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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The three-month rolling correlation between $SMH (hardware) and $IGV (software) just hit a new low https://t.co/Ec0kjYd3iW
Another $APP note this morning from BTIG after they hosted a call with an adtech consulting firm (ie expert) earlier this week (I was on the call)... Lots of positive commentary... the expert said that $APP's push into ecommerce continues to...
Still some risks to the $CELH growth story but volumes up +23.6% YoY with the stock trading at 3.2x NTM revs (and $PEP owns 11%) ...meanwhile $MNST volumes only up +3.5% YoY (not including BANG with volumes down -18.3% YoY)... yet...
$RDDT -- analyst at Wells Fargo just raised their 2026 Q1 estimates and 2026 full year estimates for $RDDT after channel checks with "larger brand ad partners" This is from me... With continued platform growth, better monetization and bigger data...
$TMDX -- quality note/report this morning from Oppenheimer... they reiterated their buy rating... they reiterated their $175 price target... they made the following comments regarding fuel surcharge debate: "We have spent the last few weeks talking to various players in...
