Yellowbrick Investing
Added 53 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $RBO.PA, $AM.PA, $VRAP.PA, $DTE.DE, $VU.PA, $GAMA.L, $GRP.L, $VIRP.PA, $RBT.PA, $FORSE.PA, $EXA.PA, $VETO.PA
@emilhartela - $NBIS
@taobanker - $TAP
@Compoundandfire - $NU (pass) https://t.co/Eyfj9ZvfDh
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Yellowbrick Investing
Added 53 new stock write-ups to the site (pt 2):
@KrokerEquity - $MIPS.ST (deep dive)
@Petty__Cash - $HITI.V (update)
@SFarringtonBKC - $TGB
@topsecretstocks - $CLOV
@carlosag_92 (updates) - $MACF.L, $ALWEC.PA, $TOA.WA
@wallstengine - $BE (analyst) https://t.co/tGNJJNgC3t
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AkhenOsiris
$DKNG

Bear Cave short thesis on DKNG due to prediction markets. Not sure straight bets on games where sharps and whales enjoy is a reason to short OSBs that are targeting casual fans who love their in-game parlays (growth area).

If Kalshi and others attack this segment, will be a problem. At this point, OSBs should just dive headfirst into prediction markets for unregulated states
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Yellowbrick Investing
Added 53 new stock write-ups to the site (pt final):
@BlokeOak57182 - $GMS.L (pass), $KDNC.L
@ResGloStocks - $0538.HK (update), $6811.HK (overview)
@stocktalkweekly - $IREN (analyst)
@UnlearningCFA - $FPH
@Quality_stocksA - $ORCL (update)
@DuckPond_VR - $WIZZ.L
and more... https://t.co/C0ITgYCwAy
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Quiver Quantitative
UPDATE: Nancy Pelosi filed a purchase of Tempus AI call options earlier this year.

$TEM has now risen 176% since the trade. https://t.co/hlzXy2tRCd
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Investing visuals
The FinTech market is estimated to grow ~15% annually and reach $309B by 2028, according to McKinsey.

Top 3 high-growth names:
• 1 - $HOOD
• 2 - $COIN
• 3 - $AFRM

Who's your favorite? https://t.co/PyhlPs4kBf
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Investing visuals
When investors are running victory laps, posting all-time-high portfolio screenshots, you know it is time be prudent.

Don’t follow the hype train, stay grounded in fundamentals.

Or as we say in Dutch: “Trees do not grow into the heavens”
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