🫧 Find out which stock is about to pop off 🚀

August 31, 2025 | Read Online

Hey there, Tech Fizz here.

Happy Labor Day Weekend! (To those who celebrate).

In case you didn't know, the point of this holiday is to celebrate American (labor) workers, but the labor market hasn't been so hot lately (especially for recent college graduates).

According to the FED, young college graduates between ages 23 and 27 are experiencing

unemployment rates that average 4.59% in 2025 (this number was 3.25% in 2019).

Let's take a moment of silence for all the 20-something-year-olds who can't find a job because of AI ...

What we've got in this edition:

🚨 Market News Highlights.
💬 AI Prompt. How to evaluate a company's growth trend and revenue durability.
🥷 Insider Trading. The Director of Snowflake can read the future???

MARKET RADAR

🤑 Interactive Brokers ($IBKR) joins the S&P 500, replacing Walgreens. Expect $IBKR stock price to surge thanks to the 'index effect' - mandatory buying by index funds and ETFs tracking the S&P 500.

📈 2025 Q2 earnings season is coming to a close with 81% of S&P 500 companies beating EPS expectations and 81% beating revenue expectations. It's no secret now: companies will pass off any tariff-related expenses onto consumers to protect profit margins.

💼 Conference Board research reveals that ~20% of US employers plan to decelerate their hiring efforts during 2025’s second half. This will further exacerbate the poor state of the labor market. Maybe an interest rate cut isn't such a bad idea...

🏈 Americans are expected to wager a record amount of $30 billion on NFL games this season. What's more is that sports betting revenue surged to $13.7 billion in 2024 (up 25% in one year). DraftKings ($DKNG) and Flutter Entertainment ($FLUT - parent company of FanDuel) could be the play here...

🏦 The implied odds of an interest rate reduction at the central bank’s September meeting surged to 90% from 72%. The best-case scenario is that the Fed gets it right and improves the labor market without raising inflation too much. The worst-case scenario is that the Fed gets it wrong and inflation gets out of control again. All we can say is: hope for the best, prepare for the worst.

EARNINGS

Companies Reporting Earnings Week of August 31st, 2025:

Join EarningsHub

AI PROMPT

In the spirit of Nvidia's recent earnings report and quiet concerns about decelerating revenue growth, here's a powerful prompt (based on the prompt chaining framework) for understanding a company's growth trend and revenue durability:

(We recommend using Perplexity for financial topics.)

Main Prompt:

Analyze [insert company name]'s revenue growth over the last 8 quarters. Is the growth consistent and driven by high-quality recurring revenue?

Sub-Prompts:

1/ What is the YoY and QoQ revenue growth rate for each of the past 8 quarters?

2/ What percentage of revenue is recurring (SaaS, subscriptions, usage-based)?

3/ Has the company raised guidance, and what does forward-looking growth look like?

4/ How does this revenue growth compare to direct peers in the same vertical?

5/ Are there signs of customer concentration risk or seasonality?

SMART MONEY TRACKER

This week, we'll be looking at insider trades that really caught our attention.

We also have the option of looking at what members of Congress are buying/selling, but they have a grace period of 45 days to disclose their transactions, so that's no fun.

Corporate insiders, on the other hand, have to disclose their trades within 2 days. That's more like it!

🏆 Insider trade of the week: