LogoThe Latte
Authors
Upgrade
Login
Subscribe

Archive

The Most Bullish Setup Ever?

Aug 17, 2025

•

7 min read

The Most Bullish Setup Ever?

Rate cut bets, $7T in dry powder, and record retail inflows keep markets climbing

George Babis
George Babis
Under the FX Noise, Spotify’s Moat Is Widening, and The Stock Is Still Fairly Priced

Aug 13, 2025

•

3 min read

Under the FX Noise, Spotify’s Moat Is Widening, and The Stock Is Still Fairly Priced

AI-driven engagement, pricing power, and record cash flow keep the long-term story intact.

George Babis
George Babis
From $100B Apple Push to Record ETF Flows

Aug 10, 2025

•

7 min read

From $100B Apple Push to Record ETF Flows

Why markets are still climbing — and what could shake them in the months ahead

George Babis
George Babis
Hims Took a Hit — But Not the One You Think

Aug 6, 2025

•

3 min read

Hims Took a Hit — But Not the One You Think

Regulatory changes delayed revenue, not demand. This may be the healthiest dip yet

George Babis
George Babis
Blockbuster Debuts & Buy Signals Beneath the Noise

Aug 3, 2025

•

8 min read

Blockbuster Debuts & Buy Signals Beneath the Noise

Reddit earnings, insider trades, and what Figma’s IPO really tells us

George Babis
George Babis
Reddit: A Unique Social Platform Ready for a Re-Rating

Jul 30, 2025

•

3 min read

Reddit: A Unique Social Platform Ready for a Re-Rating

Earnings, ARPU growth, and possible S&P 500 inclusion could ignite the stock

George Babis
George Babis
IPO Heat + Meme Stock Mania

Jul 27, 2025

•

8 min read

IPO Heat + Meme Stock Mania

A quick pour of buyback bonanzas, margin-debt alarms, and IPO highlights

George Babis
George Babis
Dave’s 400% Comeback — But Is the Party Over?

Jul 23, 2025

•

3 min read

Dave’s 400% Comeback — But Is the Party Over?

After a monster rally, DAVE’s 30% pullback might be the reset bulls were waiting for

George Babis
George Babis
The New Sunday Latte — Here’s Your First Taste

Jul 20, 2025

•

6 min read

The New Sunday Latte — Here’s Your First Taste

From insider moves to IPOs — your new Sunday ritual, served in one pour

George Babis
George Babis
Cloudflare Stock Is Attractive Even Near All-Time Highs, And Here's Why

Jul 16, 2025

•

3 min read

Cloudflare Stock Is Attractive Even Near All-Time Highs, And Here's Why

The Infrastructure Sleeper That Could Power the AI Internet

George Babis
George Babis
Nvidia Isn’t a Company. It’s a Country

Jul 13, 2025

•

7 min read

Nvidia Isn’t a Company. It’s a Country

And Each Citizen Is Worth $111 Million

George Babis
George Babis
Sea Limited’s Rally Isn’t Over And Here's Why

Jul 9, 2025

•

4 min read

Sea Limited’s Rally Isn’t Over And Here's Why

Sea Limited Is No Longer a Speculative Bet — It’s an Execution Machine

George Babis
George Babis
1...1011121314...36
The Latte

The Latte


Home

Posts

Authors

Account

Upgrade

© 2026 The Latte.
beehiivPowered by beehiiv