In partnership with

Welcome Back,

Market Headlines 👀 

• US bond traders brace for a rate cut as early as May possible and the odds of three rate cuts vs original projected only one heading into the year now shower higher probability.

• Tech stocks continue to face selling pressure given the market uncertainty over inflation, slowing growth, and tariffs.

• Apple (AAPL) is rolling out a new Ipad air along with other product upgrades.

• Okta (OKTA) saw almost a 25% pop after strong earnings beat and upbeat guidance.

• Taiwan Semiconductor (TSMC) expects to invest $100b in chip manufacturing plants in the USA.

• Samsung launches its reality headset names ‘Project Moohan’ a year after Apple’s Vision pro.

Earnings 💸

• Sea Limited (SE)

  • EPS: $0.40 misses ($0.44)

  • Revenue: $5b beats (exp. $4.63b)

• Crowdstrike (CRWD)

  • EPS: $1.03 beats ($0.86)

  • Revenue: $1.06b beats (exp. $1.04b)

    • Guidance of

    • Revenue: $1b meets (exp. $1b)

    • EPS: $0.65 misses (est:$0.96)

• Target (TGT)

  • EPS: $2.41 beats ($2.26)

  • Revenue: $30.92b beats (exp. $30.1b)

A note from RYSE 📣

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

_{Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.}

Recap Around the Street 🧠

All gains post election have been wiped out:

Crowdstrike earnings snapshot (contributed by Brad Freeman @Stockmarketnerd):

Market Preview 🎞️ 

• Wednesday, March 5th: MBA mortgage applications; ADP employment report

• Thursday, March 6th: Weekly jobless claims

• Thursday earnings: Costco (COST), Jd.com (JD)and Broadcom (AVGO) 

• Friday, March 7th: Non-farm payrolls; Unemployment rate data

Enjoy reading?👇

That’s all for today, folks! We’ll be back around the same time Monday with a curated list of important news, economic data and market highlights. 

🔔 Be the first to know. Ensure you never do more than one read if you:

• Move our emails (especially your subscriber introduction) to your primary inbox (Quick instructions).

• 👋 Say hi. Responding to our emails (if any) lets your email provider know to not block us from your main inbox.