My Cat Is a Market Prophet and I Will Not Be Taking Questions
A few weeks ago, I adopted a cat. Not because I needed companionship. Not because I felt lonely. But because I needed answers. Her name is Clitopatra, and she meows once for bull, twice for bear. That’s not a joke. That’s not a metaphor. That’s market sentiment, channeled through the throat of a nine-pound dilute […]
Substack Is the Only Honest Media Company Left
Journalism is dead. Legacy media is on fire. And most “new media” is just clickbait with better fonts. But there’s one platform still standing, still paying writers, still letting people be wrong in public without running it through six Slack threads and an editorial ombudsman. That platform is Substack. Yes, the one with the weird […]
The Real Tech Comeback Starts With Companies Like AVGO and IBM
While Silicon Valley chases vibes and GenAI burn rates skyrocket, the real comeback is happening somewhere far less sexy: inside server rooms, under compliance frameworks, and deep within procurement spreadsheets. That’s right. It’s Broadcom season. It’s IBM summer. The cockroach tech stocks are back-and they never actually left. While You Were Distracted by Prompt Engineers… […]
Doximity Is the Most Effective Way to Influence a Doctor Without Breaking the Law
Forget detail reps, pharma swag, or those creepy Zoom webinars with cartoon organs. If you want to subtly, legally, and efficiently influence the way American doctors think, prescribe, and vote-you go through Doximity. It’s not a social network. It’s a backdoor to the white coat hive mind. And they made it so easy. Pre-Populated Control […]
Snowflake Is Quietly Becoming the Most Important Surveillance Company in America
While the tech press scrambles to cover generative AI, LLM launches, and buzzy vertical SaaS startups no one will remember by Q4, Snowflake has been busy building something far more powerful: the backbone of American data consolidation. And nobody seems that worried about it. Which is… impressive. Snowflake isn’t loud. It doesn’t need to be. […]
AppLovin Is Building the Future of Incentivized Attention. That’s a Good Thing.
In an age where ad budgets are slashed, cookies are dying, and everyone’s screaming into the void for engagement, AppLovin has quietly pioneered a model no one wants to admit works: pay people to pay attention. While critics scramble to frame this as manipulative or unsustainable, the truth is simpler: AppLovin’s gift card and cash-reward […]
Kalshi Isn’t Just a Betting Platform. It’s the Most Transparent Form of Democracy We Have.
Everyone wants to complain about voter apathy. About disinformation. About low turnout. But what if the most accurate reflection of public will isn’t found in the voting booth, but in the markets? And what if Kalshi, of all things, is the clearest expression of that truth? Kalshi isn’t some fly-by-night sports book. It’s a federally […]
Appian (NASDAQ: APPN): Low-Code Leader Powering Global Compliance & Security
Key Points Appian’s Role in Global Compliance and Security Appian (NASDAQ: APPN) is at the forefront of low-code automation, helping major enterprises and government agencies streamline compliance, case management, and operational efficiency. With a strong reputation in the enterprise software industry, Appian’s secure, scalable solutions are trusted by a diverse array of institutions, including those […]
Why Data-in-a-Box Companies Like Baremetrics and ChartMogul Are Still Valuable
Every few years, someone declares the death of a certain type of software, and every few years, that software stubbornly refuses to die. The latest victim of this cycle? So-called “Data-in-a-Box” platforms like Baremetrics and ChartMogul. The argument? These tools are outdated, inaccurate, overpriced, and just waiting to be replaced by better, more flexible solutions. […]
AppLovin’s E-Commerce Revolution: The Future of Mobile Shopping
The Rise of Flip: A Game-Changer in Mobile Shopping AppLovin (NASDAQ: APP) is shaking up the e-commerce world with Flip, a revolutionary social shopping platform that seamlessly integrates mobile advertising with direct-to-consumer sales. By leveraging AXON, its proprietary AI-driven ad engine, AppLovin is enabling brands to reach consumers in an entirely new way that prioritizes […]