What does it take to raise Series A in today’s market? The goalposts have moved, the stakes are higher, and investors seem pickier than ever as the AI boom reshapes the industry. At TechCrunch Disrupt, three investors — Thomas Green of Insight Partners, Moxxie Ventures’ Katie Stanton, and GV’s Sangeen Zeb — broke down what they’ll be looking for in the new year. The numbers tell a clear story. Fewer rounds are getting funded but deal sizes have grown, said Green citing a study. “It has never been eas ...

核心观点 - 尽管市场面临宏观经济逆风，但对于能够长期持有的投资者而言，应关注具有长期结构性顺风的成长型股票 [1][2] - Figma和CoreWeave是两家增长迅速、受益于人工智能市场繁荣且估值合理的公司，是值得在2026年及以后买入并持有的股票 [3] Figma 公司分析 - 公司是一家基于云的用户界面和用户体验设计工具开发商，增长迅速 [5] - 2024年，年经常性收入超过1万美元的客户数量同比增长45%至10,517个，该客户群的净美元留存率提升12个基点至134% [5] - 2024年总收入增长48%至7.49亿美元 [5] - 公司的云工具可在网络浏览器中本地运行，无需本地安装软件，比Adobe等公司的旧工具更轻量、可扩展性更强 [6] - 公司提供基于云的协作工具，支持多用户实时协同工作，并为个人/小团队提供免费版本，为大型组织提供付费版本 [6] - 当前市值约为190亿美元，以2026年预期销售额计算，市盈率约为15倍 [8] - 分析师预计，从2024年到2027年，公司收入将以27%的复合年增长率增长至15.3亿美元，净亏损将从7.32亿美元收窄至3.31亿美元 [9] - 增长动力来自其新的AI驱动创作和工作流工具、第三方集成以及海外扩张 [9] CoreWeave 公司分析 - 公司最初是一家以太坊挖矿公司，在2018年加密货币崩盘后转型，将其GPU重新用于远程处理机器学习和AI任务 [10] - 目前在美国和欧洲运营33个数据中心，服务器均采用英伟达的高端数据中心GPU [10] - 通过将AI任务外包给公司的云端GPU，大型AI软件公司可避免自建现场服务器和购买昂贵的英伟达GPU [11] - 其专用的AI基础设施处理AI任务的速度比更大、更多样化的云基础设施平台快约35倍，且成本效益高出80% [11] - 2024年，公司收入激增738%至19.2亿美元 [13] - 分析师预计，从2024年到2027年，公司收入将以116%的复合年增长率增长至192亿美元，并在最后一年实现盈利 [13] - 增长由与微软、OpenAI等AI软件巨头的大型AI基础设施协议以及开设更多数据中心所支持 [13] - 随着规模扩大，运营成本下降，毛利率预计将提升 [13] - 当前市值约为381亿美元，以2026年预期销售额计算，市盈率约为3倍 [14]

Investors will get to review the company's latest financial results early in January.Applied Digital (APLD 6.59%) fills a key role in the growth of artificial intelligence (AI), designing and operating data centers that meet the substantial computing demands of AI technology.The company's share price has risen by 263% so far in 2025 as of Dec. 22. And in just a few weeks, investors will get an idea of whether Applied Digital can keep the momentum going in 2026. Get to know Applied DigitalApplied Digital rec ...

文章核心观点 - 文章旨在推广名为“Out Fox The Street”的投资服务 该服务承诺帮助投资者在2025年底前 通过识别市场错误定价的低估股票来优化投资组合[1] 作者及服务背景 - 文章作者Mark Holder是Stone Fox Capital（一家来自俄克拉荷马州的注册投资顾问）的代表 他拥有注册会计师资格以及会计和金融学位[2] - 作者持有Series 65执照 拥有30年投资经验 其中包括15年的投资组合管理经验[2] - 作者领导“Out Fox The Street”投资社群 通过分享选股和深度研究 帮助读者发掘潜在的多倍回报股 同时通过多元化管理投资组合风险[2] 服务内容与特点 - 提供的服务内容包括多种模型投资组合 具有明确催化剂的股票选择 每日更新 实时警报[2] - 订阅者可以访问社群聊天室 并可直接与作者Mark进行问答交流[2]

公司重大人事变动 - Senvest Capital Inc 创始人、长期领导者 Victor Mashaal 去世，享年87岁，他曾担任公司总裁、首席执行官和董事会主席 [1] - 公司总裁兼首席执行官职责将由 Richard Mashaal 和财务副总裁 George Malikotsis 共同临时接任，董事会主席职责将由现任董事兼财务秘书 Frank Daniel 临时接任 [3] - 因 Victor Mashaal 去世产生的董事会空缺将由 George Malikotsis 填补 [3] 公司历史与创始人贡献 - Victor Mashaal 于1968年以1万美元初始投资创立公司，用于购买 Sensormatic Electronics Corporation 防盗产品的加拿大代理权 [2] - 创始人不仅开创了加拿大的防盗产品行业，还通过投资 First Choice Communications 并担任其首席执行官，开创了加拿大的付费电视行业 [2] - 创始人带领公司经历了一系列转型，确保了其在不断变化的经济和商业周期中持续成功 [2] 公司当前安排 - 为悼念 Victor Mashaal，公司蒙特利尔办公室将关闭至2026年1月5日 [2] - 公司指定财务副总裁 George Malikotsis 为更多信息的联系人 [4]

Suleyka Bolaños retired in her 30s alongside her partner, Jeff White, thanks to their real estate portfolio.Courtesy of Suleyka Bolaños and Jeff White BI has talked to dozens of super savers, early retirees, and financially independent investors. One takeaway is that there are more ways to save than skipping your morning Starbucks run. Some of the most fiscally savvy individuals are using tax rules and housing strategies to save big. If you're looking to keep more of your money in 2026, the playbo ...

Cathie Wood has seldom shied away from letting everyone know where she believes the next wave of market-changing businesses will come from. Though ARK Invest’s daily trades spark a ton of excitement, its latest buying in CRISPR Therapeutics (CRSP) is far from being a sudden shift. The speculative healthcare stock specializes in gene editing, a technology that’s a key component of Wood’s vision for transformational innovation. Think of gene editing the way investors thought of the internet back in the 90 ...

These businesses are innovators in their respective industries.Investing in growth stocks can allow you as a long-term investor to participate in cutting-edge industries driving economic change ranging from healthcare to tech and beyond. Quality growth stocks can deliver consistently high returns through the years, although they tend to be more volatile and reactionary to macro shifts than many value-oriented businesses.If you have the risk tolerance to put cash to work into these types of businesses, the r ...

These could be compelling businesses worth buying and holding for the long run.Buying stocks on the dip can be an effective strategy for long-term investors because it allows you to acquire shares in quality companies at a discounted price, which can also lower your average cost per share and amplify your total returns when the market eventually recovers. Although markets fluctuate in the short term, they tend to rise over the long run.Purchasing fundamentally sound assets on sale during temporary downturns ...

公司服务与产品 - 公司即将发布其2026年的顶级投资选择 客户现在加入即可立即获取这些投资机会 [1] - 公司每年投入数千小时及超过10万美元用于研究最具盈利潜力的投资机会 旨在以远低于成本的费用为客户提供高收益策略 [1] 市场反馈与客户认可 - 公司的研究方法已获得超过190条五星级评价 来自已获益的满意会员 [2]