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Moby

@moby.invest

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Most investment research platforms are designed around the assumption that more information makes you a better investor. It’s a seductive idea that happens to be completely wrong.Conviction comes from understanding, not volume, and understanding requires structure.That’s what we’ve been building.The new Moby experience reorganizes how research reaches you, with news analysis, deep dives, trend breakdowns, portfolios, and market context, all of it arranged so the signal actually lands instead of piling up like unread tabs.Think of it less as an app upgrade and more like going from a Bloomberg terminal to a conversation with someone interesting who’s already read it.The goal isn’t just more content. It’s better signal, better navigation, and better decision support.Explore the latest version at the 🔗 in bio. by @moby.invest

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3 months ago

Vanguard’s S&P 500 ETF crossed $1 trillion in assets under management on June 2, a milestone that would have been unthinkable a decade ago when SPY was the undisputed king of passive investing.VOO didn’t make a lot of noise about it. It just kept charging 0.03% while SPY charged 0.09% and let compounding do the rest. Three basis points sounds like nothing until you’re talking about a trillion dollars.The fund is exactly what it sounds like: Nvidia, Apple, Alphabet, Microsoft, and the rest of the market cap aristocracy up front, with financials, healthcare, and consumer discretionary filling out the back. No surprises, no gimmicks, no expense ratio worth complaining about.👀 VOO or SPY? by @moby.invest

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Cash App has launched a limited-edition tap-to-pay Magic Wand.The $25 NFC-enabled accessory links to a Cash App Card and allows purchases without a phone or wallet.Block, Cash App’s parent company, is down 67% over the past five years.🪄 Tap-to-pay wand: good idea or marketing gimmick? by @moby.invest

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The math is almost offensive. Elon Musk’s stake in SpaceX is worth $866 billion on paper after the company dropped its IPO prospectus Wednesday, pricing at $135 a share for a $1.77 trillion valuation.Add his $355 billion Tesla position and options that could tack on another $100 billion, and the world’s richest person is staring down a net worth that will require a new word to describe.SpaceX hits the Nasdaq next week, 16 years after Musk took Tesla public. He’ll control 82% of the rocket company post-IPO, though he’s locked up for a year.Forbes currently pegs him at $826 billion, roughly three times Larry Page in second place.The prospectus, in the risk factors section (always the most honest part of any filing), notes that after the lock-up, Musk “may elect at any time to sell all or a substantial portion” of his stake.Good to know they thought of that.📷 Gage Skidmore, CC BY-SA 2.0👀 Should anyone be worth $1 trillion? by @moby.invest

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The Republican-led House voted 215-208 Wednesday to pump the brakes on America's increasingly unpopular war with Iran.⁠⁠Four Republicans broke ranks to hand Democrats the win, just five months before midterms, with gas at $4.26, wages down, consumer sentiment at a record low, and a $29 billion price tag that outside experts consider optimistic at best.⁠⁠The vote won't end the war. The Senate still has to act, and the War Powers Act's legal teeth are perpetually debated. But when 215 members of Congress vote to stop a sitting president's war, the global audience notices. ⁠⁠Trump is increasingly alone on Iran, and everyone can see it. by @moby.invest

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Broadcom opened nearly 15% lower Thursday after quarterly results and an unchanged AI chip sales outlook disappointed investors. by @moby.invest

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Bank of America announced Wednesday it is partnering with FIFA and Vet Tix to provide $2.25 million in free World Cup 2026 tickets to veterans, active military, and first responders living near host cities, covering all 11 US venues from the group stage through the final. ⁠⁠A very kind gesture from BofA and a shockingly (almost suspiciously) kind one from literally FIFA.⁠⁠"We want to give access to the games for everybody," CEO Brian Moynihan told Fox News, delivered with the kind of unique BriMo facial expressions that make him look like a goalkeeper who just scored a hat trick of own goals and is now talking to the press.⁠⁠The 4,547 tickets will be distributed through Vet Tix and its sister platform 1st Tix, with 250 specifically reserved for US Men's National Team matches in honor of America's 250th anniversary. ⁠⁠Bank of America signed on as the Official Bank Sponsor of FIFA World Cup 2026 back in 2024 and has been deploying that partnership aggressively ahead of June 11. It just found a way to do something with this partnership that doesn’t feel venal at all. Score.⁠⁠📷 UKinUSA, CC BY-SA 4.0 by @moby.invest

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Trump found a new legal hook for tariffs Wednesday and used it on 60 countries simultaneously, which is the kind of move that makes trade lawyers bill extra hours and supply chain managers drink earlier in the day.⁠⁠The Office of the US Trade Representative announced new levies of at least 10% on imports from 60 trading partners, justified through a Section 301 forced labor investigation rather than the emergency powers the Supreme Court found unconstitutional in February. ⁠⁠Canada, Mexico, the EU, Taiwan, and the UK get 10%. China, India, Japan, South Korea, and Brazil get 12.5%. The USTR investigated whether any of the 60 economies effectively enforces a forced labor import prohibition and found, with remarkable consistency, that none of them do. All 60. Zero exceptions. Everyone guilty, first try.⁠⁠The levies won't go into effect immediately, with public comments due July 6 and hearings beginning July 7. Trade analysts are already asking whether a separate ongoing Section 301 investigation into excess manufacturing capacity could stack additional duties on top of these, because apparently 10% was just the opening offer.⁠⁠The EU called it unjustified. China denied everything. Canada said it has the best deal in the room. Everyone is engaged. Nobody is happy. The tariffs are back.⁠⁠📷 Gage Skidmore, CC BY 2.0 by @moby.invest

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SpaceX set its IPO price at $135 per share Wednesday, targeting a $1.75 trillion valuation by telling investors the price rather than asking what they’d pay.The prospectus justifies the number by identifying what it calls the “largest actionable total addressable market in human history” at $28.5 trillion, in the same document that acknowledges the company may never be profitable.Morningstar values SpaceX at $780 billion. The firm assigned a 43% probability to its downside scenario for xAI, said Grok is not among the leading AI labs, and flagged the dual-class share structure as shareholder-unfriendly. The $970 billion gap between Morningstar’s number and Musk’s number may explain precisely why Musk chose not to let the market set the price.The stock will almost certainly pop on debut anyway. Nasdaq 100 inclusion kicks in 15 trading days after IPO, forcing passive funds to buy regardless of valuation. Index inclusion is not an endorsement. It is a calendar event.🚀 Would you buy SpaceX at $135? by @moby.invest

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A bar owner on Manhattan's Upper East Side is offering customers $100 off their tabs if the Knicks win Game 1 of the NBA Finals Wednesday night. ⁠⁠Andy Freedman, who owns The Jeffrey and also practices law in Manhattan, is hedging the promotion with a $5,000 bet on the Knicks through prediction market Kalshi. ⁠⁠If New York wins, he pays out the discounts but collects more than $13,000 from Kalshi. If the Knicks lose, he's out $5,000 but has a packed bar of people drowning their sorrows on full-price drinks.⁠⁠The idea originated where nature intended: the Upper East Side, home to the highest concentration of finance professionals who haven't yet had their third child and moved to Westchester. These are people who hedge things for a living.⁠⁠Kalshi is using the promotion as a proof of concept for prediction markets as small business risk management, arguing that hotels, retailers, and import-dependent businesses could all hedge operational exposure through its platform. It's a genuinely interesting idea dressed in Knicks gear, and it started, as so many interesting financial ideas do, with someone on the Upper East Side trying to not lose money. by @moby.invest

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GameStop posted a 14% revenue increase Tuesday, with net income jumping from $44.8 million to $389.6 million year-over-year, and announced a $2 billion share buyback program.The company has pivoted from selling video games nobody buys in stores anymore to trading cards and collectibles, which apparently people do buy in stores, and it is working well enough that Ryan Cohen now has enough liquidity to keep shopping.Shopping being the operative word. Cohen increased GameStop’s stake in eBay to 6.6% and reiterated his commitment to acquiring the e-commerce company despite eBay calling his $56 billion unsolicited offer “neither credible nor attractive,” which is corporate for “absolutely not.” Cohen’s response was to buy more shares and suggest he might take the offer directly to eBay shareholders, which is the hostile takeover equivalent of showing up uninvited and asking the roommates instead of the landlord.The collectibles business is booming, and Ryan Cohen be shoppin’. by @moby.invest

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Google’s planning to raise $80 billion to invest in AI infrastructure, with a little help from the new regime at Berkshire Hathaway.This is the largest equity raise in corporate history, and larger than the world’s three largest IPOs combined. Alphabet, Google’s parent company, is splitting it in three ways: $10 billion private placement to Berkshire Hathaway, $30 billion in underwritten public offerings, and a $40 billion flexible “at-the-market” program not necessarily meant for AI investment.It seems like a pretty obvious flex from Berkshire’s new CEO Greg Abel, given his former boss’s avoidance of tech. And the move comes after CFO Anat Ashkenazi told analysts the company plans to step up spending next year, beyond the $180-$190 billion target.Alphabet is a top-five holding in Berkshire’s portfolio, accounting for roughly 9.5% per publicly available data.Alphabet stock fell about 4% on the news and closed at $358, down from its all-time high of $404. by @moby.invest

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