These Startups Are Helping Businesses Show Up In AI Search Summaries https://t.co/vZFqVJKsZg https://t.co/vZFqVJKsZg ...

Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...

Core Insights - Arcutis Biotherapeutics has received FDA approval for its product ZORYVE, a PDE4 inhibitor, which expands the drug's existing label [1] - The company focuses on small and microcap biopharmaceuticals, where mispricing is most intense and institutional attention is limited [1] - The analyst team consists mainly of high-ranking Life Sciences students from top UK universities, aiming to improve the accuracy of clinical stage equity research [1] Company Overview - ZORYVE is positioned favorably among physicians due to its mechanism of action as a PDE4 inhibitor [1] - The company targets young, often clinical stage biopharmaceutical firms that typically lack institutional coverage [1] Market Dynamics - Retail investors make up the majority of public ownership in these small biopharmaceutical companies, leading to price movements that may not reflect material information [1] - Analyst coverage from investment banks often results in significant market movements, despite potential conflicts of interest [1]

Hi, my name is Christina and I work on search. Your search experience in Chad GPT might feel a little bit different than how you used to search internet in the past. For years, we were trained to type short keywords and uh scroll and click and scroll and scroll.But with JPT, you get an overview with citations that can point you in the right direction. It is in particular good when you're looking to search through a lot of information. For example, I'm curious how students are using CHP to study and what's b ...

Agreement Expands U.S. Business Listing Syndication by Approximately 10,000 End Users Locafy’s “AI Search Readiness” Solutions Positioned as Value-Added Upsell to Base Contract PERTH, Australia, June 27, 2025 (GLOBE NEWSWIRE) -- Locafy Limited (NASDAQ: LCFY, “Locafy” or the “Company”), a globally recognized leader in location-based digital marketing, today announced it has entered into a strategic partnership with one of the United States’ foremost online reputation and review management platforms. Under th ...

RT axe (@0xTheAxeMan)Straw man argument at it's finest. Nothing in crypto is guaranteed. Everyone makes calls. Most people are wrong most of the time. Bonk guy tends to be better at calling this than most. And puts his capital on the line.Making claims about a cabal sounds like you're so sidelined it hurts. I've missed the useless pump, but I've also seen bonk guy calling it for weeks before the pump. I faded it even when I had OBJECTIVELY better entries than Bonk guy. Do I blame a "cabal" for that? No. I f ...

Every vector database out there is both faster and slower than any other competitor — if you believe all the benchmarketing out there. Let's turn the marketing into useful benchmarks that actually help you: 1. How not to benchmark (spoiler: don’t trust the glossy charts). 2. What’s uniquely tricky about benchmarking vector search. 3. How to build meaningful benchmarks tailored to your use case. PS: Yes, you will have to get your hands dirty. Never believe a benchmark that you haven't tweaked yourself. About ...

[Music] Welcome everybody. Uh I want to thank you for coming to this session today. Um today I want to talk about AI powered search and retrieval.Uh and for those of you who don't know me, my name is Frank. Uh I am actually a part of the Voyage AI team and we recently joined MongoDB. I want to say probably about three to four months ago.Uh just a quick introduction to Voyage AI. You know, we build the most accurate, cost-effective embedding models and rerankers for rag and semantic search. Uh a lot of the a ...

Core Viewpoint - A class action lawsuit has been filed against Reddit, Inc. for allegedly misleading investors regarding user growth and advertising revenue, particularly in light of changes to Google's search algorithm that negatively impacted Reddit's traffic [3][4]. Group 1: Class Action Details - The class action represents investors who purchased Reddit securities between October 29, 2024, and May 20, 2025, with a deadline of August 18, 2025, to file a lead plaintiff motion [1]. - The lawsuit claims that Reddit made false statements and failed to disclose material information about the impact of Google's algorithm changes on user traffic [3]. Group 2: Allegations Against Reddit - Key allegations include that changes to Google Search's algorithm, such as the introduction of AI Overview, significantly reduced user click-throughs to Reddit [3]. - It is alleged that the increase in searches for "Reddit" did not indicate genuine user intent to visit the site, as users were finding answers directly on Google [3]. - The lawsuit asserts that these factors led to a significant drop in traffic that Reddit could not quickly offset, undermining its guidance on user growth and advertising revenue [3]. Group 3: Financial Impact - Following the release of Q1 2025 financial results on May 1, 2025, which showed a third consecutive quarter of slowing daily active user growth, Reddit's stock price declined [4]. - Analysts from Wells Fargo downgraded Reddit's stock on May 19, 2025, lowering the price target to $115 due to concerns over Google's AI features causing permanent disruption to user traffic [4]. - Baird analysts also downgraded Reddit's stock on May 21, 2025, cutting the price target to $120, citing ongoing U.S. user growth headwinds, which resulted in a stock decline of over 9% [5].

I’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors translate into long-term free cash flow generation and shareholder value creation. I focus on fundamental research, and I tend to focus on sectors with st ...