Give me entry at $1B USD valuation ...

Market Trends & Investment Opportunities - The market views Nvidia's upcoming earnings as a crucial event, potentially driving tech stocks higher [2][11] - The AI revolution is expected to spur significant spending, potentially exceeding the combined spending of the last 10-12 years over the next 3-4 years, reaching $3-4 trillion [5] - Cyber security is considered a key area benefiting from AI, potentially adding 30-40% revenue to companies like Zscaler and Crowdstrike [6] - Infrastructure players, particularly those involved with Coreweave, are expected to remain bullish due to the ongoing AI advancements [13] Company Performance & Valuation Concerns - Zscaler's price target is raised to $350, representing approximately a 9% upside from its current trading price [3] - High forward PE ratios are noted for Palantir (more than 220 times), CrowdStrike (more than 125 times), and Zscaler (87 times), raising valuation concerns [4] - Investors may be underestimating Zscaler's potential growth in the coming quarters [8] Competitive Landscape - Zscaler faces competition in cyber security from Palo Alto Networks and Crowdstrike, emphasizing the importance of platform size and customer retention [7] - The cyber security market is experiencing bifurcation, with companies gravitating towards larger players [7]

Long term: Inflation and valuation splits.If subsidies meet higher tariffs, inflation pressure could creep back. Hard assets and cash-flow-rich companies may lead the next cycle.The best part? You can trade the ones you believe in directly onchain: https://t.co/MSexjlLhsK https://t.co/Iv55QfzLwX ...

Endeavour Silver Corp. reported an EPS of -$0.01, missing estimates and indicating financial underperformance.Despite a revenue increase to $111.4 million, EXK fell short of the expected $170.4 million, underscoring its struggle to meet market expectations.The company's production metrics and the achievement of commercial production at the Terronera mine are positive, but financial ratios reveal profitability and valuation challenges.Endeavour Silver Corp. (NYSE:EXK) is a prominent player in the silver mini ...

We recently published 10 Stocks Jim Cramer Discussed Including His Palantir Deep Dive. Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer recently discussed. Palantir Technologies Inc. (NASDAQ:PLTR)’s third-quarter earnings saw the firm’s $0.21 in EPS and $1.18 billion in revenue beat analyst estimates of $0.17 and $1.09 billion. However, despite the solid set of results, the shares fell after the earnings report. Cramer spent quite a bit discussing Palantir Technologies Inc. (NASDAQ ...

US stocks extended declines on Friday, putting benchmarks on track to snap a string of weekly gains as investors continued to fret about stretched valuations in the tech sector https://t.co/SLyodG3USH ...

Hey man, I want to start with your word of the day. It's blindside. Do you think investors have been blindsided.What's going on. >> Yeah, kind of a good way to say it. I mean, we're deep into football season and it kind of sounds like a reference to that, but it's not.I mean, we chose the word. I chose the word because I think investors get or could get blindsided here if the concentrated side of the market starts to unwind. You know, when you got too much money piled into too few names, even a small shift ...

Earnings Projections: Analysts estimate an EPS of $2.32 and projected revenue of $1.34 billion for the upcoming quarter.Valuation and Leverage Concerns: Despite a low price-to-sales ratio suggesting undervaluation, high debt levels and potential liquidity issues are significant concerns.Six Flags Entertainment Corporation, trading as NYSE:FUN, is a leading operator of theme parks and water parks across North America. Known for its thrilling rides and family-friendly attractions, Six Flags competes with othe ...

E.l.f. Beauty Inc’s (NYSE:ELF) stock collapse over the past two days didn’t just smudge its own valuation, it also cast a shadow over several consumer and retail ETFs exposed to high-multiple, tariff-sensitive names. On Wednesday, ELF crashed 29%, and Thursday is going even worse for the stock, which is down 36% at the time of writing. Funds like the iShares U.S. Consumer Goods ETF (NYSE:IYK), VanEck Retail ETF (NASDAQ:RTH), and SPDR S&P Retail ETF (NYSE:XRT) all hold companies in similar product categories ...

Core Insights - Michael Burry of Scion Asset Management has made a bet against AI stocks like Nvidia and Palantir, raising concerns about the valuation of technology stocks [1] Group 1: Investment Strategies - The article discusses the author's investment journey, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds [1] - The author has recently combined long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] Group 2: Market Focus - There is a renewed focus on the valuation of technology stocks due to Burry's actions, particularly in the context of AI-related companies [1]