039085161971896807

#ai #funding #valuation #investment #startup

OpenAI (@OpenAI) on X

Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to

X (formerly Twitter)
shreyasdMar 28

Notion that #valuation can sum up all the nuances of the thing is very reductive of capital markets. It makes all other dimensions secondary. Essentially making whole life experience homogeneous and robotic. People chasing some made up human numbers as some sort of purpose of #life.

#Capitalism #FreeMarket

Yonhap Infomax NewsMar 25
South Korea's KOSPI correction driven by foreign liquidity withdrawal from semiconductors and autos rather than earnings deterioration, with 83% of 32.4 trillion won foreign selling concentrated in chips; valuation floor now at 5,500 range as technical support at 60-day MA remains key test amid geopolitical risks
#YonhapInfomax #KOSPI #ForeignInvestors #Semiconductors #Valuation #MarketCorrection #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=111851
Yonhap Infomax NewsMar 19
Citigroup upgrades Constellation Brands to 'Buy' from 'Neutral' with $175 price target, citing positive revenue momentum and historically low valuation, as shares rise 0.28% to $152.09 following the announcement.
#YonhapInfomax #ConstellationBrands #Citigroup #RatingUpgrade #PriceTarget #Valuation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110849
Citi Upgrades Constellation Brands to 'Buy' from 'Neutral'

Citigroup upgrades Constellation Brands to 'Buy' from 'Neutral' with $175 price target, citing positive revenue momentum and historically low valuation, as shares rise 0.28% to $152.09 following the announcement.

Yonhap Infomax
Show threadyour auntifa liza 🇵🇷 🦛 🦦Mar 17
the #pedophilia #rapes #murders have been part of the Silicon Valley #wealth #valuation process. you don't need to read all the #JeffreyEpstein #EpsteinFiles to get that the #broligarchy isn’t a meritocracy based on assets. it’s based on what they could get away with; especially the most unspeakable of crimes.
DailyDACMar 16

Debtors often use Chapter 11 bankruptcy for litigation advantages. Whether or not they succeed depends on the facts of the bankruptcy case.

#BankruptcyPetition #BusinessDistress #Chapter11Plans/Confirmation #Insolvency #Valuation

https://www.dailydac.com/fancy-filing-chapter-11-bankruptcy-for-litigation-advantage/

Show threadDon Curren 🇨🇦🇺🇦Mar 12
2 #IMF: In the #UnitedStates, the #stockmarket #valuation of young #firms (under the age of 50) is $42.9 trillion, compared to a meager $5 trillion in the #EuropeanUnion.