HAPPY SATURDAY TO THE STREET
And welcome back to Street Tweets from The Street Sheet!
Nobody fights over third place. Except, apparently, Detroit.
Ford (F) held the No. 3 spot in US auto sales last quarter, edging Hyundai by 1,195 vehicles.
Ford sells that many in about five hours.
Ford’s rebuttal? Hyundai and Kia run as separate brands, so it was never really close.
Sure. And the F-150 is technically a compact.
— Brooks & The Street Sheet Team
MARKET REVIEW & PREVIEW
The AI trade got its blowout, and markets shrugged. Micron (MU) said sales more than quadrupled from a year ago, yet all three major indexes finished the week lower. Blame geopolitical tensions. Oil jumped more than $4 a barrel Thursday after the US sent an aircraft carrier and thousands of troops to the region.
Next week tests whether the economy can keep shrugging off higher rates. Monday’s services PMI shows whether the sector behind most of US output is still expanding. Friday brings the University of Michigan’s consumer sentiment reading, which hit a four-month low last month. Another drop would tell the Fed its hikes are landing.
Presented by Street Sheet Research
Anthropic, the AI powerhouse behind Claude, could go public within weeks. Millions of retail investors want in on what may become the biggest IPO in history.
The problem? Retail stands last in line at modern IPOs, behind Wall Street, insiders, and institutions. Warren Buffett once said IPOs aren’t “anything that the average person should be thinking about at all.”
One company we’re highlighting this week already owns a sizable stake in Anthropic, no IPO allocation required. We reveal its name in this week’s report.
Backed by a 90-day money-back guarantee.
Unless they’re both right…
AI stocks win if AI replaces the workers.
Consumer stocks lose when those workers stop spending.
That’s not a contradiction. That’s the bear case.
Room to grow, or room to fall?
Big Tech is spending $700B+ this year to win over the other 98%.
Presented by Street Sheet Research
You don’t need an IPO allocation to profit from Anthropic’s rise. This company already books it in its earnings.
Quadrupled earnings — earnings nearly quadrupled last quarter, lifted by the soaring value of its Anthropic stake.
Discount valuation — shares trade at about 17x earnings, versus 26x for the average S&P 500 stock.
Growing dividend — it raised its payout 5% this year.
AI build-out — it’s pouring well over $100B into AI infrastructure, positioning shareholders for a $15.7T AI revolution.
The name is inside this week’s report.
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