If anyone's watching the show and those two stocks have an outsized impact on your portfolio, I encourage you to diversify. I look at small caps in the US trading at the the cheapest valuation relative to large cap caps since 2000, since June of 2000. And if you look at the 25 years since then, small caps have actually outperformed large caps even with Microsoft and Apple and Meta and everyone else driving them higher.Valuation is not a perfect timing tool. Um, but it does tend to work longer term. And righ ...

Ahead of earnings, Palantir is near a record high and boasts the highest price-to-earnings ratio on the S&P 500 — but Wall Street has long been leery of the company's runaway valuation https://t.co/rnK3bVXFvc ...

Group 1 - The article discusses Salesforce (NYSE: CRM) and the author's previous rating of the stock as a "hold" due to insufficient margin of safety amid uncertainties [1] - The author highlights the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita's background includes five years in high-growth supply-chain start-ups and collaboration with venture capital firms, emphasizing her expertise in user acquisition and portfolio management [1] Group 2 - The article mentions Amrita's award-winning newsletter, The Pragmatic Optimist, which aims to simplify financial literacy and macroeconomic concepts for a broader audience [1] - The newsletter has been recognized as the Top Newsletter in Finance on popular platforms, indicating its influence and reach in the financial community [1]

The fifth volume of the Yahoo Finance Chart book is here. And essentially what this project is is I ask strategists across Wall Street and economists across Wall Street a simple question. What is the most important chart for investors right now.And we can sort of form a consensus of what people are thinking about, what the risks are out there, and what the top things are that for this chart book have been driving this stock market rally. If we go back to January, a lot of uh contributors had told us that th ...

Vibe Coding Tool Replit Doubles In Valuation To $3 Billion https://t.co/lxASxmLCHE https://t.co/9np0BM0qRI ...

🔥 LATEST: OpenAI raises $8.3B at a $300B valuation, per NYT. https://t.co/7lExJ40Lf0 ...

Core Viewpoint - Axon Enterprise, Inc. is expected to report strong second-quarter 2025 results, with earnings projected at $1.54 per share and revenues at $643 million, reflecting significant year-over-year growth [2][8]. Financial Performance - The earnings estimates for the second quarter have increased by 4.8% over the past 60 days, indicating a 28.3% increase from the previous year [2]. - The Zacks Consensus Estimate for quarterly revenues suggests a year-over-year growth of 27.6% [2]. - Axon has a history of exceeding earnings estimates, with an average surprise of 19.8% over the last four quarters [3]. Segment Performance - The Connected Devices segment is anticipated to generate revenues of $364 million, a 23.4% increase from the previous year, driven by strong demand for TASER devices and the new Axon Body 4 camera [6][8]. - The Software & Services segment is expected to see revenues rise by 35.4% to $283 million, supported by user growth and enhanced cloud offerings [9][8]. Strategic Initiatives - The company is focused on acquisitions and partnerships to enhance its product offerings, including the acquisition of Dedrone for airspace security and a partnership with Skydio for drone solutions [10]. - The increase in the number of users on the Axon network and benefits from recent acquisitions are likely to contribute positively to future performance [19]. Market Position - Axon shares have increased by 20.3% over the past three months, outperforming the S&P 500's 12.2% increase [12]. - The company's current valuation is high, with a forward P/E ratio of 103.48X, significantly above the industry average of 52.76X, which may pose risks if market sentiment changes [15][16]. Investment Outlook - The company is well-positioned for sustained growth due to its diversified product portfolio, strategic collaborations, and strong market demand [18][20]. - Positive analyst sentiment and robust growth prospects make Axon an attractive addition to investment portfolios [20].

OpenAI reportedly raises $8.3B at $300B valuation | TechCrunch https://t.co/Jz8qFcFfXJ ...

What determines whether a new token launch rallies or flops. This year has seen a number of extremely hyped tokens that have completely face planted. And this has led to a recent report that breaks down some of these launches.So, in this video, we will be breaking it down by looking at the patterns that separated the winners from the losers and turning those insights into a framework you can actually use to make sure you nail the next big token launch. My name is Nick and you're watching the Coin Bureau. No ...

OpenAI raised $8.3bn at a $300bn valuation.Anyone here get a ticket? https://t.co/D1ALUx0ot3 ...