TRYNGOLZA® (olezarsen) approved by the FDA as the first and only treatment to reduce triglycerides and the risk of acute pancreatitis in patients with severe hypertriglyceridemia (sHTG)
ECB revised its inflation forecasts upward while cutting its economic growth outlook, citing the war's impact on commodity markets, real incomes, and consumer confidence.
Zedge Inc.
(AMEX: ZEDGE)
Primary business model is "freemium," where users can access a vast library of content for free, with revenue generated primarily through advertising.
Zedge also offers premium features, such as an ad-free experience and exclusive content, through paid subscriptions.
The customer value lies in providing a wide variety of personalization options for mobile devices, allowing users to express their individuality.
Additionally, the platform offers artists and creators a space to market and sell their content to a global user base.
Zedge Marketplace: This is the company's flagship product, offering mobile phone wallpapers, video wallpapers, ringtones, and notification sounds.
It also includes pAInt, a generative AI wallpaper maker. The Zedge Marketplace is the primary source of revenue for the company.
GuruShots: A skill-based photo challenge game where photographers can compete and showcase their work.
Emojipedia: A leading online source for all things emoji, which Zedge acquired in 2021.
DataSeeds.AI: A newer initiative that provides
ethically sourced, rights-cleared multimodal datasets for AI training. This represents a new B2B revenue stream for the company.
As of April 30, 2026:
19.6 million monthly active users (MAU).
The company has a growing number of paying subscribers, reaching nearly 1.3 million active subscriptions by the end of Q3 2026.
operates worldwide. approximately 23.3% of its MAU were in well-developed markets, and 76.7% were in emerging markets.
The Android version of the Zedge app is available in 14 languages, and Emojipedia is available in 19 languages.
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No Financial Advice.
Just Research I personally found interesting.
Eli Lilly: https://www.lilly.com
Stock ticker NYSE: LLY
Latest Mining Situation:
With 37 holes completed to date and roughly two months of drilling remaining, the company expects a continued flow of results as it works to connect and extend mineralisation across the project.
It will take time until the firms revenue reflects this. Exploration and production are time consuming and have some other risk factors beyond finding reservoirs.
— But still a good pick for the watchlist.
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Factors driving demand are industrial fabrication (particularly for electronics, solar panels, and electric vehicles), jewelry, investment vehicles such as bullion coins and bars, and silverware.
Industrial use dominates, accounting for the largest share of global demand, with solar energy and EV growth fueling an upward trend.
In 2024, total global silver demand reached 1.16 billion ounces, and while a slight decline is forecast for 2025, demand is expected to remain at historically high levels.
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About the company: https://iltaniresources.com.au
Original Source: https://industryqld.com.au/orient-drilling-delivers-for-iltani-resources/
Silver Price: https://www.wallstreet-online.de/rohstoffe/silberpreis
TensorWave: https://tensorwave.com
TensorWave Statement: https://tensorwave.com/blog/tensorwave-raises-350-million-series-b-at-1-55b-valuation-to-expand-global-amd-powered-ai-infrastructure
Original Source: https://www.wsj.com/tech/ai/anti-nvidia-data-center-startup-is-valued-at-1-55-billion-in-new-funding-round-e58b2aec
BitGo: https://www.bitgo.com
Investors who suffered losses have until August 7, 2026 to seek lead plaintiff status, with law firm Holzer & Holzer, LLC leading the litigation.
No Financial Advice
SoFi seem to be a great opportunity to get in cheap and potentially get a high yield return on investment back long term.
Ticker: https://finance.yahoo.com/quote/SOFI
Full Analysis:
https://github.com/calipsow/dummy/blob/2d7afb6a175cb700ed25805e9099f619416113b9/insiderbets/demo/sofi.analysis.md
Recent Earnings Call:
https://github.com/calipsow/dummy/blob/2d7afb6a175cb700ed25805e9099f619416113b9/insiderbets/demo/sofi.earnings.md
join r/insiderbets for more ✌️
If further research confirms that the apitegromab, manufactured by Scholar Rock, can be used safely and effectively alongside GLP-1 medications such as Ozempic to prevent the excess muscle loss these drugs cause, revenues are expected to increase.
However, further research must confirm these findings before apitegromab can be recommended for patients on GLP-1 medications.
Research Source: https://www.bbc.co.uk/news/articles/c62r285l46eo
Optical Cable Corporation (OCC)
is a Virginia-based manufacturer founded in 1983, specialising in fiber optic and copper communication cabling, connectivity products, and integrated solutions.
Their offerings span enterprise, military, industrial, mining, broadcast, and wireless carrier markets, covering both standard and harsh environment applications.
Website: https://www.occfiber.com/investor-relations/
Latest Earnings Call: https://finance.yahoo.com/quote/OCC/earnings/OCC-Q2-2026-earnings\_call-592606.html
Stock: https://www.google.com/finance/beta/quote/OCC:NASDAQ
I don’t actually bet on short positions.
(Not with real money though)
But for testing purposes,
I place a short position on ai related stocks.
Using a demo brokerage account.
the more people become aware of this,
The higher the chance of a bubble popping.
However,
I keep you updated, how the short position goes
SpaceX Share Price Likely
Morningstar analysts have warned that SpaceX is "significantly overvalued" ahead of its highly anticipated Nasdaq IPO, valuing the company at $780 billion
— roughly 48% below its private market valuation of $1.5 trillion and well short of its $1.75 trillion IPO target.
The firm's AI unit, xAI, is seen as a "material threat of value destruction," with SpaceX reporting a net loss of $4.28 billion in its latest quarter and acknowledging in its S-1 filing that it may never achieve profitability.
[deleted]
As a software engineer with industry expertise,
I can make an educated guess about AI.
The issue with bubbles comes down to one question: will expectations of return on investment (ROI) be met?** **
Because those expectations are already priced in.
If they aren’t met and reality sets in, we’ll see a market correction and a crash in certain stocks.
AIs Problems: Wrong expectations, misleading claims & empty promises made by CEOs
AI models are not as smart as CEOs claim. At least not on the first run.
What happens when you prompt a model?
The text goes through the models neural network what’s predicting the next word (token) based on previous words. One by one.
Not understanding. Just probabilistic.
If the end-of-sentence probability peaks, the model ends the sentence and returns a response.
— the problem? the first response is crap.
There are many samples demonstrating how limited AI actually is via live text-to-speech, because the model has no opportunity to iterate in real time.
This is also a clear demonstration that AI doesn’t understand — it guesses.
How Models Improve Their Responses?
Models take the initial response, feed it back into themselves with additional instructions, and repeat this process until the response reaches a certain probability of correctness.
Why Does This Matter?
Each iteration is extremely cost-intensive.
Costs increase with every loop, leading to enormous computing power and energy consumption.
Actual costs to reliably do simple tasks is insanely high and becomes more when the model keeps iterating*.*
If costs are piling up fast even for simple things,
this raises a few serious questions.
Two specific promises have been made that don’t hold up.
1. AI will replace large portions of the job market.
It won’t. Running models reliably enough to replace a human requires extensive re-prompting for literally everything, as described above.
That’s extremely likely to be more expensive than the employee’s hourly cost, and with less reliable output.
That means:
- Higher costs than employee costs
- Less reliable outcomes
Replacing workers offers no corporate benefit.
It won’t happen.
2. “Everyone will use AI. Scale now, profit later.”
Most people are not dependent enough on AI chat tools for this to work. It doesn’t solve a genuine need
— it’s the most convenient tool which could easily be replaced by something else.
That’s not enough to justify the price an end user would actually need to pay to cover computing costs plus margin.
The wrong markets are being targeted.
The promises being made are ones that can’t realistically be won.
A better market: companies building systems on top of AI, where a real need exists.
Both promised markets are already priced in.
It’s only a matter of time before reality catches up.
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More Sources about this
https://www.wheresyoured.at/ai-doesnt-have-roi/
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It resembles my own personal
opinion about the situation.
You can read the full thesis here: https://github.com/calipsow/dummy/blob/main/insiderbets/demo/saas\_thesis.md
Stocks Affected Most From Sell Off:
SAP, Sales Force, Service Now.
if they’re not find a buyer in the near term,
they will file for bankruptcy.
If you hold shares in GoPro might be a good time to get off the train before it crashes completely.
Source: https://stadt-bremerhaven.de/gopro-warnt-anleger-vor-seiner-drohenden-insolvenz/
How to improve this?
Suggestion are very welcome 🙏