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OpenClaw and PicoClaw – A Tailwind for Raspberry Pi Demand $RPI
PicoClaw's Ultra-Efficient Rewrite Sparks Raspberry Pi Demand Increase – A Cost-Driven Tailwind Amid Mac Mini Dominance
Feb 16
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Roblox x Twitch Bloxfest: Early Metrics Show Muted Viewership Uplift
Despite $300k Prize Pool and Heavy Incentives, Roblox Ranks ~#27–38 on Twitch with ~1.5x–2x Average Viewer Growth, Incremental Experiment, Not Yet a…
Feb 10
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TickerTrends
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$NET Cloudflare Acceleration Signals Beat Potential Amid High Expectations
Proprietary indicators point to upside versus consensus, elevated multiples demand strong execution and forward visibility to sustain the premium
Feb 10
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TickerTrends
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CloudX Emerges as AI Disruptor in Mobile Ads, Sending AppLovin and Unity Stocks Tumbling
AI Startup CloudX Launches GA, Automates Mobile Ad Stacks with Agents, Sparks Sell-Off in AppLovin ($APP) and Unity ($U) Shares Amid Rising Competition…
Feb 4
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TickerTrends
3
The Market Doesn't Understand Reddit (Cont'd)
Why Agency Checks and AI Headlines Are Masking an Emerging Monetization Inflection
Feb 2
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TickerTrends
4
Tech Adoption: A New Data Frontier for Tracking Real Usage Across the Internet
Track the adoption of hosting solutions or website technologies that are being used across the internet
Feb 1
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TickerTrends
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Introducing the Revisions Queue: Bringing Structure to Forecast Updates
See when and what will be updated in the TickerTrends platform at all times
Feb 1
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TickerTrends
January 2026
Meta’s Silent iOS Bidding Shift: Headwind for AppLovin, Tailwind for Unity Vector?
Meta’s return to non-IDFA could reshape mediation share, eCPMs, and UA economics for AppLovin and Unity’s Vector platform. Early data shows 3–5×…
Jan 31
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TickerTrends
5
Genie 3 Generative Gaming and the Erosion of Structural Moats In Public Markets
How AI-Driven World Creation Threatens Margins, Platform Power, and Valuation Multiples Across Public Game Companies
Jan 30
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Why TickerTrends Is Built to Outperform Legacy Equity Research Firms & KPI Forecasting Businesses
Why Software-First Architecture Changes the Economics of Alternative Data
Jan 29
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TickerTrends Joins the NVIDIA Inception Program
TickerTrends is excited to announce acceptance into the NVIDIA Inception Program, a program designed to help young companies build, scale, and…
Jan 28
3
Ralph Lauren (RL): Brand Heat Signals Upside to Revenue Expectations
TickerTrends alternative data points to sustained demand momentum and a beat versus consensus for FQ3’26
Jan 22
2
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