u/Always_Curious_One2

Big statement:
Shift4 Payments Insider Bought Shares Worth $15,943,102, According to a Recent SEC Filing
2026-05-13 12:53:09 GMT

Jared Isaacman, 10% Owner, has control over a total of 22,710,192 Class A common
shares of the company

Morgan Stanley today lowered their target price to $112 - with the stock trading now at $56 !
Investors have panicked out of this well managed company stock as their fears are that the core website creation business will erode while their new AI service Base44 ramps up so “too complex” in their minds.

Yet with Wix services deeply integrated with payroll, CRM, external payments from customers, and to suppliers, it is far more than just a website maker.
They are expected to generate $330 million in after tax free cash flow This Year - and the current market cap is $2.34 billion.

The above integration factors, and growth from Base44 which they are distributing to their global client base means the business likely will sustain at least 10-12% top line, and margins actually can expand as Ai helps Wix lower cost.

Fast money traders like Point72 and Dorsal are OUT of the stock and true investors like ValueAct have started positions.

Viking Global Investors Reports Position in Reddit Class A
2026-05-15 20:44:34 GMT

By Bloomberg Automation
(Bloomberg) -- Viking Global Investors reported a position
in Reddit Inc. Class A in the first quarter, 1.8 percent of the
company's outstanding Class A stock.
For the company's full holders list, click here.
* The hedge fund manager reported 2.55 million shares with a
current market value of $398.8 million, according to its 13F
filing with the Securities and Exchange Commission

* Viking Global Investors LP initiated one other position in the
communications sector during the quarter. At the end of the
quarter, communications comprised 9.9 percent, or $3.55 billion,
of the hedge fund manager's total equity holdings of $35.8
billion disclosed in the 13F

This is from a publication that reviews data from marketing channels :

Reddit highlights rising opportunities for CPG marketers
2026-05-15 00:53:33 GMT

Andrew Hutchinson

(Social Media Today)

Reddit published a new report that examines how CPG brands can reach target
audiences with Reddit promotions. This comes as more people visit the platform
seeking information as part of their discovery process.

Reddit has become a key resource for product insights, with the app seeing a
40% year-over-year increase in the number of high-intent shopping
conversations on the platform, according to a recent press release.

This presents more opportunities for brands, and Reddit said product
conversations continue to rise within subreddit communities.

As per Reddit: “Over the last six months, the U.S. alone saw over 3.1B grocery
shopping conversations. From ‘which oat milk actually tastes best’ to ‘what’s
the right food for a new puppy,’ shoppers are using Reddit to crowdsource real
opinions at every stage of the journey.”

Reddit’s report, created in partnership with Attain, shows that Reddit
delivers stronger lifetime value across every major CPG category over a
five-year horizon.

“Reddit shoppers consistently generated higher post-acquisition value across
every category, including 15% in beverage, 14% in food and 17% in personal
care and beauty,” the report said.

Lifetime value in this context reflects the total projected value that a buyer
is expected to generate over a five-year span, beginning from the point of
their first purchase in the category.

In other words, consumers who are conducting research on Reddit are more
likely to make expanded purchases within each category, underlining the
importance of connecting with them to build that initial brand relationship.

The data also showed that Reddit users spend 22% more on their pets, 17% more
on their food and 12% more on their beauty products than non-users.

Essentially, Reddit users are likely to spend more, and across more
categories, based on the research and insights they glean from the app.

Reddit also referenced another study, conducted by Circana, which showed that
Reddit delivers meaningfully higher returns for CPG advertisers, outperforming
other social platforms across the U.S. and Western Europe.

“On average, Reddit generates 1.5x higher ROAS for CPG advertisers vs. other
social platforms,” the report said.

The data suggests that Reddit could be a key promotional platform for CPG
brands, putting brand promotions in front of consumers at just the right time
within their discovery process, which could help to drive more sales activity
as a result.

At barely over 1X sales SMWB

Customer Growth: Expanded large enterprise accounts (ARR over $100k) to 461.
Revenue Visibility: Multi-year subscriptions reached 64% of total ARR.
Remaining Performance Obligations (RPO): Surged 18% year-over-year to $297.7 million.
AI Momentum: Secured a major 7-digit Large Language Model (LLM) data training contract with a major tech firm and extended its AI-agent partnership with Manus.

Forward Outlook
Q2 2026 Guidance: Expected revenue between $74.5 million and $76.5 million.
Full-Year 2026 Revenue Guidance: Raised the lower bound to a range of $307.0 million to $315.0 million.
Full-Year 2026 Non-GAAP Operating Profit: Estimated between $17.0 million and $19.0 million.

Listened to a presentation this morning from two senior IEA leaders that made a strong case for continued gas turbine growth, and solar with battery storage as best ways to add electrons to the grid.
As for SMR nuclear they both were Very clear that technical readiness, regulatory lack of clarity, and “not in my backyard” resistance will keep SMRs from being a meaningful energy source for they said “years of not decades”.

Plus they pointed out that 300 SMR companies have received VC funding! Some very well capitalized like those backed by Bill Gates.
This means there is TONS of competition.

OKLO is a story stock pumped up by rabid retail investors.
Take your profits and SELL.

Nothing irks me more than companies that create Zero value for shareholders yet the management teams get paid big.

Think about how many tech stocks have “up spike then crash” charts - winding up with the company failing. Yet employees exercise their options at the top and get rich, while shareholders get Zero.

RH is not growing after years of trying new strategies. And despite having low market share.

And the financial guides have been laughable.

Management needs to be upgraded — Elliott Management get involved please.

Regardless of the current quarter results, this news is very meaningful to the value of IREN equity:
After the close, IREN announced a five-year, ~$3.4B AI cloud contract with Nvidia (NVDA) that will be deployed at its Childress site in Texas (utilizing ~60MW). Additionally, IREN and NVDA announced a strategic partnership to develop NVDA's DSX-aligned AI infrastructure throughout IREN's power portfolio (currently ~5GW). Deploying this architecture should allow IREN to remain at the leading edge of deployments of NVDA's newest generation GPUs which we believe should give IREN a competitive advantage as it looks to secure HPC contracts across its power portfolio.
Additionally, NVDA now has the right to purchase up to ~30M shares of IREN (strike price $70/share), which is ~9% of IREN's current share count.
All the handwringing about “where’s the partner” can now end.
Big news.

And average revenue per user of $5.23 up 44%. Still a fraction of Instagram - despite highly targetable specific discussion groups

DAUs up 17%. Led by international up 26%. Revenue overall up 69% to $609 million and net income nearly doubled to $204 million.

They are buying back A Lot of shares while they are growing this fast.

At under 20X 2027 RDDT is a great value in my opinion.