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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
$NET Cloudflare Acceleration Signals Beat Potential Amid High Expectations
Proprietary indicators point to upside versus consensus, elevated multiples demand strong execution and forward visibility to sustain the premium
Feb 10
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TickerTrends
CloudX Emerges as AI Disruptor in Mobile Ads, Sending AppLovin and Unity Stocks Tumbling
AI Startup CloudX Launches GA, Automates Mobile Ad Stacks with Agents, Sparks Sell-Off in AppLovin ($APP) and Unity ($U) Shares Amid Rising Competition…
Feb 4
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The Market Doesn't Understand Reddit (Cont'd)
Why Agency Checks and AI Headlines Are Masking an Emerging Monetization Inflection
Feb 2
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January 2026
Meta’s Silent iOS Bidding Shift: Headwind for AppLovin, Tailwind for Unity Vector?
Meta’s return to non-IDFA could reshape mediation share, eCPMs, and UA economics for AppLovin and Unity’s Vector platform. Early data shows 3–5×…
Jan 31
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Genie 3 Generative Gaming and the Erosion of Structural Moats In Public Markets
How AI-Driven World Creation Threatens Margins, Platform Power, and Valuation Multiples Across Public Game Companies
Jan 30
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Why TickerTrends Is Built to Outperform Legacy Equity Research Firms & KPI Forecasting Businesses
Why Software-First Architecture Changes the Economics of Alternative Data
Jan 29
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TickerTrends Joins the NVIDIA Inception Program
TickerTrends is excited to announce acceptance into the NVIDIA Inception Program, a program designed to help young companies build, scale, and…
Jan 28
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Ralph Lauren (RL): Brand Heat Signals Upside to Revenue Expectations
TickerTrends alternative data points to sustained demand momentum and a beat versus consensus for FQ3’26
Jan 22
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Introducing the TickerTrends Coverage Page: A Live Index of Our Structured Insight Coverage
Explore the full universe of companies supported by TickerTrends’ KPI forecasts and structured alternative data models
Jan 20
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$RBLX: Escape Tsunami For Brainrots! Impact Report
Assessing the "High-Velocity" Discovery Pivot and Revenue Ceilings Post-Grow a Garden
Jan 15
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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
Jan 13
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