Zeta: Singularity Scaler or Smoke Machine?

Wise: The Costco Algorithm Applied to Finance.

Nebius: From Zero to 90mW in One Year.

DAUs and Dollars: Snap’s Quiet Revival.

IREN: Tesla's Playbook Applied to Datacenters.

Oscar Health: ~20X Upside, If Republicans Stay Aligned with Their Voters.

Lemonade: The Spotify of Insurance?

Abcellera: The Palantir of Biotech in the Making.

Hims vs LifeMD: An In Depth Review.

PBMs Like Cigna are Hims's Life Force

Roblox: Meta's Only Real Competitor.

ASTS Nears Liftoff: Gateway Bookings Signal Rapid Progress.

How Hims Becomes the Most Valuable Subscription on the Planet.

Palantir's Next Inflection Point.

Hims Has More Than 100X Potential.

Palantir and Hims Earnings Preview.

Duolingo is My Next Big Bet.

Meta: The Asymmetry Factory Continues.

Spotify’s Cash Flow Continues to Soar.

Is Tesla Done?

Reviewing the Coscto Algorithm.

Hims is Like Netflix 15 Years Ago.

Surviving the Tariff Wars

HelloFresh: The Turnaround Continues.

RocketLab's Latest Move.