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Capital keeps moving. Quietly. Week by week, steady flows are landing in the same few names while the headlines jump from crisis to comeback. The strategy hasn’t changed much. Just build the position, stay consistent, and let the weight of … Read more
The buzz around quantum computing is growing louder. Once a fringe curiosity for physicists and Pentagon contractors, it is now creeping into every major tech conversation. By 2025, it is no longer a sci-fi dream. It is a budget line … Read more
Lululemon is facing a pivotal moment in 2025. The brand, renowned for its premium activewear, is grappling with significant challenges that could reshape its trajectory in the coming months. Financial performance and outlook In Q2 2025, Lululemon reported a revenue … Read more
Palantir leads the pack with a projected 710% profit growth over the next five years. Their Q1 2025 revenue jumped 39%. U.S. commercial sales soared 71%. Operating margin hit 34%, with guidance aiming for $3.9 billion in full-year revenue. That … Read more
Oscar Health just got body slammed. The stock plummeted over 22% from its late June high of $21.53 and sank to $16.70 in a flash. But here’s what caught traders’ eyes. Nearly 77 million shares traded hands in a single … Read more
UnitedHealth Group is sitting in plain sight, and the numbers are not hiding. The stock trades at 12.8 times earnings. Return on equity is 24%. That’s not a fluke. That’s a valuation mismatch. The company posted $410 billion in revenue … Read more
Oscar Health is not playing by the old insurance playbook. The company turned profitable in 2024 and is now projecting at least 20% compound annual revenue growth through 2027. That’s not a stretch goal. That’s internal guidance. EPS is expected … Read more
Figma has filed its paperwork. The S-1 registration hit the SEC on July 1. The company will trade on the New York Stock Exchange under the ticker “FIG”. The IPO is expected to raise up to $1.5 billion. That puts … Read more
Amazon has crossed a line most companies never reach. As of July 2025, it has deployed over 1 million robots across its logistics network. That number now matches the headcount of human warehouse workers. The company’s robotics footprint is no … Read more
Oscar Health is being priced like an afterthought and performing like a breakout. The Q1 numbers confirm it, the insider trades back it, and the float is moving. This isn’t crowd hype. It’s internal conviction and raw financials that are … Read more
Just finished digging into HR1 and it is not subtle This bill is a full swing back toward real world industry Fossil fuels defense contractors American manufacturing and small business all get the green light Energy gets an open runway … Read more
Zeta Global just clocked its 15th straight beat-and-raise quarter. That’s not a typo. Revenue hit $264.4 million in Q1 2025, up 36% year-over-year. Adjusted EBITDA came in at $46.7 million, up 53%. Margins moved to 17.7%, up from 15.6% last … Read more