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App EconomyLifestyleMacro trendsMobile channel check

GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus

App EconomyEntertainmentMacro trendsMobile channel check

SPOT (+) and KPI Forecasting with Maiden Century

App EconomyLifestyleSports BettingMacro trendsMobile channel check

NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)

App EconomyEducationLifestyleMacro trendsMobile channel check

Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact

App EconomyFintechSocial MediaEarnings PreviewsMacro trendsMobile channel check

HOOD / RBLX / RDDT – Reasons to be negative

App EconomyFintechEarnings PreviewsMacro trendsMobile channel check

Robinhood – Trading and Crypto and Predictions, oh my!

App EconomyFintechHealth and FitnessEarnings PreviewsMacro trendsMobile channel check

2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)

App EconomyFintechHealth and FitnessEarnings PreviewsMacro trendsMobile channel check

2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)

App EconomyNews & ReferenceMacro trendsMobile channel check

NFLX (-) / MSFT (-) – Character.AI and ChatGPT are taking share of screen