Activ8Insights

BREAKING: Shares of Snap closed 14% higher after activist investor Irenic suggested 6 steps to 7x the social media company’s stock value. Irenic outlined changes such as layoffs and divestitures that could increase the stock’s value from $3.93 to $26 per share, or 600%+.

“Earnings are overstated. Cash flow is inflated. Growth is bought.” We publish on a domestic name at 10am EST. Low short interest.

$QQQ just got a fatwa

$CVNA trades like tax season is winding down and repo season is spinning up

Pete Hegseth is so spectacularly stupid that he used his insider knowledge of a strike on Iran to attempt a multimillion-dollar trade that LOST money

🚨 JUST IN: In a huge move, Treasury Sec. Scott Bessent is about to launch a new anti-fraud program giving whistleblowers up to 30% of FINES levied against criminals stealing taxpayer dollars The launch is set for as soon as MONDAY, per NYP All hands on deck to DESTROY FRAUD 🔥

BREAKING: Anthropic accidentally leaked its next AI model and it just wiped out $14.5 billion from cybersecurity stocks in a single day. Claude Mythos was accidentally stored in a publicly accessible data cache and discovered before Anthropic could announce it. The model showed dramatically higher scores on cybersecurity tests, meaning AI can now detect and respond to threats at a level that traditionally required entire teams of security professionals and expensive enterprise software. Investors immediately started pricing in the question nobody in the industry wants to answer: if an AI model can do this, why does anyone need CrowdStrike? And the market answered immediately: - CrowdStrike is down 5.85%, wiping out $5.5 billion. - Palo Alto Networks is down 6.43%, wiping out $7.5 billion. - Zscaler is down 5.89%, wiping out $1.35 billion. - Tenable is down 9.70%, wiping out $185 million

"with numbers like yours you should pay for a blue check" you do realize engagement numbers are worth more than a measly X payout right? especially when you have a manager negotiating brand deals in your corner (much love to my WME family) drops like this just keep me going