​

July 19, 2025 | Read Online​

​

Hey there, Tech Fizz here.

​

Trump 🍊 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 🌡️.

​

Let us know what you think by hitting ➡️ reply ⬅️

​

​

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?

​

​

Earnings

​

• 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%

​

​

Crypto Check-In

​

• Bitcoin reached an all-time high of $123,091 on July 14.

​

Bitcoin Magazine @BitcoinMagazine BREAKING: $123,000 BITCOIN 🚀 12:42 AM • Jul 14, 2025 1811 Retweets 9947 Likes Read 340 replies

​

​

​

• Ethereum crossed $3,400 for the first time in 6 months.

​

​

​

​

Economic Reports

​

🚨 US Inflation Spike in June. Inflation rose unexpectedly to 2.7% year-over-year in June, up from 2.4% in May.
​

Market Impact: ↘️ Bearish

​

​

📊 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%.​
​

Market Impact: ↗️ Bullish

​

​

🏦 Escalating 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.
​

Market Impact: 🤷 Neutral

​

​

​

📢 Stock in the Headlines: Lucid Group ($LCID)

​

Reason for attention: Uber announced a $300M partnership with Lucid and Nuro.

​

Profile: Electric vehicle manufacturer. IPO'd in July 2021. Market cap of $9.27B. Last closed at $3.04/share.

​

​

​

• Strengths:
  • Advanced EV Technology & Efficiency
  • High-Performance Luxury Positioning
  • Strategic Autonomous-Vehicle Partnership (Uber and Nuro)

​

• Weaknesses:
  • Negative Profitability & High Cash Burn
  • Limited Production & High Costs
  • Narrow Model & Geographic Focus

​

​

The Verdict: High-risk, high-upside EV bet with limited near-term financial strength.

​

⛰️ Tech Terrain

​

​

🚙 Lucid achieves longest EV drive on a single charge​

​

​

• Background: Lucid’s 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).

​

• 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.

​

​

🗣️ Social Signals

​

​

Watcher.Guru @WatcherGuru Purchasing Power of the US Dollar in June since 1950: • 1950: $1 • 1975: $0.55 • 2000: $0.14 • 2025: $0.07 6:36 AM • Jul 16, 2025 4156 Retweets 25637 Likes Read 1059 replies

​

​

​

🧠 Twitter Social Sentiment Scorecard (July 14 - July 18):

​

​

​

💡 Top Google Searches (July 14 - July 18):

​

​

😎 Vibe Check

​

Thoughts on this week's newsletter?

​

​

​ 🤑🤑🤑 Keep 'Em Coming, Big Boy ​

​
​ 🤑🤑 Not Great, Not Terrible ​

​
​ 🤑 Weak Sauce ​
​
​

If this newsletter was forwarded to you and you thought it was 🔥, you can subscribe here.

​

Follow us on Twitter (yeah, we ain't calling it X).

​

​

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 monetary advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.