And welcome back to Street Tweets from The Street Sheet!

Since the 2024 election, there have been a lot of so-called “Trump trades” that paid off. But one decidedly has not: The Trump Phone.

Trump Mobile’s long-promised “T1 Phone” was supposed to launch in August. Then September. Then October. It’s now November, and the company hasn’t tweeted since summer. Even the promo image has been scrubbed from the web.

Maybe the phone’s still loading — or maybe it’s just buffering forever.

— Brooks & Cas

The Fed stole the spotlight last week. Jerome Powell delivered a 25 bps rate cut but warned that another one this year is “far from” guaranteed — a remark that cooled markets even as the Nasdaq finished up 2%. Traders are realizing that rate cuts aren’t a given, even when the economy’s cooling faster than Powell’s coffee.

This week, Palantir $PLTR ( ▲ 3.04% ) will test whether AI hype still translates to earnings reality. Wall Street expects 67% growth, but after Meta’s AI spending spooked investors, it’s a high bar. If the shutdown drags on, though, even the strongest results might not stop markets from feeling a little… data-deprived.

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

Hurricane-strength headwinds are gathering for global trade. They could potentially leave some of the biggest operators capsized. But those with flexible fleets may be able to weather this storm — and emerge with the wind at their backs.

In our November report, we’ve identified one small-cap stock with disruptive potential. There’s still time to ride this rogue wave before it breaks — but maybe not for long. Unlock our latest monthly Street Sheet Research to act on this institutional-grade information while you can.

Burry’s predictive record is famously lopsided. He called the housing crash. Then he called almost everything else.

Nvidia $NVDA ( ▼ 0.2% ) CEO Jensen Huang was captured chugging beers and eating Korean fried chicken with the chairmen of Samsung $SSNLF ( ▲ 9.01% ) and Hyundai $HYMTF ( ▼ 7.44% ).

A bullish signal if there ever was one — although, granted, that’s just another Friday night for us.

(In other news, shares of Korean poultry firms are apparently surging.)

Stocks get overlooked in the inflation protection conversation. But if you zoom out, corporate earnings — and the equities tied to them — have held up better than most alternatives.

The catch? You have to stick around long enough to let compounding do its job.

Then you’re missing out. Every Saturday, Street Sheet Research subscribers receive an institutional-quality PDF outlining all the important happenings on Wall Street over the past week — and dozens of potential ways to play them.

Today, we covered why eVTOLs may be ready for takeoff, a tech giant’s unsung “second monopoly”, Nvidia’s quantum leap, and much more. The best part? Even if you missed it, it’s not too late. The best part? Even if you missed it, it’s not too late.

First, the VC-backed bowl chains went public. Then, they spiked. Now, they’re falling back to earth — fast.

Turns out you can only overcharge for lentils and tahini for so long.

This year’s scariest costume was 700 words about tax compliance.