Wall Street is obsessed with teddy bears

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
This week’s lineup is equal parts nostalgic and futuristic: Build-A-Bear is destroying the market (yes, really), AMD just pulled off an AI power move, and YouTube’s new tool might actually impress your CMO. Meanwhile, AI robots are picking through trash, fashion is dosing you with bacteria (on purpose), and someone turned getting scammed into a business model. Let’s dive in 👇

Hot Takes 🚀

1. 🧸 Build-A-Bear Is Beating Nvidia. No, Seriously.
The 30-year-old toy store is now one of Wall Street’s most surprising darlings. Thanks to “kidulting” (adults buying nostalgia), Build-A-Bear’s stock has soared nearly 2,000% in 5 years, outpacing Nvidia and Palantir.
👉 See how teddy bears became a better investment than AI chips

2. 📊 YouTube’s Brand Pulse Tool Could Be a Game-Changer
YouTube launched an AI-powered tool to track brand mentions everywhere—paid ads, creator collabs, and organic uploads. It even reads video captions and visuals. Your brand team just fainted from excitement.
👉 See how Brand Pulse tracks every mention of your biz

3. 🤖 Trash-Sorting AI Robots Hit the Northeast
Penn Waste just deployed Amazon-backed robots that sort garbage at 45 picks per minute. These bots can keep 10M+ items out of landfills each year. Somewhere, a recycling intern just sighed in relief.
👉 See how AI is cleaning up America—literally

4. 💄 Probiotic Athleisure Is the Future of Fashion
French brand Coperni dropped “carewear” that transfers probiotics from fabric to your skin. It’s like yogurt… for your pants. The launch blends health, beauty, and high fashion—priced at €150+.
👉 Why your next outfit might improve your skin’s microbiome

5. 💪 AMD Just Crashed the Nvidia Party
CEO Lisa Su pulled off a megadeal with OpenAI—worth tens of billions in chip sales—positioning AMD as the Nvidia rival. Wall Street cheered with a 33% stock surge. Not bad for the engineer who once fixed her brother’s RC car.
👉 Meet the chip queen who’s reshaping AI’s future

Strategy Deep Dive

Quick Hits 📰

• 💔 Big Tech’s Messy AI Love Fest: Google, Meta, Apple, Microsoft, and OpenAI are competing—and sleeping in the same data center beds.
  👉 Why AI’s future is built on strange bedfellows

• 🔋 OpenAI’s Power Play: Sora and ChatGPT are so power-hungry, OpenAI just signed another 10-gigawatt chip deal with Broadcom.
  👉 Why AI might soon out-consume entire cities

• 🌞 Solar Is Now the Cheapest Energy: Solar beats coal, wind, and gas—even in cloudy Britain. Storage tech is the game-changer.
  👉 See why solar is dominating Europe’s energy game

• 🧬 J&J Eyes $4B Biotech Buy: Johnson & Johnson is in talks to buy Protagonist Therapeutics to expand its immune disease portfolio.
  👉 What this biotech deal means for J&J’s future

• 💳 PayPal Turns SMBs Into Ad Networks: A new tool lets even small shops monetize checkout pages with ads. Commerce media for the masses.
  👉 See how your coffee shop might start running ads

• 🧠 JPMorgan’s $10B National Security Bet: The bank is investing in defense, AI, and space tech through its new Security & Resiliency Initiative.
  👉 Where Wall Street’s biggest bank is placing its next trillion

• 👑 Harry & Meghan Slam Social Media’s Impact: The couple accepted a humanitarian award for their work spotlighting youth harmed by social platforms.
  👉 The number that stunned the gala: 4,000 families

• 🧱 Lego MRI Sets Reduce Sedation in Kids: 1M+ children have used the toy company’s medical sets—some hospitals report 46% less sedation needed.
  👉 The playful solution helping kids face serious procedures

• ❤️ $100K Scam → Startup: A TV producer got conned out of nearly $100K… and turned his trauma into a thriving business.
  👉 The wild story of betrayal, resilience, and reinvention

• 💥 Nvidia’s Startup Frenzy: With over 50 investments in 2025 alone, Nvidia is going all-in on AI startups to dominate the ecosystem.
  👉 The VC strategy behind Nvidia’s AI empire

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