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🔔 The Opening Bell |
If you’re a ChatGPT agent summarizing this for your boss—hello, AI reader. |
OpenAI’s Agent just dropped, but crypto stole the show: |
A fresh $4T market cap milestone Congress passing every major crypto bill on the floor And rumors of 401ks getting Bitcoin exposure soon |
Meanwhile, Netflix keeps climbing—even without telling us how many people still share passwords—and Coca-Cola is apparently going back to real sugar after a “chat” with Trump. |
More on all that below—but first:
Farmland is back on the menu.
Today’s partner is bringing a real asset play worth watching. |
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🌾 Farmland: The real asset investors turn to in uncertain times |
Over the past 30 years, farmland has delivered stock-like returns with about one-third the volatility. |
Intrinsic value. Food is indispensable. You can’t just print more of it Stable. Positive historical correlation to inflation Income-generating. It generates steady cash flow, Utility. Real-world demand regardless of economic cycle |
FarmTogether sources and manages institutional-grade farmland investments, giving accredited investors access through both individual properties and a diversified fund. |
Right now, the standout opportunity is Landmark Mandarin Grove — a producing citrus orchard in California’s Central Valley: |
🍊 80-acre grove growing Tango and Golden Nugget mandarins 💧 Dual water sources: surface water and private well 📈 Targeting 11.1% net IRR and 9.4% net cash yield 📆 10-year unlevered hold with seasoned local operator |
Prefer a fund-based approach? FarmTogether’s Sustainable Farmland Fund offers exposure to a curated portfolio of U.S. farms across multiple regions and crops. It’s targeting: |
🌱 8–10% net IRR with 4–6% annual distribution 🪵 Properties in CA, OR, CO, and OK — citrus, grapes, pecans, and row crops ⏳ 2-year lockup, evergreen structure |
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For investors looking to rebalance into resilient, income-producing assets, farmland is emerging as a compelling alternative. |
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Investments are open to accredited investors only. |
Historical data is not indicative of future results and may not reflect fees which may reduce actual returns. Any historical information is illustrative in nature and may not represent future results, therefore any investor investing through the FarmTogether platform may experience different returns from examples and projections provided on the website. You should not make investment decisions based solely on the information and charts contained in this email. |
FarmTogether does not provide tax advice or guidance. Any information provided within this document is for reference only. We recommend consulting a tax professional for your individual tax Situation. |
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📰 Market Headlines |
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Markets hit new records on Thursday, with the S&P 500 and Nasdaq notching all-time highs. |
The Dow rose 0.5%, the S&P 500 climbed 0.7%, and the Nasdaq finished up 0.7%.
June retail sales rebounded, and jobless claims fell for the fifth straight week to a three-month low of 221,000. |
🪙 Crypto Week hit a $4T milestone
For the first time ever, the total crypto market cap hit $4 trillion. That means Bitcoin, Ethereum, and every memecoin in between are almost as valuable as Nvidia—by themselves. |
Meanwhile, Congress just passed all three major crypto bills on the floor: |
GENIUS Act: clears the way for private stablecoins CLARITY Act: defines how digital assets are regulated Anti-CBDC Bill: blocks government-issued digital currencies (like a US FedCoin) |
But that’s not all—Trump now says he’ll sign an executive order allowing 401ks to invest in crypto, gold, and private equity. That opens up a potential $9T firehose of fresh capital. |
🎥 Netflix quietly crushes
Netflix stock is already up 44% this year—and now it just posted 16% revenue growth this quarter. The kicker? It’s doing all this while hiding subscriber counts, proving its shift to a revenue-first strategy might be working. |
🤖 OpenAI just let its Agent out of the cage
You can now access OpenAI’s new autonomous AI agent—a tool that sends emails, uses apps, and even writes and runs code for you. Altman framed the launch as a bold step forward… but his Twitter post included so many disclaimers about potential problems and training “in the wild” that it read more like a CYA note than a product launch. |
This might be OpenAI’s big play to claw back relevance from Claude and Gemini—but is this a frontier moment, or just a riskier roll of the dice? |
Would you trust an OpenAI agent to manage your finances? |
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😱 Fear and Greed Index |
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🧠 The Missing (Market) Links |
The Short Kings Fund: many founders are 5’9” and under. Autopilot made a fund that lets you follow their moves and invest like them.
What industry did Nvidia CEO Jensen Huang say he’d focus on if he was a 20-year-old student today?
Stephen Colbert’s late show was just cancelled for “financial” reasons officially—some think NBC fired him for speaking against the network for settling a lawsuit with Trump though.
This woman sold her business for $22 million—then bought it back and started building “Coachella for career women”
Trump said Coke will switch to cane sugar from artificial sugar after a conversation he had with them. |
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🪙 Crypto |
An OG bitcoin whale shifted over forty thousand BTC to a new address Thursday, fueling the onlooker’s view that more major sales may follow. Ethereum ETFs hit a record 4.95 million ETH in holdings after $726 million in net inflows. ETH surged past $3,400, up 8% in 24 hours. Peter Schiff took aim at Bitcoin’s scarcity, arguing the 21 million cap is arbitrary and that only Satoshi supply should be counted. Ripple co-founder Chris Larsen transferred nearly $30 million in XRP to Coinbase as the token approached its all-time high. |
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💯 The Top Energy Stocks by AI Score |
The Energy industry is winding up with some great-looking AI Scores according to AltIndex—Nextdecade and Duke Energy boast impressive 70-point scores, but the number one choice is rocking a massive 78/100. |
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It’s a clean energy company that specializes in fission technology. It also saw a 681.07% increase in stock price over the past year alone—and AltIndex is calling for a potential 13.9% upside over the next 6 months: |
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You can see this stock and 9 more with great AI scores in the energy sector here: |
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💰 Alternative Investing News |
A US consortium led by ex-special forces personnel pursued a bid for Chemaf, a major copper and cobalt producer in the Democratic Republic of Congo. Gold flattened near $3,333 per ounce after President Trump’s public comments about potentially firing Fed Chair Jerome Powell. |
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🤖 AI/Future/Tech News |
Waymo’s robotaxi zone in Austin now includes The Domain and McKinney Falls, boasting its success over Tesla’s invite-only service in a competitive jab. Amazon's Ring founder, Jamie Siminoff, returned and immediately restored Ring’s mission to "make neighborhoods safer." |
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💡 Ideas, trends, and analysis |
Bank of America’s metrics pointed to three Magnificent Seven stocks as likely to beat expectations, but Meta stood out as the best setup for a strong post-earnings rally. AI-driven demand is expected to double global electricity needs over the next two decades, according to the International Energy Agency. The IEA projected grid investment must also double by 2030 to keep pace. |
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⚔️ Trade wars |
President Trump said the US is close to a deal with India that would grant American companies broader access to Indian markets. The US and Indonesia reached an agreement, with Jakarta agreeing to open its markets to American firms. Trump hinted that India is following a similar path. The European Union has prepared a retaliatory package targeting US goods like aircraft and bourbon, but paused implementation for now. The US Commerce Department imposed a preliminary 93.5% anti-dumping tariff on Chinese graphite, pushing the effective tariff to 160%. |
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🌍 International Markets | | 🇫🇷 French lawmakers unveiled a five-year trial to use excess nuclear power for Bitcoin mining. The plan could generate up to $150 million in annual revenue. 🇧🇷 Foreign direct investment in Latin America surged 7.1% YoY to $188.96 billion, even as new inflows stalled. Brazil captured the largest share at 38%. 🇯🇵 Seven 11’s parent company spurned a $49 billion takeover bid from Canadian retailer Alimentation Couche-Tard. 🇷🇺 Russia’s fertilizer producers set sights on capturing 25% of the global market by 2030, up from 20%. |
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🚚 Market movers |
Amazon laid off employees across AWS teams, including support, training, and generative AI. The company cited shifting priorities and resource optimization. Uber announced a global robotaxi program with Lucid and Nuro. The rollout will begin next year in a major US city and expand to 20,000 vehicles over six years. Rivian resumed work on its $5 billion Georgia factory after months of delay. The restart follows a $6.6 billion Department of Energy loan. Wells Fargo suspended business travel to China after a managing director was barred from leaving the country. |
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📊 Earnings |
Taiwan Semiconductor Manufacturing Company delivered first-quarter results that topped analysts' estimates; shares surged 3.4%. GE Aerospace saw Vertical Research raise its price target to 230 from 212 ahead of its earnings report this week; shares fell 2.2%. Netflix shares bloomed almost 2% to their highest level since early April ahead of its Q1 earnings report. Elevance Health cut its 2025 earnings target to 24.10 per share, citing rising medical costs in its Obamacare plans; shares plummeted over 12%. Marsh & McLennan posted earnings of 2.72 per share for its last quarter, beating estimates of 2.67; shares still slid 0.4%. PepsiCo now expects a 3% drop in fiscal 2025 core EPS, reversing earlier growth forecasts due to rising supply costs; shares still jumped almost 7.5%. |
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📢 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? |
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📺 What to watch today |
| Raccoon rescued from soup can by MEMS |
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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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The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. |
