Hey there weekday warrior,
Here’s what’s on tap today… Super Mario is going to bring back AMC from the brink, Robinhood is about to manage your kids’ free lunch money, and, wait… the top two stories today are AMC and Robinhood? What year is it?
Enjoy the next 3 minutes and 41 seconds of blue-chip news and commentary.
Keep on snapping necks and cashing checks,
Super Smash
Mario putting up box office numbers thicker than Princess Peach…
Nintendo’s $NTDOY ( ▲ 0.14% ) “Super Mario Galaxy Movie” sequel just raked in $372.5M in its box office debut. In case you don’t follow box office stats, that’s a yuge opening (long) weekend for a movie that only cost $110M to make (because, math).
Ok, so why is it only rocking a 42% on Rotten Tomatoes?
Anyway, the real winner this weekend was everyone’s 2nd favorite meme stonk, AMC $AMC ( ▲ 12.5% )…
The chain reported that over 6M moviegoers went to theaters from April 1-5. Which resulted in AMC posting the highest admissions and food & bev revenues in its entire history (think: 106 years).
And Adam Aron hasn’t been this bricked up since 2021.
Understandably, shares mooned 13% yesterday. Friendly reminder: AMC is down bad this year (down 28% before yesterday).
Maybe this’ll make Netflix finally stop raising prices (spoiler: sike)…
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+ Everyone: “So are we getting a ceasefire or are we going scorched earth?”
DJT:
Donny “Praise Allah” Politics kept markets on their toes (so, the usual) yesterday on the whole Iran situation. Turns out mediators in Pakistan, Egypt, and Turkey are pitching a 45-day ceasefire between ‘merica and ‘ran, but #47 wasn’t too, too into it.
Per the Don, “It’s not good enough, but it’s a very significant step.” So it’s looking like Tehran’s got until “Tuesday, 8:00 P.M. Eastern Time!” to decide what’s next…
Oil jumped yesterday (because, duh).
The Treasury Dept. went all “eeny, meeny, miny, moe,” and landed on Bank of NY $BK ( ▲ 1.23% ) and Robinhood $HOOD ( ▲ 1.28% ) to help manage the new Trump accounts (for the children). Vlad & Co. will be developing the app for users to manage tax-deferred investing accounts for their kids born between ‘25-’28. Nick Cannon about to make it rain.
Friendly reminder to BNY that they’ll definitely need to pay up or shut up now. They previously pledged to match #47’s $1k seed money deposit for all their employees. So far, over 4M kids have been signed up for Trump accounts.
Michael Saylor and the rest of the big brain crypto bros over at Strategy $MSTR ( ▲ 6.56% ) just posted a $14.5B unrealized loss for Q1 after Satoshi turned out to be Epstein Bitcoin dropped over 20% in the last 3 months. Friendly reminder: that’s the yugest Q1 drop in “digital gold” prices since 2018.
Surely, that’ll stop him, right? Turns out, nope. Per a new SEC filing, Mikey Strategy bought another 4.8k BTC for a cool $330M last week/this weekend. HODL, brothers.
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> JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets (CNBC) // Jamie D. only writes bangers.
> Tesla cleared by feds in probe of remote self-driving feature (NY Post) // 1 case down, 15 to go…
> Offbeat Wall Street research firm says it sent an analyst to Strait of Hormuz. Here's what they learned (CNBC) // Intern hazing is getting out of control…
> Netflix launches a standalone app for kids’ games (TechCrunch) // Step aside, iPad kids. Netflix kids are here…
> That’s a lot of spending…
Yesterday, I asked, “Who ya got tonight?”
61.9% of you said, “Michigan.” No comment.
Here’s what some of you guys had to say (and my response in italics)…
Michigan: “After the thumping that Michigan laid on Arizona, the supposed number one overall? Gonna happen again tonight to UConn.”
Michigan: “I live in Ann Arbor and am legally required to say GO BLUE at least 3x per day. Also f*ck UConn.”
UConn: “As we have done before UCONN shocks the world with a big win."
UConn: “Michigan is a wagon but for the love of my group chat and those insufferable UofM grads, PLEASE let UConn win!”
Michigan: “I'm an Arizona fan trying to rationalize the biblical ass kicking we received Saturday, but Michigan rag-dolled Arizona who whooped teams UConn barely squeezed past...”
Here’s today’s question(s)…
Now that the NCAA Tournament is wrapped up, what is the next great sporting event?
+ US stocks “advanced on Monday as investors looked for signs of progress toward a U.S.-Iran ceasefire deal and evaluated President Donald Trump's progressively heated threats of escalation should Iran fail to reopen the Strait of Hormuz.” (Reuters)
+ The 10-year yield “held steady on Monday after Friday’s nonfarm payrolls report for March came in stronger than expected.” (CNBC)
+ Oil “jumped to session highs on Monday, after President Donald Trump said Iran "could be taken out" on Tuesday night.” (Reuters)
+ The “smart” money (prediction markets) thinks there’s a 48% chance that Ye is dropped as the headliner at Wireless Festival in London. (Polymarket)
⏩ Today we’re keeping an eye on…
+ Aehr and Levi’s report after the close
+ The New York Federal Reserve will release its 1-Year Inflation Expectations data
Oh, and one more thing…
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