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It's Genius

Quantifying Greatness

I’m in Philly this week.

And it’s already been a grand slam.

Literally.

There’s something about greatness in sports.

Hard to define. Easy to recognize.

And that’s what Genius Sports ($GENI) is trying to measure.

They turn the energy of a game into data real-time stats, edge-finding tools, and tech that helps leagues and sportsbooks make better decisions. They’re building a business off the moments fans never forget.

Like last night.

And I like businesses that sit at that intersection of emotion and opportunity.

Even more when their stock looks like this:

This is a base breakout above the IPO AVWP. 

A level that’s mattered since 2021. Now we’ve got price above it, RSI in a bullish regime, and buyers in control.

This is a name I’ve talked about before. But breakouts like this usually follow real change under the hood.

I like it long vs $10.50.

The business of sports is already massive.


Turning the passion into product?

That’s genius. 

Anyways - That's my two cents. 

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