“Uber network effects are unbeatable, Lyft is just a smaller Uber”
“Roblox has 70M daily users and is becoming the metaverse that Meta couldn't build”
“Constellation Energy's Three Mile Island restart for Microsoft is the most bullish utility story ever”
“UiPath's automation platform gets better with AI agents, every enterprise needs this”
“Hims & Hers is the telehealth winner — compounded GLP-1s and subscription DTC healthcare is the future”