🥪 “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
⚡ “The 3 Flavors” — Saudi’s nuclear menu. Chris Nolan’s Zeus law. Instant Ramen’s cold breakthru. +Miami’s Tan Tax
Odyssey Director Chris Nolan got $20M, star Matt Damon got $15M… Filmmakers are the new Franchise.Saudi Arabia is joining the nuclear club… and 1 American biz from 1886 is serving it up.Instant Ramen’...
23 Juli 22min
“Bro-Doh” — Hasbro’s adults-only. AI’s China lead. Volleyball’s Zendaya moment. +CD surge
Hasbro stock jumped 10% on new adults-only anti-screen Play-Doh… but the same product failed 6 years ago.The new AI leader is cheap and Chinese… And Moonshot AI kicked off a Digital Trade War.Volleyba...
22 Juli 20min
