FAANG is dead. Long live MANGO 🥭


October 19, 2025 | Read Online

👋 Hey there, Tech Fizz here.

There's recently been a large influx of new subscribers which has got us extremely excited!

If you're brand new to this newsletter, welcome! We hope you enjoy reading your first edition.

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Before we jump in, please let us know what your favorite part of the newsletter is:

📡 Market Radar


🤖 AI Prompts


🧠 Smart Money Tracking

What we've got in this edition:

  • 🚨 Market News Highlights.
  • 💬 AI Prompts. 3 new meta-prompts designed for investing, hot off the press. Get 'em while they're still hot.
  • 🥷 Insider selling activity. Is Coreweave about to experience a major financial setback?

MARKET RADAR

⛏️ Rare Earth Stocks are all the hype on Wall Street. Trade tensions between the US and China sent alternative mineral suppliers (e.g., MP Materials, Critical Metals, USA Rare Earth) soaring this week as investors piled into non-Chinese sources.

🚀 Gold and Silver reached all-time highs. With the government shutdown costing the economy $15 billion per week, the US dollar index falling 10%, and trade tensions with China, investors (both institutional and retail) turned to traditional safe haven assets.

📈 IMF raises global growth projection. The IMF upgraded its 2025 global GDP growth forecast to 3.2%. However, US GDP growth in the first half of 2025 was only 0.1% without data centers, according to a Harvard economist.

🥭 AI giants reshape the tech landscape. FAANG (Facebook, Amazon, Apple, Netflix, Google) has officially been replaced by MANGO (Microsoft, Anthropic, Nvidia, Google, OpenAI). This new cohort of companies are currently propping up the US economy and fueling the ongoing talent wars.

🏠 The effect of interest rate cuts on mortgage rates. A Fed rate cut lowers short-term interest costs, but 30-year mortgage rates depend much more on long-term bond yields, inflation/growth expectations, and risk premiums.

EARNINGS

Companies Reporting Earnings Week of October 19th, 2025:

AI PROMPTS

1. ♟️ "Personal Strategy Generator" Meta-Prompt

Act as an expert investment strategist. My goal is to create a personalized investment framework.
My inputs are:
* My Primary Goal: [Choose one: Long-term capital appreciation, Quarterly income, High-risk/high-reward speculation, Capital preservation]
* My Time Horizon: [e.g., 1-3 years, 5-10 years, 20+ years]
* My Risk Tolerance: [e.g., Conservative, Moderate, Aggressive]
* My Sectors of Interest: [e.g., AI/Tech, Healthcare, Energy, Financials, All]
* My “Smart Money” Focus: [e.g., Following high-conviction hedge funds, Tracking insider buying, Focusing on activist investors]
Your task is to:
1. Define 3-5 core principles for my investment strategy based on my inputs.
2. For each principle, suggest a specific, repeatable process I can follow.
3. This process must include how to use AI for analysis (e.g., sentiment analysis, data screening) AND how to incorporate the “Smart Money” signals I’m focused on.

2. 🧠 "Smart Money Screener" Meta-Prompt

Act as an AI-powered research analyst. I want you to screen for new investment ideas based on “Smart Money” signals and then filter them with AI analysis.
Here are my screening parameters:
* Smart Money Signal: [e.g., “New positions taken by [Hedge Fund 1] and [Hedge Fund 2] in their latest 13F filings”, “A cluster of insider ‘Form 4’ buys in the [Sector] sector over the last 30 days”, “Companies where institutional ownership has increased by at least 10% last quarter”]
* My Personal Filters: [e.g., “Must be under $100B market cap”, “Must be profitable (P/E > 0)”, “Must be in the [Software/Biotech/etc.] industry”]
* AI Analysis Layer: [e.g., “Cross-reference the results with AI-driven news sentiment scores, only showing me those with a ‘Positive’ or ‘Improving’ 90-day trend”, “Filter for companies whose recent earnings transcripts show high ‘Confidence’ levels according to NLP analysis”]
Your task is to:
1. Execute this multi-layered screen.
2. Provide a list of 5 companies (with tickers) that meet all criteria.
3. For each company, provide a 2-sentence summary explaining why it matched the “Smart Money Signal” and the “AI Analysis Layer.”

3. 📈 📉 "AI-Driven Bull vs. Bear Case" Meta-Prompt

I am researching [Company Name/Ticker]. Act as a team of two expert analysts, one bullish and one bearish.
Your task is to build a comprehensive Bull vs. Bear case analysis table. For each side (Bull and Bear), you must include specific points related to:
Fundamental/Qualitative Analysis: (e.g., Moat, product, management)
AI-Driven Insights: (e.g., “NLP of earnings calls shows…”, “Patent data analysis suggests…”, “AI-driven sentiment tracking of customer reviews is… (trending up/down)”)
Smart Money Signals: (e.g., “Which top funds are buying/selling based on 13F data?”, “What has recent insider activity (Form 4s) looked like?”, “Are activist investors involved?”)
Present the output in a clear, two-column table: "Bull Case" and "Bear Case".

SMART MONEY TRACKER

🥷 Insider sell trades of CoreWeave:

  • Insider: Magnetar Financial LLC (10% owner)
  • # of shares sold: 3,852,806
  • $ Amount: $545,048,207
  • Date: Oct 13, 2025 - Oct 17, 2025
  • SEC Forms: [1]
  • Insider: Brian M. Venturo (Chief Strategy Officer)
  • # of shares sold: 154,479
  • $ Amount: $21,390,060
  • Date: Oct 15, 2025
  • SEC Forms: [1]

It's always worth paying attention to trading activity when more than one prominent insider unloads a sh*t ton of shares.

The aggressive nature of Magnetar Financial LLC's selling activity this last week is fairly suspicious and warrants some investigating.

Low and behold, the piece of news that no one is really talking about: https://www.thestreet.com/technology/coreweaves-5-billion-gamble-hits-a-wall

It's highly likely that Magnetar Financial and Brian Venturo are building a defensive posture in case CoreWeave's planned acquistion of Core Scientific doesn't go through.

Shareholder vote is scheduled for October 30th, 2025.

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😎 Vibe Check

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As always, thanks for reading and stay tuned for next week's edition!

Tech Fizz Team, signing off 🫡

DISCLAIMER: The content in this newsletter is not financial advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.

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