# likefolio.com

> AI-optimized mirror of likefolio.com containing 25 pages totalling 23,000 words of clean markdown content, structured data, and semantic HTML. Original source: https://likefolio.com/. Last updated: 2026-06-15T23:20:06.042Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [The stocks the Swans are _holding_ now.](/content/site-root.html): Live model portfolio, every new playbook, real-time alerts. Consumer-behavior research turned into specific tickers — before Wall Street catches on. $19/mo, cancel anytime. (1,779 words)

## Articles & Blog Posts

- [What consumers are _actually doing_, every market morning.](/content/daily-drop/index.html): The free Daily Drop newsletter from LikeFolio: what consumers are actually doing — translated into stock-level signals. Every issue the Swans have sent, in one archive. (1,426 words)
- [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 (1,312 words)
- [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?  (1,448 words)
- [Privacy Policy.](/content/privacy/index.html): How LikeFolio collects, uses, shares, and protects your personal information. Your rights under CCPA, GDPR, and other privacy laws. (1,135 words)
- [The stocks we _saw first_.](/content/track-record/index.html): 324 closed MegaTrends positions. 27 of them gained 100%+. Average winning trade: +83%. Average loser: capped at -29%. Public receipts from 15 years of consumer-data research. (1,040 words)
- [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. (1,242 words)
- [Core Conviction](/content/playbooks/core-conviction/index.html): Our highest-conviction long-term positions — 10 consumer-data plays we hold for 12-24 months. (1,018 words)
- [LikeFolio Weekly Roundup: SpaceX Changes the Conversation](/content/daily-drop/likefolio-weekly-roundup-spacex-changes-the-conversation.html): Meanwhile, Tesla expands autonomy, Amazon monetizes infrastructure, and Google spends big on AI... (1,239 words)
- [Betting on _Cloud Momentum_](/content/playbooks/betting-on-cloud-momentum/index.html): Hyperscaler earnings night packs $1.3T of AI capex into one Wednesday — we are long the four cloud kings into the print. (982 words)
- [Terms of Service.](/content/terms/index.html): The agreement that governs your use of LikeFolio's website, platform, and subscription services. (1,257 words)
- [Space Stocks to Own Before SpaceX _Lifts Off_](/content/playbooks/space-stocks-to-own-before-spacex-lifts-off/index.html): All eyes are on SPACE and these stocks are heating up. You know what they say about rising tides... (1,029 words)
- [The New Arms Race: Our Defense _Stock Picks_](/content/playbooks/the-new-arms-race-our-defense-stock-picks/index.html): Defense spending is accelerating and the winners are already emerging. Here's who we like. (988 words)
- [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 (982 words)
- [Infinite Hold](/content/playbooks/infinite-hold/index.html): Companies we never sell — generational businesses identified by consumer data before Wall Street caught on. (1,023 words)
- [Disclaimer](/content/disclaimer/index.html): Important disclosures about LikeFolio research. We publish consumer-behavior data, not personalized financial advice. Past performance is not indicative of future results. (837 words)
- [Middle Class Squeeze: _Short Targets_](/content/playbooks/middle-class-squeeze-short-targets/index.html): In a K-shaped economy where middle-income spending is visibly cracking, these stocks represent the gap between Wall Street's narrative and Main Street's reality. (991 words)
- [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.html): Watch this week's Founders Call featuring an important Bitcoin Update. Plus 2 posts you might have missed from last week... (464 words)
- [Institutional consumer research, _retail_ price.](/content/platform/index.html): Live model portfolios, real-time signal alerts, full screener and heatmap, brand maps, and consumer-data scores on 527 stocks. $19/mo, cancel anytime. (706 words)
- [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.html): Plus: Did Robinhood just make the most aggressive AI bet in retail finance? Here's what we're watching... (432 words)
- [Three scores. One edge.](/content/methodology/index.html): How LikeFolio scores 527 stocks: Main Street (consumer behavior), Wall Street (analyst activity), and the LikeFolio Score (the gap between them). 15 years of methodology, explained. (708 words)
- [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... (395 words)
- [Consumer intelligence for _institutional desks_.](/content/enterprise/index.html): Top US brokerages, a multi-billion-dollar hedge fund, and a major asset manager license LikeFolio data. Consumer-behavior signals across 527 publicly-traded companies. Talk to sales. (282 words)
- [Every playbook the Swans have _published_.](/content/playbooks/index.html): Every playbook the Swans have published. Specific tickers, entry zones, exit targets, and the consumer-data thesis behind every position. Filter by category, sort by performance. (284 words)
- [sitemap-xml.html](/content/sitemap-xml.html) (1 words)

## Resources

- [Full Page Index](/index.html): Browse all cached pages with rich metadata
- [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines
- [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery
- [Robots.txt](/robots.txt): Crawler directives