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#ATG ๐ #BOP ๐ Nation Updateโค๏ธ๏ธ
Hi, Iโm Paul Mampilly.
Welcome to my company's Substack, where we provide daily coverage of #OGI (opportunity, growth, and innovation) market trends, macro level analysis, and stock picks.
Like our name suggests, at ATG Digital, we go Against the Grain to support everyday people on their investing journeys.
ATG also represents seeing the world for what is abundantly clear to see โ an opportunity for incredible growth and the BRIGHT and PROSPEROUS future that lies ahead.
To aid you on your journey to financial freedom, we have five paid plans starting at $9.99 for you to consider.
With a subscription you get:
Premium Content: Weekly market and stock updates via email.
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Webinars: Private events with the team selected by you.
Just visit atgdigital.media to see which plan is the best fit for your journey!
Substack ๐ฅ subscribers: 6,324 (+1)
Big News for Fannie & Freddie Fans! ๐จ
Last week, President Trumpโs social media post on taking Fannie Mae and Freddie Mac public sent both stocks surging double digits.
Think you missed the move? Think again!
In his latest YouTube video, our lead analyst Paul Mampilly breaks down why he believes this could be just the beginning . . . and shares his price targets for both stocks.
Click below to watch now for the full details!
Remember, our YouTube channel is free and open to everyone.
But for just $9.99 a month, members who join Paulโs channel enjoy exclusive early access to new videos โ before everyone else.
If you choose not to join the channel, no worries โ you can still watch each weekโs video for free when itโs released to the public every Tuesday afternoon.
Enjoying the videos?
Tap the โ๐โ button and drop a comment โ weโd love to know your top takeaway.
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Dan: 200% Gains and Counting โ Hereโs Why ๐ฐ
Sometimes, the smartest move isnโt to hold tight โ itโs to cash in and pivot.
That said, we took profits on several of our growth stock positions in our Silver Tier model portfolio last week:ย
Results not guaranteed
While the growth sector may not be at its absolute peak, we see signs of trouble ahead.ย
As a result, we decided to lock in profits and pivot to volatility-resistant holdings.ย
Weโre adapting to the evolving markets to stay ahead of the game.
Paul shares more details on this strategic move โ and his current take on the growth sector โ in his latest YouTube video.ย
(Just head straight to timeframe 32:40 in the video for his outlook).
Now, donโt get me wrong: some growth companies still have massive upside potential.ย
So, weโre still holding several of them in our ATG Digital model portfolios.ย
One of these winners that weโve held for over a year โ up an eye-popping 200% โ is charging full speed ahead . . .ย
Insurance, but Smarter ๐ค
Iโm referring to Lemonade Inc. (NYSE: LMND).
LMND 0.00%โ is no ordinary insurer.ย
This digital-first company is rooted in behavioral economics, artificial intelligence (AI), and programmable underwriting.ย
You may recall that we named LMND 0.00%โ as one of the better ways to play the AI trade in our 2025 Predictions Webinar back in February.ย
LMND 0.00%โ aims to revolutionize homeowners' and rentersโ insurance processes.ย
It offers a digital and AI-based platform for various types of insurance and for settling claims and paying premiums.ย
The platform ensures transparency in issuing policies and settling disputes.ย
So, how is this tech driven approach paying off?
Letโs dive into LMND 0.00%โโs latest second quarter (Q2) numbers to see the impact in real dollars.ย
Unstoppable Growth ๐ช
Last week, LMND 0.00%โ released Q2 2025 financial results โ and they didnโt disappoint.ย
โ Revenue: $164 million โ up 24% year over year (YoY)
โ Gross profit: $64.3 million โ soared 109% YoY
โ Adjusted free cash flow: $25 million โ up massively from $2 million YoY
โ Net loss: Improved by decreasing 23% to $43.9 million
โ Cash on hand: $1.03 billion, supporting a $4 billion market cap
LMND 0.00%โ has expanded into Germany, the Netherlands, and France, leading to massive user growth.ย
In Q2 2025, its customer count reached 2,693,107 โ up 24% YoY.ย
By these metrics, LMND 0.00%โ is clearly in growth mode โ and showing no signs of slowing.ย
That said, weโll continue holding it in our Gold Tier model portfolio for a larger potential gain.
We see brighter opportunities for the company on the horizon . . .ย
Looking Ahead: Bigger Wins? ๐ค
Q2 results were undeniably excellent.ย
They sparked a 31% jump in LMND 0.00%โโs stock price in the last month .ย
Looking ahead to Q3, LMND 0.00%โ projects:ย
Revenue: $186 million, up 36% YoYย
Full-year revenue: $715 million, up 36% YoYย
In an uncertain market, this caliber of growth stands out and demonstrates continual strength.
Thatโs why for now, LMND 0.00%โ remains a key Gold Tier holding.ย
Go for Gold!๐
LMND 0.00%โโs momentum is just one of the explosive opportunities weโre tracking right now . . .ย
Alongside others in megatrends such as fintech, crypto, defense, U.S. reshoring, and more.
Our Gold Tier members get the inside scoop before the big moves happen โ plus timely trading recommendations and weekly portfolio updates to stay steps ahead.
Join our Gold Tier today to get in on the action. ๐ฅ
#OGI100: Tuesday, August 12, 2025
The #OGI100 is up 0.13% today.
Created on September 22, 2022, the #OGI100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #OGI100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, weโd like to eventually turn the #OGI100 into an exchange-traded fund (ETF).
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking โ in opportunity, growth, innovation, and crypto โ all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dean drops a breakout digital asset dominating the charts. ๐
More Wins Worth Celebrating ๐ฅณ
In yesterdayโs Substack, Paul broke down the huge upside potential of Fannie Mae and Freddie Mac.
One community member who took action on these stocks had this to say:
Zillow1, weโre absolutely thrilled to hear this and are truly honored to serve subscribers like you!
A huge thanks for sharing your monumental success with the community.
Got a victory of your own, big or small? Drop it in the comments below.
Your story could be the next one we spotlight! โก
And if youโre enjoying the free content here on Substack but havenโt joined our official members yet, nowโs the time.
Click the button below to explore your ATG membership options for exclusive opportunities and a wealth of resources.
On Tuesday, August 12, 2025, we canโt wait to welcome you! ๐ค
โค๏ธ This Substack was made โ by US, for YOU โ with love. โค๏ธ
Questions? Concerns? ๐ค Look Below ๐
Have questions or trouble accessing your account? Please reach out to us at info@atgdigital.media or schedule a call, and our Customer Support team will be happy to help.
You can also check our FAQ page on our website for an up-to-date list of questions and answers. Your question may have been addressed there.
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Join us, be #BOP ๐, be #StrongHands ๐, #GoATG! ๏ธ๏ธโค๏ธ๏ธ
Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. Thatโs RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. Itโs on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.
SPEAKING OF AI STOCK, I THINK YOU RECOMENDED PLTR AT $17.00