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Sovereign AI: Why Nations are the New Tech Giants

Mar 5, 2026

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8 min read

Sovereign AI: Why Nations are the New Tech Giants

George Babis
George Babis
A Defining Quarter for Sezzle

Mar 4, 2026

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8 min read

A Defining Quarter for Sezzle

Q4 shows a BNPL platform that is no longer experimenting with growth — it’s scaling profitably

George Babis
George Babis
When the Market Asks Harder Questions

Mar 1, 2026

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4 min read

When the Market Asks Harder Questions

Al capex scrutiny, tariff jitters, and rising yields shift investor priorities.

George Babis
George Babis
The Ultimate Guide to Picks and Shovels AI Stocks: Everything You Need to Succeed

Mar 1, 2026

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8 min read

The Ultimate Guide to Picks and Shovels AI Stocks: Everything You Need to Succeed

George Babis
George Babis
Hims & Hers $HIMS: A Platform the Market Is Misreading

Feb 25, 2026

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10 min read

Hims & Hers $HIMS: A Platform the Market Is Misreading

Why Hims & Hers’ drawdown reflects fear, not a broken growth engine

George Babis
George Babis
A Softer Economy, a Smarter Market

Feb 22, 2026

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5 min read

A Softer Economy, a Smarter Market

GDP decelerates, capital rotates, and conviction shifts toward cash-flow resilience.

George Babis
George Babis
The Asymmetry in AppLovin $APP

Feb 18, 2026

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7 min read

The Asymmetry in AppLovin $APP

High margins, AI tailwinds, and reset expectations

George Babis
George Babis
AI Grows Up

Feb 15, 2026

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4 min read

AI Grows Up

Markets stop paying for promises and start demanding returns.

George Babis
George Babis
The AI Loser Hunt: How to Spot the Stocks Getting Steamrolled by the Revolution

Feb 15, 2026

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9 min read

The AI Loser Hunt: How to Spot the Stocks Getting Steamrolled by the Revolution

George Babis
George Babis
Vistra vs. Constellation vs. Oklo: Which Nuclear Stock Wins the AI Power Boom?

Feb 12, 2026

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12 min read

Vistra vs. Constellation vs. Oklo: Which Nuclear Stock Wins the AI Power Boom?

George Babis
George Babis
Reddit $RDDT: When a Great Story Gets Cheaper

Feb 11, 2026

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8 min read

Reddit $RDDT: When a Great Story Gets Cheaper

After a sharp pullback, the fundamentals look stronger than ever

George Babis
George Babis
Forget Solar: Why the AI Revolution is Turning Nuclear (and 2 Stocks to Watch)

Feb 10, 2026

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9 min read

Forget Solar: Why the AI Revolution is Turning Nuclear (and 2 Stocks to Watch)

AI infrastructure needs 24/7 power. Forget solar—nuclear energy is the reliable solution. Discover why $CEG and $VST are the best growth stocks for the AI energy crisis.

George Babis
George Babis
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