Here's a not-so-fun possibility for you: Social Security funding might be depleted by 2033 if Congress doesn't do anything about it.
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All the more reason to invest in the stock market (especially growth tech stocks).
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The average 5-year return of the Magnificent Seven stocks has been 456%!
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What we've got in this edition:
Black Gold. How do oil prices affect the stock market?
Special Chart. See the top tech stocks in terms of EPS growth over the next year.
From Cars to Rockets. Find out which automaker has joined the Space Race.
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*Stock market data as of market close on June 20, 2025. Crypto prices as of 4:00 PM PT on June 20, 2025.
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Post-IPO Tracking
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π°οΈ Space company Voyager Technologies IPO'd on June 11. +84% on first trading day. -12.56% in the past week.
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π¦ Fintech company Chime IPO'd on June 12. +37% on first trading day. -17.59% in the past week.
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π Aerospace/Defense company AIRO IPO'd on June 13. +135% on first trading day. -27.52% in the past week.
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Economic Reports
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π’οΈ Oil prices remain elevated as Israel-Iran conflict continues. The price of crude oil is up ~10% since Israel attacked Iran. Generally, rising oil prices are not good for the stock market because it increases businesses' operating costs (e.g., transportation, energy usage). Interesting to note that prices were even higher back in January of this year ($78.71 on Jan 15, 2025). β
Market Impact: βοΈ Bearish
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π§ Jerome keeps it steady. The Fed held rates in their 4.25% to 4.50% range. Probably a good move since experts believe the full effects of tariffs haven't kicked in yet. Wouldn't want inflation to spike (again).β β
Market Impact: π€ Mostly Neutral
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π€¨Corporate America shrinks workforce despite record profits. US public companies cut white-collar jobs by 3.5% over three years while profits kept climbing. If companies are profitable, then that's good for the stock market, right? Well, technically yes. But if firing employees across the board to replace them with AI becomes the new norm, then what will happen to consumer spending and earnings in the long-term? Something to think about... β
Market Impact: π€· It's Complicated
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Note: Near-term EPS growth are consensus BMO analyst expectations over the next 12 months.
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β°οΈ Tech Terrain
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π Moderate Impact | Amazon vs Nvidia: The Chip Wars πͺ
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Background: AWS has upgraded its Graviton4 chip to include 600 gigabits per second of network bandwidth. Amazon's mission is to reduce AI training costs and provide an alternative to Nvidiaβs expensive graphics processing units (GPUs).
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Investor Impact: Bullish for Amazon and bearish for Nvidia if the Graviton4 chip gains traction. High probability of this happening since cost-efficiency is a major competitive advantage and AWS is already doing business with a strategic partner in the AI space: Anthropic.
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π Watchlist | Honda Enters the Space Race π
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Background: Honda recently launched and landed a prototype reusable rocket, and the company plans to achieve suborbital space flight by 2029.
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Investor Impact: Worth noting that the company has not yet decided whether it will commercialize its rocket tech. However, the recent launch/landing success and weak earnings report create a ripe opportunity to pivot into the space launch business and supplement revenue.
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π£οΈ Social Signals
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Source: @WatcherGuru on Twitter
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π§ Twitter Social Sentiment Scorecard (June 16 - June 20):
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Trend
Mood
Insight
Circle
β οΈ Euphoria
Stock is trading 687% above starting IPO price. NOTE: Coinbase gets almost 50% of Circleβs revenue per private deal.
Stablecoins
π Bullish
Senate passed GENIUS Act; JPMorgan, Amazon, Walmart pursuing their own stablecoins.
BlackRock
π€¬ Angry
Senator Mike Lee wants to sell public lands to BlackRock to make housing more affordable. People aren't having it.
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π‘ Top Google Searches (June 16 - June 20):
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Trend
Search Volume
Insight
"stock market bounce back"
β¬οΈ 800%
S&P 500 and other indices rebounded after the Israel-Iran conflict continued into the new week.
"federal reserve interest rates"
β¬οΈ 500%
The Fed kept rates unchanged; staying between 4.25% and 4.50%.
"crcl stock"
β¬οΈ 200%
Senate officially passed stablecoin bill (GENIUS Act) and Circle stock soared +20%.
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: π Economic Reports π Alpha Picks ποΈ Tech Terrain π£οΈ Social Signals 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...
June 14, 2025 | Read Online Hey there, Tech Fizz here. War is bad for risk-on assets, which is why markets sank when Israel unleashed aerial strikes against Iran's nuclear facilities. But there are winners in this situation: Raytheon Technologies ($RTX) and Northrop Grumman Corporation ($NOC) which climbed 13% and 10% on June 12, respectively. What we've got in this edition: IPO Party. Three major companies IPO'd this week and saw their stock soar. Alpha Picks. Two smaller cap stocks with a...
June 7, 2025 | Read Online Hey there, Tech Fizz here. Things move fast in the financial world. On June 5, Elon Musk tweeted out asking if it's time to create a new political party in America that actually represents people in the "middle". As of June 6, that public poll has over 5 million votes AND someone already created a crypto coin called XPARTY that represents this new political party. Crazy stuff. What we've got in this edition: Rent Inflation. Find out how rent inflation can affect the...
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