TOGETHER WITH

Hey there weekday warrior,

Last chance… I’m looking to bring on a part-time writer for 2025. If you think that’s you, apply right now to help me build the best damn newsletter on the internet.

Enjoy the next 4 minutes and 17 seconds of blue-chip news and commentary.

Keep on snapping necks and cashing checks,

– tyler

+ US stocks “were mixed on Monday as Tesla (TSLA) shares resumed a post-election rally and investors looked ahead to Nvidia (NVDA) earnings to test the health of the AI trade.” (Yahoo! Finance)

+ The 10-year yield “finished mostly lower on a lack of major market-moving data on Monday, as market participants weighed the prospects for near-term consolidation in the bond market.” (MarketWatch)

+ Oil “climbed more than $2 a barrel on Monday after news that crude production at Norway's Johan Sverdrup oilfield had been halted, which added to earlier gains stemming from escalation of the Russia-Ukraine war.” (Reuters)

+ Bitcoin “remained near the $90,000 mark on Monday, easing back from record levels reached last week.” (Investing)

+ The three most talked about stocks on WallStreetBets in the past 24 hours were: 1) Nvidia -1.2% 2) Tesla +5.6% 3) Super Micro Computer +15.9% // +39.7% after hours

The market moves you need to know about…

– The fun police (see: DOJ) will decide in the next few days if they plan to sue to block HPE’s $14B acquisition of Juniper Networks. If the Justice Department’s recent track record (read: being more trigger-happy with lawsuits than a billboard attorney) is any indication, the two parties don’t stand a chance. Shares of Juniper were down 2.5% on the day.

+ CVS just made a deal with the devil. The healthcare giant gave activist investor Glenview Capital 4 board seats. Not that it really had a choice… the stock has been on the ropes thanks to rising healthcare costs and some aggressive M&A gone sideways. CVS popped 5.3% on the day.

Could this be the biggest disruption to Smartphones in the past 15 years?

Heads up! There's a new disruptor in smartphones: Mode Mobile. Mode can turn your phone from a cost into an income source — and investors are watching the launch of the company’s pre-IPO offering.¹

Mode saw 32,481% revenue growth from 2019 to 2022, ranking them the #1 overall software company on Deloitte’s most recent fastest-growing companies list. Mode’s flagship product EarnPhone, a budget smartphone, has already helped consumers earn & save $325M+.

Mode’s Pre-IPO offering¹ is live at $0.25/share — 20,000+ shareholders already participated in its previous sold-out offering. There’s still time to get in on Mode’s pre-IPO raise and even lock in 100% bonus shares²… but only until their current raise closes for good. Invest in Mode before their share price changes on 11/22 (and lock in up to 2X bonus stock).*

See full advertiser disclosures below.

Chrome Alone

Sam Altman and OpenAI have the chance to do the funniest thing ever…

You guys remember that time a judge ruled that Google (+1.6%) has a monopoly in the online search market (NOT to be confused with the ad tech antitrust suit brought against it… or the lawsuit that claimed its app store is a monopoly)?

Well, rumor has it the Justice Department has decided what punishment it’ll recommend to the judge who will hand down a decision sometime next summer. And no one is happier than DuckDuckGo right now. The Justice Department wants to force Google to sell its Chrome browser business.

If you’re wondering why that’s a big f*cking deal, it's because Chrome currently controls 61% of the browser market. And the dominance is key to its ad product success. Since you’re browsing within their ecosystem, Google can track your movement and tailor ads more effectively.

Oh, and if the DOJ can pull off the forced divestiture, it could put Google’s AI ambitions in a body bag. Google has been force-feeding us those AI products no one asked for via Chrome.

But wait, there’s more…

Forcing it to offload Chrome isn’t the only way the Justice Dept. hopes to make Google wish it left the search engine biz to AskJeeves. It will also recommend that Google should license its search data to other search engines and allow companies to opt out of having their data hoovered up by Gemini (the AI ecosystem formerly known as Bard).

And just in case Google was still clinging to life… they’ll also ask for separation of church and state between Android and Google. But, look on the bright side, Sundar… it looks like the Dept. won’t force you to sell Android…

Ok, what’s next?

For starters, the case still needs to work through the appeals process. So even if the original ruling is upheld we might not learn Alphabet’s fate until approximately ‘NOW That‘s What I Call Music 97’(we’re currently on 90).

But if the appeal doesn’t go in Google’s favor… and the DOJ decides to pursue a breakup, the funniest thing could happen. Hear me out…

Google Chrome will not be cheap. Which means there will only be a handful of suitors. Many of them, like, say, Meta or Microsoft certainly won’t be allowed to bolt on their biggest competitors’ crown jewel and create their own monopoly.

Which means Chrome will probably get scooped up by a syndicate of PE shops (or Saudi Arabia). But maybe, just maybe, if the stars align, OpenAI will be able to afford Chrome and regulators will do Google dirty one last time.

+ There are a few rules I live my life by 1) Don’t trust a guy with two first names (see: Jake Paul) 2) Never eat gas station sushi or gentlemen’s club buffets 3) Never, ever, fly on an airline with nothing to lose…

In what is the least surprising headline you’ll see this week, Spirit Airlines filed its Chapter 11 paperwork and screamed “I declare bankruptcy.” The discount airline said that it would continue to fly and sell tickets, to which I say “hard pass.”

Spirit was plagued by a perfect storm of events. Like being cucked by the DOJ (Uncle Sam blocked its merger with JetBlue) and a Pratt & Whitney engine recall that grounded flights.

Bigger picture, the airline has been pretty, pretty bad at making money over the past few years. Competition has been running laps around Spirit and it has failed to keep up with changing passenger tastes (think: business class).

+ Bad day to be a pedestrian.

According to Bloomberg, Trump’s transition team has plans to Make Autonomous Driving Great Again. Per “sources”, federal regulation of self-driving cars is a top priority. Probably just a coincidence that one of the President-elect’s biggest donors just debuted a new autonomous Robotaxi.

Shares of Tesla (+5.6%) popped on the day.

+ Everybody has a price. Isn’t that right, BDO?

BDO has signed on as Super Micro Computer’s (+15.9% // +39.7% after hours) auditor, which is arguably the only job worse than being Elon’s Twitter handler. The announcement came as part of a plan submitted by SMCI to retain its listing on the Nasdaq exchange.

The company also pinky-promised that it would release the 10-K and 10-Q it has yet to file… but didn’t give an exact date. While the Nasdaq reviews SMCI’s apology letter, the company will remain listed.

+ Was Mt. Gox not available?

Just when you thought 2024 couldn’t get any weirder… it appears that Trump Media (+16.6%) is in “advanced talks” (which one can reasonably assume means they’re past foreplay and starting to do mouth stuff) to buy crypto exchange Bakkt (+162.4%… no that’s not a typo).

+ Costco’s founder met Jeff Bezos for coffee—his advice helped turn a near-death Amazon into a $2 trillion business. “Hear me out… $1.50 hot dogs.”

+ Here’s how to leverage the 0% capital gains bracket as the price of bitcoin surges. Step #1: Lie to the IRS / Step #2: Profit

🔥 52-year-old billionaire CEO: I’ve woken up at 4:30 a.m. to work on vacations—so I can spend the days with family. Typical dad waking up early on vacation just so he can brag about it and say things like “get to bed early, we got a big day tomorrow.”

FYI, TWC might be compensated if you click on the links above. So, what are you waiting for? Start clicking.

⏪ Yesterday was pretty quiet.

⏩ Today we’re keeping an eye on…

+ Walmart, Lowe’s, Medtronic, and Xpeng report before the bell

+ The Microsoft Ignite Conference gets underway

Yesterday, I asked, “If you had access to the best trainers and a year to prep, would you step into the ring with Jake Paul for $20M (the same amount Mike Tyson was paid)?”

77.2% of you are willing to risk it all and take a fight with Jake Paul.

Here’s what some of you had to say (and my thoughts in italics)…

• Yes: “I'd do it with no prep $20M to get knocked out, yes please”

• Yes: "I don't think for a second I'd win. But for $20M would I publicly enter a ring, meekly hold my gloves against my face, and hope away Jake Paul's punches from my orbital until at some point one connects and sends me into blissful slumber? Yeah. I'd do that.”

• Yes: "As long as I get the same hgh and roid treatment” Deal.

• No: “At 165, I wouldn't make it.” Not with that attitude…

• No: "I’m a lover not a fighter. But here’s the deal, while JP isn’t a world class boxer and would get an a** whooping by any top 25 professional heavyweight, he could seriously hurt me…break my neck, cause brain damage or worse. Then I’d have is a wife with $20M who would just shop, enjoy hot lovers and occasionally wipe the spittle from the corner of my mouth." She might bang some average dudes too…

And here’s today’s question…

But first, some ground rules…

• You become a 9.5, NOT a 10. So you’re not the best in the world. For example, if you choose “throwing a football,” you’re NOT Tom Brady. You’re not even an NFL player. Maybe you can play D2 and impress your friends with a Vortex at the beach.

Bonus questions today…

+ This was my favorite episode of Shark Tank…

🔥 The European mind cannot comprehend this

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

1 Mode Mobile currently has no formal plans for an IPO.

2 A minimum investment of $1,950 is required to receive bonus shares. 100% bonus shares are offered on investments of $9,950+.

3 Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.

Past performance is no guarantee of future results. Start-up investments are speculative and involve a high degree of risk. Those investors who cannot afford to lose their entire investment should not invest in start-ups. Companies seeking startup investment tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Further, investors may receive illiquid and/or restricted stock that may be subject to holding period requirements and/or liquidity concerns.

DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.