AkhenOsiris
$GENI
Wells Fargo dove into the mediaļadvertising opportunity presented by Genius' management at its November Investor Day, Wells' first response was the company's NFL relationship seems too good to be true given the company's ability to enable live viewership of NFL games across the company's platform partners. The firm sees potential for upside above and beyond management's long-term guide. Further, Wells believes the implied level of direct NFL advertising and related brand/ad opportunities could prove conservative looking out to 2028 for the self-serve portion of the forecast. The firm thinks the NFL Could represent $50M-plus of self-serve ad revenue, and it estimates about $350M of Media revenue by 2028 relative to the company's $300M guidance.
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$GENI
Wells Fargo dove into the mediaļadvertising opportunity presented by Genius' management at its November Investor Day, Wells' first response was the company's NFL relationship seems too good to be true given the company's ability to enable live viewership of NFL games across the company's platform partners. The firm sees potential for upside above and beyond management's long-term guide. Further, Wells believes the implied level of direct NFL advertising and related brand/ad opportunities could prove conservative looking out to 2028 for the self-serve portion of the forecast. The firm thinks the NFL Could represent $50M-plus of self-serve ad revenue, and it estimates about $350M of Media revenue by 2028 relative to the company's $300M guidance.
$GENI
Wells Fargo upgrades Genius Sports to Overweight tweet
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Brady Long
RT @thisdudelikesAI: Get so good at growth on X that your boys start asking for help...
Here's how 👇 https://t.co/0NjrxwCExP
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RT @thisdudelikesAI: Get so good at growth on X that your boys start asking for help...
Here's how 👇 https://t.co/0NjrxwCExP
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App Economy Insights
🫧 How to invest in a bubble
CapEx is ramping, valuations are soaring, and the hype is deafening.
Yet earnings are real, margins are expanding, and demand is unprecedented.
Here’s a practical guide to staying invested without losing your head 👇
https://t.co/ZZjehpGgrH
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🫧 How to invest in a bubble
CapEx is ramping, valuations are soaring, and the hype is deafening.
Yet earnings are real, margins are expanding, and demand is unprecedented.
Here’s a practical guide to staying invested without losing your head 👇
https://t.co/ZZjehpGgrH
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Quiver Quantitative
BREAKING: Representative Jonathan Jackson just filed his first purchase of Palantir stock, $PLTR.
Jackson sits on the House Committee on Foreign Affairs.
Full trade list up on Quiver. https://t.co/BO1BqLDY6N
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BREAKING: Representative Jonathan Jackson just filed his first purchase of Palantir stock, $PLTR.
Jackson sits on the House Committee on Foreign Affairs.
Full trade list up on Quiver. https://t.co/BO1BqLDY6N
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Fiscal.ai
Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
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Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
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The Few Bets That Matter
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock?
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$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock?
$TMDX buyers have been relentless lately.
Almost as relentless as their pilots.
Flight data is... Honestly unbelievable.
~32 flights per day.
Compared to 24.9 in December, 25.4 in November and 24.9 in October.
That's not a $130 stock. No way. https://t.co/4IRYJDd2o2 tweet
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memenodes
first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
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first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
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Quiver Quantitative
Few notes from our recent fundraising data:
- Elon Musk, $TSLA, donated $10M to a Trump Super PAC on June 27th. This was just a few weeks after his public fight with Trump.
- Reed Hastings, $NFLX, donated $1.7M to House Democrats
- Alex Karp, $PLTR, donated $250K to Texans for a Conservative Majority
- Investor Paul Singer donated $1M to MAGA KY, a PAC formed to oppose Thomas Massie
- One of the founders of Jane Street donated $123K to Representative Lisa McClain
- Michael Bloomberg donated $60K to Independence USA PAC
- The CEO of Dick's Sporting Goods, $DKS, donated $25K to Senator Dave McCormick
You can track all our fundraising data on Quiver.
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Few notes from our recent fundraising data:
- Elon Musk, $TSLA, donated $10M to a Trump Super PAC on June 27th. This was just a few weeks after his public fight with Trump.
- Reed Hastings, $NFLX, donated $1.7M to House Democrats
- Alex Karp, $PLTR, donated $250K to Texans for a Conservative Majority
- Investor Paul Singer donated $1M to MAGA KY, a PAC formed to oppose Thomas Massie
- One of the founders of Jane Street donated $123K to Representative Lisa McClain
- Michael Bloomberg donated $60K to Independence USA PAC
- The CEO of Dick's Sporting Goods, $DKS, donated $25K to Senator Dave McCormick
You can track all our fundraising data on Quiver.
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