June 28, 2025 | Read Online​

Hey there, Tech Fizz here.

This is our 52nd newsletter edition, officially marking our 1 year anniversary!

We're always trying to improve, so please let us know what your favorite newsletter section is:

​ 📈 Economic Reports ​

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​ 🚀 Alpha Picks ​

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​ 🏔️ Tech Terrain ​

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​ 🗣️ Social Signals ​
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If there's anything you would like to see more of in this newsletter, let us know by replying to this email.

What we've got in this edition:

• Past Stock Picks. See how our stock picks have performed YTD and over the last month (not too shabby).
• New Stock Pick. Strong earnings report and positive outlook propel stock growth.
• Nuclear Blueprint. State of New York plans to build a nuclear energy plant. How does nuclear compare to other energy sources?

Portfolio of Past Stock Picks

Average 1M return: +6.15%

Average YTD return: +65.5%

Economic Reports

📉 First-quarter GDP contracted by 0.5%. GDP is basically a measure of economic activity, and since this value went down, it means less financial transactions happened. Could be bad for the stock market if the trend continues. Less economic activity = less earnings = stock goes down.
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Market Impact: ↘️ Bearish

🛩️ Durable-goods orders posted their biggest gain in 11 years. (FYI durable goods are tangible items that are not consumed quickly and are expected to last for at least 3 years). The bump was mostly caused by Boeing signing a deal to sell 303 planes (160 ordered by Qatar Airways).
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Market Impact: ↗️ Bullish

💳 Consumer spending fell 0.1% for the month and personal income declined 0.4%. Spending met analyst expectations but decrease in personal income hasn't happened since 2021. Worrisome indicator for sure, but only problematic if trend continues, similarly to GDP contraction. Less personal income = less spending = less earnings = stocks go down.
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Market Impact: ↘️ Bearish

🚀 Alpha Picks

AeroVironment ($AVAV)

Profile: Unmanned aerial vehicles company. IPO'd in January 2007. Market cap of $12.71B. Last closed at $276.67/share.

Financials: Fiscal-year revenue of $820.6 million, up 14% YoY. Net income of $16.66 million for the fourth quarter, up 175% YoY.

Risk/Opportunity: The company relies heavily on US government contracts (75% of total revenue), but it does have a strong record of bookings ($1.2B for FY25) and backlog ($726M).

The Verdict: Strong fundamentals and positive momentum in the long and short term. Great opportunity to ride the uptrend 🏄‍♂️.

⛰️ Tech Terrain

📈 Moderate Impact | Nuclear Reactor in NY ☢️

• Background: New York plans to build a large nuclear power facility to add at least 1 gigawatt of energy, enough to power about a million homes.

• Investor Impact: Nuclear power plants take a while to build, but the return on investment is worth it. Nuclear has higher energy density than solar, wind, fossil fuels, and even hydrogen. Bullish for energy companies like Oklo and Constellation Energy. Bearish for solar energy companies as national attention drifts from solar to nuclear.

👀 Watchlist | Project Crystal Land 🔮

• Background: Softbank founder Masayoshi Son pitched the idea of building a giant AI and manufacturing industrial hub in Arizona to Trump, TSMC, and Samsung. Total costs of this project could reach $1 trillion.

• Investor Impact: This proposal is still in the planning phase, so don't expect any traction in the near term. However, the tech arms race with China is only picking up speed and the only way to win is to out-spend the competition. Bullish for Softbank, TSMC, and Samsung if the deal goes through.

🗣️ Social Signals

🧠 Twitter Social Sentiment Scorecard (June 23 - June 27):

💡 Top Google Searches (June 23 - June 27):

😎 Vibe Check

Thoughts on this week's newsletter?

​ 🤑🤑🤑 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!

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.