🔔 The Opening Bell

Good morning—Happy July 4th. Today, we have a shorter edition, but don’t miss tomorrow’s full guide to alternative investing in 2025.

Markets closed strong: Nvidia hit $3.89T, just behind Apple. But next week brings earnings, inflation data, jobs reports, and Trump’s tariff deadline—any one of them could jolt the rally.

And in China, Pop Mart plunged 12% after state media took aim at “dopamine investing” in toys and trading cards.

😏 Reddit’s Most Talked-About Stocks This Week

If you had to guess the top 5 stocks that Reddit’s talking about right now, which ones would they be?

We’ll give you #2 and #4: $GME ( ▼ 1.5% ) and $RDDT ( ▼ 1.45% ).

AltIndex shows that 4 out of 5 of these are dropping in price—but that #3 is rising.

Think you know what they are? Or tired of thinking about it?

📰 Market Headlines

Wall Street rallied in Thursday's shortened trading session, with the S&P 500 and Nasdaq closing at record highs.

  • The Dow jumped 0.8% along with the S&P 500, and the Nasdaq climbed 1%.

  • Nvidia shares record close vaulted the company to a $3.89 trillion market cap, just shy of overtaking Apple as the most valuable company in history.

💥 Pop Mart fell 12.1% after China’s People’s Daily criticized the “blind-box economy” in the name of protecting children. Some Labubu dolls have resold for over $170,000 on the secondary market. Why China’s cracking down, and how fans defend Pop Mart →

✈️ Airlines hit turbulence before the holiday. United and JetBlue urged the DOT to dismiss Spirit Airlines’ complaint over their “Blue Sky” pact. Meanwhile, a French air traffic controller strike canceled 1,500+ flights in Europe.

🧾 Earnings and economic data are piling up next week:
Levi’s, Delta, and WD-40 report. Consumer credit, wholesale inventories, and FOMC minutes drop. Trump’s tariff pause ends Wednesday—here’s what could happen →

🏛️ The “Big, Beautiful Bill” passed the House again after overnight drama. Hakeem Jeffries spoke for 8+ hours, but Republicans flipped just in time for Trump’s July 4 deadline. Inside the 11th-hour vote flip—and what’s next →

😱 Fear and Greed Index

🧠 Make yourself heard

🔍 Big Signals: What Smart Investors Are Watching This Week

🐦 X Marks the Spot—Twitter Rundown

  1. Bitcoin ETF leapfrogs the pack.

    BlackRock’s Bitcoin ETF just became its 3rd biggest revenue-generator—after only 18 months. See the record it just broke by 5x →

  2. Figma’s IPO is packed with power plays
    Figma’s S-1 just dropped—and it’s calling out AI as a risk. Plus, the founder holds Meta-level voting control. Breakdown here →

  3. Q2 layoffs just hit a post-2020 record
    US layoffs remain elevated, with 744K job cuts so far this year. See the yearly comparison →

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🎤 What you said last time

Tariffs should only be used on materials we don't want (lead, PFAs, etc.) or on individual firms as a punishment for breaking laws or significant negative externalities for US consumers (fast fashion comes to mind).”

📢 We want to hear from you

We love hearing from you, and we deeply appreciate your feedback.

📺 What to watch today

That’s all for today. Did I miss anything? Smash the reply button to let me know.

Cheers,
Brandon with Stefan & Wyatt

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