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George Babis

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Forgent Power Solutions $FPS: The AI Power Bottleneck Is Getting Even Bigger

Sep 16, 2026

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7 min read

Forgent Power Solutions $FPS: The AI Power Bottleneck Is Getting Even Bigger

Forgent just delivered 94% revenue growth and entered FY2027 with $3 billion of backlog.

George Babis
George Babis
This Is Complicated

Sep 13, 2026

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6 min read

This Is Complicated

Sticky inflation, rising yields, and a weakening consumer are leaving the Fed with no easy move.

George Babis
George Babis
Ouster $OUST: The Next AI Trade Is Physical

Sep 9, 2026

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8 min read

Ouster $OUST: The Next AI Trade Is Physical

As AI moves into robots, vehicles, drones and machines, Ouster is building the technology that helps them see the world.

George Babis
George Babis
Will the Fed Hike?

Sep 6, 2026

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6 min read

Will the Fed Hike?

A resilient labor market has revived rate hike fears just as stocks were approaching record highs.

George Babis
George Babis
Hims & Hers $HIMS: The Market Is Still Underestimating What This Company Is Becoming

Sep 2, 2026

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8 min read

Hims & Hers $HIMS: The Market Is Still Underestimating What This Company Is Becoming

The weight-loss story is only the beginning. Hims is building a global consumer healthcare platform with multiple growth engines.

George Babis
George Babis
Nvidia Just Changed the AI Trade

Aug 30, 2026

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6 min read

Nvidia Just Changed the AI Trade

Nvidia crushes expectations as hyperscaler AI spending accelerates toward $1.3 trillion.

George Babis
George Babis
Sezzle $SEZL Just Got More Interesting

Aug 26, 2026

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8 min read

Sezzle $SEZL Just Got More Interesting

The stock has fallen sharply, but subscriber growth, profitability and the broader fintech platform continue moving in the right direction.

George Babis
George Babis
The Bond Market Took Control. Now What?

Aug 23, 2026

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6 min read

The Bond Market Took Control. Now What?

Yields are surging, Treasury is stepping in, and investors are rotating into gold and Bitcoin.

George Babis
George Babis
Lime $LIME Could Be the Most Misunderstood IPO of 2026

Aug 19, 2026

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8 min read

Lime $LIME Could Be the Most Misunderstood IPO of 2026

Lime $LIME has built something its predecessors never had: scale, profitability and durable unit economics.

George Babis
George Babis
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