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$ASSORT-HEALTH · MetaCloud, Bending Spoons IPO with Founder Luca Ferrari, Fabel Freed, TML Cooking
now playing · $ASSORT-HEALTH
$ASSORT-HEALTHbullish· high· posjohn coogan
Assort Health raises $222M for agentic platform automating entire patient journey
Agentic platform for provider groups handling call center automation, voice AI, document processing, patient intake, care gap activation, payment collection. 190M+ patient interac…
$BSP···bullish· high· posluca ferrari
Bending Spoons IPO: serial acquirer compounding via debt, 90% AI-written code, $4M revenue per employee
Public primarily to improve debt access (80% of acquisition capital from debt). Acquires distressed tech assets (AOL, Eventbrite, Vimeo), rebuilds with talent/tech. 90% code writt…
$META···neutral· mediumjohn coogan
Meta launching cloud compute business to monetize excess AI infrastructure
Meta is developing a cloud infrastructure business (MetaMP Compute) to sell access to AI models and raw compute capacity, competing with AWS/GCP. This could justify hundreds of bi…
$CRWV···bearish· mediumjohn coogan
CoreWeave and Neoclouds face new competitor as Meta enters compute market
Meta's entry into selling compute creates a conflict: Meta is both a major Neocloud customer (with take-or-pay contracts) and now a competitor. Neocloud stocks selling off on the…
$MCRI···bullish· mediumjordan
Monarch Casino: compounding 'own the house' gambling stock with 36% EBITDA margins
Family-owned casino operator with two properties (Reno, Blackhawk) has compounded at ~20% annually since 1993 IPO. 36% EBITDA margins, buybacks, dividends. 'Own the house, don't b…
$GOOGL···bearish· highjohn coogan
Google AI overviews cut organic clicks 40%, accelerating zero-click search trend
Research shows AI overviews triggered in 41% of searches and reduce outbound organic clicks by ~40%, increasing zero-click searches by 35%. This threatens the open web ecosystem a…
$INTEGRALbullish· medium· posshub shinha
Integral raises $18M Series A for AI data sanitization enabling proprietary data economy
Integral sits between data holders (hospitals, fitness apps) and AI builders, sanitizing sensitive data (medical records, financial transactions) while preserving signal. Enables…
$LIME···bullish· high· poswayne tang
Lime IPO: last man standing in micromobility with vertical integration and 50%+ cash margins
Lime is the only profitable, scalable micromobility player. Vertical integration (hardware, software, operations, government relations) enables 50%+ cash margins on $7.50/day/vehi…
$DOMINION-DYNAMICSbullish· medium· poselliot pence
Dominion Dynamics raises $100M Series A for Canadian Arctic domain awareness neoprime
Building software and hardware (5 platforms, 10 systems) for Arctic domain awareness - harshest operating environment. 'Build for the moon, win on Earth' thesis. Canada is G7 coun…
$AMBLEbullish· medium· posjulian honik
Amble: street-legal electric LSV targeting hospitality then consumer, 1000+ pre-orders in 3 days
Electric low-speed vehicle (LSV) designed from ground up (wider, suspension, 3x power of golf cart). Street legal in most states. Go-to-market: hospitality (Aman, Alila) then cons…