2025-12-05 06:22:05

I really can't make sense of Moore's valuation. They're aiming for a market cap of 300 billion right at IPO, but their Q3 revenue is only 780 million—how does that add up?

The comparison is even starker with Cambrian in the same sector: they have Q3 revenue of 4.6 billion, and their market cap is only 560 billion. By this calculation, Moore's valuation multiple is ridiculously high, completely detached from fundamental performance.

A high valuation without real profitability as support is like a castle in the air. How long can this valuation bubble last? The market will give an answer sooner or later. At this price, future expectations are clearly overstretched, and a correction is almost inevitable.

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PoetryOnChain

· 15h ago

For Moore, a market cap of 300 billion with 780 million in revenue? That's really outrageous. Cambricon has 4.6 billion in revenue and only a 560 billion market cap. Comparing the two is just hard to accept. Retail investors are easily swayed by stories—they get stuck with high valuations that aren't backed by performance, and sooner or later it will crash. If you're buying in now, be careful.

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GateUser-c802f0e8

· 12-05 06:52

Moore's data really looks outrageous. 780 million in revenue and dares to claim a 300 billion market cap? Wake up. --- Something's off. Cambricon has 4.6 billion in revenue and only a 560 billion market cap. Why does Moore get double the valuation? --- Another company valuing itself based on a story. Just wait to get slapped in the face. --- When will this bubble burst? I bet it won't last two quarters. --- Even shitcoins aren't this outrageous, this is hilarious.

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ApeWithNoFear

· 12-05 06:50

Moore's PE ratio is ridiculously high. 780 million in revenue supporting a 300 billion market cap—it's purely a capital story. You can really see the issues when comparing it to Cambricon. There's definitely going to be a plunge later. Just waiting to see when this bubble bursts.

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LiquidationHunter

· 12-05 06:40

Moore's PE ratio is really outrageous. Are they betting on domestic chip substitution? --- Cambricon has 4.6 billion in revenue and a market cap of only 560 billion, while Moore has only 780 million in revenue but insists on 300 billion... What kind of logic is that? --- It's the same old fundraising story, sounds slick but the numbers don't lie. --- This kind of high valuation will crash sooner or later. Anyone buying in now is just waiting to be left holding the bag. --- Such a huge gap between paper valuation and actual profit, classic cash grab routine. --- Only 780 million in third-quarter revenue? I took my shorts off for this PE ratio? --- No profitability, just propping up the valuation. When the bear market comes, they'll be the first to collapse.

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GhostInTheChain

· 12-05 06:37

Moore's PE ratio is so outrageous that I'm starting to wonder if there's a calculation error somewhere. Seriously can't hold it in. --- Cambricon has 4.6 billion in revenue with a market cap of only 560 billion, while Moore has 780 million and is already shooting for 300 billion. Who came up with this math problem? --- It's just a castle in the air, that's all. Just waiting for them to get slapped in the face. --- It's absurd. What future are they even borrowing from? It should be corrected now. --- Not understanding it doesn’t mean it has potential. This is pure, blatant overvaluation. --- To put it bluntly, the storytelling era isn’t over yet—money is still burning hot. --- This kind of bubble will have to pay the price sooner or later. It'll look ugly later on. --- I just want to see how much longer they can hype it up, and how quickly they'll start fleecing retail investors by then.

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AmateurDAOWatcher

· 12-05 06:24

Moore's valuation logic is really outrageous. 780 million in revenue and they dare to ask for 300 billion? Cambricon has 4.6 billion and is only valued at 560 billion. Isn't it embarrassing to have such a huge gap?

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