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App EconomyFintechEarnings PreviewsMobile channel check

4Q25 Mid-Quarter Earnings Previews – SOFI (+) / RBLX (-)

App EconomyDatingSocial MediaEarnings PreviewsMobile channel check

4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)

App EconomyLifestyleMacro trendsMobile channel check

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

App EconomyEarnings PreviewsMobile channel check

ChatGPT slowdown; maybe they should have deployed a Vibe Nano Banana?

App EconomySocial MediaEarnings PreviewsMobile channel check

3Q25 Earnings Previews and 4Q early look! GRAB (+) / PINS (+)

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