| | | Hello. | A shoe company just became an AI company. And the stock went up 700%. | Allbirds (yes, the wool sneaker people) announced yesterday that it's selling its entire footwear business for $39 million and rebranding as "NewBird AI," a company that will lease AI computing infrastructure to businesses. The stock went from under $3 to about $17 in a single session. That's a 700%+ move on the back of a company that has never touched a GPU in its life, has zero data center experience, and just locked in a $50 million convertible financing deal to start from scratch. | And they weren't even the only ones. Myseum, a social media platform that most people have never heard of, announced the exact same day that it's rebranding to "Myseum.AI" and pivoting to privacy-focused AI agents. Its stock surged over 270%. | We're not going to lie. This feels like 2017 crypto all over again (when Long Island Iced Tea rebranded to "Long Blockchain Corp" and tripled overnight). But there's a twist this time, and it actually matters for your portfolio. | This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results. |
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| | In partnership with EnergyX: | From AI data centers to electric vehicles, energy storage demand is exploding, and lithium sits at the center of it all. Morgan Stanley estimates the market will face an 80,000-ton lithium shortfall this year alone. This is just the start too. Experts project lithium demand to grow 5X by 2040. Basic economics tells the story from there: when supply can't keep up, prices rise. Fast. Great timing for EnergyX. Their patented tech can produce 3X more lithium than traditional methods in a fraction of the time. Their success has earned them a $1B valuation and investment from major players like General Motors and POSCO. Here's how they're redefining the $204B energy storage market: This isn't lab-stage tech, either. They're ready for commercial production now, with rights to 150,000 acres of lithium-rich land across North and South America. In Chile alone, those resources represent up to 9.8 million tons of lithium, a potential $1.1B+ annual revenue opportunity at projected prices. Now you can join in their potential at this pivotal moment. Become an EnergyX shareholder at $12/share through April 16, before their share price increases. |
Disclosures This is a paid advertisement for EnergyX's Reg A offering. Comparisons to other companies are for informational purposes only. Past performance is not indicative of future results. Please consider this disclosure alongside EnergyX's offering materials. EnergyX's Regulation A offering has been qualified by the SEC. Offers and sales may be made only by means of the qualified offering circular. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC. |
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| | The "Just Add AI" Playbook is Back, and It's Telling You Something | Let's be clear about what Allbirds actually did here. The company's revenue dropped almost 50% between 2022 and 2025 (from $298 million to $152 million). It was a dying retail brand trading at a market cap of around $20 million on the Nasdaq. So it sold the shoe business, slapped "AI" on the name, and raised $50 million to go buy GPUs and lease them out. | That's the entire thesis. That's it. | | Now why would this work? Well, it's because we're in a market environment where demand for AI compute is so absurdly high that even a company with zero expertise can raise capital to be a middleman. And that tells you something: the infrastructure buildout for AI is still very early, and AI is so supply-constrained that there's money flowing to anyone who can plausibly promise to fill the gap. | We think the Allbirds stock itself is almost certainly going to come back to earth. It’s already sunk 44% from a high of $21.95 to $12.16 at time of writing. A $100+ million market cap for a company with no AI track record, no team, and no hardware is probably not a serious long-term investment. But the signal underneath the noise is worth paying attention to. | What’s the Real Thesis That “AIBirds” Is Signaling? | The demand for AI compute is real enough that capital is chasing it everywhere. That's bullish for the actual infrastructure companies: Nvidia (NVDA), the hyperscalers, the data center REITs, and the power companies feeding all of this. | The fact that a shoe brand can raise $50 million overnight to become an AI landlord tells you just how much money is looking for a way into this space. | Myseum is less dramatic but the same pattern. A tiny social platform pivoting to "AI agents" with no disclosed technology. The stock triples. The market is telling you it wants more AI exposure, and it's willing to take some pretty wild bets to get it. | | What's really at stake here is whether the AI buildout thesis has legs (we think it does, for years to come) or whether we're at peak froth. We believe that the underlying demand is real, the infrastructure is genuinely constrained, and the companies actually building it (not just renaming themselves) are going to be the long-term winners. The Allbirds of the world are probably noise. The Nvidias are for real! | Sure, the name-change pump is silly, and sure, some people made money (or lost it) chasing these moves. But the lesson for the rest of us is straightforward: the AI infrastructure trade still has a long runway, and these kinds of manic episodes feel like the middle of a cycle to us, not the end. | Not financial advice. Always do your own research. |
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| | 📰 Market Headlines | US stocks surged on Wednesday, erasing virtually all losses from the Iran war as optimism builds around a ceasefire extension and potential peace talks. | The S&P 500 closed above 7,000 for the first time ever on Tuesday, finishing at 7,022.95 (up 0.8%). The Nasdaq hit a record too. The rally was driven by a combination of strong bank earnings and cooling tensions around the Iran situation. | | Nvidia CEO Jensen Huang sat down with Dwarkesh Patel for a podcast interview and delivered one of the most quotable lines of the year. When pushed on whether Nvidia's hardware could be replaced by custom chips from Google or others, Huang fired back: "You're not talking to somebody who woke up a loser. We're not a car. We are not a car." His point: cars are interchangeable, but computing ecosystems are not. He also confirmed Nvidia has almost $100 billion in commitments with foundry and packaging partners. For anyone wondering if the NVDA moat is cracking, Huang basically said "prove it." | ASML beat Q1 earnings and raised its full-year outlook, then fell 6%. Revenue came in at 8.8 billion euros (vs. 8.5 billion expected), and the Dutch chipmaker bumped its 2026 forecast to 36 to 40 billion euros. So why the selloff? Mainly because of export restrictions (read: can’t sell to China as easily). System sales to China dropped from 36% of revenue to 19%, and the market had already priced in a good year, so "good" wasn't good enough. | TSMC posted record Q1 revenue of $35 billion (up 35% year over year), beating expectations. But the stock fell 3.5%, which tells you how much of the AI chipmaking story is already baked into the price. TSMC had already climbed ~19% this year heading into the report. CNBC thinks that TSMC falling even though it had a very positive earnings report could be evidence that the wider industry feels poorly about chips in general, but that doesn’t make sense to us in light of Allbirds and Myseum. | The US Navy has fully implemented a blockade of Iranian ports, turning back at least 13 ships. CENTCOM says economic trade in and out of Iran has been "completely" halted. The blockade targets ships going to or from Iranian ports (not all Strait of Hormuz traffic). Oil sits around $91 per barrel as peace talks are reportedly being set up again, which is why stocks rallied despite the military posturing. If talks collapse again, oil spikes. If they hold, oil drops further and stocks keep climbing. We think the market is cautiously betting on diplomacy winning out. | Tesla rocketed 7.6% after CEO Elon Musk teased the company's AI5 chip, injecting fresh momentum into the stock. Microsoft surged 4.6%, Oracle extended a rally that's now delivered 19% gains over five days, and tech broadly shook off weeks of Iran-related weakness. | Robinhood surged 10.4% after the SEC removed long-standing day trading limits for small investors. The new framework ditches the $25,000 minimum asset balance requirement, allowing investors of all account sizes to trade more freely as long as they have enough to cover risk. Fundstrat analysts called the move "unequivocally bullish" for Robinhood, given its users' average balances are far smaller than those of traditional brokerages. |
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| | 🚨 Trending on Reddit | GameStop (GME) chatter focused on a recent surge in share borrowing that left the GME lending pool empty. Users noted that central banks worldwide provided over $40 billion in emergency funding around the same time, with some speculating about potential market manipulation and timing irregularities tied to the liquidity injection. Allbirds (BIRD) chatter spiked following the company's surprise announcement of pivoting from footwear to AI infrastructure. Sentiment was mixed: some users expressed deep skepticism about the strategic shift, while others found humor in the situation. The stock saw a significant pump after the news dropped. ASML (ASML) discussion centered on Q1 2026 earnings, with users comparing results to Amazon's AWS AI revenue. Some traders are contemplating positions in the chip/semiconductor sector based on the results, though sentiment on ASML's performance and broader industry impact remains divided.
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| | 🤫 Insider Trading | Stocks | Who bought/sold | Details | Total |
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Crown Holdings Inc ($CCK) | President & CEO | Sold 7,500 shares @ $106.85 | $801,375 | Iradimed Corp ($IRMD) | CEO, President, Chairman | Sold 2,500 shares @ $93.84 | $234,605 |
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| | 🚚 Market Movers | Snap is cutting 1,000 jobs (16% of staff) after activist pressure, betting AI can fill the gap. The BBC announced 2,000 layoffs, its biggest cuts in 15 years, weeks before new director general Matt Brittin takes over in May. Lucid named Silvio Napoli CEO, secured fresh Saudi capital, and expanded its Uber robotaxi deal to 35,000 vehicles from its Arizona factory. IONNA and Circle K partnered to roll out 350+ high-power EV charging sites across the US by year-end. The EU plans to force Meta to reverse its WhatsApp AI policy banning rival chatbots, issuing interim measures during its antitrust probe. Nutella maker Ferrero confirmed it's undergoing EU inspections as part of an antitrust investigation. Motorola is suing dozens of creators and platforms, including Instagram, X, and YouTube, over allegedly defamatory posts in India.
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| | 🎙️ Make Your Voice Heard | Do you think there's a place for investments like AllBirds in your portfolio? | |
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| | 🎤️ What you said last time | |
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| | 🧠 The Missing (Market) Links | Maine is set to become the first US state to bar major data centers, pausing facilities over 20 megawatts until November 2027. One in eight Americans now uses GLP-1 weight-loss drugs, pushing yogurt sales up 6% while butter, cheese, and cream drop 5-7% in treated households. Treasury Secretary Bessent says recent grads need to be "literate, conversant, and facile" in AI to compete, calling it "a great leveler for small business." LinkedIn says hiring has dropped 20% since 2022, blaming elevated interest rates, not AI automation, at least not yet. Cuba could hit 93% renewable electricity for $8 billion, potentially becoming the first Caribbean nation to escape fossil fuel dependence. Americans still consumed record butter in 2024 at 6.8 pounds per capita, with ice cream hitting 12 pounds per person.
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| | That’s all for today. Did we miss anything? Smash the reply button to let me know. | Cheers,
Brandon & Blake of Invested Inc |
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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. Past performance doesn’t guarantee future results. | Stocks & Income, AltIndex by Invested Inc. (AltIndex LLC), Finance Wrapped, The Chain, Future Funders, and Dinner Table Discussions are all owned by Invested Inc. |
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