Good morning.
We live in strange times. Taylor Swift and Travis Kelce got engaged yesterday, and it meaningfully impacted the stock market.
After that, Cracker Barrel caved to the pressure and switched back to its old logo. The stock pumped.
But all the serious traders will be listening in to Nvidia’s earnings call today after markets close. Will it be a “sell the news” moment no matter how good the numbers might be?
Our partner Windlift is offering the opportunity to invest in a company at the intersection of defense and clean energy:
In partnership with Windlift
Self-powered sensors | Defense contracts | Energy & intel
Windlift isn’t another drone startup or stationary wind farm.
This company builds tethered autonomous aircraft which generate electricity while providing surveillance and communications in remote outposts.
The problem is clear: Remote/hostile environments rely heavily on diesel convoys and fixed infrastructure for power and surveillance. It's all slow, expensive, and vulnerable to attack.
Windlift has created a new class of autonomous airborne system: mobile, resilient, and strategically unmatched. Years of R&D with the Dept. of Defense + Energy have shaped the product into a dual-use asset with real traction.
Windlift builds autonomous airborne systems with self-powered sensors. Think of it as a combination flying windmill and mobile comms hub.
Deal terms
Raise: $50k–$250k via Wefunder
Valuation: $35m pre-money
Security: Preferred equity (with downside protection)
Why we’re interested
Defense contracts: $24m in DOD & DOE contracts already in place
Financial traction: From prototype to $7m+ revenue in just two years.
Dual use case: Energy + intelligence: Solving critical problems for global defense & commercial markets with one system.
This is a niche but strategic company at the intersection of defense and renewable energy.
📰 Market Headlines
Stocks climbed Tuesday as investors digested Trump’s Fed shake-up and looked ahead to Nvidia earnings.
The Dow rose 0.3%, the S&P 500 added 0.4%, and the Nasdaq gained 0.4%.
Nvidia’s earnings call is happening after markets close today, and although a lot of investors think the company will beat expectations, no one knows what the stock will do. $NVDA has a penchant for posting incredible earnings and then immediately selling off as traders take profits. Currently, Wall Street thinks revenue will rise by 53%—and options trading shows that the market expects a ±6% price swing for $NVDA on earnings today, according to Reuters.
Taylor Swift and Travis Kelce got engaged, which set off a flurry of online gambling as people bet on when the couple might have a baby and whether Swift will be the headline performer at the next super bowl. Signet Jewelers $SIG and Brilliant Earth $BRLT stocks both rose on the news as traders seem to be predicting a surge in proposals over the coming months.
Apple’s motto: If you can’t beat ‘em, buy ‘em. Apple apparently considered buying Mistral or Perplexity, two AI companies, likely in a bid to catch up to competitors Google and Samsung in terms of device-based AI technology. $AAPL has been behind in the AI race for a long time, and disappointed investors earlier this year with an underwhelming keynote speech lacking in any AI updates. However, the stock is up 13.9% over the past two months—apparently, iPhones have still got it.
Cracker Barrel has cracked under the pressure. The southern food chain will be reverting back to its old logo after droves of fans on both sides of the political aisle (and the President of the US) voiced outrage at recent branding changes. The stock rose 6% on the news.
Is Kohl's… a legitimate company now? Too early to tell. The stock rose 20% on a huge earnings beat this morning (56 cents/share actual vs. 29 cents/share expected). However, the business’s core issue of falling sales has persisted, and it still doesn’t have a new CEO yet, so investors aren’t convinced of its viability as a long-term investment yet.
MICHAEL BURRY LEVERED UP
The man who called the housing crash isn’t sitting on the sidelines, anymore.
This time, he’s loading into three mega-themes: China, Healthcare, and AI.$UNH for defensive strength.
$META for AI dominance.
$JD and $BABA for China’s rebound.
$ASML for— #Sam Badawi (#@samsolid57)
4:10 PM • Aug 26, 2025
😱 Fear and Greed Index
🪙 Crypto
Trump Media struck a deal with Yorkville SPAC to form a new crypto treasury firm and set up a $6.4 billion CRO token treasury.
Ethereum ETFs pulled in $444 million in a single day, more than double the $219 million that flowed into Bitcoin ETFs.
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🚨 Trending on Reddit
MongoDB (MDB) mentions are up an astounding 2850% on r/WallStreetBets over the past 24 hours. The stock has seen a 32.19% rise in price in the same time period after stellar earnings.
Kohl’s (KSS) mentions are up 676.5%.
UnitedHealth (UNH) mentions are up 400%.
🤫 Insider Trading
Peer-to-peer (p2p) lending is a way for individual investors to earn yield on loans to other individuals. It’s usually safest to use platforms like Prosper to find borrowers, vet them out, and facilitate the loan process. Historical yield from Upstart is at 5.3% currently. P2P lending carries higher risk than some other investments, but offers better returns—and you can invest with less than $100.
📊 IPOs and Earnings
🚚 Market Movers
🎙 What Do You Think?
Will Taylor Swift's engagement keep impacting the market?
🎤️ What you said last time
“The Federal Reserve must be free from political influence or the American dollar will lose its cache.”
🧠 The Missing (Market) Links
Apple, Nvidia, and Broadcom have more R&D expenses than all public European companies combined.
The European Union is proposing the removal of all tariffs on the US in exchange for lower auto tariffs from President Trump.
Hedge fund crude oil bull bets are the lowest they’ve been since 2008.
This man went from earning $4.75 as a pizza delivery driver to owning 270 pizza restaurants, according to CNBC.
📜 Quote of the Day
“Regardless of what happens in the markets, stick to your investment program. Changing your strategy at the wrong time can be the single most devastating mistake you can make as an investor.”
📢 We want to hear from you
We love hearing from you, and we deeply appreciate your feedback.
⭐️ What did you think of today's edition?
That’s all for today. Did we miss anything? Smash the reply button to let me know.
Cheers,
Brandon & Blake of Invested Inc
Thumbnail image: Mike Mozart, Flickr
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