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$RBLX: Escape Tsunami For Brainrots! Impact Report
Assessing the "High-Velocity" Discovery Pivot and Revenue Ceilings Post-Grow a Garden
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eBay (EBAY): Usage Is Re-Accelerating, Collectibles Are Inflecting, and Revenue Expectations Look Too Low
Collectibles momentum and re-accelerating usage point to a meaningful revenue beat
$VSCO Victoria’s Secret: From Turnaround To Test Of Execution
After a powerful rebound, the brand enters a higher-expectations phase where execution, social momentum, and cultural relevance will determine whether…
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Comprehensive Synthesis: Multimodal Conditioned Diffusive Time Series Forecasting (MCD-TSF)
A Diffusion-Based Framework for Integrating Timestamps and Text in Time Series Prediction
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December 2025

Nexon Co ($3659) ARC Raiders: Sales Under-Disclosure + Re-Accelerating Engagement Create Expectation Mismatch
Nexon Co ($3659) ARC Raiders Engagement Inflection Suggests Longer Tail Than Priced In
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TickerTrends Announces Integration with S&P Global Visible Alpha
TickerTrends is pleased to announce an integration with S&P Global Visible Alpha that brings KPI data and consensus estimates directly into the…
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$ETSY Etsy: Rising Mobile Engagement and Q4 Conversion Focus
The Platform Leans on High-Value App Users and Depop's Momentum to Offset Declining Buyer Counts and Navigate Q4's Macroeconomic Uncertainty.
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$JSDA The Nuka-Cola Effect: Jones Soda’s Viral Turnaround
The Fallout Collaboration Drove a 600% Rise Consumer Interest, Triggered National Costco Distribution, and Fueled a Strategic Pivot for the Micro-Cap…
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November 2025

$AS Amer Sports Arc’teryx Hit by 600M-View Boycott in China Over Controversial Tibet Fireworks Show
Outrage over alleged environmental destruction drives one of the largest social-media spikes in Arc’teryx history
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Nexon ($3659.T) set to deliver strong guidance boosted by Arc Raiders success
Embark’s $40 premium launch Arc Raiders is showing blockbuster traction, setting up Nexon for a potentially transformative Q4 as legacy franchises like…
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Duolingo: Social and Usage Growth Stabilizing, but No Durable Momentum Yet
Slowing social momentum point to a potential DAU miss, even as early signs of stabilization hint at a “better-than-feared” earnings setup for Duolingo
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Sezzle’s Growth Is Still Strong, but Consumer Weakness Is Starting to Show
Alternative data points to resilient growth but rising credit losses and take-rate pressure could temper Sezzle’s near-term profitability momentum
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