💻 The reason SK Hynix is only selling 2.5% of itself: Korean holding-company law requires its largest shareholder, SK Square, to keep at least a 20% stake, which Upside: $SKHNY | Strong (7/10) · #NVDA | Strong (7/10) Pressure: #MU | Strong (7/10) · #SSNLF | Strong (7/10) Why it matters: SK Hynix's limited share sale due to Korean holding-company law signals constrained equity supply, which could support its stock price. Its dominant 56.4% market share in high-bandwidth memory, critical for AI chips, positions it to benefit from surging AI demand, potentially boosting its valuation and affecting memory chip competitors like Samsung and Micron Follow @algofinixai for real-time sentiment · #algofinixai

Despite a sharp correction, TCS, Infosys, Wipro and HCLTech still trade at a 40–80% valuation premium to Accenture, even though their expected earnings growth is no longer materially higher. If AI slows traditional IT services, India's IT sector may be staring at a prolonged valuation reset, not just a temporary correction. via @businessline

What is PayPal valuation?

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Elon Musk just exposed the real fight behind Tesla robotaxis. It is not Tesla versus Uber. It is not Tesla versus Waymo. It is Tesla versus the American permit map. On CNBC, Andrew Ross Sorkin pressed him on Texas, California, and whether Tesla needs separate approval everywhere. Musk did not answer like a car CEO. He answered like a network operator. His exact words: "The approval process is very haphazard and sort of state by state and sometimes city by city." Then he gave the whole game away: "If you're driving from Maine to New York, you're going to go through 10 different sets of regulations." That is the hidden machine. Autonomy is not only a technical rollout. It is a permission rollout. Tesla can make the software improve in Austin, but a robotaxi network cannot scale like software if every city becomes a separate app store for roads. That is why the regulatory line matters more than the demo. Musk is trying to turn fragmented permissions into a national operating layer. Once that layer exists, the business changes from selling cars to routing idle assets. He says by the end of 2026 Tesla could have hundreds of thousands, possibly over 1 million, Teslas doing unsupervised self driving in the US. Then he describes the marketplace model: a combination of Uber and Airbnb. Owners can add or subtract their cars from the fleet. The parked car becomes income producing supply. The numbers escalate fast: 10 different rulebooks on one Maine to New York trip. Hundreds of thousands of Teslas. Possibly over 1 million. A target Sorkin ties back to Musk's 2019 promise about 2020 autonomy. An 18 month clock to prove this time is different. The precedent pattern is obvious. Uber did not win only by having an app. It won by building supply city by city until regulators had to react to a consumer behavior that already existed. Airbnb did the same with rooms. Tesla is trying to do it with cars that already sit in driveways. The car is the Trojan horse. The network is the city. Second order consequence: if Tesla gets national rule symmetry, every automaker becomes structurally late. They are not just behind on autonomy. They are behind on permission density, fleet liquidity, owner incentives, and live road data. If it fails, the story collapses back into a premium driver assist feature with a massive valuation story attached. Falsifiable forecast: by the end of 2026, the key Tesla metric will not be FSD take rate. It will be how many US cities allow paid, unsupervised Tesla rides with owner supplied vehicles. That number tells you whether Tesla is building a feature or becoming transportation infrastructure. Founders: if you want your X to do this for your business, check the first reply.

Urgent alert for digital asset security professionals: A shocking crypto hostage scam in Lahore, involving a Deputy PM's grandson, highlights the escalating threat of physical coercion to compromise digital wallets. Federal forensics teams are now deeply engaged in tracing multi-signature wallet flows and DEX endpoints to recover siphoned assets. This case underscores the critical need for advanced blockchain forensics and international legal coordination to combat sophisticated, cross-border digital asset crime, emphasizing the legal, compliance, and valuation implications of such events. #CryptoSecurity #DigitalForensics #AssetRecovery #BlockchainInvestigation #LegalTech #Cybercrime vertexaisearch.cloud.google.…

🚨🇦🇷 Enzo Fernández's Chelsea future remains up in the air, but at the time of writing, he looks more likely to stay given Real Madrid's statement. If Chelsea's £120m valuation isn't met, they will be happy he is part of Xabi Alonso's squad next season. (@BobbyVincentFL) #CFC

$BE | Jefferies Assumes Bloom Energy at Hold with $246.00 PT on Demand Acceleration and Backlog Visibility Jefferies stays neutral as demand acceleration and backlog visibility face execution risks and premium valuation limits. @ripster47 | @TENETTRADEGROUP | @TenetCharts

140 companies just launched a stablecoin to go after @tether and @circle. @stripe, @Visa, @Mastercard, @coinbase, BlackRock, all in on it. Circle's stock dropped 17% the same day. @OpenAI wants to give the US government a $42 billion stake. Anthropic turned down the same deal. Europe just banned Tether from its exchanges overnight. Circle stayed untouched. @SpaceX might be building an AI phone to rival the iPhone. Elon says it's fake. The leaked prototype says otherwise. @Klarna just won almost $2 billion off @Google, the biggest antitrust win in Swedish history. And an AI voice startup @ElevenLabs doubled its valuation to $22 billion in five months, while owning less than 1% of the market. We break down all six on this week's episode of On The Ground. Full episode is up now, link in bio. youtu.be/Z1ttFXxIKtU?si=aiJo…

Every infinite market in history eventually turned out to have a ceiling. I think this one might be the first exception, and I want to walk through why. Railroads felt limitless to the people building them in the 1800s. In hindsight, there was only so much American ground to cover with track. Electricity felt the same way. You could measure the actual potential demand in square footage and megawatts, because the number of buildings and factories that could ever want power was, in theory, countable. There was a ceiling even if nobody could see it clearly yet. Intelligence (especially in this era of AI) might be the first resource we've ever measured that doesn't behave that way. It keeps expanding. The universe of things worth knowing keeps expanding with it. And for the first time in history, something close to that capability is available to nearly every person on the planet with a phone in their pocket. That changes how I think about valuing things. For example, I saw someone calculate that if SpaceX eventually captured every market it touches, somewhere around $100 trillion to $200 trillion, a $100 dollar investment today at its current valuation is worth roughly $10,000 at that outcome. That is a meaningful return, but still, that’s a ceiling. The reason intelligence is different is that the upside isn't bounded the same way. We still invest with finite assumptions because we have to. But I think we might be sitting inside the first infinite market most of us have ever seen.

A company’s brand is no longer simply a marketing tool, as the valuation of Elon Musk’s SpaceX deftly shows. Learn more from Jeremy Sampson here. currencynews.co.za/spacexs-r…

BMA Capital on #HINOON: "The stock currently trades at forward PE multiple of 11x for CY26E and 9x for CY27F, which we consider undervalued compared to the company’s growth potential and its industry peers’ average PE of 14x. This compelling valuation, alongside our projected earnings growth, supports our BUY recommendation, providing investors significant upside potential." @bmacapitalmgmt #PSX #PAKISTAN

If this average selling price holds for the rest of the year, then NiO is looking at 25Billion revenue. Assigning the same PS as Xpeng, it would give a market cap of 30B. This catch up of the valuation will start sooner than most are anticipating. #NIO

Indeed, likely due to the fact that the LVT valuation issue is beyond them.

variational @variational_io just dropped their biggest update yet! swaps are coming in Q3. and i don't think the market has priced what this actually means yet. here's the thesis: perps rely on crypto-native liquidity - variable funding, limited depth, spreads that widen under size. swaps connect directly to tradfi dealers via OLP. stable carry costs (~4.5% all-in), $1B OI capacity already secured, spreads that tighten as more dealers come on. XAU, XAG, WTI spreads already cut 20% just from the first OLP tradfi connections going live. that's before swaps even launch. and CLOB exchanges literally cannot replicate this. tradfi dealers don't stream into public order books - they trade bilaterally with counterparties they've signed agreements with. variational's OLP is that counterparty. this is a structural moat, not a feature. the valuation reprice argument: right now variational is being valued like a perp DEX. post-swaps it's something closer to an onchain prime broker - single cross-margined account across crypto, equities, commodities, indices, and currencies at institutional execution quality with defi settlement speed. that's a completely different addressable market and a completely different multiple. you're being offered prime broker infrastructure at perp DEX farming prices. been in since early. the thesis just got a lot more serious.

valuation samajh nahi aaya bas

Colombia's Liga DIMAYOR Apertura winger Gustavo Torres is on the radar of several #IndianFootball clubs. 📊 249 Apps ⚽ 36 Goals 🎯 16 Assists With a valuation of just ₹1–1.5 Cr, he could prove to be a smart market opportunity. Scouting video 👇

💡 Thursday chips got hit hard on valuation concerns. Friday markets were closed. Today everything is bouncing. This is the whiplash that breaks undisciplined traders. One red session doesn't confirm a top. One green session doesn't confirm a bottom. The traders who last don't react to single days. They read the trend underneath the noise. Zoom out before you draw a conclusion from 24 hours of price action. $SPY $QQQ $NVDA $MU $SNDK $MSFT

Even Realities hits $1 billion valuation Another startup has entered unicorn territory. Even Realities is now valued at $1 billion, reflecting strong confidence in the future of AI-powered consumer technology. 👉 Continue reading: villpress.com/even-realities…