ANGI Angi Inc - Ordinary Shares - Class A

$ANGI 14.24% shorts still. Where is their pain level. Short squeeze would be a dream, but the flow and volume is too big to not cover. Very interesting and suprising movement with the whole IT sector. Will it hold till earnings? Sentiment can be here fast the oposite

$ANGI’s new CEO Michael Steib is taking a $1 salary and no cash bonus. His package is equity-heavy: • 1M RSUs → 25%/yr over 4 years • 300k PSUs at $10 after year 1 • 300k at $12 after year 2 • 300k at $14 after year 3 • 100k at $20 after year 4 (price hurdle must hold for 30 trading days) His track record: XO/The Knot stock tripled under his leadership before the $933M WeddingWire deal; most recently TEGNA was acquired by Nexstar. The mandate is clear: take $ANGI from turnaround → growth, AI, higher profitability and shareholder value. http://sec.gov/Archives/edgar…

$ANGI Large Pro is starting to look like more than just lead generation. The focus is shifting toward: * where customers should invest, * which locations have capacity, * where conversion is strongest, * where spend is inefficient, * and whether the unit economics actually work. That’s a much stickier proposition than simply selling leads. If Angi can combine enterprise data + AI + local execution + measurable ROI, Large Pro could become a very different business from legacy Angi.

$ANGI is testing a new acquisition channel inside ChatGPT. The interesting part isn’t “AI” itself. It’s the possibility of capturing high-intent homeowners at the exact moment they’re looking for help, qualifying the project in-conversation, and pushing it directly into Angi’s marketplace. If conversion is better than traditional paid search, this could matter a lot for CAC, margins and FCF.