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August 9, 2025 | Read Online​

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Hey there, Tech Fizz here.

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The market is pretty hot right now, so it's no surprise that the Figma IPO saw gains of over 200% within the first 24 hrs.

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I tried to get my hands on 4 shares pre-IPO through Robinhood but I ended up getting only 1 share. Wtf? Apparently this IPO was 40x oversubscribed.

What we've got in this edition:

• New IPOs and Earnings Reports.
• Hinge Health: The Digital Health Platform.
• $12.5T in 401(k) funds now open to crypto.

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IPO Radar

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🎨 Figma ($FIG) IPO'd on July 31 and is up +144% as of Aug 7.

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🚀 Firefly Aerospace ($FLY) IPO'd on Aug 7 and climbed +34% on same day.

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🐂 Bullish ($BLSH) is planning to IPO on Aug 13 with a share price between $28-$31.

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Earnings

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• Palantir ($PLTR)
  • Beat revenue expectations by 6.67%
  • Beat EPS expectations by 14.29%
• AMD ($AMD)
  • Beat revenue expectations by 3.78%
  • Met EPS expectations
• Rocket Lab ($RKLB)
  • Beat revenue expectations by 7.61%
  • Missed EPS expectations by 44.44%

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Economic Reports

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💼 Jobs created increased by 73,000 in July, lower than the 110,000 expected. The numbers for May and June were revised down by nearly 260,000.
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Market Impact: ↘️ Bearish

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🚨 Student loan delinquencies surge to record highs. The share of seriously delinquent student debt reached 12.9% in Q2 2025, the highest level in 21 years of data.
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Market Impact: ↘️ Bearish

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📈 US productivity surges after weak start. Worker productivity rebounded 2.4% in Q2 2025, recovering from the previous quarter’s 1.8% decline.

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Market Impact: ↗️ Bullish

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📢 Stock in the Headlines: Hinge Health ($HNGE)

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Reason for attention: Stock jumped 24.96% after the telehealth company’s first earnings report since going public.

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Profile: Digital health platform. IPO'd on May 21, 2025. Market cap of $4.71B. Last closed at $60.35/share.

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• Strengths:
  • Revenue increased 55% in the second quarter from $89.8 million during the same period last year.
  • Finished the second quarter with 2,359 clients, up 39% from 1,785 clients during the same period last year.
  • The stock opened at $39.25 in May, rising 23% from its $32 IPO price.

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• Weaknesses:
  • Reported a net loss of $575.65 million, or $13.10 per share, compared to a loss of $12.93 million, a loss of 96 cents per share, during the same period a year earlier.

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The Verdict: Strong positioning in terms of funding and value proposition; need to watch path to profitability and sustained growth for signs of weakness.

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🗣️ Social Signals

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Watcher.Guru @WatcherGuru BREAKING: 🇺🇸 President Trump officially signs executive order opening the $12.5 trillion 401(k) retirement market to crypto investments. 12:50 PM • Aug 7, 2025 5289 Retweets 34089 Likes Read 1337 replies

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The "For" case: Alternative assets in 401(k) accounts will enhance investment diversification and could provide retirees with greater profits.

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The "Against" case: These assets are less liquid, less transparent, and generally more risky than investing retirement funds into publicly traded stocks and bonds.

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Are you in favor or against this new development? Let us know what you think by hitting reply!

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😎 Vibe Check

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Thoughts on this week's newsletter?

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​ 🤑🤑🤑 Keep 'Em Coming, Big Boy ​

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​ 🤑🤑 Not Great, Not Terrible ​

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​ 🤑 Weak Sauce ​
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As always, thanks for reading and stay tuned for next week's edition!

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Tech Fizz Team, signing off 🫡

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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.