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Happy Sunday!

The U.S. Treasury posted an unexpected $27B surplus in June, boosted by a 13% jump in tariff receipts, as reported by CNBC.

• Tariffs brought in $27B for the month, up 301% from a year ago.

• The Treasury noted the June surplus benefited from calendar adjustments, without which the deficit would have been $70B.

Despite the surplus, the fiscal YTD deficit stands at $1.34T, with interest payments on the $36T national debt totaling $84B in June alone.

• For the full year, interest costs are projected to reach $1.2T, second only to Social Security in federal spending.

Amid the mounting costs, Trump has ramped up pressure on Jerome Powell in recent weeks to cut rates.

Some key data bites from this week that you should know:

• Bloomberg shared the top 10 companies you should track in Q3.

• Microsoft saved $500M using AI while cutting 15,000 jobs this year.

• SpaceX in talks to raise new funding at $400B valuation.

• Meta invested $3.5B into Ray-Ban maker EssilorLuxottica.

• American babies will be getting $1,000 investment accounts.

• Tether holds $8B of Gold in a secret Swiss vault.

• China increased its gold reserves for the eight straight month.

• Lucid set world record for longest single charge EV drive at 749 miles.

• Merck will buy lung-disease biotech Verona Pharma for $10B.

• Ferrero will buy cereal maker WK Kellogg for $3.1B.

• Capgemini will buy IT outsourcing firm WNS for $3.3B.

In today’s newsletter:

• 📱 Apple’s Crown Jewel

• 📈 Best Stocks Last 30 Years

• 👑 Nvidia Hits $4T Market Cap

• 🏋️‍♀️ 10 Companies Run The Nasdaq

• 📲 Most Popular Social Media

Let’s jump right in.

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Steal the Playbook

Apple’s AirPods are closing in on a major milestone.

• According to Counterpoint Research, cumulative revenue from AirPods is expected to surpass $100B by 2026.

• Driving that growth are product diversification, strong demand in emerging markets, and ongoing improvements to the user experience.

While Apple doesn’t break out revenue for individual products, AirPods fall under the Wearables, Home, and Accessories segment, which made up 9% of total revenue over the past year.

The iPhone still reigns supreme, accounting for about 50% of Apple’s overall sales.

• This week, Bloomberg reported that Apple is planning to launch a new low-end iPhone in the first half of 2026, along with multiple new iPads and upgraded Macs.

The best-performing S&P 500 stock over the last 30 years? Monster Beverage.

• A $10,000 investment in the energy drink company in 1995 would be worth over $48M today.

Coming in close behind are Nvidia at $44M and Amazon at $29M, rounding out a top three that spans energy drinks, AI chips, and e-commerce.

These gains didn’t happen overnight.

• They were built through decades of compounding, holding through recessions, market crashes, geopolitical shocks, and relentless competition.

It’s a reminder that long-term investing rewards patience, and often delivers results where you least expect it.

Nvidia has officially made history.

The AI powerhouse just became the first company ever to reach a $4T market cap, edging out both Microsoft and Apple.

• To put that into perspective, Nvidia is now worth as much as Alphabet and Meta combined.

• It also equals the combined market cap of Taiwan Semi, Tesla, Netflix, Palantir, ASML, Salesforce, AMD, and Intel.

The surge has pushed CEO Jensen Huang’s net worth past Warren Buffett’s.

But as Nvidia’s global influence grows, so does political scrutiny.

• A bipartisan group of U.S. senators urged Huang not to meet with Chinese firms suspected of skirting chip export controls.

• Huang also met with President Trump on Thursday ahead of his scheduled trip to China in the coming days.

According to the Financial Times, Nvidia is planning to launch a new AI chip specifically for the Chinese market as early as September, designed to comply with U.S. export restrictions.

• Meanwhile, Bloomberg reports that Chinese firms are preparing to install over 115,000 Nvidia chips to power large-scale data centers in the desert.

Big Tech continues to do the heavy lifting.

• The Nasdaq hit another all-time high this week, driven by Nvidia’s surge and a broader rebound in tech.

With Nvidia crossing a $4T market cap, it now accounts for 9.4% of the entire index.

The top 10 holdings in the Nasdaq now make up roughly 53% of its total weight, and their performance have an outsized impact on the entire index.

• That concentration has raised concerns, prompting the Nasdaq to implement special rebalancing measures in the past.

The social media space made plenty of headlines this week.

X CEO Linda Yaccarino announced she would step down after two years at the company.

The platform has seen declining usage, with daily active users falling 12% YoY in Q2 2025, according to Sensor Tower.

Meanwhile, competition is intensifying.

• Threads, Meta’s rival to X, saw traffic surge 160% over the same period.

• Data from Similarweb shows Threads is now approaching X in daily mobile app users.

• However, X still holds an edge in web presence, user engagement, and loyalty.

Zooming out, both platforms remain small players compared to the broader landscape.

• Facebook remains the most popular social media platform with 3.07B monthly users, followed by WhatsApp at 3B and YouTube at 2.70B.

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Notable Companies Reporting Earnings Week of July 14th, 2025:

Earnings season is back! Here’s what I will be watching this week:

• Monday: Fastenal $FAST

• Tuesday: JPMorgan Chase $JPM, Blackrock $BLK, Citi $C

• Wednesday: ASML $ASML, Johnson & Johnson $JNJ, Goldman Sachs $GS, Bank of America $BAC

• Thursday: Netflix $NFLX, Interactive Brokers $IBKR, PepsiCo $PEP

• Friday: American Express $AXP, Charles Schwab $SCHW, 3M $MMM

EarningsHub helps me stay on top of earnings, forecasts, and AI-powered call recaps.

It’s free, and perfect if you want to track every major company reporting.

Buys

• Nancy Pelosi (D)

  • Company: Broadcom ($AVGO)

    • Amount Purchased: $1M - $5M

    • Description: Exercised 200 call options purchased 6/24/24 (20,000 shares) at a strike price of $80 with an expiration date of 6/20/25

• Brandon Gil (R)

  • Company: Bitcoin ($BTC)

    • Amount Purchased: $700K - $1.5M

• Michael McCaul (R)

  • Company: Humana ($HUM)

    • Amount Purchased: $100K - $250K

  • Company: Nucor ($NUE)

    • Amount Purchased: $100K - $250K

Sells

• John Rose (R)

  • Company: Alphabet ($GOOG)

    • Amount Sold: $1.25M - $5.5M

  • Company: Microsoft ($MSFT)

    • Amount Sold: $250K - $500K

• Michael McCaul (R)

  • Company: Nvidia ($NVDA)

    • Amount Sold: $600K - $1.25M

• Tim Moore (R)

  • Company: Direxion Daily Small Cap Bull 3X ETF ($TNA)

    • Amount Sold: $500K - $1M

Buys

• Asana ($ASAN)

  • Insider: Dustin Moskovitz (President, CEO, & Chair)

    • # of Shares Purchased: 449,217

    • $ Amount: $6,432,779

    • SEC Forms: [1]

Sells

• Amazon ($AMZN)

  • Insider: Jeff Bezos (Executive Chair)

    • # of Shares Sold: 2,531,787

    • $ Amount: $566,954,496

    • SEC Forms: [1], [2]

• Snowflake ($SNOW)

  • Insider: Frank Slootman (Director)

    • # of Shares Sold: 424,196

    • $ Amount: $94,712,453

    • SEC Forms: [1]

🤝 Review of the Week