A Qualitative Primer on the Nicotine Pouch Space
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S. users favoring Velo Plus over Velo Max and expecting it to overtake Zyn by 2027.
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S. users favoring Velo Plus over Velo Max and expecting it to overtake Zyn by 2027.
Is the $NN trade completely over? https://t.co/wwSNNhdxl7
Form 144 indicates that $DUOL CEO is dumping $16.3m worth of stock. that's a shit-ton in any language https://t.co/57BBYQsRo2
Another lousy quarter at $LEVI. And what are they blaming on the call? Weather. The lamest excuse you can use in retail.
$LULU just now https://t.co/CMBjD201I0
$24b in equity from the gulf funds cut Larry’s personal guarantee by 50%. Liontree, Redbird, and the non Larry Ellison family money cuts it further Another $orcl boogeyman story that’s a nothingburger https://t.co/QifC1wSxtE
Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…
Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…
West Pharmaceutical Services’ GLP-1 demand, HVP upgrades and Annex 1 conversions support double-digit growth, but its premium valuation…
OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…
Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.
BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…
Marvell’s 2026 investor day draws a skeptical review of its optical connectivity, DSP and AI infrastructure claims, while crediting its…
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.
Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…
Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…
SLS · short SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
Portfolio update: sold Nomad Foods, trimmed Copart, added Pool Corp and Floor & Decor, and bought Tractor Supply as the portfolio trails…
Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…
Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…
Jeremy Grantham says AI has interrupted a bear market and predicts a 50% market decline, drawing on GMO’s study of 27 bubbles.
SoFi's DCF values shares at $18, forecasting adjusted net revenue growth from 30% in 2026 to 3.5% by 2035 as it scales its digital bank…
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
Tractor Supply, the 2,641-store rural lifestyle retailer, is pitched as an undervalued defensive compounder, supported by recurring…
Natera's long-term future is weighed against its current valuation.
Spotify’s 761 million MAUs and investor-day formula explain how it holds off Apple, Amazon and YouTube Music despite their loss-leader…
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