The $130M Company That Rules What Others Refuse To Touch...(MRDN)
Meridian Holdings (MRDN) operates online betting and casino platforms in 25 countries, arguing its long-standing licenses create a…
Monday, May 25
Monday, May 25, 2026
Everything we published on this day.
8 stories
NVIDIA: The AI Factory Is Still Undervalued
NVIDIA reported $81.6 billion revenue, $75 billion data-center sales and $49 billion free cash flow, then weighs custom chips, hyperscalers…
RBLX · long Roblox CORP
Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.
SLS · short Sellas Life Sciences Group I
SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
PYPL · long Paypal Holdings INC
PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…
TMCR · short Metals Royalty Company INC
Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
SOLS · long Solstice Advanced Mtrils INC
Atlas Engineered Products ($AEP.V)
Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…
