I’m excited to announce a brand new newsletter I’ve been working on.

Pocket List is a free weekly newsletter for residential real estate investors (think: multi-family, single-family, flippers, wholesalers, etc.), with two goals:

You can expect news & insights about the residential real estate market. PLUS, every week, we give away a FREE pocket listing to anyone interested.

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Keep on snapping necks and cashing checks,

- tyler

+ US stocks “rose Monday as Wall Street looked to key artificial intelligence conference and awaited new monetary policy guidance from the Federal Reserve.” (Reuters)

+ The 10-year Treasury yield was “little changed on Monday as investors looked ahead to the Federal Reserve’s March meeting, which could provide clues about the outlook for interest rates." (CNBC)

+ Oil prices “climbed about 2% to a four-month high on Monday on lower crude exports from Iraq and Saudi Arabia and signs of stronger demand and economic growth in China and the U.S.” (Reuters)

+ Bitcoin “rebounded above $67,000 amid pre-FOMC volatility and investor confidence in buying the dip, despite macroeconomic concerns.” (Coindesk)

+ The three most talked about stocks on WallStreetBets in the past 24 hours were: 1) Nvidia +0.7% 2) C3.ai +0.4% 3) Tesla +6.3%

The market moves you need to know about…

+ Oprah’s still got it. Weight Watchers rallied 6.1% in anticipation of an Oprah special about her weight loss journey set to air Monday night. She’s expected to endorse the Weight Watchers Clinic.

+ I’m not sure whose d*ck they had to suck, but EV maker Canoo just got approval to designate a new Oklahoma City facility as a foreign trade zone. The green light means that Canoo can sell cars overseas without paying customs. Shares rose 51.0%.

+ Good news, douchebags… your clubhouse is going to be saved. Rumors were flying on Monday that the members-only club Soho House would be taken private, possibly by CC Capital. Shares mooned 20.9%.

Ah, yes, Google and Apple collabing, what could possibly go wrong?

It appears that Tim Cook is pulling an Apple Car on the AI front too. Instead of, you know, actually innovating, Timmy Technocrat has decided to partner with Google on its AI-powered phones (allegedly).

Rumor has it that Apple is in discussions with Google to license its Gemini general artificial intelligence suite for the iPhone.

The deal makes sense…

Almost too much sense.

You see, Apple’s expected to launch iOS 18 in September. And Tim Cook has talked up the company’s AI integrations. But it isn’t entirely clear if Apple’s internal AI capabilities are up to snuff.

Plus, Samsung already rolled out its AI phone earlier this month.

So, yeah, it’s not surprising they’re willing to make a deal with an established player in the space.

And, of course, Google needs to make Gemini part of the AI conversation again. What better place to start than with Apple? It’s become the laughingstock of the AI game between its failure to launch, rebrand, and image-generator PR nightmare.

Google was the major winner of the day… rising as much as 7% at one point.

Tyler’s take… Sure, this is a BFD for Google. It definitely needs to right the ship. But in all likelihood, it will be one of the major AI players. It will integrate AI into its search engine and continue printing money via its digital ad monopoly.

But the situation could be a bit more make or break for Apple. There are some major concerns about Apple’s position in the AI race, and what it would mean for its stock. Last week, Bloomberg compared an AI-free Apple to Coca-Cola (think: a value stock). I mean, Warren Buffett does like both stocks…

… is probably the best way to describe the Pocket List newsletter.

If the Pocket List looks and feels a lot like The Water Coolest, that’s because I write it…

I partnered with a legend of residential real estate investing game to build a newsletter that aims to keep investors updated on the industry and help them make more money.

Every Thursday, you’ll get…

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+ Nvidia’s scientists were so preoccupied with whether or not they could, they didn't stop to think if they should…

I can’t be sure, but I’m pretty positive Nvidia just rolled out the technology that will usher in the end of the human race as we know it. At the “Woodstock of AI” Nvidia CEO Jensen Huang unveiled the company’s latest line of AI graphics processors.

Its newest generation of chips will be called Blackwell. The GB200 will roll out this year. And it will be a whole lot more powerful than the current Hopper series. I’m not going to pretend to know what a petaflop is, but Blackwell will have 5x the amount of petaflops as the insanely popular H100. Spoiler: it will allow companies to develop even larger and more complex AI models.

But that isn’t the only way Nvidia plans to milk big tech companies dry. Jensen also shared the Nvidia Inference Microservice or NIM. It’s a wildly expensive subscription product that will help companies continue to use the GPUs they already own. And will make it easier to run AI models in-house vs. in the cloud.

NVDA shares didn’t moon on the news. In fact, they fell. This probably speaks to how difficult it’s going to be for Nvidia to impress investors going forward.

+ Good news, horn dogs… the Sports Illustrated swimsuit edition will live on in real life (not just in your spank bank). Minute Media has inked a deal with SI to operate the digital and print editions. Minute already operates sports sites like FanSided and The Player’s Tribune (which it bought from Derek Jeter).

Friendly reminder: Authentic Brands owns SI and had been licensing the rights to the Arena Group. That is, until Arena tried to play hardball and Authentic pulled the plug.

+ Imagine possessing so much and being worth so little. Encyclopaedia Britannica is allegedly looking to IPO at a roughly $1B valuation. Meanwhile, OpenAI be like “we’ll take that.”

+ Tesla hiked prices on its Model Y in the US and Europe… and given the state of affairs in the EV market, I can’t help but think someone fat-fingered a price cut. Prices will rise by ~$1K in the US and more than $2K in Europe. Shares of TSLA moved higher on the news.

+ MrBeast is about to become the Jeff Probst of an entire generation. The YouTuber will launch a reality show called Beast Games in partnership with Amazon MGM Studios. The deal is reportedly worth ~$100M. The show will feature 1k contestants competing for $5M.

Here's what I'm keeping an eye on today...

+ The FOMC meeting gets underway

Yesterday I asked “Do you think the price of the Costco hot dog combo will rise above $1.50 in your lifetime?”

87.1% of you believe that it will. And I think this should replace consumer sentiment surveys.

Here’s today’s question…

The Arizona Cardinals are building two-story private villas behind one of their end zones. So…

Oh, and…

Does this look like the face of a guy you should take financial advice from?

No, it’s the face of an individual who is financially irresponsible/dumb enough to be talked into spending money on a family photo shoot that he could have just done with his iPhone. So, act accordingly...

This is not financial advice. Nothing in this newsletter is an investment recommendation. All content is created for entertainment, educational, or informational purposes only. Do your own research, or do yourself a favor and hire a professional