The Daily Drop · 50 issues sent

What consumers are actually doing, every market morning.

The Daily Drop is the free morning briefing. Real consumer behavior — purchases, downloads, brand momentum — translated into the stock-level signals Wall Street hasn't caught up to yet. Read every issue the Swans have ever sent.

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Daily Drop · LatestMay 27, 2026 · Today

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...

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Archive
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.

5d 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

6d 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.

8d 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...

8d agoRead →
Daily DropMay 15, 2026

LikeFolio Weekly Roundup

he Next Great Tech Race May Be Won in Orbit

12d 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...

13d agoRead →
Daily DropMay 8, 2026

LikeFolio Weekly Roundup: The Moats Are Getting Wider

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

2w 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...

2w agoRead →
Daily DropMay 6, 2026

GOOGL: We bought the high...

We're glad we did!

3w agoRead →
Daily DropMay 5, 2026

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

We're not kidding.

3w agoRead →
Daily DropMay 4, 2026

Amazon (AMZN) just unlocked billions in TAM

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

3w agoRead →
Daily DropMay 1, 2026

LikeFolio Weekly Roundup: $725B AI Surge

The biggest players just raised the stakes again...

3w agoRead →
Daily DropApr 30, 2026

LikeFolio: Derby Week Lessons

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

3w 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!

4w 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...

4w agoRead →
Daily DropApr 17, 2026

LikeFolio Weekly Roundup

From Peptides to Satellites, Our Playbook Is Working

5w 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.

5w 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?

6w 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.

6w 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.

6w 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.

6w agoRead →
Daily DropApr 9, 2026

The New SpaceX Play?

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

6w 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.

7w 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.

7w agoRead →
Daily DropApr 6, 2026

The Helium Trade Nobody’s Talking About

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

7w 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...

7w agoRead →
Daily DropApr 1, 2026

Google Just Did Bitcoin a Huge Favorw post

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

1mo 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.

2mo 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...

2mo 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.

2mo 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.

2mo agoRead →
Daily DropMar 13, 2026

LikeFolio Weekly Roundup: HIMS Roars Back

Plus: Nuclear fuel meets AI, Bitcoin flexes its strength, and more...

2mo agoRead →
Daily DropMar 10, 2026

The Cruise Stock Wall Street Is Missing

Oil prices are spiking. Geopolitical chaos is dominating headlines. And cruise stocks are getting punished across the board. But here's the thing...

2mo agoRead →
Daily DropMar 6, 2026

LikeFolio Weekly Roundup: From Bitcoin’s Bounce to the AI Land Grab

Bitcoin rebounds. Tesla expands its AI ambitions. And Big Tech fights for AI dominance...

2mo agoRead →
Daily DropMar 5, 2026

We called it. Now here's what comes next.

Monday we said buy the fear. BTC ripped 17%. Stocks erased the selloff. Iran is quietly reaching out for peace talks. Full breakdown inside.

2mo agoRead →
Daily DropMar 2, 2026

The Iran Dip-Buyer's Playbook

Everyone's leaning one way. History says lean the other.

2mo agoRead →
Daily DropFeb 27, 2026

LikeFolio Weekly Roundup: NVDA, META, RR

Nvidia (NVDA) earnings were front and center this week as the market bet on the future of AI....

2mo agoRead →
Daily DropFeb 26, 2026

The hidden plays from NVDA earnings call

Two buried details from the Q4 earnings call reveal where the next wave of AI profits may come from — and which stocks are best positioned to ride it.

2mo agoRead →
Daily DropFeb 24, 2026

Bitcoin Is Predicting Something Nobody's Ready For

Everyone's modeling inflation. What if the biggest asset in crypto is quietly pricing in the most insane deflation the world has ever seen?

3mo agoRead →
Daily DropFeb 20, 2026

LikeFolio Weekly Roundup: TSLA, BTC & DASH

Plus how $AMZN overtook $WMT

3mo agoRead →
Daily DropFeb 19, 2026

The Humanity Moat: Why the Most Hated Stock in Online Advertising Might Be Its Biggest Winner

AI is flooding the internet with synthetic content. One beaten-down platform owns something algorithms can't fake, and Wall Street is completely missing it.

3mo agoRead →
Daily DropFeb 18, 2026

Bitcoin's "Crash" -- The Setup of a Lifetime?

Here's Why Gold Signals the Next Boom

3mo agoRead →
Daily DropFeb 13, 2026

LikeFolio Weekly Roundup: SHOP, LEU & SOUN

A wild week on Wall St as earnings start to heat up... let's dive in.

3mo agoRead →
Daily DropFeb 12, 2026

A Letter From 2031.

You wake up. It's a Tuesday in February 2031.

3mo agoRead →
Daily DropFeb 10, 2026

McDonald's Earnings Preview: The K-Shaped Menu

MCD reports Q4 Wednesday. The stock is near all-time highs, but our consumer data tells a more nuanced story — one that mirrors the widening fault line running through the entire U.S. economy.

3mo agoRead →
Daily DropFeb 9, 2026

The Trump Crypto Cheat Sheet:

Every Token the First Family Benefits From Going Higher

3mo agoRead →
Daily DropFeb 6, 2026

LikeFolio Weekly Roundup

Feel like the sky is falling? No need for panic. Landon and I walk through how we are approaching market fear and turmoil in this week's Founders Call -- we're also diving deep into 2 stocks facing major pain: HOOD and HIMS -- don't miss!

3mo agoRead →
Daily DropFeb 4, 2026

Is Nike Getting Its Cool Back?

The latest data shows a massive shift in sentiment and demand from consumers for Nike. Are we finally calling a turnaround?

3mo agoRead →
Daily DropFeb 2, 2026

The Great Silver Scramble

What's happening with hard assets, and what we're watching next...

3mo agoRead →
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