Would you invest in a company that's spying on you?
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Palantir ($PLTR) stock has climbed +75% Year-to-Date. Pretty impressive. But news just broke out that Trump wants the company to create a master database with information on every single American.
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What we've got in this edition:
AI Data Center Hype. Big Tech has been investing so much in AI data centers that it affected US Q1 GDP.
IPO Radar. Chime will be going public soon. Now is a good time to do some research so you don't miss out on the big day.
What kind of sorcery is this? Meet the tech startup that's creating drinking water...out of thin air.
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π¨ Market News
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Week of May 26, 2025
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β² S&P 500
5,911.69
+2.28%
β² Nasdaq
19,113.77
+2.38%
β² DOW
42,270.07
+1.87%
βΌ Bitcoin
$104,381.20
-4.24%
βΌ Ethereum
$2,546.50
-0.18%
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*Stock data as of market close on May 30, 2025. Cryptocurrency data as of 3:30pm PT on May 30.
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Fear and Greed Index
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Market Highlights
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The S&P 500 rose 6.15% in May 2025 and sits just 3.8% below its record high from February 19, 2025.
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Source: Trading View
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May 2025 was the S&P 500's best month since November 2023 and its best May since 1990.
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78% of S&P 500 companies beat EPS (earnings per share) estimates, higher than the five-year 77% average.
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Earnings Season
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Company
EPS
Revenue
Insight
Nvidia
π Beat
π Beat
Reported record revenue, +69% YoY. High investor confidence.
Salesforce
π Beat
π Beat
Strong data cloud revenue growth, +120% YoY. Investors cautious about recent acquisition.
UiPath
π Beat
π Beat
ARR is up 12% YoY from robust subscription growth. AI strategy is being examined closely by investors.
ποΈ Consumer confidence bounced back in response to tariffs relief. Trumpβs recent rollback of tariffs with China and other countries helped restore some optimism. But be on the lookout for a potential reversal that hinges on some future court battles. Keep reading for more info... βMarket Impact: βοΈ Bullish...for now
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Source: @Barchart on Twitter
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π¦ On May 28, the US Court of International Trade invalidated a big chunk of Trumpβs βLiberation Dayβ tariffs. But the following day, a ruling from an appeals court allowed the tariffs to stay in place (for now). Having a hard time following along with all the tariff changes? The chart below might help. βMarket Impact: π€ TBD
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Source: @JosephPolitano on Twitter
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π€Data centers supercharged US economy. Construction of AI data centers contributed one full percentage point to GDP growth in Q1.β βMarket Impact: βοΈ Bullish
Profile: Advanced nuclear technology company. IPO'd in May 2024. Market cap of $7.34B. Last closed at $52.72/share.
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Financials: The company is operating at a loss (not profitable) but its stock has grown 154% Year-To-Date and 431% over the past year.
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Risk/Opportunity: The risk here is that the company is not yet profitable and is burning through a lot of cash. BUT, investors and analysts are optimistic about future growth due to a recent acquisition (Atomic Alchemy) and a supportive regulatory environment.
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The Verdict: Not profitable but major tailwinds towards growth and expansion. Solid investment if you support nuclear energy adoption.
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Chime ($CHYM)
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Profile: Financial technology company. Not yet publicly traded.
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Financials: Brought in $1.67 billion of revenue and $13 million in net income for 2024.
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Risk/Opportunity: The company's business model relies heavily on Durbin-exempt interchange, which drives ~90% of revenue, posing regulatory risk. However, strong revenue and user growth signals promising debut on the stock market.
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The Verdict: FYI, first days after IPO can be volatile (dramatic price swings), but company has strong financial indicators. High-risk, high-reward so do your own research.
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β°οΈ Tech Terrain
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π High Impact | Nvidia Will Launch Cheaper AI Chip for Chinese Market
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Background: To maintain its dominant market position in China and comply with trade limitations, the company is going to launch a more affordable AI chip with slightly reduced specs.
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Investor Impact: Bullish for Nvidia. Jensen Huang refuses to leave any money on the table. By continuing to execute strategically, Nvidia will maximize its revenue growth and keep generating strong returns.
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π Moderate Impact | Block to Enable Bitcoin Payments on Square Terminals
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Background: Block, Jack Dorsey's financial services company, is planning to introduce Bitcoin payment support across its Square point-of-sale terminals starting later this year.
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Investor Impact: Bullish for Block and bearish for traditional payment processing companies. Why, you might ask? Well, Steak 'n Shake recently revealed that accepting bitcoin payments saved it 50% in processing fees. Once this news travels far and wide, other businesses will likely adopt the same payment option (perfect opportunity for Block to capitalize on).
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π Watchlist | TSMC Bets On Unorthodox Optical Tech
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Background: TSMC is teaming up with startup Avicena to produce microLED-based interconnects. This technology is intended to replace the copper wires that currently connect processors memory within a single AI data rack. The end goal is cost reduction and higher energy efficiency.
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Investor Impact: The time horizon for seeing any meaningful impact on TSMC's earnings is on the magnitude of years (long-term). However, companies that are proactive tend to perform better than those that are reactive.
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π¬ Startup Scene
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Kara Water
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This startup has mastered the dark arts.
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Delivering clean drinking water out of thin air? Are you kidding me? That's too good to be true.
June 28, 2025 | Read Online Hey there, Tech Fizz here. This is our 52nd newsletter edition, officially marking our 1 year anniversary! We're always trying to improve, so please let us know what your favorite newsletter section is: π Economic Reports π Alpha Picks ποΈ Tech Terrain π£οΈ Social Signals If there's anything you would like to see more of in this newsletter, let us know by replying to this email. What we've got in this edition: Past Stock Picks. See how our stock picks have performed...
June 21, 2025 | Read Online Hey there, Tech Fizz here. Here's a not-so-fun possibility for you: Social Security funding might be depleted by 2033 if Congress doesn't do anything about it. All the more reason to invest in the stock market (especially growth tech stocks). The average 5-year return of the Magnificent Seven stocks has been 456%! What we've got in this edition: Black Gold. How do oil prices affect the stock market? Special Chart. See the top tech stocks in terms of EPS growth over...
June 14, 2025 | Read Online Hey there, Tech Fizz here. War is bad for risk-on assets, which is why markets sank when Israel unleashed aerial strikes against Iran's nuclear facilities. But there are winners in this situation: Raytheon Technologies ($RTX) and Northrop Grumman Corporation ($NOC) which climbed 13% and 10% on June 12, respectively. What we've got in this edition: IPO Party. Three major companies IPO'd this week and saw their stock soar. Alpha Picks. Two smaller cap stocks with a...
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