Pronto's 10-minute house help pitch sparked a 3.6x valuation jump in just 90 days | TechCrunch https://t.co/Jozn4IDNvB ...

vcs diamond hands: buying infrastructure that generates actual revenue "symbiotic at $3.8b deployments" instead of "ai memes at inflated valuations" because they understand moats beat momentum every time ...

Key Takeaways Schwab cut supplemental funding balances 70% to $27.7B, lifting NIR in early 2025.NIR rose 25.9% y/y to $5.53B in the first half of 2025.Management sees 2025 NIM between 2.65% and 2.75%, up from 2.59% in H1.The Charles Schwab Corporation’s (SCHW) efforts to repay high-cost bank supplemental funding balances have resulted in an improvement in net interest revenues (NIR) of late. By June 2025-end, the supplemental funding balance was down 70% to $27.7 billion from the peak of $97.1 billion recor ...

>> Welcome back. S&P is coming off its best week since late June. Stocks are mixed as the market tries to add to some of those gains, as investors look ahead to some key data that's on deck later this week.Citi's U.S. Equity strategist, Scott Krone, is with us this morning. Just raised his target to 6600 from 6300. Happy Monday, Scott.Good to have you. >> Good morning Carl. >> Is this about an earnings season that's come in pretty strong. >> It's about earnings season that's coming pretty strong.The differe ...

Summary of Sunny Optical (2382.HK) Conference Call Company Overview - **Company**: Sunny Optical (2382.HK) - **Industry**: Optical components and modules Key Points from the Conference Call Shipment Performance - **Handset Lens**: - July shipment increased by 4% month-over-month (MoM) but decreased by 15% year-over-year (YoY) to 99 million units - Cumulative shipments for the first seven months of 2025 (7M25) totaled 692 million units, reflecting an 8% YoY decline compared to 23% YoY growth in 7M24 [1][8] - **Camera Modules**: - July shipment rose by 2% MoM but fell by 3% YoY to 43 million units - 7M25 shipments totaled 271 million units, down 19% YoY compared to 8% YoY growth in 7M24 [1][9] - **Vehicle Lens**: - July shipment increased by 3% MoM and 29% YoY to 11 million units - 7M25 shipments reached 76 million units, showing a 23% YoY increase compared to 12% YoY growth in 7M24 [1][9] Financial Performance - **Revenue Projections**: - Revenues for 2025E are projected at RMB 43.66 billion, with a YoY growth of 14% [10][14] - **Net Income**: - Expected net income for 2025E is RMB 3.41 billion, reflecting a 26% YoY increase [10][14] - **Earnings Per Share (EPS)**: - Projected EPS for 2025E is RMB 3.13, with a 26% YoY growth [10][14] Valuation and Price Target - **Target Price**: - The target price remains unchanged at HK$89.0, based on a price-to-earnings (P/E) ratio of 21.6x for 2026E [9][11] - **Valuation Methodology**: - The target P/E multiple is consistent with the company's historical trading range and is derived from the correlation between peers' 2026 P/E and expected net income growth [9][11] Risks and Considerations - **Market Risks**: - Potential risks include unexpected competition in the handset lens market, shipment growth variability in camera modules, and fluctuations in operating expenses [13][14] Conclusion - The company maintains a **Neutral** rating, reflecting cautious optimism amid mixed shipment performance and a stable financial outlook [1][9][14]

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Runner (now infamously hilariously wrong about ETH) floating selling his account got me thinking….What is the appropriate valuation of an X account?He (wrongly) stated that his account could be used to make $20-30k/month by using K4ito (he could max reliably pull $10k/month bc he has no audience for that content = he won’t score well)…but I’ve been thinking about how to model the actual value…and this is what I’ve come to….I think it’s not insane to use P/E ratios to try to value social brands.You have dive ...

These days the frequent-flyer schemes of America’s big airlines command valuations in the tens of billions of dollars, sometimes exceeding the equity value of the company itself https://t.co/ytn0H00hh7 ...

The people who said, "Oh, Figma left $3 billion on the table." The 98 price only happened because the IPO happened at 38. The discussion they were having on the day was, let's call it the halagan discussion of do I go two bucks more and exclude Fidelity or two bucks less and take Fidelity and it's a good useful discussion. And had someone walked in and said, I know this IPO is going to price at 100 bucks a share to open tomorrow morning.Let's raise at 80. They wouldn't have had a book cuz no one has bid at ...

Our next guest believes multiples are high, but they make a lot of sense given the market's resilience this year. Joining us now, Sylvia Jablonsky, CEO and chief investment officer of Defiance ETF. Silia, great to have you with us.Um, so how do you think about valuation. Um, yes, the market has been resilient, but that doesn't mean that it won't be primed for a normal 10% pullback at some point, which is garden variety, basically. >> Yeah, absolutely.Good morning, Melissa. Well, I think that, you know, what ...