Quiver Quantitative
BREAKING: OpenAI appears to be announcing an AI-powered web browser later today.

https://t.co/FfjzYcZaBo

https://t.co/kbcsk1khlO - OpenAI
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App Economy Insights
📺 US TV Time September 2025:

Streaming 45.2% (+4.2pp Y/Y).

• YouTube 12.6% (+2.0pp Y/Y).
• Netflix 8.3% (+0.4pp Y/Y).
• Disney apps 4.5% (-0.4pp Y/Y).
• Prime Video 3.9% (+0.3pp Y/Y).
• Roku Channel 2.8% (+1.2pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/HDiSdiUJWe
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App Economy Insights
$WBD Warner Bros. Discovery is up for sale.

They received interest from "multiple parties."

Who's going to snag the studios and streaming business? https://t.co/NEBZE9M3pD
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Investing visuals
$MELI is down 🔻15% from its June peak. Meanwhile:

🔹 Revenue is up +34%
🔹 Free cash flow grew +55%
🔹 Trades near a 3-year low forward EV/EBITDA

In my opinion, one of the few great risk/rewards in the market right now. https://t.co/qmAWzjy2vg
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@SaeschInv (exploring AIM) - $MIND.L, $MHA.L, $MFX.L, $MLVN.L, $MDZ.L, $MET.L, $MANO.L, $MCON.L, $MIDW.L, $SAAS.L, $MPAL.L, $MBH.L, $MERC.L, $MRK.L
@waterboycap - $CLDT
@FatAlpha - $FDS
@mvcinvesting - $MP (overview) https://t.co/1SgPTB1KCK
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 2):
@TrickleMicrocap - $SKYX (update)
@uv_shares - $ZNOG (overview)
@onecentinvest (Planet Microcap Pitches) - $FTG.TO, $ZOMD.V, $DB.V, $MYID.V, $SBIO.V, $BLM.V
@LaTranquillum - $TALK.ST
@hiroki1379 - $5915.T https://t.co/cn9NtEnqIX
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