HAPPY SATURDAY TO THE STREET

And welcome back to Street Tweets from The Street Sheet!

The fastest way to a billion dollars in 2025 might be telling AI what to code.

Lovable, a Stockholm-based startup riding the explosion in AI software builders, tripled its valuation in six months. And as of last week, it minted one of Europe’s youngest-ever billionaires, 26-year-old co-founder Fabian Hedin.

I’d act surprised, but then again. If we thought it wasn’t valuable, we wouldn’t have used it to stand up the Street Sheet Research Library. 👀

— Brooks & Cas

MARKET REVIEW & PREVIEW

November CPI came in far cooler than expected, with core prices rising just 2.6%, the slowest pace since early 2021. Even ugly, delayed jobs data showing losses in October couldn’t derail the mood. Markets took it as confirmation that inflation pressure is easing, even if the Fed still sounds in no rush to cut again.

The week ahead is a quiet, holiday-thinned one, but Tuesday’s GDP print could still move sentiment. Anything below last quarter’s 3.1% growth may revive slowdown fears, especially with consumer confidence and industrial production also on deck. In thin markets, it doesn’t take much to spoil the eggnog.

Want to learn more? Click through to read the full Market Summary.

Presented by Stock Investor Accelerator

Most investors rely on headlines, gut feel, or tips from social media. Professionals do not. They use a repeatable framework to evaluate businesses, manage risk, and stack the odds in their favor.

In this free live masterclass, equity research analyst Henry Chien walks through how pros actually pick stocks. It’s your chance to ask questions to a Wall Street insider live and see how real analysis works.

The session takes place on Thursday, 1/22 at 4:30 PM ET. Spots are limited and early access matters.

Beary Burry is officially out of hibernation.

Equities now outweigh real estate in household wealth. Burry says the last two times that happened, markets stayed bearish for years.

Not exactly a comfort read. Then again, Burry’s track of accurate doomsday calls is about twice in 50 years, too.

Jobs cracks = door cracked.

The unemployment rate climbed above expectations and hit a multi-year high. That is usually when rate cut chatter gets louder. Risk assets are listening closely.

“Digital silver” just doesn’t have the same ring to it.

Awkward for the store-of-value crowd. Volatility likes company.

Presented by Stock Investor Accelerator

Most stock pickers focus on price moves and narratives. Professionals focus on business quality and metrics that compound over time.

This live masterclass breaks down the gaps that quietly hold investors back.

You will learn which signals actually matter, which numbers mislead, and how Wall Street insiders filter opportunities before they ever place a trade.

Hosted by Henry Chien, alongside The Street Sheet, this free session is also your chance to ask questions and see if the deeper course is right for you.

Thursday 1/22 at 4:30 PM ET.

Google remembered how this works.

Build useful products. Ship them fast.

Turns out scale plus execution still counts in tech cycles.

Just another brick in the wall.

A new funding round values AI cloud platform Databricks well above its last mark.

Revenue keeps growing, expectations keep stretching, and private investors keep paying up.

You know what they say… “Buy for a dollar, sell for tchew.”

QUESTION

Which Google product was the company’s first major consumer launch to use large scale machine learning as its core feature?

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