The Daily Drop · 376 issues sent

What consumers are actually doing, every market afternoon.

The Daily Drop is our free email, every market afternoon. Consumer behavior (purchases, downloads, brand momentum) translated into the stock-level signals Wall Street has not caught up to yet. Read every issue the Swans have ever sent.

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Daily Drop · LatestOct 10, 2026 · Today

The $250 Bottle That Built LikeFolio

We opened a $5,000 bourbon on stage in Vegas. Here's why.

Read this issue→

LikeFolio Weekly Roundup: Tesla Owners Just Got a 30% Break

Plus: Amazon puts Alexa+ on tablets, and Google gives AI its own inbox...

1d agoRead →

Daily DropOct 2, 2026

LikeFolio Weekly Roundup: Tesla’s Big October Starts Now

Plus: A 20-year nuclear deal shows just how big Amazon thinks AI can get. Also, don't miss a case study in how to resist catching a falling knife (NKE)

8d agoRead →

Daily DropSep 25, 2026

LikeFolio Weekly Roundup

Plus: Amazon and Shopify split on AI shopping, while Google goes straight to nuclear power; and a bonus dive on the battle for Football...

2w agoRead →

Daily DropSep 18, 2026

LikeFolio Weekly Roundup: The Latest AI Scare Meets an $8 Billion Reality

Plus: Tesla’s wildest car yet takes the stage Oct. 1...

3w agoRead →

Daily DropSep 11, 2026

Apple's Foldable iPhone Ignites Biggest Keynote Buzz in Five Years

Here's our breakdown of top models, pricing reaction, and whether consumers indicate they will pony up and purchase...

4w agoRead →

Daily DropSep 4, 2026

LikeFolio Weekly Roundup: Robinhood’s Blockchain Is Moving $1.6 Billion a Day

Plus: Tesla’s Cybercab hits the road with real riders – and Bitcoin just flashed a signal Andy’s been waiting years to see...

5w agoRead →

Daily DropAug 28, 2026

LikeFolio Weekly Roundup: Tesla’s $5K Cybertruck Bet

Plus: Google’s $692 billion selloff and Amazon’s 2 million-GPU expansion...

6w agoRead →

Daily DropAug 21, 2026

Washington Just Gave Bitcoin Its Best Week of the Year

Here's what to watch next...

7w agoRead →

Daily DropAug 14, 2026

LikeFolio Weekly Roundup: Tesla + Google’s $34 Trillion Prize

Plus: Amazon already has 1 million robots working behind the scenes...

1mo agoRead →

Daily DropAug 7, 2026

LikeFolio Weekly Roundup: Costco's Digital Aisle Is Pulling Ahead

Plus: Tesla's chip factory and a bigger robotaxi map, Alphabet's new chief scientist, and Amazon's follow-through.

2mo agoRead →

Daily DropJul 31, 2026

LikeFolio Weekly Roundup: What Robinhood and Amazon Just Told Us

Plus: Our latest read on Tesla's AI future and Google's massive infrastructure buildout...

2mo agoRead →

Daily DropJul 24, 2026

LikeFolio Weekly Roundup: A Peptide Win for Hims

Plus: our read on Tesla and Alphabet after a rough earnings week, and the early data on Amazon before next Thursday's report.

2mo agoRead →

Daily DropJul 22, 2026

The weirdest market signal you'll see all year

One signal flipped red this morning.

2mo agoRead →

Daily DropJul 20, 2026

Our biggest position ever reports Wednesday

Tesla and Alphabet report this week — and we already scored every print.

2mo agoRead →

Daily DropJul 17, 2026

LikeFolio Weekly Roundup

Check out a Core Conviction deep dive, plus our latest read on Tesla, Amazon and Alphabet ahead of earnings

2mo agoRead →

Daily DropJul 14, 2026

A 92 LF score... on a stock I'd never heard of

I had to ask our AI what this company even does.

2mo agoRead →

Daily DropJul 10, 2026

Malls, beer, and health insurance: your July Main Street Gut Check

Don't miss 9 themes on where the American consumer is actually spending, pulled from real demand across our universe. PLUS: viral robot hands, PepsiCo's fight against GLP-1s, and Robinhood's big moment...

3mo agoRead →

Daily DropJul 2, 2026

LikeFolio Weekly Roundup

Tesla's Delivery Beat, a Record Prime Day, Google Joins the Dow

3mo agoRead →

Daily DropJun 29, 2026

McDonald's (MCD): Even "squeezed" consumers are Lovin It

A 21% selloff says the low-income squeeze is winning. Our demand data, and the consumer's own wallet, say the story is turning.

3mo agoRead →

Daily DropJun 26, 2026

LikeFolio Weekly Roundup: Another Meme Frenzy and a Surprising Theme Emerging

Plus -- don't miss this week's founders call, where Andy explains why we are still pounding the table on a core conviction stock...

3mo agoRead →

Daily DropJun 18, 2026

LikeFolio Weekly Roundup

The longevity theme is on fire. HIMS Is Surging. Here's How We Saw It Coming — And What You May Have Missed This Week

3mo agoRead →

Daily DropJun 12, 2026

LikeFolio Weekly Roundup: SpaceX Changes the Conversation

Meanwhile, Tesla expands autonomy, Amazon monetizes infrastructure, and Google spends big on AI...

4mo agoRead →

Daily DropJun 8, 2026

Trade Alert: New Defense Playbook is Live

Plus, WWDC kicked off today and Apple's entire AI strategy is on the line. Here's why all eyes are on AAPL...

4mo agoRead →

Daily DropJun 5, 2026

LikeFolio Weekly Roundup

ICYMI: Check out a Core Conviction spotlight on the most contrarian name in our portfolio and a Bitcoin update from Andy

4mo agoRead →

Daily DropJun 2, 2026

A Trillion-Dollar Robot Cycle, a Telehealth Land Grab, and Why We're Still Stacking Bitcoin

Watch this week's Founders Call featuring an important Bitcoin Update. Plus 2 posts you might have missed from last week...

4mo agoRead →

Daily DropMay 29, 2026

LikeFolio Weekly Roundup: The Winners Keep Winning

Three infinite holds. Three more reasons to stay bullish. Plus: What’s going on with Bitcoin?

4mo agoRead →

Daily DropMay 27, 2026

We Just Doubled Our Money on a Space Stock in 13 Days...And Our Next Pick Is In!

Plus: Did Robinhood just make the most aggressive AI bet in retail finance? Here's what we're watching...

4mo agoRead →

Daily DropMay 22, 2026

LikeFolio Weekly Roundup

Quantum Stocks Just Exploded. Here's Who Actually Has Upside Left. Also: The Next Digital Empire — SpaceX, Amazon, and Google Are Building It Now.

4mo agoRead →

Daily DropMay 20, 2026

New Playbook Added: Middle Class Squeeze

The Average Joe Is Trading Down — We Expect These 3 Stocks to be Impacted

4mo agoRead →

Daily DropMay 19, 2026

Billionaires Are Buying the SaaS Dip

Our data says two of their picks are wrong. Plus: a $9 stock with 142% upside, and Andy breaks down Target ahead of earnings.

4mo agoRead →

Daily DropMay 18, 2026

McKinsey Just Called a Tipping Point. Our Data Called It First.

We're breaking down three quantum names to add to your watchlist. Plus: credit card stress just hit 2008 levels...

4mo agoRead →

Daily DropMay 15, 2026

LikeFolio Weekly Roundup

he Next Great Tech Race May Be Won in Orbit

4mo agoRead →

Daily DropMay 14, 2026

LikeFolio Founders Call: SPACE

This MegaTrend is heating up right now, and the next major catalyst is only weeks away. Here's what we're watching...

4mo agoRead →

Daily DropMay 8, 2026

LikeFolio Weekly Roundup: The Moats Are Getting Wider

Also -- two of our top AI plays are now working together...

5mo agoRead →

Daily DropMay 7, 2026

Trade Alert: Closing Core Conviction Position

We're locking in a near 5x gain today and taking risk off the table...

5mo agoRead →

Daily DropMay 6, 2026

GOOGL: We bought the high...

We're glad we did!

5mo agoRead →

Daily DropMay 5, 2026

Nvidia (NVDA) just found a gigawatt of compute hiding in your neighbor's garage

We're not kidding.

5mo agoRead →

Daily DropMay 4, 2026

Amazon (AMZN) just unlocked billions in TAM

Here are implications for $FDX $UPS $SHOP...

5mo agoRead →

Daily DropMay 1, 2026

LikeFolio Weekly Roundup: $725B AI Surge

The biggest players just raised the stakes again...

5mo agoRead →

Daily DropApr 30, 2026

LikeFolio: Derby Week Lessons

Here's how our Kentucky roots give a major boost to our trading strategies...

5mo agoRead →

Daily DropApr 27, 2026

SPOT: If You Can't Beat 'em, Join 'em

Spotify reports earnings tomorrow -- and it's ramping up its music discovery strategy with the most powerful AI around. Check it out!

5mo agoRead →

Daily DropApr 23, 2026

TSLA just bet $25 billion on itself

This strategy has logged +1,800 in gains – and it’s running again...

5mo agoRead →

Daily DropApr 17, 2026

LikeFolio Weekly Roundup

From Peptides to Satellites, Our Playbook Is Working

5mo agoRead →

Daily DropApr 16, 2026

All-Time Highs During a War. Let That Sink In.

The S&P 500 and Nasdaq just hit record highs. During a naval blockade. Here is what the consumer data says about what comes next.

5mo agoRead →

Daily DropApr 15, 2026

The Most Dangerous Number in Earnings Season

The S&P 500 is green for 2026. The Nasdaq just logged its best nine-day run on record. Now what?

5mo agoRead →

Daily DropApr 14, 2026

The $38,500 Car That’s Beating $10,000 Competitors

Tesla just outsold every vehicle in China. Every EV. Every hybrid. Every gas car. At 3-4x the price.

5mo agoRead →

Daily DropApr 13, 2026

The Strait Doesn’t Matter Anymore

The Islamabad talks collapsed. The Navy is blockading Iranian ports. Oil is above $100. And the market is flat.

6mo agoRead →

Daily DropApr 10, 2026

LikeFolio Weekly Roundup: Where Power Is Building Now

This week, the market is revealing where the real power is building.

6mo agoRead →

Daily DropApr 9, 2026

The New SpaceX Play?

SpaceX is 10% of the fund. Here is what the other 90% looks like.

6mo agoRead →

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