RT Fuse Energy (@fuseenergy)Today we announce our $70M Series B, led by @lowercarbon and @balderton, bringing Fuse to a $5B valuation.Time to go further. https://t.co/cgZHVTPw6i ...

Core Viewpoint - Michael Burry is bearish on Palantir (PLTR), arguing that its valuation is excessively high, while bulls believe the company deserves its valuation due to significant growth and cash flow margins [1][2][5]. Valuation Concerns - PLTR stock trades at 156 times trailing sales and 552 times trailing earnings, with a forward P/E ratio of 175 times expected earnings for the next year, marking an unprecedented valuation since the Dot Com era [2]. - Burry holds put options on approximately 5 million shares of Palantir, with a notional value of around $912 million, representing 66% of his reported holdings [3][4]. Bullish Arguments - Bulls argue that Palantir is an extraordinary company with a nearly 50% free cash flow margin, indicating strong growth potential [5]. - The company is expected to generate full-year free cash flow of up to $2.1 billion, with a higher-end revenue estimate of $7.39 billion for 2026, leading to a forward FCF valuation of approximately 120 times [7]. Management Strategy - Palantir's management has implemented austerity measures while achieving accelerating revenue growth, aided by its software automation through Palantir Apollo [6]. Market Sentiment - Analysts are divided, with most holding a "Hold" rating, three analysts issuing "Sell" ratings, and four giving "Strong Buy" ratings, with the highest price target set at $255 by Bank of America [1]. - There is skepticism about Palantir's ability to maintain growth or profits, with potential for stock pullbacks in the near future [9]. Investment Strategy - For bearish investors, following Burry's lead may be prudent, while bulls are advised to limit exposure to PLTR to around 10% of their portfolio due to its high valuation [10][11].

Omega Healthcare Investors (NYSE:OHI – Get Free Report) and Brookfield Infrastructure Partners (NYSE:BIP – Get Free Report) are both large-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings. Get Omega Healthcare Investors alerts: ProfitabilityThis table compares Omega Healthcare Investors and Brookfield Infrastructure Partners’ net ...

If we took a single 10-week strand of pricing data from Oracle (ORCL), the return during this period won’t tell us much about the performance probability of the other weeks. However, if we took hundreds of rolling 10-week sequences of ORCL stock and arranged them in a distribution, the most frequent, consistent performances would lead to bulges in probability mass. These bulges represent risk geometry, which allows us to make smarter decisions.Instead, we need to think in terms of probabilistic mass and ris ...

RT Akshay BD (@akshaybd)distribution is valuationblockchains are not new financial products.they are distribution engines for financial products - in the same way youtube was a distribution engine for content. and as with youtube, the medium reshapes what gets created. once distribution changes, the product itself changes.youtube didn’t just rebroadcast television. it created an entirely new category of content native to its incentives: shorter formats, creator-led economics, algorithm-aware production etc. ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.Other people make friends. I'm just trying to make you a little money. My job is not just to entertain, but to teach you how everything works here.So, call me at 1800743 CNBC. Tweet me, Jim Kramer. After an agonizing period where Wall Street decided it was done with one of the greatest growth stories in history, artificial intelligence and everything attached to it.Today we got a reprieve, maybe even a second win that showered money on the cowork ...

OpenAI looking to raise more money which could push its valuation to $830 billion. Mackenzie Seagalos here with more behind that big number. Mac, >> hey Scott.So OpenAI's valuation getting marked higher across back-to-back reports. Roughly an $80 billion spread over 24 hours. The journal now says OpenAI's next round could raise as much as hundred billion at an $830 billion valuation.That would be good for cap table names like SoftBank, which recently liquidated its entire Nvidia stake, to go allin on OpenAI ...

Key Points Sales volume increased for Lamb Weston, but a lower pricing mix offset this gain. Meanwhile, profitability remains weak as the company ramps up production at its new facilities. Ultimately, guidance was disappointing, so Lamb Weston may be deserving of its discounted valuation for the time being. 10 stocks we like better than Lamb Weston › Shares of leading frozen potato supplier Lamb Weston (NYSE: LW) plummeted 22% as of 11 a.m. ET on Friday after the French fry juggernaut provided u ...

OpenAI is reportedly trying to raise $100B at an $830B valuation https://t.co/oLavZEzsjf ...

Welcome back to Squawkbox. OpenAI is reportedly looking to raise as much as a hundred billion dollars for its expansion plans, which could value the company as high as, you ready for this. 830 billion.So, we're getting close to the trillion dollar mark. The Wall Street Journal saying that the earliest fundraising round would be completed at the end of the first quarter of this coming year. Then, opening eye expected to draw in financing from sovereign wealth funds as well.Earlier in the week, the informatio ...