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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
Nvidia’s $500 Billion AI Funding Push: Why Compute Is Becoming an Asset Class

Aug 18, 2026

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6 min read

Nvidia’s $500 Billion AI Funding Push: Why Compute Is Becoming an Asset Class

George Babis
George Babis
The Market Is Holding Its Breath

Aug 16, 2026

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6 min read

The Market Is Holding Its Breath

Inflation is cooling and AI spending is accelerating. But retail sales, jobs and consumer sentiment are telling a very different story.

George Babis
George Babis
AMD vs. Nvidia for AI Inference Investing: Which Stock Is Better in 2026?

Aug 13, 2026

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6 min read

AMD vs. Nvidia for AI Inference Investing: Which Stock Is Better in 2026?

George Babis
George Babis
Credo $CRDO: The AI Connectivity Story Is Just Getting Started

Aug 12, 2026

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6 min read

Credo $CRDO: The AI Connectivity Story Is Just Getting Started

Hyperscaler spending remains relentless, earnings are exploding, and Credo is expanding from copper into a much larger optical opportunity.

George Babis
George Babis
Wall Street Is Celebrating Bad News Again

Aug 9, 2026

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6 min read

Wall Street Is Celebrating Bad News Again

The worst jobs report in three years just gave Wall Street exactly what it wanted.

George Babis
George Babis
The $2.4 Trillion AI Bet: Why Wall Street Is Wrong About the Next Phase

Aug 8, 2026

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3 min read

The $2.4 Trillion AI Bet: Why Wall Street Is Wrong About the Next Phase

George Babis
George Babis
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