Company Notes

Company Notes

Rise and Chime

,   and  Kris Tuttle

June 12, 2025

Crypto

Crypto Comes Full Circle?

,   and  Kris Tuttle

June 3, 2025

Company Notes

Another Young Bull: eToro

,   and  Kris Tuttle

May 11, 2025

Broken Candy

Sunpower Shines Again

,   and  Kris Tuttle

May 1, 2025

Broken Candy

Broken Candy: CuriosityStream

,   and  Kris Tuttle

April 28, 2025

ai

CoreWeave into Pricing

,   and  Kris Tuttle

March 26, 2025

Company Notes

Klarna Erbjudande

,   and  Kris Tuttle

March 17, 2025

ai

CoreWeave Cracks

,   and  Kris Tuttle

March 11, 2025

Company Notes

CompoSecure Inside Out Spinoff

,   and  Kris Tuttle

February 28, 2025

Company Notes

Retro Candy: Amplitude

,   and  Kris Tuttle

February 18, 2025

Space

A Good Time for Missiles.

,   and  Kris Tuttle

February 13, 2025

Company Notes

SailPoint IPO #2

,   and  Kris Tuttle

February 10, 2025

Energy

The NatGas Arb

,   and  Kris Tuttle

January 23, 2025

fashion

A MYTE Resurgence?

,   and  Kris Tuttle

January 14, 2025

ai

Handicapping Pony AI

,   and  Kris Tuttle

December 17, 2024

Company Notes

ServiceTitan Early Look

,   and  Kris Tuttle

December 10, 2024