TOGETHER WITH

This should come as a shock to absolutely no one, but Zuck has ripped off one of its competitors.

Enjoy the next 4 minutes and 30 seconds of blue-chip news and commentary.

Keep on snapping necks and cashing checks,

– tyler

Honestly, it can’t be any worse than the Threads app…

Meta $META ( ▼ 2.33% ) just launched a new standalone app that it will shove down your throat without consent. Meet Meta AI (super original, you guys). Think: Zuck’s ChatGPT ripoff.

The imaginatively named app was previously tucked inside Facebook, Instagram, and WhatsApp. You know, where it should have stayed…

The move checks out. Zuck’s got a history of copying other people’s homework. See: Reels and Threads.

Same, same, but different…

On the surface, the app will feel a whole lot like every other AI chatbot. Think: “How can I help you today?” followed by a chat convo straight out of AOL Instant Messenger but with more hallucinating and fewer away messages.

But Zuck has got a major advantage: he knows everything about you, and he has no problem using it to his advantage. Since you’ll sign in with your Meta account, the app will already know a ton about you (… like how you regularly leave flame emojis in IG models’ comments).

And did you really think Zuckerbot wasn’t going to integrate social aspects into the app? There will be an explore page where you can share how you’re using AI with your friends (ok, this is kinda cool). The thought here is that Meta could facilitate viral or trending AI use cases, aka keep you on the app more…

The AI chatbot wars are going to be so good… well, until they become sentient, combine forces, and turn on the human race…

Mark Cuban delivered local papers, Warren Buffett sold packs of gum, Richard Branson bred parakeets… Today’s wealthiest business leaders started their entrepreneurial journeys at a young age.

And Dan Novaes’ story is no different.

From selling Pokémon cards at the age of 7 to founding Mode Mobile, Dan’s EarnPhone has led to over $325M in savings for over 45M users worldwide. His company was ranked the #1 fastest-growing software company in 2023 by Deloitte and plans are underway for a potential IPO on the Nasdaq (ticker: MODE).

From humble beginnings to generating over 32,481% revenue growth from 2019-2022, Mode Mobile is on the verge of disrupting a $1 trillion industry. But the opportunity to invest in Mode’s vision at $0.26/share is closing.

Last chance – invest at $0.26/share before price changes on 5/1.

*Ad disclosures below

+ Who’s going to tell POTUS that Jeff Bezos isn’t the CEO of Amazon anymore?

Jeffrey Commerce got hit with the “I’m not mad, I’m disappointed” from President Trump on Tuesday. Trump called Bezos to share his displeasure with Amazon’s $AMZN ( ▼ 0.15% ) reported plan to display US tariff costs on its product listings.

AMZN later clarified that the plan was floated by the team at its Temu competitor, Amazon Haul. And, as you might have already guessed, they backpedaled and said there was no plan to show tariff costs like a local diner with a handwritten sign highlighting how much eggs cost these days.

+ “I’m in a glass case of emotion.” - Hims & Hers investors

Ozempic isn’t the only thing that’ll put blood in your stool. Being a Hims $HIMS ( ▼ 1.46% ) investor will too. The stonk has been insanely volatile in the year of our lord 2025. Shares mooned on news that it would offer knock-off semaglutide and got rekt when shortages ended and big pharma re-gained its exclusivity.

Well, yesterday, shares spiked on news that it would partner with Novo Nordisk $NVO ( ▲ 4.72% ) to sell Wegovy (the real stuff). Earlier this month, it began selling Eli Lilly’s Mounjaro.

+ POTUS pumped the brakes on (some) auto tariffs. On his 100th day in office (do you think everyone dresses up like 100-year-olds like they do at my kid’s daycare?), the President offered some relief by ensuring tariffs don’t stack (think: you don’t get taxed on the steel in the car and the finished car itself). Oh, and there will be a parts-related reimbursement of up to 3.75% of the value of a US-made car (as long as it’s assembled stateside).

+ F*ck our lives…

+ If nothing else, Snap $SNAP ( ▲ 2.59% ) is consistent. The stock cratered after hours following a decent quarterly report and a warning about “tariff headwinds.” Instead of giving piss poor guidance, it just pulled its outlook altogether, which kinda feels worse. Snap has exposure to lots of the brands that will be impacted by the changes to the de minimis exemption that goes away Friday (spoiler: I am talking about Shein and Temu).

+ Don’t call it a comeback… because it isn’t (yet).

Things you don’t want your CEO to say: “Our financial results don’t yet reflect our progress.” Starbucks $SBUX ( ▲ 2.55% ) had another brutal quarter, missing on the top and bottom lines. Sharpies ain’t cheap, you guys.

It was the fifth straight quarter of sales declines. But CEO Brian Niccol promises that the Dunkin for people who think they’re better than you has momentum and is moving in the right direction. Whatever you say, dude…

+ The good news is that Super Micro provided (preliminary) results. The bad news is that they were absolutely horrendous.

+ US stocks “swung between positive and negative territory on Tuesday, but finished the trading day firmly in the green as investors fielded a rush of fresh earnings reports and digested a much-needed tariff reprieve for automakers.” (Yahoo! Finance)

+ The 10-year yield “fell on Tuesday as investors looked ahead to a slew of economic data this week.” (CNBC)

+ Oil “fell about 2% to a two-week low on Tuesday as investors braced for OPEC+ to boost output and worried U.S. President Donald Trump’s tariffs would hit the global economy and slow demand for the fuel.” (Reuters)

+ Bitcoin “edged slightly higher on Tuesday, steadying after a sharp rebound in the past week as sustained ETF inflows, more coin purchases by Michael Saylor’s Strategy, and positive comments on U.S. regulation boosted crypto markets.” (Investing.com)

⏪ Yesterday…

+ SoFi, PayPal, Spotify, Coca-Cola, Pfizer, UPS, Altria, S&P, General Motors, Honeywell International, BP, Kraft Heinz, HSBC, Royal Caribbean, AstraZeneca, American Tower, Hilton, Sherwin-Williams, Ecolab, JetBlue, Corning, and Brinker International reported before the bell

+ Visa, Starbucks, Booking, Snap, First Solar, Fair Isaac, Mondelez, Seagate, and W.P. Carey dropped earnings after hours

+ Meta Platforms held its first-ever LlamaCon event

⏩ Today we’re keeping an eye on…

+ Caterpillar, ADP, Garmin, Etsy, GE Healthcare, Wingstop, UBS, Humana, Western Digital, TotalEnergies, Yum China, GSK, and Brookfield report before the bell

+ Microsoft, Meta, Robinhood, Qualcomm, VICI, eBay, Coca-Cola, KLA, Sprouts, Teladoc, Confluent, Enovix, Cheesecake Factory, Albemarle, Crown Castle, Equinix, Canadian Pacific Kansas City, Public Storage, and Aflac drop earnings after the bell

+ The core PCE price index report for March will be released

Yesterday, I asked, “Who would win?”

50.20% of you said 100 men. An absolute barn burner.

Here’s what some of you guys had to say…

Before we get to today’s question…

I’ll give you a $10 Chick-fil-A gift card just for referring your friends.

Here’s today’s question…

Never forget…

Oh, and one more thing…

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.

Advertiser Disclosures

*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

*Please read the offering circular and related risks at invest.modemobile.com.