| Make It a Great Work Week For You |
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| Meet your new project manager: momentum. | A fast-growing work platform is mixing fresh AI tricks with a bigger-enterprise game plan, chasing billion-dollar ARR and stickier customers. | If the roadmap ships on time, margin math might finally start working overtime. |
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| | Fresh Setup Signal (Sponsored) | | | We just spotted a small-cap setup that checks every box—yet almost no one is paying attention. | ✅ Consistent quarterly growth
✅ Insider buying activity
✅ Sector tailwinds already in motion | And here's the kicker: it's still trading at a fraction of what analysts believe it's worth. | This could be the kind of quiet setup people talk about after it's already doubled.
Don't wait until the crowd catches on. | [Click here to unlock the full report now] — free for a limited time. | P.S. Opportunities like this don't stay under the radar for long. Act before it's too late.
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| | | | Wix.com | WIX | | Price: $171.66 | Vibes, but make it monetized. | Benchmark reiterated Buy ($230 PT) as Wix accelerated "vibe coding" and agentic commerce across the platform—plus a quasi-spinoff tie-in (Dazl) seeded at $10M with Wix backing. | The pitch is natural-language builds, headless readiness, and 293M users to funnel into higher-value plans and agency workflows. | Financially, Wix paired a $1B zero-coupon convert (due 2030) with another $200M for buybacks (total authorization up to ~$500M), while third-party models see mid-teens revenue growth through 2026 and gross margin hovering near 68%. | Counterbalance: converts = future dilution risk, and the "vibe/agent" arena is noisy (Replit, Lovable, bespoke agency stacks). | Upmarket agencies love speed, but they also demand extensibility, governance, and uptime SLAs. | At ~$169 (-22% YTD), the setup looks like a "prove-it" stretch into developer TAM while maintaining core DIY momentum. | Why it Matters For You: If Wix converts AI-assisted builds into durable subscription ARPU and agency retention, without tripping on execution, multiple expansion can follow. | Track attach of commerce features, time-to-publish metrics with vibe tools, and net adds in higher-tier plans. |
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| | Dolby Laboratories | DLB | | Price: $71.44 | The sound of consistency, but at a discount. William Blair stayed Buy while consensus sits around ~$94 target versus a ~$72 share price (-7% YTD). | Last quarter's ~$370M revenue and ~$92M net income showcase the beauty of the licensing model: when devices, theaters, and streaming lean into Atmos/ Vision, Dolby clips royalties with attractive margins. | A ~1.8% dividend sweetens the wait. | But it's not all high notes. Insider selling ticked up, and cyclicality in premium device cycles (TVs, phones, laptops) can tug at near-term results. | The theater recovery has been lumpy, and streaming partners juggle their own margin math. | Longer term, more gaming titles and live sports in Atmos, plus premium tiers on major streamers, extend the footprint. | Why it Matters For You: As the content ecosystem standardizes on premium experiences, Dolby's attach rate and per-unit economics can modestly compound. | Watch OEM design wins for holiday cycles, theater upgrade cadence, and how many top-streaming originals flag Atmos/Vision badges. |
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| | Off-Radar Surge (Sponsored) | | | When most traders gave up on Carvana at $3.55, they missed the 1,000% rally that followed.
That's the power of spotting overlooked small-caps before momentum kicks in.
We've just flagged a new setup that checks all the right boxes: under the radar, undervalued, and flashing early signals of a potential breakout.
It hasn't hit the mainstream yet—which is exactly when opportunities are strongest.
This could be one of those names people look back on after a massive run.
The difference? You'll see it before the buzz begins.
[Click here to get your free report now]
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*Krypton Street has not been compensated for covering CVNA and does not own shares in the company. Our goal is to provide insights to help support your investment research. Keep in mind that investing in securities is risky and you should always consult with an investment professional before investing. We are not investment advisors or registered brokers. |
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| | Netflix | NFLX | | Price: $1,187.88 | Still the streaming yardstick, just priced like it. Shares near ~$1,200 are up ~36% YTD even after a wobble on fresh consolidation chatter among rivals. | Under the hood: ~16–17% TTM revenue growth, sturdy 24–30% profitability metrics, and an ad-tier ramp that's expanding the demand curve without breaking the product. | International scale remains the crown jewel, and password-sharing clean-up gave engagement a nudge. | The friction is valuation isn't on sale (P/E ~51), and insider selling headlines never help sentiment. | Competitive pressure won't vanish if legacy bundles and potential mega-mergers finally gel, and premium content inflation is real. | Netflix's avoidance of big-ticket live sports has been a margin blessing, but also a TAM debate. | Why it Matters For You: If the ad tier keeps ARPU rising while churn stays tame, Netflix can thread the "growth at scale" needle. | Focus on ad-tier fill and pricing, paid-sharing durability into 2026, and whether slate consistency (global, episodic, and films) offsets any rival bundle buzz. |
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| | Snowflake | SNOW | | Price: $221.19 | Snowball… or priced like powder day? After a strong run (~43% YTD), shares hover in the mid-$220s as bulls point to ~32% YoY product revenue growth and expanding AI/analytics workloads. | The thesis is consumption normalizes higher as enterprises modernize pipelines, use collaboration to share governed data, and build AI apps closer to their data. | Some models peg fair value near ~$260, implying upside if operating discipline and growth hold. | There is still a bear case. Price-to-sales is still lofty, hyperscaler competition (native data clouds) is sharpening, and migration-led boosts don't last forever. | Investors want to see clearer operating leverage and AI-native products (e.g., feature stores, vector search, model hosting) translate to bigger, steadier consumption per customer, without promotional pricing. | Why it Matters For You: If Snowflake proves it can be the neutral substrate for AI apps, spanning analytics to real-time features, expansion dollars arrive before budget seasons even start. | Watch large-customer adds, net retention trajectory, and attach for AI/ML-adjacent SKUs. |
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| | Monday.com | MNDY | | Price: $192.17 | Call it a case of organized ambition. | At Communicopia, management sketched a plan to push ARR past $1.2B this year (from $161M in 2020) while leaning hard into AI features like Monday Magic, Vibe/Vibe Coding, and Sidekick. | The go-to-market is shifting upmarket with more cross-sell into CRM, Dev, and ITSM, classic land-and-expand. | Cash isn't the constraint either with ~$1.6B on hand, >$300M FCF last year, and >245k customers, with larger-cohort NDR above 115%. | Over half of support interactions are already handled by bots, and MondayDB aims to keep performance snappy as scale grows. | The rub is that performance marketing has been a headwind and shares (~$192) are still down ~17% YTD. | Moving from SMB love to enterprise standard is a different sport, sales cycles lengthen, proof-of-value matters, and AI features now face crowded "agentic" competition across SaaS. | Any talk of M&A or capital returns is nice, but execution beats headlines. | Why it Matters For You: If Monday turns AI sizzle into seat expansions (and keeps churn low), the model adds operating leverage fast. | Watch conversion on larger deals, uptake of AI workflows, and any signal that NDR can hold >115% as mix skews enterprise. |
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| | Poll: If your debit card stopped working abroad, what's your move? | |
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| | Today's slate is an AI-heavy Rorschach test. | MNDY and WIX are trying to turn natural-language building into real ARPU and stickier enterprise footprints; SNOW is fighting to be the neutral data plane where those apps actually live. | NFLX is showing what scaled software margins look like once the model settles, while DLB reminds us that standards and licensing compound, slowly, then suddenly, when formats become "must-have." | Across the board, the same rule applies: fun demos are great, but unit economics win. | This fall, keep your eye on net retention, attach rates, and proof that AI features shorten sales cycles, or at least fatten deals. | Stat of the Day – 2.9% | August CPI rose 2.9% year over year (core 3.1%), the firmest print since early 2025. Pair that with softer job data and you get a Fed threading the needle. | There's an easing bias intact, but eyes glued to sticky goods and shelter. | Translation for equities is liquidity hopes are alive, yet pricing power still matters, especially for subscription models planning price or mix shifts this holiday season. |
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| Best Regards,
—Noah Zelvis
Everyday Alpha |
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