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fromBusiness Insider
3 days ago

A software CEO called me on the weekend recently with painful predictions. One is already coming true.

This CEO said stock-based compensation, or SBC, is too high for SaaS companies now. Future revenue growth may not be as strong anymore, so SBC has to come down, and the financial discipline of the software industry has to improve. This year, SaaS companies will have to cut a lot of employees to adjust, he predicted.
Tech industry
Tech industry
from24/7 Wall St.
5 days ago

The Stock Is Up 11% This Week and Reddit Is Bullish but the Math Is Uncomfortable

Cloudflare surged 12.7% after Q4 2025 earnings with strong revenue growth and AI positioning, but widening GAAP losses and a 169x forward P/E raise valuation concerns.
Business intelligence
fromFortune
1 week ago

Nvidia's surprise move to include stock compensation expenses could make other companies look bad | Fortune

Nvidia will begin including stock-based compensation in non-GAAP financial measures starting Q1 fiscal 2027, reversing a common tech industry practice of excluding this expense from adjusted earnings.
Artificial intelligence
fromTechCrunch
3 months ago

This Thanksgiving's real drama may be Michael Burry versus Nvidia | TechCrunch

Michael Burry is mounting a public, potentially market-moving bearish campaign targeting Nvidia and related AI firms, backed by over $1 billion in put-option bets.
#nvidia
fromBusiness Insider
3 months ago
Artificial intelligence

Read Nvidia's rebuttal to Michael Burry's criticism that the AI chip titan has hurt shareholder value

Nvidia rebutted Michael Burry's claims, clarifying repurchase figures and defending employee equity practices while Burry maintains skepticism and plans to publish fuller analysis.
fromThe Verge
3 months ago
Tech industry

Nvidia's 'I'm Not Enron' memo has people asking a lot of questions already answered by that memo

Nvidia denied a viral, baseless accounting-fraud claim, clarified stock-based compensation accounting, and refuted mistakes in Michael Burry's analysis.
fromThe Verge
3 months ago
Tech industry

Nvidia's 'I'm Not Enron' memo has people asking a lot of questions already answered by that memo

more#nvidia
fromBusiness Insider
4 months ago

Chipmakers like Nvidia and Broadcom are using a classic Silicon Valley tactic to retain their most valuable employees

As their valuations skyrocket on the back of the AI boom, so do pay packages for employees whose compensation is tied to stock price. Some are anticipating paydays worth millions of dollars.
Business
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