What consumers are actually doing, every market morning.
The Daily Drop is the free morning briefing. Real consumer behavior — purchases, downloads, brand momentum — translated into the stock-level signals Wall Street hasn't caught up to yet.
Latest issue
LikeFolio Weekly Roundup: SpaceX Changes the Conversation
Meanwhile, Tesla expands autonomy, Amazon monetizes infrastructure, and Google spends big on AI...
Trade Alert: New Defense Playbook is Live
Plus, WWDC kicked off today and Apple's entire AI strategy is on the line. Here's why all eyes are on AAPL...
LikeFolio Weekly Roundup
ICYMI: Check out a Core Conviction spotlight on the most contrarian name in our portfolio and a Bitcoin update from Andy
A Trillion-Dollar Robot Cycle, a Telehealth Land Grab, and Why We're Still Stacking Bitcoin
Watch this week's Founders Call featuring an important Bitcoin Update. Plus 2 posts you might have missed from last week...
LikeFolio Weekly Roundup: The Winners Keep Winning
Three infinite holds. Three more reasons to stay bullish. Plus: What’s going on with Bitcoin?
We Just Doubled Our Money on a Space Stock in 13 Days...And Our Next Pick Is In!
Plus: Did Robinhood just make the most aggressive AI bet in retail finance? Here's what we're watching...
LikeFolio Weekly Roundup
Quantum Stocks Just Exploded. Here's Who Actually Has Upside Left. Also: The Next Digital Empire — SpaceX, Amazon, and Google Are Building It Now.
New Playbook Added: Middle Class Squeeze
The Average Joe Is Trading Down — We Expect These 3 Stocks to be Impacted
Billionaires Are Buying the SaaS Dip
Our data says two of their picks are wrong. Plus: a $9 stock with 142% upside, and Andy breaks down Target ahead of earnings.
McKinsey Just Called a Tipping Point. Our Data Called It First.
We're breaking down three quantum names to add to your watchlist. Plus: credit card stress just hit 2008 levels...
LikeFolio Weekly Roundup
The Next Great Tech Race May Be Won in Orbit
LikeFolio Founders Call: SPACE
This MegaTrend is heating up right now, and the next major catalyst is only weeks away. Here's what we're watching...
LikeFolio Weekly Roundup: The Moats Are Getting Wider
Also -- two of our top AI plays are now working together...
Trade Alert: Closing Core Conviction Position
We're locking in a near 5x gain today and taking risk off the table...
GOOGL: We bought the high...
We're glad we did!
Nvidia (NVDA) just found a gigawatt of compute hiding in your neighbor's garage
We're not kidding.
Amazon (AMZN) just unlocked billions in TAM
Here are implications for $FDX $UPS $SHOP...
LikeFolio Weekly Roundup: $725B AI Surge
The biggest players just raised the stakes again...
LikeFolio: Derby Week Lessons
Here's how our Kentucky roots give a major boost to our trading strategies...
SPOT: If You Can't Beat 'em, Join 'em
Spotify reports earnings tomorrow -- and it's ramping up its music discovery strategy with the most powerful AI around. Check it out!
TSLA just bet $25 billion on itself
This strategy has logged +1,800 in gains – and it’s running again...
LikeFolio Weekly Roundup
From Peptides to Satellites, Our Playbook Is Working
All-Time Highs During a War. Let That Sink In.
The S&P 500 and Nasdaq just hit record highs. During a naval blockade. Here is what the consumer data says about what comes next.
The Most Dangerous Number in Earnings Season
The S&P 500 is green for 2026. The Nasdaq just logged its best nine-day run on record. Now what?
The $38,500 Car That’s Beating $10,000 Competitors
Tesla just outsold every vehicle in China. Every EV. Every hybrid. Every gas car. At 3-4x the price.
The Strait Doesn’t Matter Anymore
The Islamabad talks collapsed. The Navy is blockading Iranian ports. Oil is above $100. And the market is flat.
LikeFolio Weekly Roundup: Where Power Is Building Now
This week, the market is revealing where the real power is building.
The New SpaceX Play?
SpaceX is 10% of the fund. Here is what the other 90% looks like.
The Cruise Stock That Just Got Unbottled
For five weeks, oil kept a lid on this stock. Not the business. The stock.
Tonight Could Change Everything. Here's the Playbook.
Tonight at 8 PM Eastern, we get an answer. Either way, the K-shape consumer keeps spending.
The Helium Trade Nobody’s Talking About
Everyone is watching oil. They’re watching the wrong commodity.
LikeFolio Weekly Roundup: Quantum and Crypto Collide
Plus: Tesla’s Q1 delivery numbers are in – here’s what we’re watching now...
Google Just Did Bitcoin a Huge Favor
I called Landon yesterday about the Google quantum warning...
The Monday Rally Is Becoming a Pattern — And the Market Is Starting to Expect It
In the depths of the financial crisis, traders learned a simple rule: don’t fight the Fed. A new version is taking shape.
LikeFolio Weekly Roundup: This Is What Real Momentum Looks Like
Tesla tightens control, Bitcoin breaks through, and the next wave starts to take shape...
Five Below’s Comeback Is Real... But Timing the Next Move Matters
Consumers spotted the turnaround early, and the stock doubled after the signal. Now, with shares extended and earnings ahead, the next opportunity may come from patience, not chasing.
March Madness Just Became Robinhood’s Moment ($HOOD)
March Madness always brings a surge in sports betting. This year something new is showing up in the data.
LikeFolio Weekly Roundup: HIMS Roars Back
Plus: Nuclear fuel meets AI, Bitcoin flexes its strength, and more...
The Cruise Stock Wall Street Is Missing
Oil prices are spiking. Geopolitical chaos is dominating headlines. And cruise stocks are getting punished across the board. But here's the thing...
LikeFolio Weekly Roundup: From Bitcoin’s Bounce to the AI Land Grab
Bitcoin rebounds. Tesla expands its AI ambitions. And Big Tech fights for AI dominance...
We called it. Now here's what comes next.
Monday we said buy the fear. BTC ripped 17%. Stocks erased the selloff. Iran is quietly reaching out for peace talks. Full breakdown inside.
The Iran Dip-Buyer's Playbook
Everyone's leaning one way. History says lean the other.
LikeFolio Weekly Roundup: NVDA, META, RR
Nvidia (NVDA) earnings were front and center this week as the market bet on the future of AI....
The hidden plays from NVDA earnings call
Two buried details from the Q4 earnings call reveal where the next wave of AI profits may come from — and which stocks are best positioned to ride it.
Bitcoin Is Predicting Something Nobody's Ready For
Everyone's modeling inflation. What if the biggest asset in crypto is quietly pricing in the most insane deflation the world has ever seen?
LikeFolio Weekly Roundup: TSLA, BTC & DASH
Plus how $AMZN overtook $WMT
The Humanity Moat: Why the Most Hated Stock in Online Advertising Might Be Its Biggest Winner
AI is flooding the internet with synthetic content. One beaten-down platform owns something algorithms can't fake, and Wall Street is completely missing it.
Bitcoin's "Crash" -- The Setup of a Lifetime?
Here's Why Gold Signals the Next Boom
LikeFolio Weekly Roundup: SHOP, LEU & SOUN
A wild week on Wall St as earnings start to heat up...
A Letter From 2031.
You wake up. It's a Tuesday in February 2031.