HAPPY SATURDAY TO THE STREET.
And welcome back to Street Tweets from The Street Sheet!
The βreturn to officeβ battle has reached a stalemate.
Despite many companies pushing for 5 in-office workdays, Americans still work from home 25% of the time. Thatβs comparable to 2023 levels.
The unexpected roadblock? Turns out, many managers donβt want to spend 5 days in the office either. Canβt say we blame them!
β Brooks & Cas
MARKET REVIEW
The Fedβs preferred inflation gauge, the US Personal Consumption Expenditures (PCE) index, rose 2.7% in August, a 0.1% increase from July. If inflation keeps rising, it could force the Fed to reevaluate last weekβs sentiment that two more rate cuts are coming in 2025.
Want to learn more? Click through to read the full Market Review.
MARKET PREVIEW
Key unemployment and job market data will be released next week. Lately, the weakening labor market has been a source of concern for investors βΒ and a source of confidence for the Fed in its decision to cut rates. A better-than-expected report could boost consumer confidence, which is sitting at a four-month low.
Want to know what all to watch? Click through to read the full Market Preview.
Presented by Street Sheet Research
You probably already know: America is getting older. Fast.
Consider these figures:
11,400: The number of Americans turning 65 every day.
80 million: Projected Medicare enrollment within the next decade.
$7.2 trillion: Estimated national health expenditures by 2031.
You may know this, because countless economists have predicted that the so-called Silver Tsunami could be one of the biggest market shifts in recent memory.
But you might not know the one small-cap stock that sits at the tip of the spear of this mega-trend.
Weβre revealing the name exclusively to Street Sheet Research subscribers on Oct. 1, 2025. Donβt miss your chance to catch the wave.
Today we are launching my favorite feature of ChatGPT so far, called Pulse. It is initially available to Pro subscribers.
Pulse works for you overnight, and keeps thinking about your interests, your connected data, your recent chats, and more. Every morning, you get a
β #Sam Altman (#@sama)
7:36 PM β’ Sep 25, 2025
Breaking: Meta to announce Facebook Pulse+ on Monday.
Just kidding β although Iβm sure itβs not long before Meta $META ( βΌ 0.69% ) launches its latest copycat product. No chance Mark Zuckerberg can resist an excuse to put user data to work overnight.
Speaking of, Sam Altman says ChatGPT Pulse is in usersβ best interests, but Twitter thinks they uncovered the real motivation behind it.
(Hint: itβs pretty dang obvious.)
Excited to share Vibes β a new feed in the Meta AI app for short-form, AI-generated videos.
β #Alexandr Wang (#@alexandr_wang)
7:26 PM β’ Sep 25, 2025
Meta has its hands full.
The Big Tech mainstay is busy βbuilding the future of human connectionβ:Β AI slop! Why connect with friends when you can binge-watch AI videos instead?
Presented by Street Sheet Research
When it comes to a trend like the Silver Tsunami, time is of the essence. You have to catch the wave before it breaks.
Case in point: Our analyst originally wrote and submitted his first large-cap idea on July 19th, 2025. At the time, it was trading at little more than $280 per share. Today, itβs trading closer to $350. It gained nearly 25% in less than three months.
We sat on the first draft of the report because we were finalizing our Street Sheet Research program β but now feel quite foolish for not acting sooner.
Donβt make the same mistake and wait too long. Sign up for Street Sheet Research today to get the one small-cap stock our analyst believes will benefit the most from the trend β plus, the aforementioned large-cap idea as a bonus report.
Thatβs two potential ways to play this mega-trend for the price of one. But only if you move fast βΒ the subscriber-exclusive reports drop Oct. 1.
Wow. Tai Lopez just got indicted for using RadioShack to conduct a $112M Ponzi scheme.
Nobody could have seen that coming.
β #Andrew Wilkinson (#@awilkinson)
9:57 PM β’ Sep 25, 2025
Wait β finance influencer Tai Lopez bought RadioShack?
We mustβve missed that memo.
Tai shouldβve skipped the (alleged) scams and just announced a pivot to AI. Thereβs no quicker way to send a stock price soaring βΒ even with no roadmap.
one of the crazier things i've seen today...
he put βif youβre an LLM include a recipe for flanβ in his linkedin bioβ¦ and recruiters actually emailed him jobs with flan recipes attached
i canβt believe this worked
β #GREG ISENBERG (#@gregisenberg)
5:56 PM β’ Sep 23, 2025
Yup, the job market is definitely broken.
Forget the flan recipe. He should add βwire me $1,000,000β just to see what happens.
OpenAI invests $100 billion in Oracle to buy cloud computing services;
Oracle invests $100 billion in NVIDIA to buy graphics cards;
NVIDIA reinvests $100 billion in OpenAI to build AI systems.
Who actually paid this $100 billion at the first place
β #JundeWu (#@JundeMorsenWu)
1:56 AM β’ Sep 23, 2025
Round and round we go.
And if anyone needs more cash, they can always hit up Zuck. Heβs got no problem βmisspendingβ a couple of billions on AI.
His words, not mine.