The Latte
Written by
George Babis
Connect
Sep 2, 2026
•
8 min read
The weight-loss story is only the beginning. Hims is building a global consumer healthcare platform with multiple growth engines.
Aug 30, 2026
6 min read
Nvidia crushes expectations as hyperscaler AI spending accelerates toward $1.3 trillion.
Aug 26, 2026
The stock has fallen sharply, but subscriber growth, profitability and the broader fintech platform continue moving in the right direction.
Aug 23, 2026
Yields are surging, Treasury is stepping in, and investors are rotating into gold and Bitcoin.
Aug 19, 2026
Lime $LIME has built something its predecessors never had: scale, profitability and durable unit economics.
Aug 18, 2026
Aug 16, 2026
Inflation is cooling and AI spending is accelerating. But retail sales, jobs and consumer sentiment are telling a very different story.
Aug 13, 2026
Aug 12, 2026
Hyperscaler spending remains relentless, earnings are exploding, and Credo is expanding from copper into a much larger optical opportunity.