Why is #Bitcoin down to $78K? $BTC
Fed rate-cut hopes faded on inflation fears, and over-leveraged longs above $80K got liquidated in a cascade. Fresh money isn't coming in either.
$NVDA at $234, near an all-time high with a $5.6T market cap. $173 is -26%, roughly where the rally started in March. Bears: the pricing assumes hyperscalers keep pouring in capex. Any digestion or slowdown and the multiple compresses.
$FICO crashed 27% in a single day after the regulator opened mortgages to VantageScore. Bulls: nearly $1B in free cash flow, buybacks, and a 24xP/E vs. a 52x median Bears: TransUnion is pricing at 99 cents through 2028, and analysts have cut ratings. Opportunity or falling knife?