ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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Reddit IPO Valuation Analysis: $1B+ Revenue and Profitable Company in 2024
I see upside for Reddit shares and my implied equity value of ~$9.6B represents ~50% upside vs. expected IPO price range of $31 to $34 per share at...
636 Views
Reddit IPO: The Right Time To Go Public At A Reasonable Valuation
Reddit, an American iconic internet company, filed to go public. Given their massive TAM, loyal communities and scalable business, Reddit is bound...
485 Views
The Big Question: Can Today's AI Surge Last?
Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...
542 Views
Elon Musk Can't Be Trusted. He Also Can't Be Stopped, Apparently.
Tesla Q1 must be worse than I expected based on the uptick in Elon Musk's unhinged lies, hate speech, interference in US national security, wacko...
616 Views