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📈 StubHub's IPO Ticket to Billions

📈 StubHub's IPO Ticket to Billions

The ticket resale platform's $8.6 billion valuation represents a shrewd bet on our eternal willingness to overpay for proximity to entertainment.

Evelio Silvera
Evelio Silvera
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📈 Tesla's Great Escape

📈 Tesla's Great Escape

We examine how Musk's billion-dollar bet turned Wall Street's pessimism into a contrarian masterclass.

Evelio Silvera
Evelio Silvera
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📈 Opendoor's Phoenix Moment

📈 Opendoor's Phoenix Moment

Keith Rabois just bet $40 million of his own money that Opendoor's radical amputation will cure what ails this PropTech patient

Evelio Silvera
Evelio Silvera
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📈 Why Adobe's -21% Creates Millionaires

📈 Why Adobe's -21% Creates Millionaires

This classic overreaction—21% stock decline meeting 11% revenue growth—rewards patient contrarians who ignore emotional noise.

Evelio Silvera
Evelio Silvera
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📈 Klarna Soars 30% in Hot Debut

📈 Klarna Soars 30% in Hot Debut

Klarna just proved that fintech isn't dead—it was just hibernating, waiting for the right moment to roar back with a vengeance.

Evelio Silvera
Evelio Silvera
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📈 Oracle's $455 Billion AI Backlog

📈 Oracle's $455 Billion AI Backlog

When a company misses both earnings and revenue expectations yet triggers the largest single-day stock surge since the dot-com era, astute investors know something fundamental has shifted beneath the surface noise.

Evelio Silvera
Evelio Silvera
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📈 Nebius Strikes $17.4B AI Infrastructure Gold

📈 Nebius Strikes $17.4B AI Infrastructure Gold

This isn't just another tech stock moonshot; it's a masterclass in why owning the infrastructure that powers the AI revolution often beats chasing the algorithms themselves.

Evelio Silvera
Evelio Silvera
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📈 Robinhood Crashes Wall Street's Party

📈 Robinhood Crashes Wall Street's Party

Robinhood's evolution from pandemic curiosity to institutional necessity offers contrarian investors a compelling lesson in market maturation.

Evelio Silvera
Evelio Silvera
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📈 Broadcom's AI Goldmine

📈 Broadcom's AI Goldmine

Broadcom's under-the-radar strategy of crafting bespoke silicon for Google and Meta has positioned it to potentially capture $40 billion in annual revenue by 2027

Evelio Silvera
Evelio Silvera
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📈 Salesforce's Pain, Investors' Gain

📈 Salesforce's Pain, Investors' Gain

The cloud giant's 23% tumble may have served up precisely the contrarian feast that patient capital craves

Evelio Silvera
Evelio Silvera
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📈 Google Dodges the Breakup Bullet

📈 Google Dodges the Breakup Bullet

Judge Mehta's ruling preserved Google's Chrome browser and data empire while only restricting exclusive search deals, handing investors a rare regulatory victory.

Evelio Silvera
Evelio Silvera
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📈 HealthEquity's Earnings Test

📈 HealthEquity's Earnings Test

With $0.85 per share expected and 33% analyst upside targets, this report tests whether execution beats competition in America's hottest benefits niche.

Evelio Silvera
Evelio Silvera