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$NBIS: A Monster Quarter Meets a Confused Market

Nov 19, 2025

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6 min read

$NBIS: A Monster Quarter Meets a Confused Market

Nebius delivered category-defining results, but investors fixated on a mild revenue miss. Let’s unpack the full story.

George Babis
George Babis
A Market Looking for Direction

Nov 16, 2025

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7 min read

A Market Looking for Direction

Big Tech volatility, hawkish Fed commentary, and global slowdown signals collide

George Babis
George Babis
The Next Chapter for $HIMS

Nov 12, 2025

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10 min read

The Next Chapter for $HIMS

Talks with Novo Nordisk are back, GRAIL is in the mix, and Hims is building a healthcare empire one subscription at a time.

George Babis
George Babis
The Tech Chill After the Boom

Nov 9, 2025

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5 min read

The Tech Chill After the Boom

Nvidia tumbles, data goes dark, and markets relearn that momentum needs proof.

George Babis
George Babis
$RDDT: Growth Without the Noise

Nov 5, 2025

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8 min read

$RDDT: Growth Without the Noise

As rivals slow, Reddit’s engagement and monetization climb — and Wall Street might be missing one of tech’s most overlooked compounding stories.

George Babis
George Babis
Big Tech Brings the Heat

Nov 2, 2025

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6 min read

Big Tech Brings the Heat

Amazon and AI infrastructure lead a market rally as global trade optimism returns.

George Babis
George Babis
$SOFI: From Fintech Underdog to Full-Fledged Bank

Oct 29, 2025

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9 min read

$SOFI: From Fintech Underdog to Full-Fledged Bank

Record growth and surging members prove SoFi’s evolution is no longer just a story.

George Babis
George Babis
Not Just Big Tech Anymore

Oct 26, 2025

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5 min read

Not Just Big Tech Anymore

From banks to AI, more sectors are joining the climb as the Fed’s pivot nears.

George Babis
George Babis
AppLovin $APP: Profits, Probes, and Pure Leverage

Oct 22, 2025

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9 min read

AppLovin $APP: Profits, Probes, and Pure Leverage

A brief SEC scare can’t hide the fact that AppLovin is now the most efficient adtech engine in the market.

George Babis
George Babis
AI Holds the Line as Markets Shiver

Oct 19, 2025

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6 min read

AI Holds the Line as Markets Shiver

From tech resilience to credit fragility — investors navigate a week where hype met hard data.

George Babis
George Babis
Rubrik $RBRK: The Quiet Cyber Resilience Giant in the Making

Oct 15, 2025

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8 min read

Rubrik $RBRK: The Quiet Cyber Resilience Giant in the Making

Surging revenue, expanding margins, and a new AI engine under the hood.

George Babis
George Babis
Tariffs Return While Washington Sleeps

Oct 12, 2025

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6 min read

Tariffs Return While Washington Sleeps

The S&P slides 2.7%, insiders move billions, and investors learn to trade through the noise.

George Babis
George Babis
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