# 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](/content/daily-drop/likefolio-weekly-roundup-spacex-changes-the-conversation/index.html) Meanwhile, Tesla expands autonomy, Amazon monetizes infrastructure, and Google spends big on AI... --- ### [Trade Alert: New Defense Playbook is Live](/content/daily-drop/trade-alert-new-defense-playbook-is-live/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-391c/index.html) 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](/content/daily-drop/a-trillion-dollar-robot-cycle-a-telehealth-land-grab-and-why-we-re-still-stacking-bitcoin/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-the-winners-keep-winning/index.html) 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!](/content/daily-drop/we-just-doubled-our-money-on-a-space-stock-in-13-days-and-our-next-pick-is-in/index.html) Plus: Did Robinhood just make the most aggressive AI bet in retail finance? Here's what we're watching... --- ### [LikeFolio Weekly Roundup](/content/daily-drop/likefolio-weekly-roundup-667a/index.html) 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](/content/daily-drop/new-playbook-added-middle-class-squeeze/index.html) The Average Joe Is Trading Down — We Expect These 3 Stocks to be Impacted --- ### [Billionaires Are Buying the SaaS Dip](/content/daily-drop/billionaires-are-buying-the-saas-dip/index.html) 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.](/content/daily-drop/mckinsey-just-called-a-tipping-point-our-data-called-it-first/index.html) We're breaking down three quantum names to add to your watchlist. Plus: credit card stress just hit 2008 levels... --- ### [LikeFolio Weekly Roundup](/content/daily-drop/likefolio-weekly-roundup-6ea7/index.html) The Next Great Tech Race May Be Won in Orbit --- ### [LikeFolio Founders Call: SPACE](/content/daily-drop/likefolio-founders-call-space/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-the-moats-are-getting-wider/index.html) Also -- two of our top AI plays are now working together... --- ### [Trade Alert: Closing Core Conviction Position](/content/daily-drop/trade-alert-closing-core-conviction-position/index.html) We're locking in a near 5x gain today and taking risk off the table... --- ### [GOOGL: We bought the high...](/content/daily-drop/googl-we-bought-the-high/index.html) We're glad we did! --- ### [Nvidia (NVDA) just found a gigawatt of compute hiding in your neighbor's garage](/content/daily-drop/nvidia-nvda-just-found-a-gigawatt-of-compute-hiding-in-your-neighbor-s-garage/index.html) We're not kidding. --- ### [Amazon (AMZN) just unlocked billions in TAM](/content/daily-drop/amazon-amzn-just-unlocked-billions-in-tam/index.html) Here are implications for $FDX $UPS $SHOP... --- ### [LikeFolio Weekly Roundup: $725B AI Surge](/content/daily-drop/likefolio-weekly-roundup-725b-ai-surge/index.html) The biggest players just raised the stakes again... --- ### [LikeFolio: Derby Week Lessons](/content/daily-drop/likefolio-derby-week-lessons/index.html) Here's how our Kentucky roots give a major boost to our trading strategies... --- ### [SPOT: If You Can't Beat 'em, Join 'em](/content/daily-drop/spot-if-you-can-t-beat-em-join-em/index.html) 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](/content/daily-drop/tsla-just-bet-25-billion-on-itself/index.html) This strategy has logged +1,800 in gains – and it’s running again... --- ### [LikeFolio Weekly Roundup](/content/daily-drop/likefolio-weekly-roundup-c89b/index.html) From Peptides to Satellites, Our Playbook Is Working --- ### [All-Time Highs During a War. Let That Sink In.](/content/daily-drop/all-time-highs-during-a-war-let-that-sink-in/index.html) 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](/content/daily-drop/the-most-dangerous-number-in-earnings-season/index.html) 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](/content/daily-drop/the-38-500-car-that-s-beating-10-000-competitors/index.html) 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](/content/daily-drop/the-strait-doesn-t-matter-anymore/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-where-power-is-building-now/index.html) This week, the market is revealing where the real power is building. --- ### [The New SpaceX Play?](/content/daily-drop/the-new-spacex-play/index.html) SpaceX is 10% of the fund. Here is what the other 90% looks like. --- ### [The Cruise Stock That Just Got Unbottled](/content/daily-drop/the-cruise-stock-that-just-got-unbottled/index.html) For five weeks, oil kept a lid on this stock. Not the business. The stock. --- ### [Tonight Could Change Everything. Here's the Playbook.](/content/daily-drop/tonight-could-change-everything-here-s-the-playbook/index.html) Tonight at 8 PM Eastern, we get an answer. Either way, the K-shape consumer keeps spending. --- ### [The Helium Trade Nobody’s Talking About](/content/daily-drop/the-helium-trade-nobody-s-talking-about/index.html) Everyone is watching oil. They’re watching the wrong commodity. --- ### [LikeFolio Weekly Roundup: Quantum and Crypto Collide](/content/daily-drop/likefolio-weekly-roundup-quantum-and-crypto-collide/index.html) Plus: Tesla’s Q1 delivery numbers are in – here’s what we’re watching now... --- ### [Google Just Did Bitcoin a Huge Favor](/content/daily-drop/google-just-did-bitcoin-a-huge-favor/index.html) I called Landon yesterday about the Google quantum warning... --- ### [The Monday Rally Is Becoming a Pattern — And the Market Is Starting to Expect It](/content/daily-drop/the-monday-rally-is-becoming-a-pattern-and-the-market-is-starting-to-expect-it/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-this-is-what-real-momentum-looks-like/index.html) 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](/content/daily-drop/five-below-s-comeback-is-real-but-timing-the-next-move-matters/index.html) 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)](/content/daily-drop/march-madness-just-became-robinhood-s-moment-hood/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-hims-roars-back/index.html) Plus: Nuclear fuel meets AI, Bitcoin flexes its strength, and more... --- ### [The Cruise Stock Wall Street Is Missing](/content/daily-drop/the-cruise-stock-wall-street-is-missing/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-from-bitcoin-s-bounce-to-the-ai-land-grab/index.html) Bitcoin rebounds. Tesla expands its AI ambitions. And Big Tech fights for AI dominance... --- ### [We called it. Now here's what comes next.](/content/daily-drop/we-called-it-now-here-s-what-comes-next/index.html) 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](/content/daily-drop/the-iran-dip-buyer-s-playbook/index.html) Everyone's leaning one way. History says lean the other. --- ### [LikeFolio Weekly Roundup: NVDA, META, RR](/content/daily-drop/likefolio-weekly-roundup-nvda-meta-rr/index.html) 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](/content/daily-drop/the-hidden-plays-from-nvda-earnings-call/index.html) 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](/content/daily-drop/bitcoin-is-predicting-something-nobody-s-ready-for/index.html) 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](/content/daily-drop/likefolio-weekly-roundup-tsla-btc-dash/index.html) Plus how $AMZN overtook $WMT --- ### [The Humanity Moat: Why the Most Hated Stock in Online Advertising Might Be Its Biggest Winner](/content/daily-drop/the-humanity-moat-why-the-most-hated-stock-in-online-advertising-might-be-its-biggest-winner/index.html) 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?](/content/daily-drop/bitcoin-s-crash-the-setup-of-a-lifetime/index.html) Here's Why Gold Signals the Next Boom --- ### [LikeFolio Weekly Roundup: SHOP, LEU & SOUN](/content/daily-drop/likefolio-weekly-roundup-shop-leu-soun/index.html) A wild week on Wall St as earnings start to heat up... --- ### [A Letter From 2031.](/content/daily-drop/a-letter-from-2031/index.html) You wake up. It's a Tuesday in February 2031.