22% growth, 98% renewal, PEG of 1. NOW trades at its cheapest multiple in a decade.
The SaaSpocalypse wiped $2T off software stocks. But here are three companies priced for death that aren't dying.
Venice hits $50M ARR with real buyback mechanics. But there’s a big corporate risk to this self-funded crypto fairytale.
My full portfolio revealed: GLXY, BTC, KLAR, FIGR, NU, and UBER.
Then Q1 landed, and Klarna ripped 13%.
Why I chose SKY over PENDLE’s rally.
360,000 cash-out locations. Zero crypto competitors have it.
Six weeks of exits, a major exploit, and a protocol under pressure.
A viral AI thread may have marked the dip.
Fed minutes and Middle East risk could add an uncertainty discount.
The index isn’t moving, but individual stocks are swinging hard.
Cyclicals are surging, but crypto sits at the sharp end of the unwind.
