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Reddit’s Transformation Story Is Only Beginning

Sep 10, 2025

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3 min read

Reddit’s Transformation Story Is Only Beginning

High-margin ad growth and capital-light economics set up a powerful runway

George Babis
George Babis
Markets Get New Names, Apple Gets New Toys

Sep 7, 2025

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6 min read

Markets Get New Names, Apple Gets New Toys

From index reshuffles to Apple’s September showcase, investors are getting plenty of “new” to weigh this week.

George Babis
George Babis
$NU Might Be the Most Undervalued Fintech on the Market and Here’s Why

Sep 3, 2025

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3 min read

$NU Might Be the Most Undervalued Fintech on the Market and Here’s Why

Rapid growth, surging profits, and a valuation that still looks too cheap

George Babis
George Babis
Summer Rally, Autumn Test

Aug 31, 2025

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8 min read

Summer Rally, Autumn Test

From Fed politics to $15B Klarna, last week’s signals set the tone for fall markets

George Babis
George Babis
Hinge Health: The Future of MSK Care

Aug 27, 2025

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4 min read

Hinge Health: The Future of MSK Care

With Fortune 500 adoption, 98% retention, and expanding free cash flow, Hinge is built to compound.

George Babis
George Babis
Powell Lights the Fuse

Aug 24, 2025

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9 min read

Powell Lights the Fuse

Rate-cut hopes, retail strength, and Bitcoin ETF mania fuel a record-setting week

George Babis
George Babis
Lemonade’s AI Bet Finally Pays Off

Aug 20, 2025

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3 min read

Lemonade’s AI Bet Finally Pays Off

Lemonade’s AI-native model is reaching an inflection point — and Wall Street is noticing

George Babis
George Babis
The Most Bullish Setup Ever?

Aug 17, 2025

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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

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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

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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

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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

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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
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