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Not Just Big Tech Anymore

Oct 26, 2025

•

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
Chime Financial:  The Most Mispriced Fintech on the Market?

Oct 8, 2025

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4 min read

Chime Financial: The Most Mispriced Fintech on the Market?

Inside Chime’s high-margin business and how it’s scaling faster than most banks can blink.

George Babis
George Babis
DC Goes Dark, But Markets Stay Bright

Oct 5, 2025

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8 min read

DC Goes Dark, But Markets Stay Bright

The shutdown muddies data, but investors still find resilience in tech.

George Babis
George Babis
Axon’s Reinvention Is Paying Off

Oct 1, 2025

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5 min read

Axon’s Reinvention Is Paying Off

Once a niche hardware maker reinvented itself into an AI-enabled SaaS powerhouse.

George Babis
George Babis
Oracle + TikTok = New Era

Sep 28, 2025

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7 min read

Oracle + TikTok = New Era

From cloud to content, the deal shows how tech giants are broadening their reach.

George Babis
George Babis
Root $ROOT: The Insurtech Everyone Counted Out — Until Now

Sep 24, 2025

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7 min read

Root $ROOT: The Insurtech Everyone Counted Out — Until Now

Once left for dead, Root is proving skeptics wrong with profitability, and a valuation gap that could close fast.

George Babis
George Babis
When the Fed Cuts, the World Listens

Sep 21, 2025

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9 min read

When the Fed Cuts, the World Listens

Markets cheer the Fed cut and tech momentum, Intel surges, and housing’s rebound shows resilience

George Babis
George Babis
Nebius $NBIS Rewrites the AI Playbook and the Market Is Still Catching Up

Sep 17, 2025

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3 min read

Nebius $NBIS Rewrites the AI Playbook and the Market Is Still Catching Up

Even after a 50% spike, Nebius’ re-rating potential has only just begun

George Babis
George Babis
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