🖼️ “1/1000th of a Bob Ross” — Cruise’s $50B robo-taxi ride. Masterworks’ unicorn painting. Google’s carb nudge.
Cruise’s robo-taxis are already driving through the streets of San Francisco, which could deliver GM an extra $50B in sales. Masterworks hit a $1B valuation by letting you buy a piece of a Picasso. An...
7 Okt 202119min
🍷 “Hey Alexa, pour Pinot” — Napa’s audio wine. Twitter’s tipping. Oil’s $5 per gallo
Duckhorn Vineyards just IPO’d as a pure-play pinot stock, but its latest move isn’t drinking wine, it’s listening to wine. Oil prices just hit record highs worldwide — and that’s really a tax on the e...
6 Okt 202119min
🦑 “#SquidGame” — Netflix’s squid strategy. Crypto’s physical stores. Undersea Cables’ moment.
Squid Game has become a market-moving Netflix show messing with stocks. The latest move in digital cryptocurrencies is physical crypto stores. And a 470-mile undersea electric cable by National Grid i...
5 Okt 202119min
🍸 “What happens at Cosmo” — Merck’s Covid pill. Vegas’ $5.7B Cosmopolitan. Ozy’s Fyre Fest.
Merck jumped 16% on word it may have created a Covid-crushing pill, then its stock created a Corporate Conga Line. The Cosmopolitan Hotel in Vegas sold for $5.7B and the winners are bach parties and B...
4 Okt 202120min
👕 “The Yeezy Premium” — Kanye + The Gap. Dollar Tree’s $2. Star Wars’ cruise strategy.
The Gap stock popped because, you know, Kanye — So we’re breaking down the size of the Yeezy Price Premium ($58 per hoodie). A new dollar store opens every 6 hours in the US, but Dollar Tree’s newest ...
1 Okt 202119min
👀 “The Dumbledore of DTC” — Warby Parker’s stock. Amazon’s robo-pooch. Debt Ceiling’s drama.
Warby Parker just went public with $56 worth of eyeglasses, but its greatest creation isn’t shades — it’s its business model. Amazon’s biggest new product of the year is a lineup of robots to take ove...
30 Sep 202119min
🧱 “Legos & SPAM” — Lego’s un-focus focus. Ferrari’s iPhone guy. TikTok’s billionth user.
Lego became the biggest toy company on Earth by no longer targeting kids. TikTik just joined the One-Billion-User Club, but TikTok’s not making enough money on TikTok. And Ferrari just snagged the guy...
29 Sep 202117min
🚗 “Autopilot+” — Tesla’s roomba. Zillow’s conspiracy. Aurora Cannabis’ brand.
Tesla launched full self-driving mode for its cars, but the problem is the speed limit (there isn’t one). Aurora Cannabis’s stock has fallen 95% from its all-time high because it’s one vice different ...
28 Sep 202118min
