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Trade Ideas (3)
Date Ticker Price Dir Speaker Thesis Source
Feb 13
SNX
$161.54
$161.15 -0.2%
N/A Finnhub News Finnhub - SNX
PAR Technology, Ingram Micro, ABM, Copart, an...
Feb 13
SNX
$161.54
$161.15 -0.2%
N/A Finnhub News Finnhub - SNX
What Makes TD Synnex (SNX) an Attractive Oppo...
Feb 04
SNX
$164.39
$161.15 -2.0%
LONG Kain Warwick
Founder of Infinex / Founder of Synthetix
Warwick explicitly names Poly Market and Hyperliquid as examples of apps where "demand is super high" but "barriers are still high." He notes that once friction is removed, using them becomes a "no-brainer." Infinex is effectively a "frontend aggregator." It does not replace these protocols; it routes volume to them. If the Super App thesis works, the underlying "best-in-class" derivatives and prediction protocols (Backend) will see a surge in volume from users who previously couldn't figure out how to bridge/swap to use them. Long the underlying protocols that Infinex integrates. Regulatory crackdowns on prediction markets or derivatives; failure of the frontend aggregator to gain traction. The Block
The case for a crypto super app in a multi-ch...