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

Jul 13, 2025

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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

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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
Figma Files — And the Numbers Are Sleek

Jul 6, 2025

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9 min read

Figma Files — And the Numbers Are Sleek

Adobe Couldn’t Buy It, So Now Wall Street Can

George Babis
George Babis
Hims & Hers: Novo Nordisk Drama Is Noise — The Real Growth Story Is Just Getting Started

Jul 2, 2025

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2 min read

Hims & Hers: Novo Nordisk Drama Is Noise — The Real Growth Story Is Just Getting Started

The Market Overreacted — Here’s Why HIMS Is Still a Long-Term Compounder

George Babis
George Babis
Want a Robotaxi? Move to One of These Cities

Jun 29, 2025

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8 min read

Want a Robotaxi? Move to One of These Cities

From Austin to Beijing: The Real-World Map of Self-Driving Cabs

George Babis
George Babis
Chime Financial: A Simple Business, a Sticky Model, and a Surprisingly Attractive IPO

Jun 25, 2025

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3 min read

Chime Financial: A Simple Business, a Sticky Model, and a Surprisingly Attractive IPO

Chime’s Quiet Debut but Loud Bull Case

George Babis
George Babis
$33B... Without Revenue?!

Jun 22, 2025

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7 min read

$33B... Without Revenue?!

The Billionaire CEO With Zero Sales and One Wild Stock

George Babis
George Babis
CrowdStrike Is Building One of the Most Powerful AI-Native Platforms in Cybersecurity

Jun 18, 2025

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3 min read

CrowdStrike Is Building One of the Most Powerful AI-Native Platforms in Cybersecurity

A Story About Platform Dominance

George Babis
George Babis
The Real Birth Control? Your Bank Account

Jun 15, 2025

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7 min read

The Real Birth Control? Your Bank Account

From Berlin to Seoul, the Cost of Parenting Is Pushing People Away

George Babis
George Babis
CAVA Is Becoming America’s Healthiest Fast-Casual Juggernaut

Jun 11, 2025

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3 min read

CAVA Is Becoming America’s Healthiest Fast-Casual Juggernaut

Why This Mediterranean Marvel Could Be the Next Chipotle

George Babis
George Babis
Move Over, Unicorns — Musk’s Hunting Hectocorns

Jun 8, 2025

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7 min read

Move Over, Unicorns — Musk’s Hunting Hectocorns

From Billionaire to Hectocorn Herder: Musk’s $113B AI Play

George Babis
George Babis
monday.com Is Quietly Building One of the Strongest Enterprise SaaS Stories—And Wall Street’s Not Fully Paying Attention Yet

Jun 4, 2025

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3 min read

monday.com Is Quietly Building One of the Strongest Enterprise SaaS Stories—And Wall Street’s Not Fully Paying Attention Yet

Flawless Execution Drives Impressive Performance

George Babis
George Babis
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