This Tech Company’s Model Finally Caught Up To The Hype

In partnership with

$6B Team Just Unleashed Cinderella on a $2T Market

Cinderella isn’t looking for her glass slipper— she’s busy smashing the $2T media market to pieces.

Elf Labs spent a decade at the US Patent & Trademark office in a historic effort to lock up 100+ historic trademarks to icons like Cinderella, Snow White, Rapunzel and more — characters that have generated billions for giant studios. Now they’re fusing their IP with patented AI/AR to build a new entertainment category the big players can’t copy.

And the numbers prove it’s working.

In just 12 months they raised $8M, closed a nationwide T-Mobile–supported telecom deal, launched patented interactive content, and landed a 200M-TV distribution partnership.

This isn’t a startup. It’s a takeover. And investors are sprinting to get in.

Lock in your ownership now

Invest in Elf Labs

_{This is a paid advertisement for Elf Lab’s Regulation CF offering. Please read the offering circular at https://www.elflabs.com/}

Recent Tech Movers

Joby Aviation (NYSE: JOBY)

From Air Taxis To Defense Budgets
Joby has quietly gone from sci-fi air taxis to real contracts and real test flights.

It just completed the UAE’s first piloted point-to-point air taxi flight and is leaning hard into a second act: a purpose-built, turbine-electric autonomous aircraft for the defense market, alongside partner L3Harris. 

That move taps a multi-billion-dollar Pentagon budget and gives Joby a way to bring in government-backed revenue while the commercial air taxi network crawls through certification.

For you, the angle is simple: this isn’t just a moonshot mobility story anymore, it’s an aerospace platform with a defense division and multiple shots on goal.

Nvidia (NASDAQ: NVDA)

Bubble Talk Meets Off The Charts Demand
Nvidia just reminded everyone why it’s still the scoreboard for the AI trade.

Revenue for the latest quarter jumped roughly 62%, with data-center sales up even more and guidance again ahead of what Wall Street had penciled in.

Management is calling demand for its new Blackwell systems off the charts, and cloud GPUs are basically sold out.

That doesn’t erase AI-bubble worries or a rich 50x-ish earnings multiple, but it does explain why each this is it selloff keeps turning into a buy-the-dip for anyone who thinks the AI buildout still has years to run.

Block (NYSE: XYZ)

From Fixing The Story To Growing Into It
Block has spent most of 2025 in the penalty box, with the stock down nearly 30% year to date. Its investor day was the first real attempt to flip that script.

Management laid out a plan for gross profit to grow in the mid-teens annually through 2028, with adjusted operating income and EPS growing roughly 30% a year and approaching $16 billion and $5.50, respectively, by the end of the period.

They also added $5 billion to the buyback authorization and rolled out a “rule of 40” framework to keep growth and profitability joined at the hip.

If they actually hit those targets while Cash App and the seller ecosystem keep compounding, this starts to look less like a broken fintech and more like an under-owned compounder that grew faster than its narrative.

The Search Giant Trying To Win The Next Round Of AI

Alphabet Inc. (NASDAQ: GOOG)

Alphabet was already having a year, with shares up more than 50% on the back of an AI-boosted ad and cloud story.

Then it dropped Gemini 3, a new model that early testers and several research desks are calling genuinely state-of-the-art. 

The model aims to handle more complex questions, understand context with less hand-holding, and slot into everything from search to the Gemini app to enterprise tools.

For a company that’s spent two years being told it fell behind, this is a chance to reframe the whole conversation.

At the same time, you’ve still got the usual Alphabet strengths in the background: a cash-gushing ads engine, a cloud arm that just crossed meaningful scale with a big AI backlog, and a valuation that’s rich but not nosebleed compared with some megacap peers.

Scorecard You Can Use

• Core Ads Still Print: Search and YouTube are still the main cash machines, throwing off the operating income that pays for all the AI experiments.

• Cloud With AI Attached: Google Cloud is now a true hyperscaler, and AI services wrapped around Gemini and custom chips help it stand out in a three-horse race.

• Model Credibility: Early notes on Gemini 3 suggest it can hang with, and in some areas beat, rival frontier models. That matters for winning developers and enterprise deals, not just headlines.

• Multiple That Has Room: Trading around the high-20s on forward earnings, Alphabet isn’t cheap, but it’s still cheaper than some AI-heavy names that have shakier fundamentals.

Why The Tape Cares

If AI becomes less about one-off chatbots and more about deeply embedding models into search, productivity tools, Android, Chrome, and the broader web, Alphabet is sitting in the middle of that traffic.

Every time Gemini 3 or its successors make search results more useful, Workspace smarter, or YouTube recommendations stickier, Alphabet quietly defends and expands its moat.

The other angle: all of this helps close the perceived gap versus rivals. For the last two years, the market narrative has been they’re behind.

Strong Gemini releases plus solid adoption in things like AI Overviews are how you erase that story without having to shout about it on every conference call.

What Could Spook It

• AI Spend vs. Payback: If capex for data centers, chips, and model training keeps climbing faster than the revenue coming back, margins could stall and the multiple could slip.

• Regulation Overhang: Antitrust and privacy actions in the U.S. and Europe are still real risks; any forced changes to default search, ad targeting, or app store practices could nick growth.

• Competitive Heat: OpenAI, Anthropic, and others are iterating fast. If developers and enterprises perceive their models as consistently better, Alphabet risks being seen as good enough instead of must have.

What To Watch Next

• Gemini 3 Adoption: Look for concrete stats on active users, enterprise logos, and how much traffic is flowing through AI Overviews and Gemini inside search.

• Cloud Growth And Backlog: Are AI workloads driving faster growth and better margins, or just adding cost? Cloud is where a lot of this AI narrative has to show up in numbers.

• AI Surfaces In Everyday Products: How quickly features powered by Gemini show up in Android, Chrome, Workspace, and YouTube will tell you how serious they are about distribution.

Actionable Take

• Builders: Alphabet may be a name you buy on red days and leave alone for 3–5 years. You’re betting that ads stay resilient, cloud and AI keep compounding, and Gemini turns into a real second engine rather than a science project. Size it like a core holding, not a flyer.

• Traders: With the stock near highs and sentiment warming on Gemini, pullbacks toward prior support zones could be spots for quick entries, and any euphoric spike on AI headlines might be a chance to trim or reset. Watch how it trades around the next batch of AI updates and macro wobbles.

Bottom Line:
If this latest model cycle proves that Alphabet can match or beat the best in AI and push that power into search, cloud, and everyday apps, the stock stops being just an ad machine with optionality and starts to look like a true AI platform.

That’s the rerate the market is slowly trying to price in, and why this one may still be worth watching closely from here.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider