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.
July 27, 2025 | Read Online Hey there, Tech Fizz here. This newsletter will be shorter than usual. It's vacation time for me, so there will be no edition next week. Will be coming back to your inbox on August 9. What we've got in this edition: ποΈ New IPO Filings. π€ Earnings Bonanza. π Archer Aviation. π€ The USA AI Action Plan. *Stock market data as of market close on July 25, 2025. Crypto prices as of 2:00 AM PT on July 27, 2025. IPO Radar ποΈ BitGo, the digital asset custodian, filed to go...
July 19, 2025 | Read Online Hey there, Tech Fizz here. Trump π wants to fire Jerome Powell, the Fed chair, so he can replace him with someone who will cut interest rates. This is bad. Unemployment is at a healthy level and inflation actually went up in June. This is not the time to lower rates; this is the time to move slow and steady so the economy doesn't over heat π‘οΈ. Let us know what you think by hitting β‘οΈ reply β¬ οΈ What we've got in this edition: Earnings and Crypto Momentum. See...
July 12, 2025 | Read Online Hey there, Tech Fizz here. We have a public service announcement: The tokenized OpenAI and SpaceX shares that Robinhood recently launched are not actual company equity. Tread carefully. What we've got in this edition: Post-IPO Tracking. See what company is up over 500% since its IPO last month. MP Materials. Stock jumped 42% since funding announcement from the Pentagon; is it worth investing in? Bitchat. The new messaging app that works without internet or phone...
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