M

What Ripe inside?

    Aadarsh Kanojiya
    @aadarsh_rk
    30 Followers
    0
    0
    0
    0
    0 Likes | 4 Views | Feb 4, 2025

    Whats ripe?

    • We wanted a Zuckerberg-Musk fight, and instead, we got an all-out brawl between the U.S., Canada, and Mexico. I’m not sure I even know what’s going on, but find out below.
    • Mind Medicine proves why investing in pre-revenue drug dealers is a brilliant move, and Tyson Foods killed a ton of farm animals last quarter. Tesla tanked on Musk’s latest innovation, and JetBlue fell out of the sky without Boeing’s help.
    • A day late but a billion over, Apple’s Q1’25 earnings report shows why it doesn’t matter if they’re past peak iPhone. Find out why below.

    Justin Trudeau, a.k.a Just-out Trudeau, recently resigned from the PM position and will no longer hold the role on March 9th, when the Canadian Liberal Party chooses its next leader. However, he’s given some indication of Canada’s mindset regarding these negotiations.

    If 25% tariffs are imposed by the U.S. on Canada and Mexico, basically everything will get more expensive. Including China, and based on the above chart, computers, phones, and cars are the three goods most at risk.

    And we saw that in the share prices of the companies making those products yesterday. Unfortunately for any shareholders that sold, the news of a 30-day delay in the implementation of those tariffs came after the bell.

    I’m certain more news will break on this topic later today—good luck staying tuned. We’ll keep you updated on the sh*t that actually matters.

    • Why anyone would buy Tyson’s dumpy chicken when that Perdue gas is right next to it is beyond me, but apparently, a lot of people did in Q4. The meat maker beat estimates.
    • Tyson reported a 0.8% rise in chicken sales despite prices falling 0.7%. That carried revenue to $13.6bn, up 2.3% from last year and above estimates.
    • EPS of $1.14/sh easily beat estimates for $0.79/sh. Beef sales were 6.2% as prices grew 0.2%, and pork sales rose 6.6% on a 7% jump in prices and 0.4% slip in volume.