We see what's happening on Main Street, before it becomes news on Wall Street.
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Searches for oral minoxidil, the hair-loss pill, are up fivefold since 2022.
$ABSI is building an AI-designed drug to match it. People on hair-loss forums already follow it as something they might take.
First results come late this year.
likefolio.ai
Not investment advice.
Google's newest AI coworker gets its own email address.
At one Japanese insurer, 34,000 employees have built more than 10,000 custom AI agents.
Google says nearly 90% of the Fortune 100 now use Gemini Enterprise.
$GOOGL
likefolio.ai
Not investment advice.
From our founder @AndySwan:
"There is something you know that somebody needs. There is a problem you understand that somebody will pay you to solve."
AI is the tool. The start is on you.
The Swan Letter is free:
andyswan.substack.com/p/the-…
RT @AndySwan: G.OA.T. 🚀
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An insurer just put a price on Tesla's self-driving.
Lemonade now takes 30% off miles driven on FSD for older Teslas in three states. Newer ones get 50%.
Insurers make money measuring risk. That's a real vote of confidence.
$TSLA $LMND
likefolio.ai
Not investment advice.
"The stock price is expensive. The goods that they make are expensive. And in both cases, they have willing buyers lining up to buy both."
That's a sign of a remarkable company.
$AAPL is +37% YoY. Mac mini searches are +121%.
likefolio.ai
We score 3,977 stocks every trading day.
Main Street on one side. Wall Street on the other.
The gap between them is the whole game.
likefolio.ai
$AMZN Main Street score: 85.
Wall Street: 75.
Gap: +10.
Consumers are ahead of the analysts again.
Scores as of Oct 14. likefolio.ai
Not investment advice.
$AAPL hit an all-time high today. Here's what consumers are saying.
Purchase intent posts: +31% YoY
Price complaints: +74% YoY
Google searches: Mac mini +121%, Mac Studio +118%, MacBook +46%
People are complaining about the price and buying anyway.
@AndySwan on Schwab Network CashTags 👇
likefolio.ai
$SPCX is expensive. It's volatile.
It's also a gravity well. Consumers are moving there. Businesses are moving there. The capital follows.
Not investment advice.
LikeFolio.ai retweeted
We gave the whole Vegas keynote away.
49 slides.
Our top stocks for 2027. The biggest trends we see coming. The charts behind every one.
Free. No catch. Just read it.
swan-letter-files.quilt-feel…
ALT The LikeFolio machine: Main Street consumer signals on one side, Wall Street on the other.
Starlink demand is up 126% year over year. And the growth is starting to accelerate.
$SPCX
likefolio.ai
Not investment advice.
8x as many people talk about switching to Starlink as talk about canceling it.
That's how 12 million customers turns into hundreds of millions.
$SPCX
Not investment advice.
$SPCX is one of the most exciting companies in the world. Our data agrees.
Social Heat Score: 77/100
Starlink demand: +126% YoY
Switching vs. canceling: 8 to 1
From this week's LikeFolio Founders call.
Not investment advice.
In 2008, a bottle of Pappy Van Winkle 23 cost $250.
Online chatter climbed first. The price followed. $5,000 by 2022.
That lesson built LikeFolio. Demand moves first. Stocks follow.
Our full Vegas keynote is free. Top stocks and trends for 2027:
swan-letter-files.quilt-feel…
ALT Chart: online chatter about Pappy 23 (gold) climbs first; price (gray) stays flat for years, then jumps from $250 to $1,750 to $5,000.
The alcohol industry is in a downturn. Light at the end of the tunnel for $STZ?
Beer drinkers are quiet-quitting expensive IPAs and craft brewers in favor of Modelo and Pacifico.
The scrap yard will call the next turn too.
Monthly resets will confirm. Consecutive drops = slowdown locked in.
First uptick? Early re-entry for the steel names.
The guys in the yard hear it first.
Now you have.
Read the full breakdown: likefolio.ai/insights/articl…