Caffeinated Memos
Caffeinated MemosRandom stock ideas I came up with on my fifth cup of coffee
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | caffeinatedmemos.substack.com |
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Recent posts by this newsletter. Browse the email archive.
CM #7: $BKSY and the $151B Golden Dome
It’s been a good month for the Caffeinated Memos series. Last month’s write-up is trading at $182 from initial coverage at $132, up 38%.
CM #6: Wix.com is an AI winner??
Wix.com hasn’t had the easiest year, down almost 40% YTD. Investors have dumped Wix on AI fears, believing vibe-coding platforms like the $1.8B valued Lovable have made the drag and drop website builder outdated.
CM #5: A quick investing tour through the One Big Beautiful Bill
The One Big Beautiful Bill Act, OBBBA for short passed the Senate and the House in time for Trump’s 4th of July deadline. We’re going to do a quick tour through the bill and put together a basket of OBBBA names, from drones to detention fac...
CM #4: The next ad giant is McLovin?
AppLovin might be most controversial name on Wall Street bar Carvana. Short Sellers have chimed in from Muddy Waters, FuzzyPanda, Culper Research. The main reason is the financials seem too good to be true:
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The writers behind this newsletter.
Ideas that seemed brilliant at 2 am (and might make sense at 9 am)
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