Can we count your visit with Google Analytics? No ads, no profiles. Details
SOUN
USInformation Technology · Software
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Pure-play voice-AI vendor positioned as the independent alternative to hyperscaler stacks (Alexa, Google Assistant, Siri) - sells to OEMs and operators that refuse to hand customer voice data to Amazon/Google. Amelia acquisition shifted mix from royalty-per-vehicle to ARR enterprise; backlog and bookings now the primary tape vs. revenue prints.
$NVDA stake disclosure (Feb 2026) re-rated the float as an "NVDA-adjacent" name.
It reads our $SOUN data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only