Welcome back to the VIP Table, Nil ! You've got a front-row seat at Market Munchies, our premium digest served fresh with bold flavor and sharper insights. Tonight's chef‑curated lineup: - AI Main Course: Think Nvidia firing up a $500 billion U.S. factory grill, OpenAI's GPT‑4.1 soufflé rising to perfection, Intel trimming the fat à la master butcher, and Scale AI's revenue soufflé puffing toward $2 billion.
- Influencer & AdTech Cocktail: A blend of creator‑economy mojitos, TikTok's regulatory ice cubes, and WPP/Meta's secret‑sauce data infusions—shaken, not stirred.
- Macro & XR Dessert: A scoop of cooling inflation sorbet, an AR/VR chocolate‑molten lava cake (105 million headsets by 2025!), plus a VR cooldown palate cleanser to get you ready for the next course.
Bon appétit! - Dan |
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AI Main Course: Homegrown Chips & Smarter Models |
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🇺🇸 Nvidia's Star-Spangled AI Buffet Nvidia is pulling out the grill and firing up $500 billion worth of AI chips and servers in the good ol' USA. Featuring star chefs like TSMC's Arizona kitchen and supercomputer sous-chefs Foxconn and Wistron in Texas, it's an AI barbecue that'll satisfy even the hungriest tech appetites. This home cooking aims to dodge tariffs and supply chain headaches, ensuring the AI engines (thanks, Jensen Huang) stay domestically delicious. 🔎 Investor takeaway: Nvidia is serving strategic resilience and ensuringmaking sure policymakers love its cooking. Smart. 🚀 OpenAI's GPT-4.1: Now Serving Fresh Code à la Carte OpenAI just whipped up GPT-4.1 alongside "Mini" and "Nano" models—think faster, cheaper, and smarter, like an AI sous-chef with eight arms, juggling code effortlessly. Early testers rave about its "Alpha Quasar" skills, effortlessly fixing pesky coding errors. 🔎 Investor takeaway: OpenAI isn't napping between meals—it's spicing things up to stay ahead in the heated AI kitchen wars. 🥩 Intel Goes on a Diet—Altera Gets the Chop Intel just sold 51% of Altera to Silver Lake, bringing home $4.46 billion. Call it the CEO Lip-Bu Tan diet—trimming down bloated acquisitions to regain financial fitness after previous manufacturing missteps. 🔎 Investor takeaway: Intel is slimming down to compete better in AI chips (Nvidia, watch out!) and protect its CPU empire. Wall Street approves—the stock was up 2.8% after the news. 🍔 Scale AI's Supersized Revenue Happy Meal Scale AI is dining like it's at an all-you-can-eat AI buffet. Revenue's exploding—from $870 million to a mouth-watering $2 billion by 2025. Quietly fueling giants like OpenAI and Meta, Scale's value might rocket up to $25 billion soon. 🔎 Investor takeaway: Picks-and-shovels businesses are feasting on the AI gold rush. Scale AI proves there's a lucrative feast beyond just the big names. That's your AI Main Course served piping hot. Stay tuned—more tasty bites coming up! 🍷✨ |
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AI Market Bites: Key Stock & Financial Updates |
🚀 Nvidia (NVDA): Over the past year, NVDA's share price has pretty much strat-ospherically doubled—think rocket fuel with an AI twist. Trading near all‑time highs and boasting a market cap that flirts with $1.2 trillion, investors are betting its $500 billion U.S. expansion cements its chip‑champion crown.
⚙️ Intel (INTC): Intel got a polite 3% nod after the Altera sale news, but let's face it—this stock's still clearing off its 2021 hangover. Their "slim‑down diet" is in full effect, and next quarter's earnings will be the ultimate taste test: will Intel get its groove back?
🤖 Microsoft (MSFT): Riding high on its OpenAI partnership, MSFT is up ~20% YTD, cruising near record levels. With GitHub Copilot and Azure AI services humming, Wall Street expects this AI‑powered cash machine to keep printing high‑margin cloud revenue. |
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AdTech Cocktail: Creator Trends, TikTok Shakes & Data Twists |
Creator Economy Matures with a Champagne Splash
The era of one‑off "snacks" is over—creators are now premium ambassadors. U.S. influencer spend is set to climb ~15% to $10.5 billion in 2025, but with caution (thanks, TikTok uncertainty and global tariffs). Creators are diversifying revenue—launching product lines, subscription services, and indie content. The result? A blend of content, commerce, and community that's shaken, not stirred. Why It Matters: Influencer marketing is graduating from experimental pop‑ups to full‑blown brand partnerships. Platforms and tools that help creators monetize and analyze performance are the new VIPs in AdTech. 🧊 TikTok on the Rocks: Will It Be Served or Spilled?
With 170 million U.S. users, TikTok is the social media party everyone wants in—but Washington's threatening to pull the plug. The April 5 deadline got extended into June, and suitors from PE to tech giants are circling. A forced sale or ban would send ad dollars and influencers scrambling—Snap, Meta, and YouTube could be the next hosts. 📊 WPP's Data Clean Room Deal
WPP just paid $150 million for InfoSum, the "data clean room" wizard. Imagine combining consumer insights without sharing raw data—privacy-safe, yet hyper‑targeted. This move arms WPP's GroupM with proprietary data superpowers, a must‑have in the cookie‑less world. Why It Matters: Collaborative data sharing (not data swapping) is the future. Expect other agencies and martech players to follow suit—or get left in the dust. 🤯 Meta's New Data Recipe: Let AI Take the Wheel
Meta's 2025 playbook: "You bring the creative, our AI handles the rest." With Apple privacy changes clipping old‑school targeting, Meta is leaning into AI to match ads with audiences. They claim that ad creative quality drives 70–80% of campaign performance—let the algorithms uncork conversions. Why It Matters: The ad world is shifting from "who" you target to "what" you show. Marketers who embrace broad AI‑driven reach and killer creative are reaping the rewards. |
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Steve Jobs: "Headphones for Video" |
In 2005, Steve Jobs dreamed of "headphones for video", noting that headphones mimic great-sounding, large speakers, but no equivalent exists for video due to size constraints, not even his beloved iPod. Apple's $3500 Vision Pro headset attempted to solve this, but it's too heavy, bulky, and expensive. Steve would've never built this. Enter Immersed's Visor, a sleek, high-resolution device that's 70% lighter and cheaper. Immersed, creator of the #1 work app on Meta's Quest Store, built Visor, which is turning Jobs' vision into a game-changing reality. How? ✅ Lighter than an iPhone, higher res than Vision Pro. ✅ Leaps ahead of Big Tech at a fraction of the cost. ✅ Elegant design like sunglasses
Visor is the "iPhone of AR/VR", and you can invest pre-IPO in Immersed now. As Apple stumbles, Immersed races toward Jobs' dream—and huge returns. If you missed out on the Jobs era, don't miss out on the next one.
Final Chance to Invest before April 30 |
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AdTech Market Bites: Key Stock & Platform Moves |
- Meta Platforms (META): $502.31 (–3.6% on Wednesday). Shares have doubled since early 2023 on cost cuts and AI‑driven ad performance, though Reality Labs' spending raises eyebrows.
- WPP (LON: WPP): £8.50. Flat this year, but InfoSum could be a long‑game winner; 4% dividend yield cushions the ride.
- Snap Inc. (SNAP): $7.74 (–1.9%). TikTok uncertainty gives Snap a shot at more ad dollars, but shares still need a spark.
- Alphabet (GOOGL): $153.33 (–1.9%). YouTube is poised to gobble up ad spend if TikTok stumbles.
- Oracle (ORCL): $129.76 (–3.1%). Rumored TikTok suitor—watch this space.
- Walmart (WMT): $91.19 (–2.9%). Another TikTok bidder with solid e‑comm chops keeping bulls happy.
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Note: The stock market remains highly volatile amid ongoing trade tensions. Investors are advised to stay informed and exercise caution. |
Macro & XR Dessert: Inflation Cools, XR Gears Up |
🥂 U.S. Inflation Finally Chills Out
Picture inflation in fluffy slippers, sipping a bubbly spritzer on a sun‑dappled veranda—that's our current vibe. In March, CPI crept just 2.4% YoY (down from 2.8%), and even took a 0.1% MoM dip courtesy of friendlier gas prices. It's the coziest reading since 2021, giving the Fed a gentle nudge to relax its hiking boots. It's the perfect excuse for investors to swirl a rosé and toast to fewer rate‑hike curveballs—markets can saunter ahead without breaking a sweat. 🔮 XR Forecast: The Future Is Sizzling
Our XR kitchen is set on "gourmet": headset shipments are on track to leap from 11 million in 2021 to 105 million by 2025—a 10× turbocharge. Imagine AR glasses that double as your AI concierge, offering real‑time shopping tips and translation whispers, alongside VR rigs that whisk you off to interstellar dance floors. With 30 %+ annual growth baked in for AR wearables through 2026, this isn't tasting‑menu territory anymore—it's an all‑you‑can‑experience feast. Grab your virtual spoon and dive in! 🕹️ VR Market's Chill Interlude
After that hype soufflé, VR needed a palate cleanser: shipments dipped 12% in 2024, but let's not call it a flop—think of it as a strategic slow‑pour of the next big course. Meta's Quest still rules the roost with 77% market share (popping to 84% with the Quest 3S), Sony's PSVR2 holds a steady 9%, and Apple's Vision Pro remains the truffle‑topped delicacy. This gentle cooldown is simply the calm before the next XR crescendo—so sit back, let the flavors mingle, and prepare for the next mouthwatering wave of innovation. |
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Macro/XR Market Bites: Notable Moves & Trends |
S&P 500 Index: Up about 2% this week—picture the index donning sunglasses as cooler inflation brightens the outlook. Traders are whispering "Fed pause?" like it's a secret password, and the tech‑heavy Nasdaq already sprinted to a 9‑month high.
Apple (AAPL) (~$175): Still dancing near its record performance—its Vision Pro may have debuted like a delicate amuse‑bouche, but iPhones and Services remain the hearty main course. A lighter AR glasses drop could be Apple's next Michelin star.
Sony (SONY) (~$90 ADR): PSVR2 hasn't made Sony its VR piggy bank, but with a 9% late‑2024 share and robust gaming cash flows, Sony can play the long game, like a patient sous‑chef refining its secret sauce.
Meta (META) (VR Angle): Owning 77% of the VR kitchen, Meta's Reality Labs spending still draws raised eyebrows (and hungry shareholders). A blockbuster VR hit or a roadmap to profits would be the ultimate dessert—until then, it's a rich, ongoing tasting menu. |
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What a buffet! This week, from AI's sizzling stovetop to AdTech's mixology bar and Macro/XR's experimental kitchen, dished out enough flavors to keep any investor's palate dancing. Here's what to take home in your picnic basket: 🥡 Looking for a deal on Hoka shoes? Brad's Deals rounded up the best discounts so you can save on comfort and support. 🥡 AI's All-You-Can-Eat Feast: - Nvidia is cooking up a $500 billion U.S. factory bonanza hotter than a summer BBQ.
- OpenAI's GPT‑4.1 upgrade? Think of it as a secret sauce, making everything taste richer and smarter.
🥡 AdTech's Remix Playlist - Influencer marketing is still the hottest track, with $10.5 billion in spending for 2025, even if TikTok keeps changing.
- WPP and Meta are remixing the data game, dropping acquisitions and AI beats to stay top of the charts in a privacy‑first world.
🥡 Macro & XR's Sweet Finish (and Chill) - Inflation's cooling to ~2.4% is the perfect sorbet—refreshing and guilt‑free.
- VR shipments dipped 12% (a frosty interlude), but remember: the XR soufflé is predicted to puff up 10× by mid‑decade.
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🥡 The DOGE Shock: Nine Stocks to Buy: They say that DOGE's real agenda could shock the entire stock market in the coming days - sending a handful of widely unknown stocks soaring. And they've compiled the definitive investment playbook for anyone who wants the opportunity to capitalize. More here… *** |
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All in all, the markets are a smorgasbord of thrills, spills, and secret ingredients. And hey, doesn't it feel good to sample every course—laughing, learning, and profiting—all with a wink and a nudge? 😉 Bon appétit, and may your portfolios stay deliciously diversified! |
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For more information and to verify the accuracy of the claims made in this email, please consult the following reliable sources: |
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Please read the offering circular and related risks at https://wefunder.com/immersed/details.
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