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$LULU Lululemon Q2: Low Bar, High Volatility Setup
Consensus weakness sets the stage for asymmetric upside if U.S. demand or management tone surprises
Sep 3
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TickerTrends
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Wix’s Base44 ARR Boom Signals Under-appreciated Revenue Upside
How Wix’s $80M Base44 acquisition could quietly add $100M–$150M in incremental ARR and re-rate the stock’s growth profile despite software sector fears
Aug 29
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TickerTrends
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$DUOL Duolingo's Social Media Collapse Signals Prolonged Weakness Ahead
Why Wall Street's "Temporary Headwind" Narrative Misses the Mark on Persistent User Engagement Decline
Aug 20
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TickerTrends
6
$RBLX Early Primer On The Roblox Vigilante Controversy
Roblox Faces Multi-Front Crisis as Predator-Hunter Ban Triggers Congressional Scrutiny, Legal Action, and Creator Revolt
Aug 14
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1
Battlefield 6 Is Powering EA's Turnaround
Why Battlefield 6’s Record-Breaking Hype Could Push EA’s Bookings Past $8B for the First Time in Years
Aug 14
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3
Sezzle Set to Smash Q2 Estimates: Virtual Card Momentum, Alt-Data Surge, and $1B GMV in Sight
Sezzle’s Alternative Data Signals Major Upside Ahead of Q2 Earnings, With WebBank Partnership, Virtual Card Usage, and App Engagement Driving…
Aug 6
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TickerTrends
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American Eagle’s ($AEO) Brand Surge: Sydney Sweeney Controversy, Trump, and a Data Spike
American Eagle Surges in Online Engagement After Controversial Campaign, Defying Backlash Expectations
Aug 6
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TickerTrends
6
Shopify’s Q3 Acceleration Story Might Just Be Getting Started
Alternative Data Signals Reacceleration in Shopify GMV Growth Ahead of Earnings
Aug 6
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TickerTrends
3
Upstart: Consumer Interest Spikes as AI Lending Bets Pay Off
Digital Demand Rebounds as AI Lending Model Gains Traction in a Shifting Credit Landscape
Aug 5
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TickerTrends
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Hims & Hers (HIMS) Earnings Preview: Growth Moderation in Focus
Stable Consumer Momentum Meets Lofty Expectations, No Clear Catalyst Ahead of Hims Q2 Earnings
Aug 4
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TickerTrends
2
Planet Fitness $PLNT Set to Flex Revenue Muscle into Q3
Alternative data signals summer surge in member engagement and revenue upside for Planet Fitness ahead of Q3 earnings
Aug 4
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TickerTrends
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DoorDash Set to Outperform: Alternative Data Signals Q2 Beat and Upward Q3 Guidance Revisions
Alt-data shows DoorDash surging past expectations as DashPass adoption and social buzz drive a Q2 beat and bullish Q3 setup
Aug 2
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