“Facebook thinks it’s a telephone line” — Nio’s 1,000% jump. Sleep Number’s anti-Casper pivot. Twitter/Facebook’s Section 230 moment.
Shares of Nio (the Tesla of China) have subtly surged 1,000% since March because it’s made a lifestyle brand out of a glorified battery. Twitter and Facebook just faced their biggest ever test about w...
16 Loka 202018min
“That’s a $111M chicken wing” — Pilgrim’s Pride’s chicken-fixing. Uber’s pet unicorn. BlackRock’s hedge.
Thursday’s the new Friday. And Pilgrim’s Pride just dropped millions to settle a chicken price-fixing lawsuit that reminds us of Big Tech. Meanwhile, Big Banks kicked off earnings season, but we’re mo...
15 Loka 202016min
“E.T., 5G, phone hoooome” — Apple’s iPhone 12. NordicTrack’s future ab-cquisition. Delta’s Mighty Ducks drama.
Apple’s surprise product event may result in the biggest iPhone sales season ever thanks to 5G. We noticed that NordicTrack’s owner, Nautilus, and Hyperice just raised big money in a Peloton world — b...
14 Loka 202020min
“Big Papi goes public” - Red Sox’s potential SPAC. Twilio’s gold shovel. Fashion’s QVC-ification.
The Red Sox might bouncing back from missing the playoffs by transforming into a publicly-traded stock. Twilio stock jumped 8% yesterday — you probably use it everyday but don’t know it. And fashion b...
13 Loka 202020min
“Cannabis runs for Vice President” — Microsoft’s forever WFH. Cannabis defines the relationship. Disney’s $3B shuffle.
Cannabis stocks just enjoyed their best day in months after 2 major moves to finally define the relationship with DC. Should Disney send out dividend checks forever… or permanently treat itself to $3B...
12 Loka 202018min
“A $30B check for racial justice” — JPMorgan’s unprecedented pledge. Kroger’s ghost kitchen. Dollar General’s fancy idea.
Remember when Netflix put $100M into black-owned banks? JPMorgan is spending 300 times that toward racial justice in a move we’ve never seen before. Kroger is disrupting itself with a ghost kitchen in...
9 Loka 202017min
“The $30/month Breakfast McClub” — McDonald’s new breakfast. Levi’s thrift store. Crispr’s Nobel Prize bump.
Levi’s shares popped 5% after earnings, but we are most focused on its new online thrift store for secondhand Levi’s. McDonald’s just added its 1st baked breakfast item in 8 years, so we’ve got a bold...
8 Loka 202016min
“Gucci or Pucci?” — TheRealReal’s luxe breakthrough. Sono’s Apple breakup. Venmo’s Synchrony secret.
TheRealReal shares surged 10% on a deal with Gucci that changes fashion more than Blue Steel did (Mer-man, pop. Mermannnn). Sonos stock dropped on word Apple’s pulling the “it’s not you, it’s me.” And...
7 Loka 202016min
