🥃 “Negroni Hotel” — Death & Co’s hotel chain. Costco’s 9am DINK hour. Apple acquires Intel? +Ad-supported Toilet Paper
Death & Co. started the craft cocktail movement… and now it’s becoming a hotel chain.Apple’s surprise Made in America power move?... Buy Intel (the whole company).Costco opened 1 hour early for execut...
29 Sep 202521min
🚛 “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?... 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.
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.
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.
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.
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.
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
