Competition

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X @mert | helius.dev
mert | helius.dev· 2025-08-20 20:12
Solana DeFi is crazy competitivewe went from competition amongst ~3 DEXes in January to competition between ~7-9 of them nowand this is only for SOL-Stable pairsmore competition -> better prices -> better defi -> better UX -> internet capital marketsdata: blockworks https://t.co/lACps0Xsae ...
Dave's Q2 Profits Expand Sharply: Can It Keep This Momentum?
ZACKS· 2025-08-20 16:25
Core Insights - Dave Inc.'s profitability expanded significantly with adjusted net income increasing 233% year over year to $45.7 million in Q2 2025, and adjusted EBITDA rising 236% to $50.9 million, indicating strong operational improvements and scalability [1][4][7] - Management raised revenue guidance for 2025 to $505-$515 million from a previous estimate of $460-$475 million, and adjusted EBITDA guidance to $180-$190 million from $155-$165 million, reflecting confidence in effective cost management [2][4][7] - Despite improved margins, there are concerns regarding rising credit loss provisions due to an increase in delinquency rates to 2.4%, which may limit future margin expansion [3][4][7] Financial Performance - The stock price of Dave Inc. surged 394.9% over the past year, outperforming the industry growth of 63.9% and the S&P 500's rise of 15.5% [5] - The company trades at a forward price-to-earnings ratio of 16.55X, which is lower than the industry average of 26.07X, indicating potential valuation attractiveness [9] Market Position and Outlook - The Zacks Consensus Estimate for Dave's earnings for 2025 and 2026 has increased by 11.2% and 8.1%, respectively, over the past 60 days, suggesting positive market sentiment [11] - The company currently holds a Zacks Rank 4 (Sell), indicating a cautious outlook despite recent performance improvements [12]
X @Mayne
Mayne· 2025-08-18 16:52
RT Rails (@rails_xyz)🔥 Week 7, Leaderboard Wrap-up!Congrats to everyone who landed in the Top 30 on each leaderboard and earned USDT + Rails Points 🏆This week's competition is already live. Keep trading, climb the ranks, and make your mark 💥#trade #competition #BTC #ETH #pumpfun https://t.co/CXhXdfXqYR ...
X @The Wall Street Journal
The Wall Street Journal· 2025-08-17 22:26
Chicken—battered, breaded and served as a sandwich, tender or nugget—has become the fast-food industry’s weapon of choice, with industry heavyweights lining up against fast-growing upstarts and billions of dollars in sales on the line.🔗: https://t.co/bLnHQJmSdP https://t.co/KSOv0FGcBQ ...
X @The Wall Street Journal
The Wall Street Journal· 2025-08-17 19:32
The crispy chicken sandwich wars are heating up, with fast-food heavyweights quickly expanding their offerings while upstart chains plot to capture more territory https://t.co/Lt4DanUdov ...
X @mert | helius.dev
mert | helius.dev· 2025-08-17 17:41
Competition & Strategy - Solana 社区被认为存在对竞争对手不够诚实的情况,行业建议将重点放在产品竞争上 [1] - 行业呼吁 Solana 专注于有效地吸引用户加入 Solana 网络 [1] - 行业关注 Solana 是否会被其他竞争链超越 [1] Focus - 行业将继续专注于 Solana 网络的推广和发展 [1]