The DOGE Agenda (nine stocks to buy)

Every investor in America is trying to figure out what Musk will do in Washington, D.C. in the coming weeks. Here’s our take…
-from Altimetry

BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 33.33% for Week of February 06 2025

THE ELON SHOCK: All of Elon Musk’s strange behavior may soon make sense… and impact the markets in a way no one’s expect. Full story here »
- from Altimetry

Market Wrap:

• Futures flat Monday night ahead of key inflation data.

• Dow -26 pts, S&P/Nasdaq -0.1%.

• Nasdaq +1% Monday, led by Nvidia (+2.9%) and Micron (+3.9%).

• Trump signed 25% steel tariff, lifting Cleveland Cliffs (+18%) and Nucor (+5%).

• Today: Powell testifies before Congress; CPI, PPI data ahead;

EARNINGS

Here’s what we’re watching this week:

• Today: Coca-Cola (KO), DoorDash (DASH), Shopify (SHOP), Super Micro Computer (SMCI)

• Wednesday: Reddit (RDDT), Robinhood (HOOD)

  • Cisco (CSCO) - earnings of $.91 per share (+4.6% YoY) on $13.9B revenue (+8.6% YoY)

• Thursday: Airbnb (ABNB), Coinbase (COIN), DraftKings (DKNG)

  • Roku (ROKU) - analysts anticipate a per-share loss of $.41 vs its year-ago loss of $.55 per share

See full calendar here »

HEADLINES

Powell Heads for ‘Hyper-Charged’ Hearings

Gold Bulls Lock In on Glittering Milestone with $3,000 in Sight

• Tech lifts Wall Street, steelmakers climb on Trump tariff threat (more)

• Trump officially imposes global 25% steel, aluminum tariffs (more)

  • Copper price premium soars to record after Trump tariff moves (more)

• Bond traders waver as Trump questions US government debt figures (more)

• Credit quants target bulk trades to conquer $8T market (more)

• Oil prices climb despite trade war concerns (more)

• China frees possible $27 billion from insurers to buy gold (more)

• Meta starts eliminating jobs in a shift to find AI talent (more)

• McDonald’s revenue disappoints as sales see worst drop since pandemic (more)

• OpenAI is set to finalize its first custom chip design this year (more)

• US eased enforcement of law banning US firms from bribing foreigners (more)

• Treasury to halt minting pennies to cut waste (more)

IN PARTNERSHIP WITH AI CAPITAL NEWS

DEALFLOW

M+A | Investments

• Plaid is said to tap Goldman Sachs for share sale (sale)

• Hyatt to buy Caribbean resort owner Playa for $2.6B (more)

• Merck in advanced talks to acquire biotech firm Springworks (more)

• Cotiviti, a company specializing in data-driven healthcare solutions, acquired Edifecs, a healthcare data interoperability company (more)

• Validus Risk Management, a services platform for financial risk management, received a $45M Growth equity investment from FTV Capital (more)

VC

• 75F, a company specializing in IoT and AI-driven commercial HVAC automation, raised add’l $45M in Series B funding (more)

• Lynx, a fintech platform for healthcare payments and administration, raised $27M in Series A funding (more)

• Epicore Biosystems, a digital health solutions company developing advanced sweat-sensing wearables, raised $26M in Series B funding (more)

• Boostly, a provider of automated SMS marketing and feedback solutions for restaurants, raised $22M in Series A funding (more)

• Greyson Clothiers, a performance apparel brand for sport, raised $20M in Series A funding (more)

• Clean Core Thorium Energy, a nuclear fuel company, raised $15.5M in Seed funding (more)

• Reservoir, a crypto startup, raised $14M in Series A funding (more)

• Nirmata, a cloud-native security policy automation and governance solutions company, raised $9.6M in funding (more)

• Fifteenth, a tax solution company, raised $8.25M in Seed funding (more)

• Edacious, a multi-disciplinary tech company specializing in the relationship between agriculture and human health, raised $8.1M in Seed funding (more)

• Crowded, a fintech platform specializing in financial management for nonprofit organizations, raised $7.5M in Series A funding (more)

• &AI, an AI agent for patent attorneys, raised $6.5M seed funding (more)

• DevAI, a company building agentic AI solutions for enterprise IT teams, raised $6M in Seed funding (more)

• Questal, an owner and operator of financial wellness service provider Questis, raised $3.2M in Seed funding (more)

• Self Inspection, an AI-powered platform for the automotive inspections market, closed a $3M seed funding round (more)

• Centerseat, a physical security compliance company, raised $2.7M in Seed funding (more)

• InvestNext, a real estate investment management platform, raised an undisclosed amount in Series B funding (more)

CRYPTO

• Michael Saylor’s Strategy bags first Bitcoin purchase under new name (more)

• Grayscale files for a Cardano ETF with NYSE (more)

• New Trump tariffs spell caution for Bitcoin, Ether, Dogecoin bets (more)

• Crypto firms on the hunt for well-connected Washington lobbyists (more)

BULLISH BITES

🚨 Elon Musk may not be as unpredictable as you think. See what one investing expert claims is his next move *

😎 Trump’s tariffs make currency trading cool again after years of decline.

💰 The investor betting on people in their 50s and 60s—because older is better.

🦄 VCs don’t start unicorns: The No.1 lesson from Andreessen Horowitz.

🎉 Memecoin pumps are just for fun.

DAILY SHARES

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