Yellowbrick Investing
Added 55 new stock write-ups to the website (pt final):
@pernasresearch - sold both $STX & $APLD
@JustValue48 - $ICCC
@SFarringtonBKC - $OPEN, $CDLX
@hiroki1379 - $7879.T
@SCapStrategist - $LRCX
fund letters
and more... https://t.co/zMmG43j9Zm
tweet

App Economy Insights
⏰ Price goes up on Oct 1.

From $119 to $199/year.
Last chance to lock the old rate for life.

You get:
✅ 2 articles weekly
📚 Full Premium archive
📊 200+ businesses visualized quarterly https://t.co/Ay019RW4xf
tweet

Yellowbrick Investing
The quantum stocks are up 5%+ today, and I'm seeing correction talk?! gtfo
tweet

App Economy Insights
$MU Micron Q4 FY25 (August quarter).

• Revenue +46% Y/Y to $11.3B ($0.2B beat).
• Non-GAAP EPS $3.03 ($0.17 beat).

Q1 FY26 guidance:
• Revenue ~$12.5 ($0.7B beat).
• Non-GAAP EPS ~$3.75 ($0.71 beat). https://t.co/7usM2zGX5B
tweet

Yellowbrick Investing
$FET

$FET Forum Energy Technologies. Profitability turnaround, debt down 15%, strong liquidity (2.4x current), trading near book. Fair value $40–44 vs ~$27 today. - Hideyo Oosawa
tweet

Yellowbrick Investing
$XTNT

$XTNT Xtant Medical Profitable turnaround, 68.6% gross margin, asset sales de-risked, EV/Rev ~0.9x. Biologics focus + licensing optionality. FV $1.29; trading ~$0.65 - Hideyo Oosawa
tweet

Yellowbrick Investing
$OPRX

$OPRX OptimizeRx 55% Q2 growth, profitability inflection, strong cash flow, AI-driven HCP reach. Fair value ~$34 vs ~$19. Underfollowed, underpriced upside. - Hideyo Oosawa
tweet

The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: Below you'll find the official trailer for the documentary "The AI Gold Rush"

I’m documenting this insane moment in time where apps go from idea to $1M–$100M ARR faster than anyone thought possible with AI

Tomorrow 9/24 part 1 of 5 premieres at 11am EST on YouTube and X. https://t.co/A2nr4U98Rs
tweet

Umesh
RT @francolli: Rough sketchpad idea inspired by @umesh_ai with his motorcycle vids over the last couple of days. Rough but getting there https://t.co/T4bnYFgLjF
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: MercadoLibre $MELI is up an impressive +53% year-to-date and nearing all-time highs💸

Yet the stock STILL trades at a more attractive valuation than it did at the start of 2025 🤯

Scale. Economies. Shared. 🤝 https://t.co/j1v1KIJO03

Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈

Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸

Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 - Dimitry Nakhla | Babylon Capital®
tweet