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The Market Doesn't Understand Reddit (Cont'd)
Why Agency Checks and AI Headlines Are Masking an Emerging Monetization Inflection
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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×…
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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
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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
$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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Nexon Co ($3659) ARC Raiders: Sales Under-Disclosure + Re-Accelerating Engagement Create Expectation Mismatch
Nexon Co ($3659) ARC Raiders Engagement Inflection Suggests Longer Tail Than Priced In
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$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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$JSDA The Nuka-Cola Effect: Jones Soda’s Viral Turnaround
The Fallout Collaboration Drove a 600% Rise Consumer Interest, Triggered National Costco Distribution, and Fueled a Strategic Pivot for the Micro-Cap…
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$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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