🚀 Disney surges after earnings call

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RYSE and Shine: Don’t Sleep On This Smart Home Company

Ring 一 Acquired by Amazon for $1.2B.
Nest 一 Acquired by Google for $3.2B.

Smart home companies have seen some spectacular exits, yielding massive returns for early investors, yet one category in this burgeoning industry has eluded adoption - Smart Shades. High prices and complex installation procedures have prevented the mass adoption of smart shades despite their benefits, and one company is set to change that.

RYSE is the tech firm poised to dominate this category (growing at an astonishing 55% annually), and their public offering of shares priced at just $1.75 has opened. Existing shareholders have seen their shares grow by over 20X, and their products have just launched in over 100 Best Buy stores.

Retail distribution was the main driver behind the acquisitions of both Ring and

Nest, and RYSE’s exclusive deal with Best Buy resembles that which led Ring and Nest to their billion-dollar buyouts.

Invest Now before the round closes.

Market Overview
Read time 1.4 minutes

Year To Date Performances:

1. Disney’s stock surged over 9% after the company posted strong fiscal Q4 earnings, driven by significant growth in its streaming and entertainment segments. Streaming, including Disney+, Hulu, and ESPN+, turned profitable with $321 million in operating income, reversing a $387 million loss from last year. Blockbuster releases like Inside Out 2 and Deadpool & Wolverine bolstered Disney’s entertainment profits, while the theme parks and consumer products segment reached record revenue despite slowing attendance. Disney expects high-single-digit earnings growth in fiscal 2025 and double-digit growth in 2026 and 2027, buoyed by streaming and strategic investments in creativity and profitability under CEO Bob Iger's restructuring.

2. In October 2024, the U.S. Producer Price Index (PPI) increased by 0.2% from the previous month, aligning with market expectations. On an annual basis, the PPI rose by 2.4%. Excluding volatile food and energy prices, the core PPI advanced by 0.3% month-over-month, resulting in a 3.1% year-over-year increase. These figures suggest that wholesale inflation remains moderate, which may influence the Federal Reserve's monetary policy decisions. The data supports the possibility of an interest rate cut in December.

3. Bluesky added 1.25 million new users in the last week, suggesting some are seeking alternatives post-U.S. election. With 15.2 million total users, the platform is growing yet remains a fraction of X’s and Meta’s Threads. The recent growth comes from the U.S., Canada, and the U.K., with CEO Jay Graber welcoming those looking for "a better social media experience." Bluesky’s ad-free, decentralized model appeals to users disillusioned with X’s perceived alignment with President-elect Trump, echoing September’s surge from Brazil’s content moderation concerns.

4. Headlines

   1. Cisco has reported declining revenues for the 4th consecutive quarter.

   2. Polymarket’s CEO had his apartment raided by the FBI yesterday in a search that many are claiming is politically motivated after betting odds on the site heavily favouring Donald Trump helped dispel notions that Kamala Harris had reinvigorated the Democratic party after replacing Joe Biden as the nominee.

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Liam Gill