Presumably because the New York Times reports on the Pentagon's war plans against China, which Musk was apparently briefed on at the Pentagon today.

In a military conflict between the two economic powers USA and China, the first "Line of Contact" would be a digital one: cyber attacks.

And even if only hypothetical scenarios are reported, this will probably already lead to an intensification of the constant mutual cyber attacks. Information is key.

• Cyberark $CYBR (-3,66 %)
• Palantir Tech $PLTR (-0,43 %)
• Check Point Software Technologies $CHKP (+0 %)
• Crowdstrike $CRWD (-0,56 %)
• VeriSign $VRSN (+0 %)
• Zscaler $ZS (-2,96 %)
• Okta $OKTA (-1,89 %)
• Cloudflare $NET (-0,97 %)
• Fortinet $FTNT (+0,29 %)
• Cisco Systems $CSCO (+0 %)
• Palo Alto Networks $PANW (-0,37 %)
• Akamai Technologies $AKAM (+0 %)
• BlackBerry $BB (-4,12 %)
• NetScout Systems $NTCT (+0 %)
• CommVault Systems $CVLT (+0 %)

Sources:

• The Pentagon set up a briefing for Musk on plans for a potential war with China.
• NYTimes Liveblog: Trump Administration Live Updates: Trump Rejects Idea of Letting Musk See Secret Plans for War With China

#newyorktimes
#china
#usa
#trump
#pentagon
#elonmusk

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (+1,19 %)

Spotify: 14.9% / 5.6x $SPOT (+0 %)

Airbnb: 10.4% / 6.8x $ABNB (-0,28 %)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (+0,31 %)

The Trade Desk: 19,4% / 11,1x $TTD (-1,17 %)

Fortinet: 14.4% / 11.5x $FTNT (+0,29 %)

Shopify: 22.6% / 11.9x $SHOP (-0,84 %)

Palo Alto Networks: 14.7% / 12.2x $PANW (-0,37 %)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (-0,57 %)

Crowdstrike: 22.5% / 17.2x $CRWD (-0,56 %)

Cloudflare: 27.2% / 20.9x $NET (-0,97 %)

Palantir: 30.8% / 52.6 $PLTR (-0,43 %)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?

Airbnb $ABNB (-0,28 %)

Amazon $AMZN (-0,68 %)

Axon $AXON (-0,57 %)

Cadence $CDNS (+0 %)

Constellation Software $CSU (-0,68 %)

Costco $COST (+0 %)

Crowdstrike $CRWD (-0,56 %)

Fair Isaac $FICO (+0 %)

Ferrari $RACE (-0,16 %)

Hermes $RMS (-0,39 %)

Hims & Hers $HIMS (+1,19 %)

Intuit $INTU (+3,61 %)

Intuitive Surgical $ISRG (+0,71 %)

Mastercard $MA (+0 %)

Microsoft $MSFT (-0,62 %)

Moody's $MCO (-0 %)

MSCI $MSCI (+0 %)

Palantir $PLTR (-0,43 %)

Robinhood $HOOD (+0,31 %)

Roblox $RBLX

Shopify $SHOP (-0,84 %)

Tesla $TSLA (-0,68 %)

The Trade Desk $TTD (-1,17 %)

Transdigm $TDG (+0,51 %)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?

- Monday: $GTLB (-2,26 %) , $OKTA (-1,89 %) .

- Tuesday: $CRWD (-0,56 %) , $FLTR (-3,95 %) , $ONON , $TGT (+0,98 %) , $SE-ED .

- Wednesday: $MDB (-0,84 %) , $MRVL (-0,95 %) , $VEEV (-0,53 %) , $ZS (-2,96 %) .

- Thursday: $AVGO (-0,2 %) , $COST (+0 %) , $HCP , $HPE (-1,97 %) , $27C , $JD. (-4,36 %)

Which quarterly figures are of particular interest to you? $CRWD (-0,56 %)
$TGT (+0,98 %)
$AVGO (-0,2 %)

Podcast episode 78: "Buy High. Sell Low."

Subscribe to the podcast to help Münzi rise to 400$.

00:00:00 Market overview

00:12:40 Palo Alto Networks $PANW (-0,37 %)
$CRWD (-0,56 %)

00:29:00 Nebius Group $NBIS (-4,88 %)$TEM

00:52:00 Coinbase & Bitcoin $COIN (-1,1 %)
$BTC (-0,23 %)

01:17:00 Election programs: The Left, BSW, Volt

Spotify $SPOT (+0 %)

https://open.spotify.com/episode/5u7nL29RbT9cZrVDZ9ATv0?si=0gSaCyjvTBKwHvkcFkVFlw

YouTube $GOOGL (+0,65 %)
$GOOG (+0 %)

https://youtu.be/Y0dcaNwLfW8

Apple Podcast $AAPL (+2,6 %)

https://podcasts.apple.com/us/podcast/folge-78-coinbase-palo-alto-nebius-wahlprogramme/id1695869891?i=1000693370783

#podcast
#bitcoin
#coinbase
#krypto
#spotify

Hims & Hers $HIMS (+1,19 %) has recently had a strong run:

Performance YTD: +140%

Performance 1 year: +553%

Currently Hims & Hers $HIMS (+1,19 %) with a price / sales ratio of 10,6x with an expected annual sales growth of >50% for the next 2 years.

Here you can see the ratio for other selected companies with expected double-digit sales growth for the next few years:

Tesla $TSLA (-0,68 %) 11.7x (17% sales CAGR next 2 years)

ServiceNow $NOW : 18,5x (19%)

Shopify $SHOP (-0,84 %): 18,7x (22%)

Robinhood $HOOD (+0,31 %) : 19,6x (16%)

Intuitive Surgical $ISRG (+0,71 %) : 25,4x (15%)

Axon Enterprise $AXON (-0,57 %) : 26,9x (28%)

Duolingo $DUOL : 27,6x (35%)

Crowdstrike $CRWD (-0,56 %) : 29,7x (25%)

Palantir $PLTR (-0,43 %) : 94,7x (29%)

The comparison is, of course, a bit of a stretch, but it is still interesting to see how Hims & Hers $HIMS (+1,19 %) stands relative to other companies.

What do you think?

The following shares reached a new 52-week high in the course of yesterday:

Meta $META (+1,45 %)

Netflix $NFLX (+0,6 %)

Costco $COST (+0 %)

Walmart $WMT (+3,87 %)

Crowdstrike $CRWD (-0,56 %) (forgot what happened in the summer)

Spotify $SPOT (+0 %)

Hims & Hers $HIMS (+1,19 %) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (+1,67 %)

Interactive Brokers $IBKR (+0,86 %)

Moody's $MCO (-0 %)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!