🥥 “Coco FOMO” — Vita Coco’s 5x IPO. Garmin’s Y2K watch. Dell’s backyard battery dude. +James Bond WFH
Michael Dell’s son is selling bear-sized backyard batteries… for 95% cheaper than Elon’s.How is Garmin beating the Apple Watch with run clubs?... By rocking Y2K little tech energy.Vita Coco’s coconut ...
4 Aug 21min
🧠 “Pimple Popped” — Death of a Boy Genius Fund. Reformation’s Clueless IPO. Tesla’s rolling WiFi. +Hugo Spritz summer
Elon & Cybercabs can spit out Starlink wifi… it’s another reason SpaceX + Tesla will merge.Reformation IPO’d, but its secreet is smart dressing rooms… inspired by “Clueless.”Leopold is the 24-year-old...
3 Aug 23min
🥪 “AI Can’t Bake Bread” — Jersey Mike’s IPO. OPEC for Demand. Nantucket’s Influencer Drama. +Weather’s “Wet Bias”
Jersey Mike’s had the biggest restaurant IPO in 15 years… because investors are hot for cold cuts.The War in Iran keeps escalating, but oil prices don’t... Because China is now DOPEC: OPEC for Demand....
31 Juli 21min
👬 “The Brotation" — Nasdaq’s 10% drop. eBay’s cockroach scandal. Haribo's gummy stores. +Minivan Momentum
eBay sent a box of cockroaches to 2 journalists… now it’s paying $56Haribo opened its 1st gummy-only stores… but it’s not a 1-trick pony, it’s a 1-trick thoroughbred.Tech stocks are down 10% on “Brota...
30 Juli 21min
🤳 “500 Followers = $500” — Min-fluencers’ big moment. iPhone’s $18/mo lease. Spidey’s power couple. +KFC’s secret recipe
“Apple Upgrade” is a iPhone lease as low as $18/mo… it’s an Android-killer and Apple’s post-Mag-7 strategy.Tom Holland & Zendaya are the Gen Z Power Couple saving hollywood… but run 2 totally differen...
29 Juli 22min
🥾“Method footwear” — Uggs’ Odyssey ban. Ford’s custom drops. 65%-off IVF startup. +Olivia Rodrigo’s Man-In-Finance
Uggs are surging with men (call ‘em “MUggs”)... but they were banned by Christopher Nolan on the set of The Odyssey.Ford just opened its 1st custom shop inspired by Nike sneakers… to actually pimp you...
28 Juli 20min
🍦 “Picasso of Pints” — Van Leeuwen’s boom. Reddit’s Un-Googling. Gen Z’s Retirement-Maxxing. +LeBron’s salary cut
The fastest-growing dessert brand is Van Leeuwen ice cream… because a pint is not a solist, it’s part of an orchestra.Reddit is considering removing itself from Google… because of Zero-click searches ...
27 Juli 24min
🐳 “Moby Dick Money” — Venture Whaling Capital. OpenAI’s Houdini escape. Summer Fridays’ anti-virality. +Wake-maxxing
Nantucket whaling was the 5th biggest industry in America… and it became today’s Venture Capital.OpenAI’s model escaped from its cage and hacked someone… But Meta says “it’s all good”.Summer Fridays w...
24 Juli 21min
