📈 Huge week ahead

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Good morning & Happy Monday!

Trump’s 100th day hits this week as markets brace for a wild earnings week, Walmart and Target sound supply chain alarms, Toyota shares surge, Microsoft calls 2025 the year of AI-powered firms, and Europe scrambles to dodge a two-front trade squeeze.

Grab your flat white and let’s break it down. ☕️

Markets

📊 Big week ahead
President Trump hits his 100th day in office this Wednesday, right as a wave of corporate earnings rolls in from giants like Apple, Amazon, and McDonald's. The Fed gears up for fresh jobs and inflation data, with Trump pushing again for rate cuts. Investors also brace for GDP numbers, consumer confidence updates, trade stats, and housing reports in a jam-packed week.

🏘️ There’s a reason mobile home parks are getting so much institutional love
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🛍️ Walmart and Target warn of empty shelves and higher prices
Tariff tensions between the US and China are confusing, despite scattered signs of deescalation. China has quietly rolled back some tariffs on US goods, but both sides are firing mixed messages. Meanwhile, supply chain shocks loom, with major retailers warning Trump that empty shelves and price hikes could hit Americans by summer if no deal is reached soon.

📈 Toyota Industries shares set to surge
Toyota Industries shares were set for their biggest daily jump in decades after Toyota confirmed it's weighing a potential buyout of the $28 billion supplier. Flooded with buy orders, the stock was poised to hit its daily upper limit with a 23% surge. While Toyota Industries denied receiving a direct offer, talks of going private are heating up as Japan pushes firms to rethink cross-shareholdings.

🤖 Microsoft thinks AI colleagues are coming soon
2025 is shaping up to be the "Year of the Frontier Firm," according to Microsoft’s latest Work Trend Index. Companies are moving beyond AI experiments and beginning to build entire operations around AI-human hybrid teams. Microsoft predicts that over the next few years, every company will be on this journey, with AI agents streamlining tasks, acting as digital colleagues, and eventually running full business processes.

Big Tech Has Spent Billions Acquiring AI Smart Home Startups

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest.
Amazon spent $1.2B on Ring.
Generac spent $770M on EcoBee.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $1.90 per share.

With proprietary technology that connects window coverings to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

INVEST BEFORE BIG TECH MAKES THEIR MOVE

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Quick News

• China rolls out employment support and hints at more stimulus as U.S. tensions escalate.

• Stock market plan for abundance.

• Deel replies to Rippling's espionage allegations.

• Early cancer detection startup Craif raises $22M.

• UK's Deliveroo suspends share buyback after $3.6 billion offer from Doordash.

Tariffs

Who Holds The Cards - Europe or the US?

During the 90-day tariff pause, the EU is betting on diplomacy to erase new US tariffs and avoid fresh ones targeting semiconductors and pharma. If talks fail, Europe could hit back by taxing US services, where America actually runs a surplus, though going nuclear with anti-coercion tools seems unlikely.

Bigger trouble looms from China.
US tariffs on Chinese goods are pushing cheap products toward Europe, threatening local industries. The EU is prepping a task force and possible anti-dumping moves, but it’s a delicate game, too lax on China, and Washington might retaliate.

Some European leaders push for closer ties with Beijing, especially in green tech and investment, but trust is thin. Meanwhile, analysts say Trump’s tariffs might hurt US trade and GDP more than Europe's, giving Brussels some breathing room.

Europe’s playing defense on two fronts, balancing diplomacy, trade retaliation, and the risk of getting squeezed between two superpowers.