🍫 “Cocoa Chanel” — Chocolate’s record high price. Apple’s Siri Sacrifice. TicketMaster’s yacht concert.
The Best One Yet19 Mar 2024

🍫 “Cocoa Chanel” — Chocolate’s record high price. Apple’s Siri Sacrifice. TicketMaster’s yacht concert.

🎟️ 10 tickets left to TBOY Live NYC on sale here 🗽: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0i


Cocoa prices rose another 25% last week to an all-time high — Wall Street noticed, because chocolate stocks now trade like luxury brands.

Apple may be killing off Siri to put Google’s AI in your iPhone — If they do, it’s a lesson Apple learned painfully: The Maps Mistake.

And Live Nation, the owner of TicketMaster, just launched concerts… on yachts — Cruise concerts capture the 3 big tailwinds of the 2024 economy.


$HSY $MDLZ $NSRGY


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Episoder(1627)

🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spoti...

26 Sep 202522min

🛵 “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.

🛵 “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.

Who is Mamadou?... The 5.0 perfect delivery mystery is Uber’s big marketing opportunity.Nvidia paid OpenAI $100B, so that OpenAI can pay Nvidia $100B?... It’s circular financing.The new flex at work? ...

25 Sep 202522min

🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.

🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.

Sushi is surging in America, specifically grocery store sushi… because convenience is king.Oura just hit a $11B valuation selling their tech rings… and it’s thanks to women and soldiers.Oklo stock has...

24 Sep 202522min

🧸 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.

🧸 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.

Trump jacked up the fee of H-1B visas to $100K… The economic lens? It’s a tariff on people.Build-A-Bear’s stock is surging this year… because 92% of us still have a childhood teddy bear.Beli is viral ...

23 Sep 202522min

💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.

💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.

The top dating app right now is a secret: Raya… It’s got a waitlist bigger than Philadelphia.We have TikTok deal, it’s approved, but we don’t know the details?… We’ll explain the TikTok FlipFlop.The O...

22 Sep 202522min

👟 “Air Force Kirkland” — Nike’s Costco sneaker. Amex’s $895 mirror card. Jimmy Kimmel’s cancellation. +Kevin Durant’s crypto password.

👟 “Air Force Kirkland” — Nike’s Costco sneaker. Amex’s $895 mirror card. Jimmy Kimmel’s cancellation. +Kevin Durant’s crypto password.

Amex just jacked up the fee for its Platinum card to $895… so we used AI to optimize the points.Did Nike just collab with Costco on a shoe?... Could be a deepfake - or an intentional Nike leak.Jimmy K...

19 Sep 202522min

☎️ “No you hang up!” — Landlines’ comeback. SharkNinja’s influencer army. The Fed’s D-Day. +Nike/Nobu Sushi Club.

☎️ “No you hang up!” — Landlines’ comeback. SharkNinja’s influencer army. The Fed’s D-Day. +Nike/Nobu Sushi Club.

Landline phones are making a comeback, led by the brand Tin Can… and it’s because of Millennial parents.SharkNinja sells gadgets in 35 categories… and pays influencers $700M to promote them..The Feder...

18 Sep 202523min

👁️ “eyePhone” — Zuck’s screen-in-lens glasses. Kodak’s renaissance moment. Quarterly Earnings psych. +Treadmill trends.

👁️ “eyePhone” — Zuck’s screen-in-lens glasses. Kodak’s renaissance moment. Quarterly Earnings psych. +Treadmill trends.

Meta leaked that they’re launching new smart glasses today… with a screen on the lens. Kodak is back with a camera that sold out… thanks to Labubu dolls.Trump wants to end quarterly earnings… So we’ll...

17 Sep 202523min

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