🗓️ This Week in The Markets
Macro/Market News
The Trump administration has announced plans to ban large institutions from investing in single-family homes, causing declines in the stock prices of companies like Apollo Global Management ($APO ( ▼ 5.41% )), Invitation Homes ($INVH ( ▼ 4.69% )), and Blackstone ($BX ( ▼ 6.01% )).
China is expected to approve the purchasing of Nvidia ($NVDA ( ▼ 0.64% )) H200 GPUs as soon as this quarter. This would be huge for virtually every company in the semiconductor space!
President Trump claimed that Venezuela would soon send tens of millions of barrels of oil to the United States, as his administration works on a plan to assume control of Venezuelan oil assets.
Company Specific News
Warner Bros. Discovery ($WBD ( ▼ 0.37% )) has once again urged shareholders to reject the revised Paramount Skydance ($PSKY ( ▼ 2.7% )) hostile takeover bid, citing lower risk, better terms, and better value from the Netflix ($NFLX ( ▼ 1.59% )) proposal.
Google’s parent company, Alphabet ($GOOG ( ▼ 0.13% )), has surpassed Apple ($AAPL ( ▼ 1.52% )) in market cap for the first time in more than 5 years, making it the second most valuable Magnificent 7 company!
Alaska Airlines ($ALK ( ▼ 6.02% )) just submitted its largest order to date to Boeing ($BA ( ▼ 2.04% )) for more than 100 aircraft. These will help fuel the company’s growth following the Hawaiian Airlines acquisition.
Retail Deep Dives Revisited
Over the past couple of months, we’ve done quite a few deep dives, so we figured now would be a great time to revisit the performance of our calls:
Aritzia ($ATZ.TSX ( ▼ 0.25% )), covered on November 1st, is up 31.06%.
Betting Against Retail (Short $XRT ( ▼ 0.02% )), covered on November 10th, is down 12.28%.
Victoria’s Secret ($VSCO ( ▼ 2.23% )), covered on November 15th, is up 87.80%.
Lululemon ($LULU ( ▲ 0.55% )), covered on December 10th, is up 9.03%.
Target (Short $TGT ( ▲ 0.11% )), covered on December 10th, is down 11.52%.
American Eagle ($AEO ( ▼ 1.06% )), covered on December 10th, is up 11.01%.
Amer Sports ($AS ( ▲ 0.48% )), covered on December 27th, is up 1.82%.
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Quarterly recaps of the most prevalent public companies in hauls (Beginning at the end of Q1 2026).
More features and data are being added every week!
🛒 What the Haul?
Out of 340 TikTok hauls analyzed, these companies appeared the most:
Shein - 33 Appearances (9.7%)
Zara - 30 Appearances (8.8%)
Victoria's Secret - 24 Appearances (7.1%)
Hollister - 23 Appearances (6.8%)
Lululemon - 18 Appearances (5.3%)
Brandy Melville - 17 Appearances (5%)
H&M - 17 Appearances (5%)
Sephora - 17 Appearances (5%)
Ugg - 15 Appearances (4.4%)
Rhode - 12 Appearances (3.5%)
Target - 11 Appearances (3.2%)
Chanel - 11 Appearances (3.2%)
Louis Vuitton - 11 Appearances (3.2%)
Bershka - 10 Appearances (2.9%)
Garage - 10 Appearances (2.9%)
Pink - 10 Appearances (2.9%)
Dior - 10 Appearances (2.9%)
Edikted - 9 Appearances (2.6%)
Coach - 9 Appearances (2.6%)
Free People - 8 Appearances (2.4%)
Charlotte Tilbury - 8 Appearances (2.4%)
Juicy Couture - 8 Appearances (2.4%)
Aritzia - 8 Appearances (2.4%)
Adidas - 8 Appearances (2.4%)
Bath & Body Works - 8 Appearances (2.4%)
Nike - 8 Appearances (2.4%)
Skims - 7 Appearances (2.1%)
Cider - 7 Appearances (2.1%)
Pandora - 7 Appearances (2.1%)
American Eagle - 6 Appearances (1.8%)
New Balance - 6 Appearances (1.8%)
Amazon - 6 Appearances (1.8%)
Princess Polly - 6 Appearances (1.8%)
Gucci - 6 Appearances (1.8%)
Tory Burch - 6 Appearances (1.8%)
Cotton On - 6 Appearances (1.8%)
PacSun - 6 Appearances (1.8%)
Alo - 6 Appearances (1.8%)
Morphe - 6 Appearances (1.8%)
iPhone - 6 Appearances (1.8%)
Primark - 6 Appearances (1.8%)
Aerie - 6 Appearances (1.8%)
Apple - 6 Appearances (1.8%)
Abercrombie & Fitch - 5 Appearances (1.5%)
Sol De Janeiro - 5 Appearances (1.5%)
Miu Miu - 5 Appearances (1.5%)
Rare Beauty - 5 Appearances (1.5%)
Hello Kitty - 5 Appearances (1.5%)
Dove - 5 Appearances (1.5%)
Burberry - 5 Appearances (1.5%)
Key Takeaways
Pajama sets and fragrance continue to be some fan-favorite items from Victoria’s Secret ($VSCO ( ▼ 2.23% )), driving the insane levels of adoption that we’ve seen for the past couple of months.
Comfort staples, like hoodies, sweatpants, and pajamas are pushing Holister ($ANF ( ▲ 0.82% )) back up the charts.
Scuba hoodies, Define jackets, and leggings of various colors were all wish-list items from Lululemon ($LULU ( ▲ 0.55% )) this holiday season!
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🤖 This Week in AI
Amazon ($AMZN ( ▼ 0.01% )) is reportedly rolling out Alexa.com, which seems like it will be the company’s first move into the consumer large language model space.
Hyundai ($HYMTF ( ▼ 7.44% )) claims that it will begin using Boston Dynamics robots within its factories in 2028, which is a huge move for the embodied AI space!
OpenAI is reportedly eyeing Pinterest ($PINS ( ▲ 1.71% )) as an acquisition target. If an acquisition were to be made, Pinterest would be profoundly helpful to the development of image and video models for OpenAI.
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Disclaimer: The information provided in this newsletter is for general informational purposes only and does not constitute individual investment, legal, accounting, or tax advice. Nothing in this newsletter is intended to be or should be construed as individualized investment advice. All content is of a general nature and solely for educational and illustrative purposes.