Applovin Corporation $APP Deep Dive

Executive Summary: AppLovin Corporation is a leading mobile app technology company that provides software solutions to help businesses grow their mobile apps. Their platform offers tools for marketing, monetization, and analytics, enabling developers to reach a wider audience and maximize their app’s potential. AppLovin also has a publishing arm, Lion Studios, that works with game…

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Mobileye earnings review and 2025 outlook $MBLY

Mobileye Global Inc. is an Israel-headquartered company (though U.S.-domiciled) focused on advanced driver assistance systems (ADAS) and autonomous driving technologies using computer vision, AI, sensors and mapping. It was founded in 1999 and is based in Jerusalem. The company’s 2024 revenues (exact figure not publicly isolated) are understood to be in the low-billion-dollar range; a…

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NICE Ltd $NICE Deep Dive

Executive Summary: NICE Ltd. is an Israeli technology company specializing in customer relations management software, artificial intelligence, and workforce engagement management. They offer a range of solutions for customer engagement, financial crime, and compliance across various industries. Their products include NICE CXone for contact centers and Enlighten, an AI engine for improving customer and agent…

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Home Depot Deep Dive and 2025 Outlook $HD

Company Overview: The Backbone of American DIY The Home Depot, Inc. is the largest home improvement retailer in the United States, providing tools, construction products, appliances, and services. It operates over 2,300 stores across North America and caters to both DIY customers and professional contractors. Founded in 1978, the company has become a mainstay in…

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Grab Holdings Limited $GRAB Deep Dive

Executive Summary: Grab Holdings Limited is a leading superapp in Southeast Asia, offering a wide range of services including transportation, food delivery, and financial services. It operates as a platform connecting drivers, merchants, and consumers, facilitating seamless transactions and creating value for all stakeholders. As a key player in the region’s digital economy, Grab plays…

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Block Inc $SQ Deep Dive

Executive Summary: Block, Inc., formerly known as Square, Inc., is a financial technology company that provides payment processing and point-of-sale (POS) solutions for merchants. Their flagship product, Square, allows businesses to accept card payments and manage operations through a mobile app and card reader. Block also offers Cash App, a peer-to-peer payment and financial services…

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Celsius Holdings Inc $CELH Deep Dive

Executive Summary: Celsius Holdings Inc. is a global beverage company specializing in premium energy drinks. Its flagship product, CELSIUS, is a zero-sugar, better-for-you alternative to traditional energy drinks, designed to appeal to fitness enthusiasts and health-conscious consumers. The company’s unique MetaPlus formulation, which includes ingredients like guarana, green tea extract, and ginger, provides a sustained…

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Dollar General Deep dive and 2025 outlook $DG

Dollar General Corporation (NYSE: DG) is a leading American discount retailer headquartered in Goodlettsville, Tennessee. Founded in 1939 by James Luther Turner and his son Cal Turner Sr., the company has grown from a single store to over 20,000 locations across the United States. Dollar General offers a wide range of products, including food, household items, apparel,…

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UPS earnings review and 2025 outlook $UPS

Overview United Parcel Service, Inc. (UPS) is a global logistics and package-delivery company that offers ground, air, freight, and supply-chain services in more than 200 countries and territories. In 2024 it reported total revenue of approximately $91.1 billion. UPS is headquartered in Atlanta, Georgia and operates one of the largest fleets of alternative-fuel vehicles and…

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Nu Bank earnings deep dive and 2025 outlook $NU

1. Overview Nu Holdings Ltd. (commonly known as Nubank) is a leading Brazilian fintech and digital neobank, founded in 2013 and headquartered in São Paulo. It provides digital banking services—credit cards, digital accounts, personal loans, and more—primarily through its mobile platform. Nubank has disrupted traditional banking across Latin America with low fees, user-friendly design, and mobile-first…

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