Market Trends & Economic Factors - Investors tempered rate cut hopes amid mixed economic data, but major averages remained on solid footing for the week [1] - Coffee prices spiked 145% in July compared to last year, with the average retail price for a pound of ground coffee hitting $841 [3][4] - Tariffs on Brazilian coffee imports, which account for over a third of US unroasted coffee imports, are expected to exacerbate rising coffee prices [4][6] - The US dollar index was down on the week [29] Coffee Industry Analysis - The US coffee industry has limited capacity to replace Brazilian coffee imports with alternative sources like Vietnam, Indonesia, or Ethiopia due to inelastic supply [7][8][9] - Domestic coffee production in the US (Hawaii and Puerto Rico) accounts for approximately 1% of consumption, with limited capacity for expansion [11][12] - Coffee roasters will likely need to both absorb tariff costs and pass them on to consumers, as food companies generally operate on thin margins [13][15] - Coffee price inflation is expected to continue climbing for the next 3-5 months, with producer price index (PPI) increases foreshadowing further retail price gains [17][18][20][21] - Tariffs on steel and aluminum could further impact the coffee supply chain due to packaging and capital input costs [22] Stock Market & Investment Insights - The Dow Jones Industrial Average (DJIA) crossed into record intraday high territory, up 174% for the week [24][25] - Healthcare (XLV) led sector gains, up 46%, while cannabis (MJ) and solar (TAN) ETFs also performed strongly due to potential regulatory changes and executive orders [29][30][31] - Bitcoin experienced a "rugpull" after reaching a new record high, while Ethereum was up 22% month-to-date [35][36] - Market rotation is occurring, with money moving into previously unloved sectors [34] Automotive Industry & Infiniti - Infiniti is launching the QX65, a fastback SUV, aiming to attract more customers in the competitive midsize SUV segment, with a launch expected in Spring 2026 [41][42] - Infiniti is undergoing a product renaissance, with strong sales for the QX80 and QX60, planning to launch one new vehicle per year [43][44] - Infiniti is exploring increasing horsepower and torque by more than 50% for the QX80 track pack, targeting 650+ horsepower and 750 torque [47] - Infiniti paused QX50 production in the US but increased QX60 production in the US to optimize delivery in response to tariffs [49] - Infiniti plans to offer a balanced portfolio of internal combustion engine, hybrid, and electric vehicles [52][53] Retail Earnings Outlook - Home Depot's same-store sales are estimated to increase almost 2% for Q2, but weakness in discretionary categories may stall revenue growth [57] - Target's store visits might slow to the low single digits in Q2, with investors watching for updates on the Ulta partnership [58] - Walmart is expected to see low revenue growth due to high inflation and value-seeking consumers, but price rollbacks and e-commerce offerings may boost store visits and same-store sales [59] - Tariffs are a potential factor that could negatively impact Walmart's earnings [60]

Social Media Trends - Algorithmic feeds on social media are making trends more unintelligible [1] - Trends have an element of randomness [1]

Product Overview - OKX DEX 推出了名为 Vibes 的工具，旨在提供基于叙事、趋势和 CT（Crypto Twitter）情绪的实时数据 [1] - Vibes 工具能够识别正在被讨论的代币、获得关注的代币，并根据社交指标为每个代币生成 Vibe 分数 [1] Key Features - 该工具可以显示谁在发布关于特定代币的推文 [1] - Vibes 工具可以帮助用户发现哪些代币正在获得真正的关注 [1] - Vibes 工具为每个代币提供基于社交指标的 Vibe 分数 [1] Potential Applications - 该工具可能适用于交易叙事、炒作和关注度的交易者 [1] - 在图表移动之前，$PENGU 等代币的 Vibe 分数达到了 93/100 [1]

Content Creation Strategy - The industry emphasizes building a strong connection with the audience by making them feel something, rather than solely chasing trends [11][12] - The industry suggests content creators should focus on being relatable, vulnerable, and authentic to build a loyal audience [13][21] - The industry advises new content creators to focus on creating content that inspires, educates, or entertains [16] - The industry notes that while choosing a niche is important initially, creators should experiment with new areas to avoid stagnation [17][18] Platform Dynamics - The industry recognizes the importance of adapting to change, as trends are constantly evolving [7][10] - The industry highlights the shift from TikTok to Instagram Reels after TikTok's ban, emphasizing the need for creators to be adaptable [4][5] Audience Engagement - The industry stresses the importance of making people watch videos until the end to increase virality [9] - The industry emphasizes that influence is about creating an impact on people, not just chasing numbers [14][19][20] - The industry acknowledges that when starting out, creators should focus on the audience's needs and interests, rather than their own [15]