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Galaxy Digital posts $12.89B revenue surge with Fed-backed crypto banking push under GENIUS Act

July 16, 2025 9:43 pm

Galaxy Digital is heating up again. The crypto merchant bank posted $12.89 billion in revenue for Q1 2025, up 4,851.53% year-over-year. That’s not a typo. The beat came in $12.77 billion above consensus. EPS missed at negative $0.86, but the … Read more

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Opendoor stopped trying to be clever and started doing real estate. Margins up. Holding times down. Referral revenue unlocked.

July 15, 2025 10:14 pm

Opendoor is finally doing the boring stuff right. After years of trying to reinvent real estate without understanding it, they’ve stopped lighting money on fire and started putting up for-sale signs. The company is cutting losses, fixing operations, and leaning … Read more

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Nebius explodes 385% in revenue: AI cloud upstart races toward $1B milestone with Nvidia backing

July 15, 2025 2:06 pmJuly 14, 2025 7:14 am

Nebius Group is no longer just a footnote in the AI infrastructure race. The company posted a 385% year-over-year revenue jump in Q1 2025, reaching $55.3 million. That’s not a typo. Their annualized run-rate revenue hit $310 million in April, … Read more

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Chrome faces antitrust ruling in August. Google search revenue tied to browser share. OpenAI browser weeks away from launch.

July 15, 2025 2:09 pmJuly 12, 2025 7:14 am

Alphabet’s search empire is facing its first real stress test in years. The company pulled in $67 billion in ad revenue during Q1 2025, and nearly 74% of that came from Search. That’s not a side hustle. That’s the engine. … Read more

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Applovin surges on mobile ad tech momentum while Innodata rides the AI data boom after a revenue jump, both APP and INOD capturing strong attention from retail traders.

July 15, 2025 2:48 pmJuly 8, 2025 2:27 pm

Applovin Corp (APP) has shaken off its summer slump and is trading near $351, climbing back to its April and May range after a 70% year-to-date surge. The ad-tech engine AXON is powering mobile app installs at scale and performance … Read more

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Amazon eyes one trillion revenue by 2029 Wall street models $140 billion earnings

July 15, 2025 2:48 pmJuly 6, 2025 2:04 am

Amazon might be one of the most misunderstood names in big tech right now. Every time the conversation hits megacaps, it’s always Nvidia, Apple, Meta, or Microsoft grabbing the spotlight. But beneath the noise, Amazon is quietly building out something … Read more

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UnitedHealth trades at 12.8x earnings. 24% ROE. $410B revenue. $22B profit. Technical support holding. Valuation mismatch is real.

July 15, 2025 2:49 pmJuly 3, 2025 2:30 am

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

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Oscar Health targets $2.25 EPS by 2027. 20% revenue CAGR. AI stack live. ICHRA expansion underway.

July 15, 2025 2:49 pmJuly 3, 2025 2:25 am

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

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Oscar Health is breaking out. EPS just jumped 164% year over year. Quarterly revenue passed $3 billion. Cash on hand totals $4.9 billion. Insiders are buying millions.

July 15, 2025 2:49 pmJuly 2, 2025 1:09 am

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

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Oscar Health is up 50% in 6 months. But with 2M+ members, 42% revenue growth, and a tech stack that processes 98% of claims automatically, this might just be the warm-up.

July 15, 2025 2:50 pmJune 29, 2025 1:01 pm

Oscar Health is not your grandfather’s insurance company. It is a digital-native operator that just posted $3.05 billion in Q1 revenue, up 42% year over year. Net income hit $275 million. That is not a typo. That is a profitable … Read more

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Recent Posts

  • The most foolish money habit? Easy. Pretending the small stuff doesn’t matter.
  • $ULTY pays $8.41 in dividends on a $6.40 share price. Yield hits 131%. But NAV erosion is extreme. Know what you’re holding.
  • Galaxy Digital posts $12.89B revenue surge with Fed-backed crypto banking push under GENIUS Act
  • Viking Therapeutics surges as weight loss drug nears Phase 2 readout with Wall Street betting big
  • Opendoor pops 42%. Short interest at 25%. Turnaround in motion. First profitable quarter lands in two weeks.
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