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%.
July 27, 2025 | Read Online Hey there, Tech Fizz here. This newsletter will be shorter than usual. It's vacation time for me, so there will be no edition next week. Will be coming back to your inbox on August 9. What we've got in this edition: ποΈ New IPO Filings. π€ Earnings Bonanza. π Archer Aviation. π€ The USA AI Action Plan. *Stock market data as of market close on July 25, 2025. Crypto prices as of 2:00 AM PT on July 27, 2025. IPO Radar ποΈ BitGo, the digital asset custodian, filed to go...
July 19, 2025 | Read Online Hey there, Tech Fizz here. Trump π 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 π‘οΈ. Let us know what you think by hitting β‘οΈ reply β¬ οΈ What we've got in this edition: Earnings and Crypto Momentum. See...
July 12, 2025 | Read Online Hey there, Tech Fizz here. We have a public service announcement: The tokenized OpenAI and SpaceX shares that Robinhood recently launched are not actual company equity. Tread carefully. 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...
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