to me two of the valuation cat

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moliya
10-10 07:40

to me two of the valuation catch my point
1.Airbnb unexpected AI winner, how Airbnb could be a AI winner
2.Moderna valuatuon gone far away....
yes moderna valuation gone far behind

# 💰Stocks to watch today?(9 October）

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EdwardHughes
·10-10 08:12
Moderna needs to be split between platform value and near term revenue noise. The mRNA breadth is real, but oncology execution still decides whether this discount is actually cheap
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