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Why Bitcoin Is Ripping—and Could the S&P Reach 7,000?

🤔 Is the US leaving fossil-fuel-based electricity behind?

Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best.

This week:

  • 🧾 Key UK-US Deal Leads to Massive Aircraft Sale

  • ₿ Bitcoin Skyrockets Amid Flurry of Crypto News

  • 🐂 One Analyst Still Sees Massive S&P Climb

  • 🍾 Instacart Goes After Gen Z With Fizzy Ambitions

  • 🔋 Less Than Half of US Electricity Now Fossil Based

  • 😨 Palantir’s Week Went from Storybook to Nightmare

  • 🤔 3 stocks to consider

With how quickly the market and investment climate is changing right now, we can’t afford to not stay up to date… You can always read the latest and most relevant finance news & updates at FinanceWrapped.com.

Private Markets Aren’t Just for the 1% Anymore.

Institutions invest billions into private markets because they may provide superior market positions and steady cash flow, even in a shaky market–now you can too.

For the first time ever, elite private assets are available to all investors for as little as $500 with Hamilton Lane Private Infrastructure Fund.

*Source: Hamilton Lane data, Bloomberg as of January 2024. Past performance is not a guarantee of future returns.
All securities come with specific risks not limited to a total loss of your investment. Past performance is not indicative of future results. Please review the risks specific to this investment on the HLPIF deal page hosted on Republic.com/hlpif

🧾 US-UK Trade Deal Reached—Boeing Makes $10B

The first sign of stability amid waffling tariff news arrived this Thursday in the form of a trade deal between the US and the UK, contributing to the stock market’s rapid rise.

Just after, it was announced that Boeing would be selling 32 new airplanes to British Airways, taking advantage of relaxed tariffs on jet engines and steel.

₿ Why Bitcoin Cracked $100,000 this Week

After watching my portfolio in usd drop by over 50% in one day I realized it wasn’t usd that is important, it is the btc ratio. You see, I’m holding all altcoins, which help me gain more bitcoin as they rise in price. End of the day, I believe Bitcoin is king. This photo represents Bitcoins ratio to altcoins (seen in the trading chart behind).

Bitcoin rocketed past $100,000 yesterday in response to several key events, including Coinbase’s $2.9B purchase of Deribit, Robinhood’s blockchain program allowing US securities trading in Europe, and the US-UK trade deal.

New Hampshire and Arizona also became the first US states to have a strategic Bitcoin reserve.

🐂 Wall Street’s Biggest Bull Still Sees S&P at 7,000

While most strategists have trimmed their 2025 forecasts, Wells Fargo’s Christopher Harvey is holding firm on his S&P 500 target of 7,007—believing most of the uncertainty is past us already.

The index is currently at 5,672 after a nine-day rally, the longest in over 20 years. Harvey’s call implies a 24% gain from here, betting on continued momentum and what he views as a change in tone from the White House.

🍾 Instacart Bets Booze and Gen Z With New Fizz App

Instacart launched Fizz, a new app focused on group alcohol and snack orders, aimed at Gen Z. Users can split payments and get everything delivered together for a flat $5 fee. 

The social commerce market is estimated to reach $850 billion by 2027, according to eMarketer—and Instacart seems to be angling for a significant portion of it.

🔋 Fossil Fuels Fall Below 50% of US Electricity Mix

For the first time, fossil fuels accounted for less than half of US electricity generation in a single month—signaling strong momentum for clean energy investing.

March saw fossil fuels drop to 48.9% of the mix, driven by huge wind and solar output. It’s a glimpse at what a cleaner grid could look like, even if the transition is uneven.

😨 Palantir Shares Saw a Meteoric Rise (and Fall)

Palantir 3D logo. Feel free to contact me through email mariia.shalabaieva@gmail.com. Check out my previous collections “Top Cryptocurrencies”, "Elon Musk" and other 3D images!

Palantir rose by 60% YTD before tanking 15% despite strong results in Q1 of 2025—even still, the company is on track to be the S&P 500’s best performer two years in a row.

Shares shot up again by 8% on Thursday, and now ranks among the top 10 tech stocks.

Stock ideas

Here are three of my favorites from this past week.

Analysis provided by public.com.

Remember to always DYOR.

Shift4 Payments Inc. (FOUR)

Bullish Case

  • Vertically Integrated Advantage: Shift4’s end-to-end platform creates pricing power and customer stickiness, especially in hotels and stadiums.

  • International Expansion Potential: The Global Blue acquisition positions Shift4 to grow outside the US as global card-based payments continue to displace cash.

  • Attractive Valuation: Trading at ~10x NTM EV/EBITDA, the stock offers compelling upside if organic growth and M&A execution continue.

Bearish Case

  • Integration Risk: The company’s acquisition-heavy strategy could backfire if integrations falter or synergies fail to materialize.

  • Competitive Pressure: Larger players dominate the restaurant segment, where Shift4 is still gaining ground, potentially limiting margin expansion.

Walmart Inc. (WMT)

Bullish Case

  • Defensive Retail Anchor: Walmart’s dominance in grocery and essentials makes it a reliable performer during economic uncertainty.

  • Digital Growth: Walmart+ and e-commerce initiatives are gaining traction, helping the company compete with Amazon and diversify revenue.

  • Operational Scale: Its logistics network and supplier leverage help manage costs and maintain pricing power.

Bearish Case

  • Tariff Exposure: Over 60% of Walmart’s imported goods come from China, making it vulnerable to rising tariffs and supply chain disruptions.

  • Valuation Risk: At 37x earnings and 19x EV/EBITDA, Walmart trades at a steep premium to peers, leaving little room for error.

Alarm.com Holdings (ALRM)

Bullish Case

  • Market Leadership: Alarm.com powers over 10 million end users through 10,000+ service providers, dominating the high-end residential security segment.

  • R&D-Driven Innovation: With 60% of employees in R&D, the company leads in AI-powered video analytics and smart home integration.

  • Commercial Upside: Commercial SaaS revenue is growing over 30% annually, with higher ARPU and long-term expansion potential.

Bearish Case

  • Indirect Customer Control: Reliance on third-party service providers limits Alarm.com’s control over the end-user experience and brand perception.

  • Customer Loss Risk: The transition of ADT customers to Google’s platform creates a near-term revenue headwind.

💙 That’s a wrap

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Disclosures

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  • Nothing above is financial advice