The Best One Yet - 🤘 “Better have RiRi’s Money — TikTok’s Music Purge. Apple’s headset debut. Wilson’s

Taylor Swift, Rihanna, and Drake. All their music is off TikTok today because of a dispute with Universal — So we’re going to explain the “Great TikTok Purge” with Rihanna’s lyrics… because this deal comes down to pennies.

Apple’s biggest product launch since the iPhone happens today: The $3,500 Vision Pro headsets — When it comes to new innovations, the first version is the worst version.

And Amer Sports is the first big IPO of the year: It’s the sports company behind ArcTeryx, Wilson, and Salomon gear — But the business is running a race with weights on its ankles.


$AS $UMG $AAPL


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The Best One Yet - 🚌 “The Tesla of School Buses” — Zum’s $1B e-Schoolbus. Norway’s huuuuge wealth fund. 23&Me’s riches to rags story.

Zum just hit a $1.3B valuation for reinventing the school bus: Electric and smart — but since kids are involved, they’re facing some speed bumps.

23&Me pioneered the home DNA test, but now they’re close to bankruptcy — because of the “The Macarena Problem”: One-hit-wonder”

And the largest stock fund in the world? It’s Norway — Norway’s sovereign wealth fund owns 2% of the world’s stocks (no joke) and just had a record year… thanks to oil and oranges (we’ll explain)


$ME $TSLA $UBER

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The Best One Yet - 😶‍🌫️ “Merlot vs Marijuana” — Cannabis’ Dry January surge. SmartLess’ $100M podcast deal. Big Tech’s dollar saved.

Dry January is drier than ever, but the real winner is the Cannabis industry — Marijuana sales surged this month because it’s actually “Canuary.”

Google and Microsoft just announced record profits, but they also announced more and more layoffs — Because a dollar saved is easier than a dollar earned.

And the comedy podcast SmartLess just landed a $100M deal with SiriusXM — Because Content is King, but Distribution is The Duchess.


$TLRY $CGC $SIRI $GOOG $MSFT


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The Best One Yet - 💋 “High luxury’s low-luxe savior” — Sephora is LVMH’s highlight. FanDuel’s NYSE listing day. iRobot’s getting stock-blocked.

What’s powering LVMH, the largest luxury company on earth? It’s Sephora (LVMH’s favorite child) — Because great luxury builds ladders.

FanDuel just started trading on the New York Stock Exchange with a $200 promo code if you download — So we’re looking at sports bettings biggest bet (yet).

Roomba-maker iRobot was supposed to be acquired by Amazon, but the deal was just canceled #StockBlocked — But we gotta ask: How does this make consumers better off?




$LVMUY $FLUT $DKNG $IRBT $AMZN


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The Best One Yet - 🤌 “Mob Wife Life” — The Soprano’s salami strategy. Where Ya Bin’s purge pricing. IBM’s mysterious stock pop

The #MobWifeAesthetic is trending thanks to the Soprano’s 25th anniversary TikTok account — HBO cut The Sopranos into 25 second episodes because of “The Salami Strategy.”

IBM’s stock is (shockingly) close to an all-time high — So we’re looking at what IBM actually does, and why prestige ≠ profits.

There’s a fascinating chain you’ve never heard of called Where Ya Bin — They sell out of what Amazon can’t thanks to a new pricing strategy: “Purge Pricing.”


$IBM $WBD $AMZN


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The Best One Yet - 🦋 “Take me to DollyWood” — Dolly Parton’s $600M empire. Wall Street’s Super Six Stocks. Bilt’s credit card for rent.

Dolly Parton just launched a new album, a new food brand, and celebrated a 78th birthday — So we jumped in TBOYstyle to the $600M conglomerate of DollyWood.

Wall Street just hit a record high and everyone’s crediting “The Magnificent 7” stocks — But we think it’s really “The Super 6”... because 1 should be out.

And Bilt hit a $3B valuation for letting you pay your rent with a credit card (and earn points) — How does this business model work? An alliance of 4 million apartments… and a lot of loyalty.


$META $GOOG $AMZN $AAPL $NVDA


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The Best One Yet - 🧐 “Dude, where’s my iCar?” — Apple’s latest car update. MrBeast’s $100M Amazon offer. Puma’s Argentine sneaker losses.

Apple’s car *might* arrive by 2028, and it won’t be self-driving — The biggest cost to this project isn’t time, money, or work… it’s opportunity.

Puma stock fell 10% yesterday because Argentina devalued their currency — We’ll show you how currency devaluations are great for 1 thing, horrible for everything else. 

And Amazon Prime video is reportedly offering MrBeast $100M to do an exclusive show — If they get him, they’re not getting a creator. They’re getting a nation.


$AAPL $AMZN $PUM


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The Best One Yet - 🏠 “You’re grounded” — TurboTax’s forbidden word. Netflix gets WWE Raw. Starbucks barista championships.

TurboTax was just banned from using the word “free” — but that word is how TurboTax won 71% of the tax prep market.

Netflix just dropped $5B to live-stream World Wrestling Entertainment — And we think Netflix’s next target should be the NBA.

Starbucks just announced its first ever North American Barista Championships — Call them the Goodwill Games… because they are.


$SBUX $TKO $NFLX $INTU


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The Best One Yet - 🟥🟦🟩 “The world’s 1st mobile game” — Rubik’s Cube’s toy surge. Elon’s GrokBot fundraise. Airbus’ all-time high (literally).

The world has a new #1 airplane company: Airbus — Airbus’s market value just passed Boeing for the 1st time ever. We want to talk about their 12-year waitlist.

The Rubik’s Cube toy that’s messed with your minds is surging right now — It sells $75M/year by defying the screen.

And xAI, Elon’s chatbot company, is reportedly raising money at a $15-20B valuation — But with AI, you are what you eat (and Grok eats Twitter).

$BA $EADSY $SNMSF

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The Best One Yet - 🐻 “Gummy Bear Billionaire” — Haribo’s un-changed strategy. Toyota’s hybrid victory. Newspapers’ billionaire savior.

Haribo is the biggest confectionery company on earth and it just gave us a rare update — The key to Harbibo’s success? It doesn’t change.

While most car industry stocks are dropping, Toyota’s is near its all-time high — Because it made a winning bet 25 years ago: hybrids.

And 3 of the biggest newspapers in the country were bought by 3 billionaires in the past decade, but they’re still losing money — Because journalism needs a new business model.


$HSY $TM $AMZN


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