Reddit (RDDT) Valuation Reset: 2024 vs. 2025 "Profits tripled while the valuation multiplier dropped by 5x." 1. Period: Q4 2024 (Reported Feb 2025) Stock Price: $214 Quarterly EPS: $0.36 Annualized EPS (Run-rate): $1.44 ($0.36 × 4) Run-rate PER: 148.6x 2. …
* Nvidia–Arm (abandoned): Scrapped after U.S., UK, and EU enforcers argued Nvidia could use control of Arm’s neutral chip IP to disadvantage rival chipmakers and harm innovation. * Penguin Random House–Simon & Schuster (blocked): U.S. DOJ convinced a court the …
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
Reference: Revenue Mix Google (Alphabet): Ad Revenue Exposure (including YT Premium) 85% • Reddit: Ad Revenue Exposure 93% 1. Google (Alphabet) Run-rate PER Calculation Q4 2025 EPS: $2.82 Annualized EPS (Run-rate): $2.82 x 4 = $11.28 Current Stock Price …
Let me preface this by saying that I have taken some economics in college but by no means I am expert. Just an observation from an average person. Weakening of USD is deliberate. This makes many economic indicators look great …
If you compare CAPEX numbers of big hyperscapers, you can still sing "show must GOOOO OOOONNN!!!!" |Company|2025 Est|2026 Guidance/Est|YoY Growth| |:-|:-|:-|:-| |**Meta**|\~$72B|**\~$125B**|**+74%**| |**Amazon**|\~$131B|**\~$200B**|**+53%**| |**Alphabet**|\~$120B|**\~$180B**|**+50%**| |**Microsoft**|\~$100B|**\~$105B+**|\+5%| |**TOTAL**|**\~$423B**|**\~$610B**|**+44%**| What do you think are the best companies to surf this wave? Money has …
Hello guys, do you have explanations as to why the largest tech firms (GOOGL META MSFT AMZN) and Wall St are so split on the hundreds of billions in CapEx spending? The tech companies believe that the rewards will be …
I wish i had more money to buy in this dip. I was able to scoop up some cheap shares after that 10% dip from project Genie's overreaction. I don't get that. Clair Obscur used a bit AI and it …
Looking for recommendations on any shows or podcasts that cover the energy sector with regularity. Also open to any shows that cover other sectors such as transportation, retail, etc. I'm a long time CNBC listener, but I just can't fucking …
anyone looked at these as a possible investment atm ? the product is used globally by all big corporations and it really can't be replaced by AI, but does work well with LLMs. down 50% is from ATH. but EBITDA …