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$AMERICAN-TURBINES · Alex Hormozi in the Ultradome, China Export Controls, SK Hynix, Big Bank Comeback
now playing · $AMERICAN-TURBINES
$AMERICAN-TURBINESbullish· medium· posjohn malhone
American Turbines: 1MW natural gas turbines in a pickup truck — US energy advantage meets manufacturing scale
The US has uniquely cheap, abundant natural gas; American Turbines builds 1MW turbines small enough for rapid deployment, betting that manufacturing automation — not turbine IP —…
$SUPER-COMbullish· high· poshussein fazal
super.com raises $65M Series D at $1.2B: savings super app for everyday Americans
super.com compounds 90% performance marketing across fragmented savings verticals (hotels, gas, insurance, pharma, cash advance, credit building) targeting sub-$100k households; A…
$NORM-AIbullish· high· posjohn nay
Norm AI raises $120M Series C at $1.2B: vertical AI law firm automating Big Law workflows
Norm AI vertically integrates AI agents with a licensed law firm (Norm Law LLP) to capture the full legal workflow — from in-house teams (Blackstone, New York Life) to outside cou…
$101-AIbullish· medium· posdena shakir
Lux Capital leads $30M Series A in 101: sovereign applied AI for the GCC from a Scale alum
The GCC offers a greenfield deployment environment for applied AI with massive, multi-billion dollar contracts accessible to a homegrown team; 101's founder (ex-Scale) attracts to…
$000660.KS···bullish· mediumtyler cosgrove
SK Hynix NASDAQ IPO: pure AI memory play at 7x earnings despite cyclical fears
SK Hynix leads in HBM and is a key Nvidia partner; its US listing gives American investors direct access to the purest AI infrastructure play, but memory cyclicality keeps the mul…
$FI···neutral· mediumtyler cosgrove
Big bank consortium eyes Fiserve debit networks (Star, NYCE) to vertically rebundle payments and challenge Visa/Mastercard
JPM, BofA, Wells, PNC exploring purchase of Fiserve's debit rails to capture more economics post-Durbin Amendment; merchants and card networks lose leverage, while vertical rebund…
$V···bearish· mediumtyler cosgrove
Visa and Mastercard face structural threat as big banks build own debit rails via Fiserve acquisition
Bank-owned debit networks (Star, NYCE) would let issuers route volume off Visa/Mastercard rails, capturing interchange and reducing network leverage; the vertical rebundling trend…
$MA···bearish· mediumtyler cosgrove
Mastercard faces same structural threat as Visa from bank-owned debit network consortium
Same thesis as Visa: big bank consortium buying Fiserve's Star/NYCE networks enables issuers to bypass Mastercard rails, capturing economics and reducing network power in US debit.