👟 “Dad Shoe Destiny” — New Balance’s renaissance. Ulta’s Warren Buffett win. Sports Betting vs. Stock Investing.

👟 “Dad Shoe Destiny” — New Balance’s renaiss...

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🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure

Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia’s Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China’s Nio is out-innovating Tesla… because it doesn’t charge batteries, it swaps ‘em.Plus ...  Show more

 . 22min 59sec
🌝 “Post-Swift Era” — Ticketmaster’s Google moment. Calvin Klein’s JFK Jr miss. Trump’s Iran TACO? +Beyond Meat’s rename

Stagflation had entered the chat… But the President reversed everything with a tweet.Calvin Klein’s is viral thanks to FX’s “Love Story” about JFK Jr and CBK… but Calvin wasn’t ready.Live Nation doesn’t have to sell Ticketmaster… so is $LN the next $GOOG?Plus, Beyond Meat’s got a ...  Show more

 . 22min 18sec

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