Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business.
David Moadel Reddit's user base is growing faster than ever, yet the stock is sliding while smaller rivals catch a bid. Here is what the divergence between Reddit's operating results and its stock price…
David Moadel Fresh third-party data on Reddit's user momentum sent shares surging against a down market, but a looming audience measurement reset threatens to scramble the very numbers investors are celebrating today.
David Moadel Pinterest is bleeding out 8% with no fresh headline to blame, and the social peers barely flinched. Something specific is haunting this stock, and it goes deeper than one bad session.
RUM Group has soared past its social-media peers and moved into AI infrastructure, but a 33% monthly gain forces a real question about whether the best of this rally is already behind…
David Moadel Trump Media and Rumble are selling off hard while their own sector wrapper trades green, and the usual suspects like rates and broad risk-off moves do not explain the split.
Rising Treasury yields and surging oil prices are creating a punishing combination for speculative small caps, and Trump Media stock is absorbing far more pain than the broader market suggests it should.
A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue, exposing a sharp divide in how courts and investors are treating the…
David Moadel RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap…
Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the…
David Moadel A federal appeals court just stripped away the legal shield that social media platforms have relied on for decades, and Snap is absorbing the first blow with thousands of lawsuits now cleared…
David Moadel Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion…
David Moadel Reddit just posted a beat-and-raise quarter yet its stock is cratering while Alphabet surges, and the reason why reveals a fault line running through every social media investment thesis right now.
David Moadel Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The reason comes down to a spending commitment so large it flipped free…
David Moadel Reddit is threatening to pull the plug on Google's access to its massive trove of human conversation data, and the market reaction has been swift and brutal. Whether this standoff becomes a…
David Moadel 