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...
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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...
315 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...
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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...
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