HAPPY SATURDAY TO THE STREET
And welcome back to Street Tweets from The Street Sheet!
The robots came for a new job this week: pop star.
They left empty-handed.
AI-first production studio Particle6 debuted AI pop star Tilly Norwood with a 4-minute music video that generated 100K views… and about the same number of eye rolls.
Particle6 was quick to note that 18 actual humans built the whole thing, which is either reassuring or deeply ironic depending on your mood.
The goal, per the founder, was never a chart-topper. Good thing, that.
— Brooks & Cas
MARKET REVIEW & PREVIEW
Oil is firmly in the driver’s seat on the Street. The war in Iran has pushed crude prices sharply higher, and even massive emergency releases from global reserves failed to calm markets. Stocks slid last week as fears mounted that energy-driven inflation could keep the Federal Reserve from cutting rates anytime soon.
Next week, attention turns back to inflation and growth. Wednesday’s Producer Price Index (PPI) will show whether wholesale prices were already heating up before the oil spike. If they were, hopes for rate cuts later this year could fade further.
Presented by Street Sheet Research
While most market observers are eyeing the Strait of Hormuz, Street Sheet Research is highlighting a very different geopolitical energy play.
One uranium producer is supplying the nuclear renaissance from operations in some of the most politically stable jurisdictions on earth, at a time when supply chain geography matters more than it has in decades.
Subscribers get the full take, plus three additional picks from top analysts with 30%+ upside potential, every week.
Backed by a 90-day money-back guarantee.
The one trade signal we can still count on.
Cramer said he doesn't see a path to de-escalation in Iran.
Oil disagreed and fell below $90.
At this point, CNBC just needs to pick a path: fire Cramer, or fully commit to the bit.
No hedge, no mercy.
Someone in a boardroom made a very confident call about oil stability.
Now we’re all finding out how that went.
Your brain, but with a data plan.
He means AI intelligence, of course.
Whether human intelligence retains its premium remains TBD.
Presented by Street Sheet Research
Trevor Walsh is #34 of more than 5,000 analysts.
His picks return +45% on average.
His latest call has +69% implied upside.
It’s a quiet name in a category that's been on the winning side of every recent defense budget debate.
The full analysis is in this week's report.
90-day money-back guarantee. Cancel anytime.
Cause Uber Black wasn't expensive enough.
The fare from SFO to Union Square? $177.88.
The psychological move here is paying more than everyone else, so you feel like you're winning.
Spoiler: You are not winning.
