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Green Lights Into December

Nov 30, 2025

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7 min read

Green Lights Into December

AI earnings shine, spending pops, and business investment builds — giving investors room to run.

George Babis
George Babis
$MELI Is Quietly Entering Its Next Supercycle

Nov 26, 2025

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10 min read

$MELI Is Quietly Entering Its Next Supercycle

A decade of infrastructure investment is about to meet accelerating revenue, rising fintech adoption, and a major earnings inflection.

George Babis
George Babis
When Retail Stops Buying

Nov 23, 2025

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6 min read

When Retail Stops Buying

Retail investors step aside, tech valuations wobble, and the dollar’s surge reshapes the risk landscape.

George Babis
George Babis
$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
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