🫧 Your Market Cheat Sheet for this Week 👀

May 10, 2025 | Read Online

Hey there, Tech Fizz here. Lots of noise out there lately. Let us guide you through it to find the signals that matter.

What we've got in this edition:

More earnings reports. See which tech companies beat or missed expectations + investor insights included.
Waymo on full throttle. Arizona is about to become the robotaxi capital of the world.
Weekly stock picks. Stock pick #1 had revenue explosion from recent tech breakthrough. Stock pick #2 is leading the autonomous truck driving sector.

🚨 Market News

Week of May 5, 2025

▲ S&P 500	5,659.91	+0.23%
▲ Nasdaq	17,928.92	+0.36%
▲ DOW	41,249.38	+0.20%
▲ Bitcoin	$102,963.50	+8.58%
▲ Ethereum	$2,336.07	+28.20%

*Stock data as of market close on May 9, 2025. Cryptocurrency data as of 7:00pm PT.

Market Highlights

President Trump said he might cut China’s 145% tariff to 80% ahead of trade negotiations in Switzerland this weekend. Did the stock market care? Nope. Stocks stayed flat for the most part.

Bitcoin crossed $100k this week and seems to be heading toward a new ATH. Oh, and Steak n' Shake said they'll start taking payments in Bitcoin 🍔 🤑.

Market sentiment has shifted into GREED territory -- trading volume is trending higher and more capital is flowing into stocks than bonds.

Earnings Season

Company	EPS	Revenue	Insight
Palantir	👍 Beat	👍 Beat	Strong earnings. Slowdown in international growth. Most expensive stock in the S&P 500.
AMD	👍 Beat	👍 Beat	Strong earnings. U.S. export restrictions to China will reduce revenue.
Uber	🚀 Beat	👎 Miss	Strong profitability. Focus on suburban expansion to boost revenue.
Coinbase	📉 Miss	👎 Miss	Transaction revenue down. Operating costs up. Deribit acquisition may improve earnings.
Rocket Lab	👍 Beat	👍 Beat	Revenue growth, but not yet profitable. Weak cash flow.

Economic Reports

🤬 The American Dream is fading. Prospective home buyers now need $116.6K annual income to afford a mid-priced home.
Market Impact: ↘️ Bearish

📉 Recession paranoia sets in as Fed signals rate cuts. CNBC’s survey showed that recession probability jumped to 53% from 22% in January.
Market Impact: ↘️ Bearish

🤷‍♂️ Even though the economy feels sus, the labor market is doing well (somehow?). Weekly jobless claims fell lower than economists expected.
Market Impact: ↗️ Bullish

🚀 Alpha Picks

D-Wave Quantum ($QBTS)

Profile: Quantum Computing company. IPO'd in 2022. Market cap of $3.23B. Last closed at $11.09/share.

Financials: Quarterly revenue of $15M (up 500% YoY). Record cash balance of $304M.

Risk/Opportunity: Achieved "Quantum Supremacy" breakthrough. No supply chain risk from tariffs.

The Verdict: Get in while it's still early.

Aurora ($AUR)

Profile: Self-driving vehicle tech company. IPO'd in 2021. Market cap of $12.86B. Last closed at $7.28/share.

Financials: Cash balance of $1.16B.

Risk/Opportunity: Aurora becomes first company to deploy Class 8 self-driving trucks on public roads (Texas). Co-founder leaves company.

The Verdict: High-risk, high-reward.

⛰️ Tech Terrain

🚀 High Impact | Stripe Integrates Stablecoin Payments

Background: Stripe is launching stablecoin-funded accounts in over 100 countries. The new feature integration supports balances in British pounds, euros, and US dollars, doubling Stripe's global footprint.

Investor Impact: Bearish for publicly traded competitors like PayPal and Block. This move will generate more revenue for Stripe from increased transaction volume. Pay attention to this metric and be aware of competitive pressures, especially since IPO might not be far away.

📈 Moderate Impact | Waymo Ramps Up Robotaxi Production

Background: Waymo is working with Magna to build more than 2,000 autonomous I-Pace vehicles at a new factory in Arizona. Vehicles will be able to pick up their first public passengers less than 30 minutes after leaving the factory.

Investor Impact: Bullish for Alphabet (parent company of Waymo). Bearish for competitors like Uber and Lyft who are trying to dabble in autonomous vehicle services.

👀 Watchlist | Aurora to Add Night Driving, New Routes

Background: Aurora plans to expand its driverless trucking route beyond Dallas to Houston and into El Paso and Phoenix. It also plans to start sending its self-driving trucks out at night and during adverse weather conditions.

Investor Impact: Bullish for Aurora as it increases R&D expenditures to develop and build out its autonomous technology. Direct competitor, Nikola, filed for bankruptcy earlier this year.

🎬 Startup Scene

Emission Free Generators

Do you care about the environment? Of course you do.

And if you don't want to end up helpless in case of a power outage, like millions of people did in Spain and Portugal back on April 28, then consider investing in Emission Free Generators.

The startup is rolling out a hydrogen-on-demand generator that's clean, portable, and reliable.

Be prepared when sh*t hits the fan.

🗣️ Social Signals

💡 Top Google Searches (May 5 - May 9):

Trend	Search Volume	Insight
"apple google stock"	⬆️ 200%	Apple said AI is threat to Google search. Google stock fell.
"federal reserve interest rates"	⬆️ 200%	Fed keeps rates steady. Rising risk of stagflation.
"amd stock"	⬆️ 300%	Company posted better-than-expected earnings, but future revenue at risk from export restrictions.

🧠 Twitter Social Sentiment Scorecard (May 5 - May 9):

Trend	Mood	Insight
USDT	📈 Bullish	Tether minted $1 Billion USDT. Higher liquidity. Higher stablecoin adoption.
Coinbase	📈 Bullish / ⚠️ Cautious	Coinbase acquired Deribit ($1.2T of transaction volume), but weak earnings report.
Stripe	🚀 Ultra-Bullish	Integrated stablecoin payment in over 100 countries. Allows multi-currency balances.