What an exciting M&A story in my portfolio: First, People Inc. offers $48.30 per share for $ MGM. MGM rejects it, the stock drops. Now, according to the Wall Street Journal, MGM is itself considering acquiring $ PPLI. That way, Barry Diller has set quite a clever price anchor
It’s fun to read through an old post from early 2025, in which I examined the $300 billion OpenAI funding round and the motivations of the investors involved. The numbers have increased significantly since then. I was clearly VERY wrong about OpenAI's valuation in the short-term
for delivery of their vehicle. Will the "launch" of such a niche product 9 years after the announcement be enough to spark the next hype around the TSLA stock?
Tesla will likely "launch" its long-awaited Roadster on October 1st. The prototype was staged with great media fanfare in 2017 and was supposed to go into production starting in 2020. True Tesla fans have shelled out at least $50,000 since 2017 and are still waiting today
Nvidia's growth remains impressive - even more exciting to me is that Nvidia is actually reaching for Hugging Face – and is apparently willing to pay 13 billion dollars for it, roughly 80 times the annualized revenue. Strategically, the deal still makes sense to me: Hugging Face
IONOS was, for me, an attractively valued European quality stock following the market crash in March. Since my contrarian entry 5 months ago, the stock has risen nearly 40% – and yet my conviction in the investment case has continued to grow with the Q2 figures and the first
Elastic stock $ ESTC has more than doubled from its "SaaSmageddon" lows a few months ago. And fundamentally, the story has improved with the latest quarter: AI adoption is rising, RPO is strong, large customer growth is accelerating.
But after the rally, we have to ask a tougher
Three planets rise beyond #Zolar.
One filled with the sweet scent of berries.
One with memories of a previous battle.
And one with colliding asteroids.
Commanders, the launch you’ve been waiting for has finally arrived.
A new adventure awaits on https://t.co/F3P2pQFts9 ✨
Join the #SeekersStandOff! This week as we settle which is the community's favorite Seekers screen.
Is it the mesmerising Vortex Screen or the Inverted Screen?
🍥 or 📺
Cast your vote below and let the showdown begin! 💫
.@jump_firedancer increases @Solana's chain robustness by introducing client diversity.
With backup clients like @solanalabs and @jito_labs, the network can mitigate the risk of bugs and maintain performance even if Firedancer encounters issues.
Today, @MessariCrypto released their State of Solana Q2 2023 report, including key metrics, initiatives, and ecosystem developments over the last quarter.
📖Read: https://t.co/YKl7kfYhS7