The Daily Drop · 50 issues sent

What consumers are actually doing, every market morning.

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Daily Drop · LatestAug 14, 2026 · 6d ago

LikeFolio Weekly Roundup: Tesla + Google’s $34 Trillion Prize

Plus: Amazon already has 1 million robots working behind the scenes...

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Archive
Daily DropAug 7, 2026

LikeFolio Weekly Roundup: Costco's Digital Aisle Is Pulling Ahead

Plus: Tesla's chip factory and a bigger robotaxi map, Alphabet's new chief scientist, and Amazon's follow-through.

13d agoRead →
Daily DropJul 31, 2026

LikeFolio Weekly Roundup: What Robinhood and Amazon Just Told Us

Plus: Our latest read on Tesla's AI future and Google's massive infrastructure buildout...

2w agoRead →
Daily DropJul 24, 2026

LikeFolio Weekly Roundup: A Peptide Win for Hims

Plus: our read on Tesla and Alphabet after a rough earnings week, and the early data on Amazon before next Thursday's report.

3w agoRead →
Daily DropJul 22, 2026

The weirdest market signal you'll see all year

One signal flipped red this morning.

4w agoRead →
Daily DropJul 20, 2026

Our biggest position ever reports Wednesday

Tesla and Alphabet report this week — and we already scored every print.

4w agoRead →
Daily DropJul 17, 2026

LikeFolio Weekly Roundup

Check out a Core Conviction deep dive, plus our latest read on Tesla, Amazon and Alphabet ahead of earnings

4w agoRead →
Daily DropJul 14, 2026

A 92 LF score... on a stock I'd never heard of

I had to ask our AI what this company even does.

5w agoRead →
Daily DropJul 10, 2026

Malls, beer, and health insurance: your July Main Street Gut Check

Don't miss 9 themes on where the American consumer is actually spending, pulled from real demand across our universe. PLUS: viral robot hands, PepsiCo's fight against GLP-1s, and Robinhood's big moment...

5w agoRead →
Daily DropJul 2, 2026

LikeFolio Weekly Roundup

Tesla's Delivery Beat, a Record Prime Day, Google Joins the Dow

7w agoRead →
Daily DropJun 29, 2026

McDonald's (MCD): Even "squeezed" consumers are Lovin It

A 21% selloff says the low-income squeeze is winning. Our demand data, and the consumer's own wallet, say the story is turning.

7w agoRead →
Daily DropJun 26, 2026

LikeFolio Weekly Roundup: Another Meme Frenzy and a Surprising Theme Emerging

Plus -- don't miss this week's founders call, where Andy explains why we are still pounding the table on a core conviction stock...

7w agoRead →
Daily DropJun 18, 2026

LikeFolio Weekly Roundup

The longevity theme is on fire. HIMS Is Surging. Here's How We Saw It Coming — And What You May Have Missed This Week

2mo agoRead →
Daily DropJun 12, 2026

LikeFolio Weekly Roundup: SpaceX Changes the Conversation

Meanwhile, Tesla expands autonomy, Amazon monetizes infrastructure, and Google spends big on AI...

2mo agoRead →
Daily DropJun 8, 2026

Trade Alert: New Defense Playbook is Live

Plus, WWDC kicked off today and Apple's entire AI strategy is on the line. Here's why all eyes are on AAPL...

2mo agoRead →
Daily DropJun 5, 2026

LikeFolio Weekly Roundup

ICYMI: Check out a Core Conviction spotlight on the most contrarian name in our portfolio and a Bitcoin update from Andy

2mo agoRead →
Daily DropJun 2, 2026

A Trillion-Dollar Robot Cycle, a Telehealth Land Grab, and Why We're Still Stacking Bitcoin

Watch this week's Founders Call featuring an important Bitcoin Update. Plus 2 posts you might have missed from last week...

2mo agoRead →
Daily DropMay 29, 2026

LikeFolio Weekly Roundup: The Winners Keep Winning

Three infinite holds. Three more reasons to stay bullish. Plus: What’s going on with Bitcoin?

2mo agoRead →
Daily DropMay 27, 2026

We Just Doubled Our Money on a Space Stock in 13 Days...And Our Next Pick Is In!

Plus: Did Robinhood just make the most aggressive AI bet in retail finance? Here's what we're watching...

2mo agoRead →
Daily DropMay 22, 2026

LikeFolio Weekly Roundup

Quantum Stocks Just Exploded. Here's Who Actually Has Upside Left. Also: The Next Digital Empire — SpaceX, Amazon, and Google Are Building It Now.

3mo agoRead →
Daily DropMay 20, 2026

New Playbook Added: Middle Class Squeeze

The Average Joe Is Trading Down — We Expect These 3 Stocks to be Impacted

3mo agoRead →
Daily DropMay 19, 2026

Billionaires Are Buying the SaaS Dip

Our data says two of their picks are wrong. Plus: a $9 stock with 142% upside, and Andy breaks down Target ahead of earnings.

3mo agoRead →
Daily DropMay 18, 2026

McKinsey Just Called a Tipping Point. Our Data Called It First.

We're breaking down three quantum names to add to your watchlist. Plus: credit card stress just hit 2008 levels...

3mo agoRead →
Daily DropMay 15, 2026

LikeFolio Weekly Roundup

he Next Great Tech Race May Be Won in Orbit

3mo agoRead →
Daily DropMay 14, 2026

LikeFolio Founders Call: SPACE

This MegaTrend is heating up right now, and the next major catalyst is only weeks away. Here's what we're watching...

3mo agoRead →
Daily DropMay 8, 2026

LikeFolio Weekly Roundup: The Moats Are Getting Wider

Also -- two of our top AI plays are now working together...

3mo agoRead →
Daily DropMay 7, 2026

Trade Alert: Closing Core Conviction Position

We're locking in a near 5x gain today and taking risk off the table...

3mo agoRead →
Daily DropMay 6, 2026

GOOGL: We bought the high...

We're glad we did!

3mo agoRead →
Daily DropMay 5, 2026

Nvidia (NVDA) just found a gigawatt of compute hiding in your neighbor's garage

We're not kidding.

3mo agoRead →
Daily DropMay 4, 2026

Amazon (AMZN) just unlocked billions in TAM

Here are implications for $FDX $UPS $SHOP...

3mo agoRead →
Daily DropMay 1, 2026

LikeFolio Weekly Roundup: $725B AI Surge

The biggest players just raised the stakes again...

3mo agoRead →
Daily DropApr 30, 2026

LikeFolio: Derby Week Lessons

Here's how our Kentucky roots give a major boost to our trading strategies...

3mo agoRead →
Daily DropApr 27, 2026

SPOT: If You Can't Beat 'em, Join 'em

Spotify reports earnings tomorrow -- and it's ramping up its music discovery strategy with the most powerful AI around. Check it out!

3mo agoRead →
Daily DropApr 23, 2026

TSLA just bet $25 billion on itself

This strategy has logged +1,800 in gains – and it’s running again...

3mo agoRead →
Daily DropApr 17, 2026

LikeFolio Weekly Roundup

From Peptides to Satellites, Our Playbook Is Working

4mo agoRead →
Daily DropApr 16, 2026

All-Time Highs During a War. Let That Sink In.

The S&P 500 and Nasdaq just hit record highs. During a naval blockade. Here is what the consumer data says about what comes next.

4mo agoRead →
Daily DropApr 15, 2026

The Most Dangerous Number in Earnings Season

The S&P 500 is green for 2026. The Nasdaq just logged its best nine-day run on record. Now what?

4mo agoRead →
Daily DropApr 14, 2026

The $38,500 Car That’s Beating $10,000 Competitors

Tesla just outsold every vehicle in China. Every EV. Every hybrid. Every gas car. At 3-4x the price.

4mo agoRead →
Daily DropApr 13, 2026

The Strait Doesn’t Matter Anymore

The Islamabad talks collapsed. The Navy is blockading Iranian ports. Oil is above $100. And the market is flat.

4mo agoRead →
Daily DropApr 10, 2026

LikeFolio Weekly Roundup: Where Power Is Building Now

This week, the market is revealing where the real power is building.

4mo agoRead →
Daily DropApr 9, 2026

The New SpaceX Play?

SpaceX is 10% of the fund. Here is what the other 90% looks like.

4mo agoRead →
Daily DropApr 8, 2026

The Cruise Stock That Just Got Unbottled

For five weeks, oil kept a lid on this stock. Not the business. The stock.

4mo agoRead →
Daily DropApr 7, 2026

Tonight Could Change Everything. Here's the Playbook.

Tonight at 8 PM Eastern, we get an answer. Either way, the K-shape consumer keeps spending.

4mo agoRead →
Daily DropApr 6, 2026

The Helium Trade Nobody’s Talking About

Everyone is watching oil. They’re watching the wrong commodity.

4mo agoRead →
Daily DropApr 2, 2026

LikeFolio Weekly Roundup: Quantum and Crypto Collidew post

Plus: Tesla’s Q1 delivery numbers are in – here’s what we’re watching now...

4mo agoRead →
Daily DropApr 1, 2026

Google Just Did Bitcoin a Huge Favorw post

I called Landon yesterday about the Google quantum warning...

4mo agoRead →
Daily DropMar 23, 2026

The Monday Rally Is Becoming a Pattern — And the Market Is Starting to Expect It

In the depths of the financial crisis, traders learned a simple rule: don’t fight the Fed. A new version is taking shape.

5mo agoRead →
Daily DropMar 20, 2026

LikeFolio Weekly Roundup: This Is What Real Momentum Looks Like

Tesla tightens control, Bitcoin breaks through, and the next wave starts to take shape...

5mo agoRead →
Daily DropMar 18, 2026

Five Below’s Comeback Is Real... But Timing the Next Move Matters

Consumers spotted the turnaround early, and the stock doubled after the signal. Now, with shares extended and earnings ahead, the next opportunity may come from patience, not chasing.

5mo agoRead →
Daily DropMar 16, 2026

March Madness Just Became Robinhood’s Moment ($HOOD)

March Madness always brings a surge in sports betting. This year something new is showing up in the data.

5mo agoRead →
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