We have a public service announcement: The tokenized OpenAI and SpaceX shares that Robinhood recently launched are not actual company equity. Tread carefully.
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What we've got in this edition:
Post-IPO Tracking. See what company is up over 500% since its IPO last month.
MP Materials. Stock jumped 42% since funding announcement from the Pentagon; is it worth investing in?
Bitchat. The new messaging app that works without internet or phone numbers. What's the secret sauce?
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*Stock market data as of market close on July 11, 2025. Crypto prices as of 2:45 PM PT on July 11, 2025.
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Post-IPO Tracking
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AIRO Group ($AIRO) is up +186% since its IPO on June 13.
Chime ($CHME) is up +11.41% since its IPO on June 12.
Circle ($CRCL) is up +501% since its IPO on June 5.
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Crypto Check-In
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Bitcoin reached an all-time high of $118,667 on July 11.
Ethereum crossed $3,000 for the first time since February 2025 on July 11.
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Source: CoinGecko
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Economic Reports
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π¨ Escalation of US Tariffs.President Trump announced a new round of tariffs set to take effect August 1, targeting 14 countries including Japan and South Korea. This uncertainty over trade policy led to sharp declines in the major US stock indexes early in the week.β β
Market Impact: βοΈ Bearish
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π Mixed Labor Market and Economic Data. The June jobs report showed 140,000 new jobs added (below expectations) and the unemployment rate ticked up to 4.1% (highest since 2021). Wage growth remained steady, but other indicators like job openings and manufacturing signaled a modest slowdown. Despite these mixed signals, optimism about potential Fed rate cuts later in the year helped limit the downside for stocks.β β
Market Impact: βοΈ Limited Decline
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π¦Fed Policy and Interest Rate Outlook. The Federal Reserve kept interest rates unchanged and signaled a cautious, wait-and-see approach, balancing inflation risks from tariffs against slower economic growth. The minutes from the June meeting reinforced expectations that rate cuts are likely later in the year, supporting market sentiment.β β
Market Impact: βοΈ Bullish
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π Stock Analysis
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MP Materials ($MP)
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Profile: U.S. producer of rare earth materials, operating the Mountain Pass mine in California/Nevada. IPO'd in November 2020. Market cap of $7.37B. Last closed at $45.11/share.
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Source: TradingView
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Source: Perplexity
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Strengths:
Strategic position in U.S. rare earth supply chain
Strong government and industry support
Solid liquidity and balance sheet
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Weaknesses:
Weak profitability, negative earnings, and high cost structure
Overvalued relative to intrinsic value and peer benchmarks
High operational risk as it transitions to value-added products
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The Verdict: Strong strategic tailwinds but significant near-term profitability and valuation challenges. The stock price reflects optimism about future U.S. demand and government support, but fundamentals suggest caution for medium- to long-term investors until operational efficiency and profitability improve.
Background: UK-based Astral Systems, in partnership with the University of Bristol, has become the first private firm to breed tritium β a crucial isotope for fusion reactors β using its own fusion reactor.
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Long-term market impact: Unlocking reliable tritium breeding could accelerate commercial fusion deployment, potentially driving major investments into fusion startups and reshaping the energy sector β and, by extension, influencing equities tied to fusion technologies and related materials.
Background: Jack Dorsey, coβfounder of Twitter and CEO of Block, recently unveiled Bitchat, a peerβtoβpeer messaging app that operates entirely over Bluetooth mesh networksβno internet, phone numbers, or central servers requiredβwith features like encrypted, ephemeral communication and group βroomsβ via hashtags.
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Long-term market impact: While Bitchat itself may not become a direct revenue generator, its success could accelerate investment and valuation in decentralized communication infrastructure, potentially benefiting equities tied to meshβnetwork hardware, telecom innovation, and privacyβfocused tech companies.
As always, thanks for reading and stay tuned for next week's edition!
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Tech Fizz Team, signing off π«‘
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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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