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☕️ GM Munchers! We just hit 40,000 subscribers. My wife said "what's wrong with them?" I said "they find me insightful." She said "they've clearly never lived with you." Anyway, thanks for proving SOMEONE appreciates me.

On today’s menu:

• 📉 Pain Everywhere On Tariff & AI Fears

• 📊 Gold, Silver & Bitcoin's Identity Crisis

• 👀 PayPal: The Takeover Buffet Is Open

• 🧵 FedEx, DoorDash & Amex

• ⌚️ Watch Prices Are Crashing

Yesterday’s numbers:

BREAKING NEWS

📉Pain Everywhere On Tariff & AI Fears

If you thought you hated Mondays, wait until you see what the market did.

The market absolutely demolished itself yesterday like it was competing for a gold medal in self-destruction. Red everywhere. Pain across the board. My portfolio wept.

The Double Catastrophe:

1. AI Panic (Again): IBM crashed 13%—THIRTEEN PERCENT—after Anthropic (think ChatGPT's cooler younger sibling) launched Claude Code, a program that lets users copy and recreate software with terrifying ease. Wall Street's now having an existential crisis, wondering if entire software companies are about to become obsolete.

Microsoft joined the pity party, dropping 3%. CrowdStrike absolutely cratered 10%. The entire software sector is currently staring into the abyss, wondering if their jobs are safe or if AI's about to eat their lunch.

2. Trump's Saturday Morning Tariff Tweet: Trump woke up Saturday, decided 10% tariffs weren't dramatic enough, and bumped it to 15% because apparently round numbers are for quitters. This lasted approximately 7 hours before... wait, no, this one stuck. For now.

Import-dependent stocks like Wayfair and Nike got obliterated because nothing says "competitive pricing" like a 15% markup on everything.

Plot twist: The 30-stock Dow Jones dropped the most out of all indexes. The Dow. The boring index full of legacy companies. Even the old guard couldn't escape the chaos.

The Munch Take: AI eating software companies is a legitimate concern. If you think it's overblown, congratulations—you're either a contrarian genius or about to learn an expensive lesson. Time will tell which. As for tariffs? We're buying the dip. It's worked the last 18 times tariffs tanked stocks, and we'll keep running this playbook until something fundamentally changes.

📊 Gold, Silver & Bitcoin's Identity Crisis

So who's winning in this market chaos? Because it sure as hell isn't my portfolio.

Turns out I picked the wrong career. Should've been a pirate with a gold tooth because the only things rallying right now are shiny metals.

Yesterday's scoreboard:

• Gold: Blasted past $5,200, up nearly 3%. Still hitting record highs like it's got something to prove.

• Silver: Absolutely demolished expectations, jumping 5.5% to roughly $87/oz.

• Bitcoin: Face-planted 5%, dipped below $65K to an eight-month low, and took my self-esteem with it.

Here's the deal:

• Gold and silver are rallying because they're safe-haven assets in an unsafe world. Simple.

• Bitcoin? It's supposed to be digital gold. Instead, it only understands gravity. Why?

• It's still a "risk-on" asset. When investors panic, they dump speculative assets (like crypto) and flee to actual gold. Bitcoin gets treated like a volatile tech stock, not a store of value.

The ETF curse. Now that Bitcoin's wrapped up in traditional finance via ETFs, fund managers can panic-sell at institutional scale. They're rotating billions out of Bitcoin ETFs into physical gold, crushing the price.

The Munch Take: We still like Bitcoin. We still own Bitcoin. But watching it fail the "digital gold" test in real-time? That's raising some uncomfortable long-term questions we're not ready to answer yet.

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STOCKS

🍽️ PayPal: The Takeover Buffet Is Open

10 days ago, we analyzed PayPal as our stock pick of the month. So naturally, the market read our email and decided to help out all the Munchers who bought.

What Happened: Bloomberg reported that PayPal hired a top-tier investment bank to see if anybody wants to buy the company. Translation: the company's so beaten down that sharks are circling the blood in the water.

The Buyers: At least one "large rival" is considering a full acquisition, plus several private equity vultures are looking to cherry-pick valuable assets like Venmo.

Why Now? PayPal's on clearance. Down 83-85% from its 2021 peak. Market cap around $38-41 billion. A buyer could offer a 30% premium and still get it for pennies compared to a few years ago. Plus, the CEO just got fired and his replacement starts March 1, so suitors are rushing in before the new guy implements actual strategy.

The Munch Take: This is fun to watch and the stock climbing 5.76% yesterday shows the market thinks so, too. Shoutout to anybody who bought when we sent out our stock pick. Overall, PayPal's bleeding, and everyone wants a piece.

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

📦️ $FDX You know who's absolutely thriving in this tariff environment? Nobody. But FedEx is so mad they're literally suing the US government for a full refund on emergency tariffs paid, citing last week's Supreme Court ruling. Nothing says "we're having a great quarter" like taking your own government to court. The lawyers are eating well tonight.

🍞 $CBRL Somebody needs to check on Cracker Barrel because the biscuits have been left in the oven for FIVE YEARS and they're burning. The stock dropped 5% yesterday and is down 79% over the last 5 years. At what point does the board walk into the CEO's office and say "ma’am, the gift shop isn't saving us anymore"?

❌ Turns out even AI companies have budgets. OpenAI originally planned to spend $1.4 trillion on infrastructure by 2030 but just slashed it in half to $600 billion. That's not a trim. That's a "we ran the numbers and this might not actually print money forever" moment. Shocking development for an industry built on "trust us, it'll pay off eventually."

❄️ $DASH The major NYC snowstorm is bad news for DoorDash, which extended its delivery pause and watched the stock drop 6.6%. Turns out people don't want to pay $47 for cold soup delivered by someone risking their life in a blizzard. Weird how that works.

💳️ $AMEX American Express got absolutely destroyed—down 7.2%—after Fed official Chris Waller basically said "lol no" to rate cuts. One guy pours cold water on the market's hopium addiction and AmEx shareholders immediately panic. Classic.

Porter Stansberry’s Critical New Warning: 

This Is The End of 

An Economic Age 

Trump’s Executive Order 14365 set to “reset” U.S. economy…
Get the stocks to buy and sell ahead of this bombshell event.  

Porter shares the full story here

TRADING SUCCESS

🤑 Tuesday Motivation

🚀 Pre-Market Fuel

1. 📉 Software stocks = biggest pullback in 4 years.

2. 🏘️ Mortgage rates drop below 6% for the first time since 2022.

3. 😂 Doing the opposite of Jim Cramer will make you rich.

4. ⌚️ Even watch prices are crashing.

🍪 Munchy Memes

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