Mid-Year Market Review, $FLYW Investment Case, Insider Sales at $CXM, $CRWV’s $9B Bet, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Mid-Year 2025 U.S. Stock Market Review
- Voss Capital: Flywire ($FLYW) Investment Case
- Multiple Insider Sales at $CXM
- Trending Tickers: $CRWV Acquires $CORZ, $PLUG Extends Key Deal, $PROK Reports Positive Trial Data
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Mid-Year 2025 U.S. Stock Market Review
By mid-2025, the U.S. stock market had surged to record highs, recovering from a shaky first quarter marked by rate concerns and tariffs. Crypto treasury companies emerged as a powerful theme, with new public vehicles backing Bitcoin and Solana alongside veterans like MicroStrategy. eVTOL stocks rallied on regulatory momentum, and nuclear energy and uranium plays surged after federal support for SMRs and mining. The IPO market roared back to life: Venture Global, CoreWeave, Chime—and notably Circle, the blockchain payments firm—all successfully debuted. On the equity front, large-cap leaders like Palantir and NRG stood out, while Enphase, Deckers, and UnitedHealth suffered notable setbacks. Read the full article here.
Voss Capital: Flywire ($FLYW) Investment Case
Voss Capital initiated a ~5% position in Flywire Corporation ($FLYW), a cross-border payments and software platform that has fallen from over 20x NTM sales at its 2021 IPO to under 2x sales despite historically consistent 20%+ growth. The firm believes the market is myopically focused on temporary visa restrictions in Australia and Canada (causing ~30% declines in those regions) while overlooking Flywire’s successful diversification beyond international student payments into a comprehensive financial platform serving education, travel, and healthcare sectors. With the UK now surpassing the US as their largest geography, new Student Financial Services contracts that are 3-5x larger than legacy agreements, and strong underlying fundamentals showing double-digit organic growth and rising margins, Voss sees a structurally advantaged business with durable competitive advantages trading at a narrative-driven discount. The company’s >60% gross margins, large net cash balance, and valuation of <10x 2026 FCF create what Voss believes is a compelling risk-adjusted opportunity with multi-bagger potential once macro headwinds normalize and the market recognizes the company’s evolution into a diversified, higher-quality revenue platform. Read the full article here.
Multiple Insider Sales at $CXM
Thomas Ragy, Founder and Chairman of the Board at Sprinklr, Inc. ($CXM), sold 3,000,000 shares at $8.37 per share, totaling $25.11 million. The sale reduced his vested holdings by 6.3%. This marks his largest sale ever out of 26 recorded transactions, significantly above his median sale size of $3.51 million. Sprinklr is a customer experience management platform that helps large enterprises unify their social media, marketing, and customer service efforts across multiple digital channels. This was the 16th insider sale at Sprinklr in the past 30 days, with other key executives such as the Chief Financial Officer and Chief Customer Officer also selling shares recently. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $CRWV Acquires $CORZ, $PLUG Extends Key Deal, $PROK Reports Positive Trial Data
This week, several companies stood out due to major partnerships, acquisitions, and trial results. Here’s a breakdown:
- CoreWeave ($CRWV): CoreWeave announced a $9 billion all-stock acquisition of Core Scientific ($CORZ), gaining access to 1.3 GW of power infrastructure and cutting $10B in lease costs. The move aims to integrate Core Scientific’s data centers to support CoreWeave’s AI-driven cloud growth strategy.
- Plug Power ($PLUG): Plug extended its hydrogen supply agreement with a key industrial partner through 2030, securing stable liquid hydrogen access and reducing costs. The deal supports Plug’s infrastructure expansion and aligns with its broader cost optimization effort under Project Quantum Leap.
- ProKidney ($PROK): ProKidney reported positive Phase 2 data for its lead therapy, rilparencel, showing significantly slowed kidney function decline in CKD patients. The company plans to meet with the FDA for a potential accelerated approval path as it progresses into Phase 3 trials.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
