They could remain private and risk running out of the capital needed to stay ahead. Or they go public and risk markets’ impatience over profits. Either way, their lofty valuations will soon be put to the test https://t.co/8NwEs9LOP4 ...

Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...

Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...

The most amusing debate in NFT land right now is whether floor prices should be displayed in ETH or USD.In my opinion, valuations in ETH are a thing of the past.When I trade NFTs these days, I try to maximize my USD, not my ETH. That was different in 2021, but that's how I see it now.Therefore, the default display in USD makes sense imo ...

All right. I think all day long we're going to talk about whether this was a hawkish cut. Was it a neutral cut. Was it a dovish cut.What was your take. I I felt like Jac Powell's comments about the the path forward not really being clear. That was a bit hawkish, but at the same time, the bond buying on the short end that seems a bit doubbish.Seems like it has almost the same effect as a rate cut. How did you view it. >> Well, our economists think that it was of course uh less less hawkish than the market ha ...

Core Insights - Indian equities have experienced significant growth over the past decade, indicating a strong performance in the stock market [1] - Despite a favorable economic outlook, there are growing concerns among investors regarding current valuations [1] Group 1: Market Performance - The Indian stock market has shown a positive trajectory, with a decade of strong performance [1] - The overall economic conditions remain favorable, suggesting potential for continued growth [1] Group 2: Investor Sentiment - Investors are increasingly worried about the high valuations of Indian equities, which may impact future investment decisions [1]

After Paramount came out with its own hostile takeover offer yesterday, Netflix co-CEO Ted Sarandos says he's not too worried. He spoke at the UBS Global Media and Communications Conference in New York yesterday. Just take a listen.Today's move was entirely expected. We have a deal done and we and we are incredibly happy with the deal. We think it's great for our shareholders, it's great for consumers. We think it's a great way to create and protect jobs in the entertainment industry. We're super confident ...

RT icyponds ( |=0==0=|, |=0==0=| ) (@icyponds)This implies less moonboy math on existing tokens, bringing them more in line with trad company valuations (@santiagoroel thesis).The problem is, however, that getting exposure to this mass adoption is almost impossible from a retail pov. ...

High valuations are fairly good at predicting low long-run returns, but useless over the short run. Surges in Googling do a much better job at forecasting an imminent fall https://t.co/uwwchGaPTJ ...

US stocks have limited scope to deliver outsized gains in 2026 after three straight years of double-digit returns that pushed valuations to lofty levels, according to Bank of America https://t.co/5vdPj6JEBx ...