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Burger Bots, College Chaos, and Kohl’s Rocket Ride

Burger Bots, College Chaos, and Kohl’s Rocket Ride

July 27, 2025

This week's news had me feeling nostalgic. Remember the wave of meme stocks in 2021? I was deep in between lockdowns, watching GameStop shares moon like Dogecoin on steroids.

Fast forward to today and meme stocks are back, Google keeps crushing it, Tesla's building burger-flipping robots, and Trump's claiming to be saving college sports. Because why not? Looks like 2025 is remixing the classics, and I’m ready for the ride to continue.

- Alex Blackwood

QUICK HITS

EVs, fries, action!

EVs, fries, action!

💰 AI's Golden Goose Keeps Laying Eggs - Google's Q2 2025 earnings? Picture your overachieving cousin who just won the lottery again. Alphabet crushed it with $96.4B in revenue (up 14% YoY), powered by AI tricks in Search and a booming Cloud business that grew 32%. They're pouring billions into more tech wizardry, betting big on the AI arms race. This isn't fleeting hype; it's proof AI turns everyday searches into serious cash flow. If you're playing the tech game, Google's your reliable MVP, making "Googling" a verb worth banking on. Who needs a crystal ball when AI's doing the heavy lifting?

🚗 EV Blues With a Side of Fries - Tesla's earnings saw revenue take a 12% nosedive to $22.5B, thanks to sluggish EV demand, fierce price battles, and those nagging economic headwinds that left profits looking a bit deflated. Enter Elon Musk's latest plot twist: the shiny new Hollywood Tesla Diner, a blast from the past meets future vibe spot packing Superchargers, drive in movies, and burgers flipped by robots. Swing by for a charge, snag a shake, and catch a movie in one seamless stop, complete with over 200 seats and 80 charging stalls. When the market's moody, nothing beats popcorn and a power up to lift your spirits.

💼 Trump's NIL Crackdown - Donald Trump just dropped the "Saving College Sports" executive order, putting the brakes on NIL chaos. It bans third-party "pay-for-play" deals while allowing fair-market endorsements, all to shield scholarships. Trump wants labor clarity too: are athletes employees? No unions if he can help it. Critics call it a power grab favoring powerhouses, but it might tame the wild west of recruiting. Will this level the field or just cause more drama?

MEME STOCKS ARE BACK

Because why not relive 2021's wild ride?

Because why not relive 2021's wild ride?

Remember 2021? That glorious, chaotic era when Reddit warriors turned the stock market into a video game, pumping up underdogs like GameStop, AMC, and BlackBerry to astronomical heights while hedge funds cried into their caviar? Well, dust off your diamond hands, folks, because meme stocks are staging a comeback tour, and this time, the spotlight's on unlikely heroes like Kohl's.

First off, what's happening?

Picture this: Kohl's shares skyrocketed nearly 38% in a single day this week, closing at $14.34 after a $3.92 jump. That's not because they invented self-fitting jeans or partnered with Taylor Swift for a clothing line; nope, it's pure meme magic. Buzz from online haunts like Reddit's WallStreetBets has retail investors piling in, turning beaten-down stocks into rocket ships. Kohl's isn't alone; Opendoor Technologies and GoPro are also surging on vibes alone. Hedge fund guru Eric Jackson lit the fuse for Opendoor with a social media post hyping its potential: if it hits $12B in revenue and snags a 5x valuation like in 2021, the stock could explode to $82. That's a 100x gain from current levels.

But zoom out and Kohl's story is more tragedy than triumph. The chain, with its 1,000+ U.S. stores, is grappling with tepid sales as inflation-pinched shoppers skip the clearance racks. In May, they reported a $15 million first-quarter loss and a 4% drop in net sales year-over-year. Oh, and they canned their CEO, Ashley Buchanan, for a conflict-of-interest slip-up after he hired a vendor he had a personal tie to without spilling the beans.

Yet, despite the red ink, the stock's doing hockey-stick climbs, fueled by crowds of everyday traders squeezing short-sellers who bet against it. Ihor Dusaniwsky from S3 Partners calls these "Battleground Stocks," where retail armies clash with Wall Street pros. One stray dollar of dry powder cash can trigger a stampede, swinging prices wildly in hours. It's not investing; it's a tactical showdown where sentiment trumps spreadsheets.

What does this mean?

In the big picture, it's a throwback to the GameStop saga, where a ragtag crew led by folks like Roaring Kitty (Keith Gill) drove shares from $4 to $483 in weeks, costing shorts like Melvin Capital billions. Back then, it exposed how social media can democratize (or disrupt) markets, turning nobodies into millionaires overnight. Today, with equities hitting record highs, this meme resurgence might be a canary in the coal mine.

Analysts see spikes in Kohl's and Opendoor as "giant red flags" of market froth, with that bubbly excess signaling stocks could be peaking. Sure, corporate profits are solid overall, but when "good vibes" alone propel losers skyward, it screams overheat. Think of it as the market's version of too much sugar before a crash.

Why should you care?

These surges underscore market volatility and the power of crowd-driven trends. If you're chasing quick gains, timing is everything, but it's risky. Kind of like playing poker with memes. For long-term plays, this could signal broader corrections. It also shows how social sentiment can override fundamentals, a lesson in staying grounded amid hype.

Why is it happening now?

Blame a perfect storm: lingering post-pandemic boredom, easy access to trading apps, and a bull market breeding complacency. With inflation easing but budgets tight, folks are hunting quick flips to outpace rising costs. Social media amplifies it; one viral post, and boom, herd mentality kicks in. Plus, short interest is high on these strugglers, making squeezes juicy. It's like 2021's lockdown energy never fully faded; we're just remixing it for 2025's economic remix.

In conclusion

In the end, meme stocks like Kohl's are the market's guilty pleasure: fun, fleeting, and full of plot twists. Whether this is a blip or the start of another epic rally, it's a witty nudge that investing is always unpredictable. To add a bit more flavor, consider how this ties into broader retail shifts; with e-commerce giants like Amazon dominating, traditional stores like Kohl's become perfect meme fodder, blending nostalgia with speculative frenzy for that extra chaotic charm.

WE NEED TO PAY THE BILLS SOMEHOW

The Pinkman has raised over $100k

The Pinkman has raised over $100k

The Pinkman is off to a hot start, with over $100,000 already raised in 5 days. This Atlanta PadSplit boasts a highly successful track record and a staggering 11.0% year 1 yield.

The Pinkman is a six‑bed, six‑bath, full‑service PadSplit uniquely situated in walkable, transit‑rich downtown Atlanta. This gives it a rare urban edge over typical suburban Georgia PadSplits. Boasting 100% occupancy  and an agreed minimum occupancy of four of six rooms at handoff for added downside protection, this is a PadSplit that is set to provide upside from day one.

Highlights include:

  • 14.9% avg. yield | 11.0% Year 1 yield | 15.5% IRR
  • $414.7k projected levered profit (2.5x MOIC)

Invest Now

OTHER STUFF THAT CAME UP THIS WEEK
  • Quest Nutrition, the protein bar powerhouse, just threw us a curveball: frozen cod fillets. Yep, the brand behind your gym snacks is now slinging wild-caught fish, betting America's protein craze extends to lean seafood. At $20 for 2 pounds, it's pitched as the ultimate clean eat. If it hooks customers, expect more oddball expansions. Talk about jumping the shark...or cod?
  • Brother, the Hulkster has left the ring for good. Pro wrestling icon Hulk Hogan (real name Terry Bollea) died at 71 from cardiac arrest in Florida, leaving behind a legacy that turned WWE from sideshow to a multi-billion dollar empire. From slamming Andre the Giant at WrestleMania to starring in Rocky III and reality TV, Hogan's iconic mustache will forever be remembered by kids who grew up in the 80's and 90's.
  • Hold onto your smartphones: 72% of U.S. teens are spilling their guts to AI companions, turning bots into their go-to confidants for everything from crushes to everyday struggles. It's the post-pandemic version of friendship, where algorithms listen without the drama of real humans. But hey, when your best friend is code, who's judging? The study's now got everyone wondering if this is peak loneliness or just the future of companionship.
BOOK RECOMMENDATION

East of Eden by John Steinbeck

East of Eden by John Steinbeck

Crack the cover of East of Eden and you’re suddenly barefoot in Steinbeck’s Salinas dirt, brushing past thorny memories and lush, half‑wild hopes. The novel stretches across two families and half a century, but every scene snaps with live‑wire tension: a father who can’t shake guilt, a brother itching to be loved, a woman whose smile could blister paint. Steinbeck keeps asking, in a thousand different voices, whether we’re puppets of our worst impulses or authors of something better.

You don’t need a syllabus to feel the punch. One chapter might leave you grinning at Samuel Hamilton’s homespun jokes; the next shoves you into a moral connundrum that makes yesterday’s drama look like kindergarten.

Do I wish more modern sagas swung this hard at the big questions? Definitely. But until they do, this hefty epic remains a trusty compass for anyone wrestling with pride, jealousy, or the urge to rewrite their fate. Scribble in the margins, dog‑ear the pages, and get your friends to read it. When life tries to corner you, Steinbeck’s answer (that choice is always on the table) truly feels like fresh air.

⭐ 4.84 / 5.0 in my book (no pun intended)

QUOTES I CAN'T GET OUT OF MY HEAD

Guess where from, answers below

Guess where from, answers below
  1. “I fear no man, no beast, or evil, brother.”
  2. "And now that you don’t have to be perfect, you can be good.”
  3. "The past is just a story we tell ourselves."
FUN FACT OF THE WEEK

Birth of robot

The term robot was coined in 1920 when Czech playwright Karel Čapek premiered R.U.R. and his brother Josef borrowed “roboti” (forced labor) from feudal ledgers. Now 105 years old, the term predates sliced bread, television, and Mickey Mouse...proof that a single Czech syllable can power a century of sci‑fi dreams.

QUOTES I CAN'T GET OUT OF MY HEAD

Man I love these quotes

  1. WWE (Hulk Hogan)
  2. East of Eden (Lee)
  3. Her (Samantha)

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