Mentioned this one yesterday pre-launch, but less than 12 hours into opening and @Everlyn_ai already oversubbed their $2m raise target.Pretty sure the bonus for actual users (up to 50% for subscribers), full TGE unlock and valuation at the same level as the last institutional round were easy selling points for ppl to commit early. There's still a bit over 3 days of time for commits, and I expect it ends up a lot higher than it is right now.I think someone putting together some content showcasing oversub amo ...

Core Viewpoint - Small-cap U.S. stocks may be experiencing a resurgence after a prolonged period of underperformance, with recent data indicating potential positive trends for small-cap investors [1] Performance Summary - The iShares Russell 2000 ETF (IWM) has increased by 6.3% over the past month, compared to a 2% gain in the SPDR S&P 500 ETF Trust (SPY) [2] - Year-to-date, SPY is up approximately 10%, while IWM has advanced about 5.7% [2] - Early-year weakness in small caps was largely attributed to President Trump's tariff announcements, which adversely affected smaller companies [2] Market Dynamics - Bank of America's client flow data indicates near-record demand for small-cap stocks, with clients purchasing $1.5 billion worth of small and micro-cap stocks and ETFs in the past week [3] - The Federal Reserve is expected to cut interest rates in September, with a 97.6% probability of a 25-basis point cut, which could benefit small-cap stocks and ETFs [4] Earnings Analysis - For the small-cap S&P 600 index, Q2 earnings are up 8.6% year-over-year, with revenues increasing by 3.4% [5] - 61.1% of small-cap companies beat EPS estimates, and 72.4% exceeded revenue estimates [5] - In comparison, S&P 500 companies reported a 12.4% increase in earnings and 6.0% higher revenues, with 79.9% beating EPS estimates [6] Valuation Insights - The Russell 2000 is currently trading at a P/E ratio of 32.75, up from 27.79 a year ago, indicating that small caps are not cheap and may be overvalued [8][9] - The Nasdaq 100 Index has a P/E ratio of 32.97, while the S&P 500 Index is at 25.15, reflecting a relative valuation perspective [9] Economic Context - U.S. GDP grew by 3.3% in Q2 2025, rebounding from a 0.5% decline in Q1, driven by stronger consumer spending and private investment [10] - Job openings fell to 7.181 million in July, below expectations, which may signal potential weakness in the labor market [11] Investment Opportunities - Value and blend small-cap ETFs have outperformed growth ETFs over the past month, with notable performers including: - Invesco S&P SmallCap 600 Pure Value ETF (RZV) – Up 11.0% - Invesco S&P SmallCap Value with Momentum ETF (XSVM) – Up 9.9% - iShares US Small Cap Value Factor ETF (SVAL) – Up 9.1% [12]

Valuation - Xiaohongshu's valuation increased by 19% to $31 billion in three months [1] Market Position - Intense investor demand exists for Xiaohongshu, positioning it as a Chinese equivalent to Instagram [1]

Funding & Valuation - OpenAI is conducting a tender offer targeting $103 billion (103,000,000,000 USD), exceeding the initial $6 billion (6,000,000,000 USD) scope, while maintaining a $500 billion (500,000,000,000 USD) valuation [1] - OpenAI's previous liquidity event in January involved a $15 billion (15,000,000,000 USD) tender [2] Participation & Timeline - Current and former employees with shares held for over two years have until the end of September to decide on participation, with the transaction expected to close in October [2] Investors - Participating investors include Thrive, Dragon Ear, Soft Bank, Abu Dhabi-based MGX, and Tro [2] Market Dynamics - The competition for OpenAI shares has intensified due to the ongoing AI talent war [2]

Core Viewpoint - Nucor Corporation (NUE) has shown strong performance in the stock market, with a 20.1% increase over the past three months, outperforming both the Zacks Steel Producers industry and the S&P 500 [1][7] Financial Performance - Nucor missed earnings estimates in the second quarter but reported higher profits across its segments, driven by increased shipment volumes and higher average selling prices in its steel mill segment [1] - The company's top line rose by 5%, exceeding estimates [1] Market Comparison - Among major U.S. steel-making peers, Steel Dynamics, Inc. (STLD) has seen a decline of 4.4% in the past three months, while Cleveland-Cliffs Inc. (CLF) has experienced a significant rally of 38.6% [2] Technical Indicators - Nucor has been trading above its 50-day simple moving average (SMA) since June 2, 2025, and is also above its 200-day SMA, indicating a bullish trend following a golden crossover on July 30, 2025 [5][6] Growth Projects - Nucor is committed to increasing production capacity through various growth projects, including the Apple Grove sheet mill and the Lexington rebar micro mill, which are expected to meet strong demand from construction, military, and energy sectors [10] - The company has a healthy order backlog and has already commissioned some growth projects, showing strong production and shipment performance [10] Strategic Acquisitions - Nucor has focused on growth through strategic acquisitions, including the recent buyout of Southwest Data Products and Rytec Corporation, which will expand its product portfolio and create cross-selling opportunities [11] Financial Health - Nucor ended the second quarter of 2025 with strong liquidity of approximately $3.4 billion and has amended its revolving credit facility to increase borrowing capacity [12] - The company has returned around $13.2 billion to shareholders since 2020, with a commitment to return at least 40% of annual net earnings [13] Dividend Information - Nucor offers a dividend yield of 1.5% with a payout ratio of 36%, indicating a sustainable dividend policy backed by strong financial health [14] Steel Price Trends - A recent pullback in U.S. steel prices poses challenges for Nucor, with hot-rolled coil (HRC) prices dropping below $800 per short ton due to overall demand weakness and abundant steel mill output [15][16] Earnings Estimates - The Zacks Consensus Estimate for Nucor's earnings for 2025 and 2026 has been revised upward over the past 60 days, reflecting positive sentiment [17] Valuation Concerns - Nucor is currently trading at a forward 12-month earnings multiple of 14.88, which is a 37.9% premium to the peer group average, raising concerns about its valuation [18] Investment Outlook - Nucor's expansion efforts and strategic acquisitions are positive, but the company faces challenges from the steel industry's price volatility and its stretched valuation, suggesting a hold strategy for current investors [21]

Pretty big couple of days for my partners at @Everlyn_aiThis weekend they announced that Mysten Labs (creators of Sui) joined their most recent raise round (val at $250m).Today they announced that they're using the Kaito Capital Launchpad to allow more retail participants access to their token sale - at the same valuation.From the details it looks like a $2m raise at $250m val with a few ways to get bonus allocation for ppl actually using the AI video gen platform.Looking at past raises through Kaito, this ...

Mexico's benchmark index is up about 20% this year, just year-to date. That is double the gains of the S&P 500. It outflanks what we've seen in Canadian stock markets as well.And joining us right now to talk about the Mexican market, the geopolitical backdrop is Jorge Algria. He is the CEO of the Mexican Stock Exchange. Jorge, thank you for coming in today.It's really great to see you. Beck is my my privilege to be here. Thank you very much.Good morning. You know, it's um it's shocking to think that the Mex ...

Well, Evercore ISI out with two new market calls. A firm upping its year-end target for the S&P 500 from 5600 to 6250. That is lower than today's close.But he's also expecting a big 2026 run, setting a price target for the end of next year of 7750. That implies a 21% gain from here. The firm's senior managing director, Julian Emanuel, is behind this forecast.Julian, great to have you with us. Great to be with you. Why are you so bullish about 26.There seems like there's so many unknowns out there right now. ...

Core Viewpoint - Lockheed Martin has shown strong stock performance recently, with a return of +7.5% over the past month, outperforming the S&P 500 composite's +3.8% and the Zacks Aerospace - Defense industry's +2.3% [1] Earnings Estimate Revisions - The current quarter's earnings estimate for Lockheed is $6.36 per share, reflecting a -7% change year-over-year, with a slight adjustment of -0.2% in the last 30 days [4] - The consensus earnings estimate for the current fiscal year is $22.4, indicating a -21.3% year-over-year change, with a recent change of +0.2% [4] - For the next fiscal year, the consensus earnings estimate is $29.5, showing a +31.7% change from the previous year, with a minor adjustment of -0.1% [5] - Lockheed holds a Zacks Rank 3 (Hold), influenced by recent changes in earnings estimates and other related factors [6] Projected Revenue Growth - The consensus sales estimate for the current quarter is $18.54 billion, indicating an +8.4% year-over-year change [8] - Revenue estimates for the current and next fiscal years are $74.3 billion and $77.23 billion, reflecting changes of +4.6% and +3.9%, respectively [8] Last Reported Results and Surprise History - In the last reported quarter, Lockheed generated revenues of $18.16 billion, a +0.2% year-over-year change, with an EPS of $7.29 compared to $7.11 a year ago [9] - The reported revenues were -2.21% below the Zacks Consensus Estimate, while the EPS exceeded estimates by +12.33% [9] - Lockheed has consistently beaten consensus EPS estimates over the last four quarters, but has only surpassed revenue estimates once during this period [10] Valuation - Lockheed is graded B in the Zacks Value Style Score, indicating it is trading at a discount compared to its peers [14]

company closed a $1 13 billion round that tripled its valuation to $183 billion. And at the same time that Anthropic is closing this round, you've got OpenAI that's going out to current and former employees this week with a secondary share sale that pegs its value at half a trillion dollars. Now, both have been going head-to-head this year to capture enterprise customers.Anthropic's new series F showing that its annual revenue run rate jumped fivefold since January to5 billion dollars. While OpenAI at the s ...