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12 tech giants dominate key systems while competition struggles to scale

July 15, 2025 2:08 pmJuly 13, 2025 10:26 pm

Twelve companies aren’t monopolies in the legal sense, but they’ve built functional choke points across the digital economy. They don’t block competition. They define the baseline. This thread was inspired by @StockSavvyShay, who laid out the original framework. I’ve expanded … Read more

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Newegg stock explodes 71% in one day. Short interest hits 18.5%. RTX 5060 GPU bundle drives tech sale frenzy.

July 15, 2025 2:09 pmJuly 11, 2025 4:58 pm

Newegg Commerce just printed the biggest single-day move in its history. The stock closed at $49.24, up $20.51 from the previous day’s $28.73. That’s a 71.4% gain in one session. Volume hit 3.14 million shares, triple the average. The surge … 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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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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