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Khaby Lame (Mark Sutton/Getty Images)
Mr. Sparkle

What’s the most followed TikToker worth?

A company tied to most followed TikToker Khaby Lame has been purchased for $975 million, and on paper, the Senegalese-Italian influencer’s position is worth way more than that. On paper.

Rich Sparkle Holdings, whose website bills it as a Hong Kong-based financial printing and corporate services provider, enjoyed a wild ride on Monday after saying that it had completed an acquisition of a company tied to the most followed TikToker on the planet.

Serigne Khabane Lame, aka @khaby.lame, boasts over 160 million followers on the short-form video site and 360 million across all social media platforms. The Senegalese-Italian influencer blew up on TikTok during 2021 for his faux incredulous reactions to so-called “life hacks.” His brand partnerships have included Boss and Binance.

On January 9, Rich Sparkle Holdings announced plans to acquire a controlling interest in Step Distinctive Limited (which Lame holds a 49% stake in) for between $900 million and $975 million in an all-stock deal through the issuance of 75 million shares. The stock surged more than 250% in response to the news on Friday, and was up as much as 60% in premarket trading on Monday before reversing into the red.

Khaby Lame is clearly a winner in the attention economy, and one that Rich Sparkle Holdings hopes to monetize more aggressively, with the help of AI. But his TikTok follower count doesn’t scream “growth asset.”

Khaby Lame TikTok followers

On paper — and we stress on paper — the value of Lame’s position in Rich Sparkle Holdings is worth north of $3 billion. But his roughly 36.75 million shares in the company is more volume than its stock has traded in its entire history to date.

And as long as we’re throwing around big numbers, the company thinks that this partnership can generate $4 billion in sales per year by monetizing. (The formula? “Traffic + operations + fulfillment + technology,” according to the press release.)

Now, the development of an AI digital twin that utilizes Lame’s face, voice, and behaviors would seem like it provides significant force multiplication for his content... if not for the fact that Lame is famous for rarely speaking in his TikTok videos. Of course, leveraging his little-heard voice as an AI telemarketer may prove a valuable new front in generating sales around the clock.

“The move signals a shift from one-off brand deals to a structured, exclusive, full-chain, platform-style commercialization system — designed not merely to monetize attention, but to industrialize it,” per Sunday’s press release. “Under the agreement, Khaby Lames global commercialization will be executed through a single operating system. During the 36-month cooperation period, Anhui Xiaoheiyang Network Technology Co., Ltd. (a China-based livestream and content-commerce operator) will hold exclusive global full-chain operating rights.”

For some context:

  • $4 billion would be more revenues than 52 S&P 500 companies, including Palantir and Match Group, have made in the past four quarters.

  • The entire US TikTok operation is being acquired for roughly $14 billion, and that division reportedly makes between $10 billion and $20 billion per year.

  • MrBeast makes between $600 million and $700 million per year, CNBC estimated as of year-end 2024.

Khaby Lame hasn’t publicly acknowledged this tie-up yet, so here’s to hoping this isn’t some elaborate hoax.

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Citi upgrades Palantir to “buy,” citing recent conversations with CIOs

Citi analysts hit the buy button on Palantir Technologies Monday, citing a strong outlook for growth both in Palantir’s large government contracting and defense business as well as its rapidly growing commercial division, which sells software to corporations to help them better use AI technology.

“Our upgrade is premised on our view that 2026 is poised to be another year of significant positive estimate revisions, with recent CIO [chief information officer] + industry conversations suggesting AI budget and use cases are accelerating in the enterprise. We also see significant tailwinds in the Government driven by accelerating defense budgets and modernization urgency.”

The bank, which had a “neutral” rating on the stock since February 2024, also cited chatter at its recent IT software conference, where participants talked up the cost savings generated by Palantir’s AI Platform software and noted that its Q4 IT survey on software budgets showed an incremental rise in budgets “especially for dedicated AI workloads and data project prioritization.”

“We expect PLTR, with its Foundry and AIP platform, to be one of the key Data Analytics/ AI vendors that could see further tailwind into numbers,” Citi analysts wrote.

Palantir is expected to report Q4 results on February 18.

But it’s an open question whether the surging growth Citi now sees for the company has already been priced in for the stock. The shares have risen close to 1,000% over the last two years, pushing standard measures of valuation to arguably lunatic levels.

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Chinese food delivery stocks soar as regulatory probe into price wars may save them from themselves

If there’s one thing Chinese companies are known for, it’s ruthless competition on price to make sure the nation’s products are attractive on global markets. Oftentimes, this comes with implicit or explicit state support for favored industries, which draws the ire of other countries.

Production > profitability is a pretty good shorthand for how China attempts to conquer tradable goods (see: electric vehicles). However, when it comes to consumer-oriented services, policymakers clearly don’t feel the same way.

Alibaba, Meituan, andJD.com are all soaring after the Chinese State Council’s anti-monopoly and anti-unfair competition committee said it’s investigating the food delivery sector over practices that are potentially distorting the market and weighing on brick-and-mortar firms.

These tech giants have been investing heavily in their food delivery capabilities, including via subsidies and incentives. Effectively, the market reaction here is that traders believe regulators are saving these companies from themselves.

A commentary in the state-run People’s Daily published midyear 2025, when JD.com announced plans to bolster its food delivery business, argued that there will be no “winners” in these price wars, which would lead to irrational consumption.

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Tempus AI rises on better-than-expected sales numbers

Cancer diagnostics company and retail shareholder favorite Tempus AI surged early Monday after issuing some fresh, though preliminary, financials ahead of an appearance at an investor conference today.

The Chicago-based company reported better-than-expected Q4 sales numbers of roughly $367 million — Wall Street had expected about $361 million — as well as a diagnostics revenue that more than doubled to $266 million. It also posted an updated corporate presentation on its website ahead of an appearance at the JPMorgan Healthcare Conference that’s expected at 4:30 p.m. ET today.

The company noted that it hasn’t completed its official full-year 2025 or Q4 financial statements yet, which it typically files in February.

Wall Street expects Tempus to lose money through 2027. But the stock has been ripping, rising 75% last year, and through Monday’s open has tacked on another 24% in 2026.

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