Aug 3, 2025
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8 min read
Reddit earnings, insider trades, and what Figma’s IPO really tells us
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Earnings, ARPU growth, and possible S&P 500 inclusion could ignite the stock
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A quick pour of buyback bonanzas, margin-debt alarms, and IPO highlights
Jul 23, 2025
After a monster rally, DAVE’s 30% pullback might be the reset bulls were waiting for
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From insider moves to IPOs — your new Sunday ritual, served in one pour
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The Infrastructure Sleeper That Could Power the AI Internet
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And Each Citizen Is Worth $111 Million
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Sea Limited Is No Longer a Speculative Bet — It’s an Execution Machine
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Adobe Couldn’t Buy It, So Now Wall Street Can
Jul 2, 2025
2 min read
The Market Overreacted — Here’s Why HIMS Is Still a Long-Term Compounder
Jun 29, 2025
From Austin to Beijing: The Real-World Map of Self-Driving Cabs
Jun 25, 2025
Chime’s Quiet Debut but Loud Bull Case
