Trump ๐ wants to fire Jerome Powell, the Fed chair, so he can replace him with someone who will cut interest rates.
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This is bad.
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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 ๐ก๏ธ.
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Let us know what you think by hitting โก๏ธ reply โฌ ๏ธ
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What we've got in this edition:
Earnings and Crypto Momentum. See earnings reports for ASML, Taiwan Semiconductor, and Netflix. Plus, Bitcoin keeps climbing.
Lucid Group. The company achieved the longest EV drive on a single charge...but should you invest?
Purchasing Power. How much has the US dollar been devalued since 1950?
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*Stock market data as of market close on July 18, 2025. Crypto prices as of 3:00 PM PT on July 18, 2025.
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Earnings
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ASML ($ASML) dropped 11% after its earnings report on July 16.
Beat revenue expectations by 2%
Beat EPS expectations by 15%
Weak future outlook and guidance
Taiwan Semiconductor Manufacturing ($TSM) climbed 4% after its earnings report on July 17.
Beat revenue expectations by 0.2%
Beat EPS expectations by 16%
Netflix ($NFLX) dropped 5%after its earnings report on July 17.
Beat revenue expectations by 0.4%
Beat EPS expectations by 1.4%
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Crypto Check-In
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Bitcoin reached an all-time high of $123,091 on July 14.
Ethereum crossed $3,400 for the first time in 6 months.
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Source: Coingecko
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Economic Reports
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๐จ US Inflation Spike in June.Inflation rose unexpectedly to 2.7% year-over-year in June, up from 2.4% in May. โ
Market Impact: โ๏ธ Bearish
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๐ Strong Earnings and Economic Data.Roughly 71% of S&P 500 companies beat earnings estimates; Weekly jobless claims fell to 221,000; June retail sales rose 0.6%.โ โ
Market Impact: โ๏ธ Bullish
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๐ฆEscalating Tariff Threats. President Trump announced new 30% tariffs on most imports from the European Union and Mexico, set to begin August 1. Minimal impact on markets. โ
Market Impact: ๐คท Neutral
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๐ข Stock in the Headlines: Lucid Group ($LCID)
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Reason for attention: Uber announced a $300M partnership with Lucid and Nuro.
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Profile: Electric vehicle manufacturer. IPO'd in July 2021. Market cap of $9.27B. Last closed at $3.04/share.
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Source: TradingView
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Strengths:
Advanced EV Technology & Efficiency
High-Performance Luxury Positioning
Strategic Autonomous-Vehicle Partnership (Uber and Nuro)
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Weaknesses:
Negative Profitability & High Cash Burn
Limited Production & High Costs
Narrow Model & Geographic Focus
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The Verdict: High-risk, high-upside EV bet with limited near-term financial strength.
Background: Lucidโs Air Grand Touring set a new Guinness World Record by covering 1,205 km (~749 miles) on a single charge (surpassing the previous EV benchmark by over 100 miles).
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Long-term market impact: Breaking this record was definitely an effective marketing tactic and further solidified the company's expertise in EV technology, but it probably won't have a substantial effect on finances or stock performance because the customer segment is too narrow.
As always, thanks for reading and stay tuned for next week's edition!
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Tech Fizz Team, signing off ๐ซก
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DISCLAIMER: The content in this newsletter is not monetary 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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