The Best One Yet - 🏡 “My landlord is a bot” – AI Landlord surge. Glossier’s Sephora pivot. Amazon’s drone army.

One big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents.

One year ago, Glossier made a big pivot: Going from direct-to-consumer to selling in Sephora stores — It’s how Glossier went from awareness to action.

And Amazon won last week’s Big Tech earnings, but we have to talk about the real surprise: Amazon’s Droid Army — Amazon has 750K robots… and some of them now look like humans.


$LVMUY $AMZN


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The Best One Yet - ⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.

The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making.

Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investors don’t look backward, they look forward.

And Ford finally reached a deal with the auto union — And it reveals the power of one negotiation tactic: “The Art of Anchoring”.


$CELH $MAT $F $SPY


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The Best One Yet - 👑 “Why Microsoft will pass Apple” — A prediction for a new #1. DINKs’ financial win. TikTok’s Cardi B concert.

Apple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 critical tailwinds.

DINK (“Double-Income No Kids”) isn’t just a lifestyle, it’s an economic force — Federal Reserve data shows that DINKs have higher net worth than all other households.

And TikTok is hosting a concert headlined by Cardi B — TikTok is building cultural capital to prevent a TikTok ban.


$MSFT $AAPL


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The Best One Yet - 🤳 “The FOMO Lawsuit” — Meta sued by 41-states. Texas Roadhouse’ resurgence. Kristen Bell’s diaper dilemma.

41 states just filed a blockbuster lawsuit against Meta, claiming it is harmful and addictive to kids — This could be Zuck’s “Big Tobacco” moment, and it’s because of FOMO.

The fastest-growing restaurant in America is Texas Roadhouse — From Applebee’s to The Olive Garden, chain restaurants are enjoying a resurgence.

And Kristen Bell & Dax Shephard’s diaper startup, Hello Bello, has filed for bankruptcy — Because there’s a dirty secret about the Direct-To–Consumer business model.


$TXRH $DIN $DRI $META


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The Best One Yet - 🩲 “Skims for Hims” — Kim Kardashian’s growth hack. America’s unpopular debt solution. The NBA’s ticket surge.

Skims already replaced Victoria’s Secret, now it’s expanding to menswear — But there’s a male shopping habit Kim Kardashian’s Skims will have to overcome.

America’s budget deficit effectively doubled to $1.7 Trillion this past year — The solution to our debt problem is to make the unpopular… popular.

And the NBA tips off tonight with a 60% surge in ticket sales, driven by foreign fans — So found the 3 reasons why basketball is more popular outside the US than on homecourt.


$VSCO $SPY


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The Best One Yet - 🐽 “McRib of Wall Street” — The Stock market’s McRib correlation. ESPN’s secret subscription. Amex’s chirp vs churn.

Want to know if stocks are going up or down? Just check if the McRib’s on the menu — We break down the McDonald’s sandwich’s hilarious correlation with Wall Street. 

For the 1st time ever, Disney just told us ESPN’s financial numbers — We reveal the $7-8/mo secret subscription that every American paid ESPN for years.

And Amex just told us 2 things are true: customers are angrier than ever, yet profits are higher than ever — Because customers chirp, but they don’t churn.


$SPY $MCD $AMEX $DIS


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The Best One Yet - ⚽👅 “Rolling Stones FC” — Spotify’s soccer jersey. Americans’ stock market record. United’s perfect boarding strategy.

Spotify sponsors the FC Barcelona soccer team, but it’s putting the Rolling Stones logo on the jersey instead — Because advertising is what you pay for, publicity is what you pray for.

A report from the Fed confirms that average US household wealth grew 36% during the pandemic — One reason why? Americans own more stock than they ever have.

And United Airlines says it’s (finally) invented the perfect way to board an airplane — So we gotta talk about a bad business bias: “Status Quo Bias.” 


$SPOT $UAL $SPY

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The Best One Yet - 🧻 “Can you spare a fancy square?” — Charmin’s new TP. Netflix’s amusement store. George Clooney’s strike.

Netflix just reported earnings, but the real highlight is its newest product: Mini-Theme Parks — Netflix is selling $1,600 wedding dresses to keep you subscribed.

Charmin just announced new toilet paper after 100 years of sameness — Finally innovation for TP: it’s the biggest whitespace in business.

And the Hollywood Actors’ Strike has gotten so bad, they’re calling in George Clooney — But the biggest impact of the Actor’s Strike is on the blue collar crew.


$NFLX $PG $DIS


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The Best One Yet - 🥇🎒 “The #1 school in America” — The Pentagon’s surprise school. DoorDash’s video-gamer strategy. Goldman’s Apple mistake.

DoorDash just confirmed that ⅓ of their customers play video games for an hour or more per day — So they changed their entire marketing strategy.

Goldman Sachs just admitted its biggest mistake: The Apple Card — Because Goldman got blinded by the brand.

And the #1 school system in America? It’s run by the Pentagon — Military children get the best education in the country because it pays teachers double.


$GS $AAPL $DASH


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The Best One Yet - 🌃 “Saturday Night Thrive” — SNL’s YouTubification. Tesla’s 1st ad. The New Party Economy.

Saturday Night Live just began its 49th season on TV, but it’s not a TV show anymore — SNL is a YouTube show.

Tesla is facing pressure to do one thing it’s never done before — pay for a Tesla advertisement.

And we just got 2 conflicting stats: More people than ever are having dinner at 5pm… and partying after 11pm — It’s the New Party Economy.


$CMCSA $TSLA $MC


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