Just in the last 24 hours:
- Trump skips his own son's wedding
- JD Vance + Hegseth race back to the White House
- Chief of Staff posting videos of B-2 bombers
...something MASSIVE must be about to happen
What is going on??!!!!!
$HOOD has officially filed with the SEC to launch a second venture fund.
Robinhood keeps pushing deeper into private markets as it expands beyond trading into broader financial access.
Index funds are for staying wealthy, not for building wealth.
If you're under 30, you should be hunting for 10x growth stocks, not 8% returns.
Agree or Disagree?
LIME JUST FILED FOR ITS IPO
The electric scooter and bike rental company filed Friday under its corporate name Neutron Holdings.
The growth story:
• 2023 revenue: $521M
• 2024 revenue: $686.6M
• 2025 revenue: $886.7M
• Surpassed 1 billion lifetime trips in 2025
• Operations: ~230 cities across 29 countries
• Founded in 2017, backed by Uber
The profitability problem:
• 2025 net loss: -$59.3M
• Q1 2026 net loss: -$61.3M (already wider than all of 2025 in one quarter)
• SEC filing flags risks including "history of net losses" and inability to "achieve or maintain profitability in the future"
Context: Lime's competitor Bird went public, then filed for bankruptcy in 2023. The path to profitability in micromobility has been brutal.
CEO Wayne Ting in his letter to investors said the IPO is meant to fund continued growth.
Costco CEO Ron Vachris commented on yesterday's earnings call that the Company is “being creative” with real estate projects
Recent new clubs that opened in "refurbished" former Lowe's stores in Canada and a former hypermarket in France enabled $COST to secure good sites and w/lower capital investment
But Costco actually has long dabbled with adaptive reuse and repurposed real estate
Examples of Costco adaptive reuse projects including:
▪️ Backfills of multiple former Sam's Club as new Costco Business Centers
▪️ The repurpose of a former Amana refrigerator distribution warehouse as a club in Iowa
▪️ A Brownfield site redevelopment in Mexico City that was transformed its largest Mexican club; and
▪️ The use of a former Toys R Us Big Box store to test a new "Home Showroom" concept
Costco spots a recession before economists do.
When members shift from beef to chicken, then to canned tuna, something in the economy is bending.
You don't need a model. You need a checkout counter and millions of members with long memories.
my life changed the moment an old mentor told me this:
“stopping your worst habit would change your life way faster than starting your best habit…
fix the leak before filling the bucket.”