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The Scrap Yard Signal Just Turned RED. Last time it flashed this hard, it called the industrial rally before Wall Street. $NUE +44% $STLD +38% $CAT +52% $URI +26% Now the same boots-on-the-ground indicator is screaming the opposite direction. 👇

$TSLA scores, as of Oct 30: LikeFolio Score: 75 Main Street: 70 Wall Street: 63 On Oct 21 the gap was +15. Now it's +7. Customers stayed hot. Analysts are warming up. likefolio.ai

From our founder @AndySwan: "When a machine is nine times safer than you, insisting on doing it yourself stops being freedom. It starts being vanity." His new Swan Letter, on Tesla's iPhone moment. Free: andyswan.substack.com/p/slow…

Europe's best-selling new cars, September (EU, EFTA, UK): 1. Model Y 40,971 2. Model 3 25,057 3. VW Golf 18,088 4. Dacia Sandero 17,547 5. VW Tiguan 16,457 Tesla took the top two. Measure what people buy. $TSLA likefolio.ai

Tesla shoppers are back. Visits to Tesla's site: +32% YoY (30-day avg, through Oct 23). Purchase intent on X: +17% YoY. $TSLA shares: -17% YoY. Main Street moved. Wall Street hasn't. likefolio.ai

$SBUX scores as of Oct 23. Main Street: 50 Wall Street: 56 Gap: -6 When analysts are warmer than customers, we pay attention. likefolio.ai

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.

Our closed trades are public. Dated entry, dated exit. $HOOD +812.2% $RCL +360.2% $RDW +103.8% $TTD +51.5% $GOOGL +14.6% $MRCY -32.2% The losses stay on the record too. likefolio.ai Hypothetical results. 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. 🚀

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.

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.