Source material behind every call on the tape.
After Australia last year, the UK just announced restrictions on social media apps such as Instagram, TikTok, YouTube and Facebook from being used by the under-16 age group. Many more countries are considering the same. If even a portion of …
SEC released May 15-31st Failure To Date data. The number of FTD's accelerated pretty hard. May 15, 2026 71,484 $ 5.12 May 18, 2026 41,010 $ 5.17 May 19, 2026 41,342 $ 5.19 May 20, 2026 26,991 $ 5.26 May …
Check my previous posts for full DD. Tier 1 operator agreement for their AI datacenter is expected by June 30th. Microfloat with 150% SI. Shorts are truly trapped and the bear thesis is getting weaker and weaker. Decent deal sends …
I first bought this Polish ETF back in 2020 for about $16 a share in my IRA **knowing absolutely nothing about Poland.** This was just part of a massive diversification strategy. I then DCA in late 2024 in the same …
I'm already down 23% on my Adobe shares. Pretty conflicted on whether or not I should average down or put that money on Intuit. Both soared up quickly two weeks ago after the $SNOW earnings beat but have quickly come …
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I've been trying to connect the dots on a few massive macro risks coming up over the next few months, and honestly, the math is starting to look pretty crazy heading into the elections. First, this US-Iran "deal" feels incredibly …
# **Edit: Added a short therm thesis up front to TLDR, make sure to read up on the full article for the full analysis.** # Overall Thesis - Short format Netflix's growth outlook is driven by three self-reinforcing forces. First, …
I've been trying to figure out if stablecoins like [USDC](https://coinmarketcap.com/currencies/usd-coin/)/USDT are worth considering for paying overseas contractors, since they're a lot cheaper than international wires. However, you have to find vendors that actually use crypto first, which isn't always easy. …
Musk promise 1T revenue numbers but intentionally quiet on what would be the margin, debt load and other vital numbers. My bet if it hits 1T revenue, profit will post -400b with astronomical debt. i just imagine if every CEO …