🍊“The Trump Stock” — DJT’s $3B stock market windfall. Loyal’s life-extending dog startup. Athleisure’s worst week.
The Best One Yet25 Mar 2024

🍊“The Trump Stock” — DJT’s $3B stock market windfall. Loyal’s life-extending dog startup. Athleisure’s worst week.

Former president Donald Trump’s Truth Social is now a publicly traded stock — The former president turned the stock market into his GoFundMe.

Loyal is developing a drug that may extend the life of a dog by a year — Because every generation brands health in its own image (first “dieting”, then “wellness”, now “life extension”).

And athleisure stocks suffered a truly awful Friday — Nike and Lululemon are asking for a flag: “Too many players on the field”.


$DJT $LULU $NKE


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Episoder(1657)

⭐ “DC LIVE Show” — Cava’s secret club. Gen Z’s Mall-renaissance. F-35’s main character jet. +CIA’s spy investors

⭐ “DC LIVE Show” — Cava’s secret club. Gen Z’s Mall-renaissance. F-35’s main character jet. +CIA’s spy investors

Live… from Washington… it’s The Best One Yet!We performed live at DC’s wild Arlington Drafthouse. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. Despite...

12 Mar 31min

🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia’s Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China’s Nio...

11 Mar 22min

🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename

🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename

Stagflation had entered the chat… But the President reversed everything with a tweet.Calvin Klein’s is viral thanks to FX’s “Love Story” about JFK Jr and CBK… but Calvin wasn’t ready.Live Nation doesn...

10 Mar 22min

🔵 “$400M Latte” — Blue Bottle’s acquisition. Oil’s everything tax. Startup-maxxing surge. +Solo Dining Surge

🔵 “$400M Latte” — Blue Bottle’s acquisition. Oil’s everything tax. Startup-maxxing surge. +Solo Dining Surge

Founder-Maxxing is the new trend… America is losing jobs, but gaining entrepreneurs.Blue Bottle Coffee was just acquired by China’s Luckin for $400M… It’s a 9-digit latte.Oil surged 14% in the biggest...

9 Mar 22min

🏁 “Kars 4 Kims” — Formula 1’s girlfriend bet. Robinhood’s platinum card. Iran’s Insider Predicting. +Burger King bites back

🏁 “Kars 4 Kims” — Formula 1’s girlfriend bet. Robinhood’s platinum card. Iran’s Insider Predicting. +Burger King bites back

Formula 1 racing starts tomorrow and it comes down to 3 biz keys… Cadillac, Apple, and Kim Kardashian.Robinhood’s $695 Platinum Card is made of *real* platinum… but can it out-Amex your assets?16 peop...

6 Mar 22min

💻 “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

💻 “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

Apple launched its cheapest laptop ever… we think repeats a mistake Tesla made.Soulja Boy is the 1st rapper to clone his voice with AI… to sell B2B software.Stocks are actually up since the War with I...

5 Mar 23min

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

McD’s CEO went viral for awkwardly eating its new burger… but it smells like a 90s marketing McTastrophe.Iran’s $20k drones cost us $4M to shoot down… It’s financial asymmetry, affecting stocks.Cal AI...

4 Mar 22min

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

Oil’s up, airlines are down, and so is Chipotle… We look at how War in Iran hits everything markets.Dutch Bros is now the #3 coffee chain… but it’s actually an energy drink chain in disguise.Anthropic...

3 Mar 23min

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