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Intuit sits at an uncomfortable intersection between quality and disruption. On one side is a business with leading positions in tax, small business accounting, and personal finance, backed by strong free cash flow and significant balance sheet flexibility.Read more

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, corporate presentations, and personal analysis at the time of writing, and they may change without notice.Read more

SpaceX’s IPO has generated huge excitement, but when you strip away the headlines and ecosystem hype, the fundamentals still look like a capital‑intensive industrial business with uncertain long‑term margins. Using a disciplined valuation approach — including a 30% discount rate to reflect the lack of current profitability — the fair value estimate comes out to US$0.87 per share in 2026.Read more

The market is no longer debating whether Adyen is a good company. That part is settled.Read more

Key Takeaways Virtuix is not just a “VR treadmill” story anymore. The company built the Omni platform, which lets users physically walk, run, crouch, and turn inside virtual worlds, and it is now applying that same full-body movement technology across consumer gaming, enterprise training, and defense simulation.Read more

Cerrado Gold already runs a working gold mine, but the story may be getting overlooked because the company also has two very different “next chapters” in Portugal and Quebec. The big question is whether it can keep its Argentina operation running smoothly while moving the other projects forward without constantly raising new money.Read more

Why Netflix continues to grow while reaching ATL’s Greg Peters has finally been left as the official Co-CEO of Netflix after Reed Hastings stepped down on June 4th leaving someone to take his place. Why this matters…… Hastings was a co-founder of Netflix.Read more

Summary The Blockbuster Debut: Cerebras went public on May 14, 2026, pricing at $185 per share (well above expectations) and raising $5.55 billion in a heavily oversubscribed IPO. The Hardware Revolution: Its flagship Wafer-Scale Engine 3 (WSE-3) is a single, massive silicon wafer that destroys the traditional "memory wall" throttling standard GPU clusters.Read more

$深科技 / 000021.SZ — the chokepoint nobody is pricing in. Everyone is long the obvious AI names.Read more