LikeFolio Weekly Roundup

ICYMI: We launched a new portfolio, and it's incredible. Also, we're breaking down Agentic Shopping and why it dominated headlines this week. Here's an overview of the biggest news and movers on our radar. Enjoy!

Author

Megan Brantley
October 31, 2025

Here’s a breakdown of the biggest takeaways from the LikeFolio research desk through Thursday, Oct. 30:

Summary

In Case You Missed It: The Ultimate Stocks Portfolio Is Live

Big news. We just launched one of the most ambitious projects in LikeFolio history, The Ultimate Stocks Portfolio.

It’s a collaboration between legendary Wall Street quant Louis Navellier and the LikeFolio team, combining his proven quantitative models with our consumer MegaTrends data to identify the next generation of breakout winners.

To kick it off, Louis joined Landon and Andy Swan for a special Ultimate Stocks Webinar, revealing the six “Ultimate Stocks” already leading the charge into 2025 and explaining exactly how this hybrid system finds them.

The response has been massive, with thousands of members already watching and exploring the picks. If you haven’t seen it yet, now’s your chance to catch the full event and see where quant precision meets consumer insight.

This is the first time Louis Navellier’s stock-grading system has been combined with real-time consumer data from LikeFolio. We’re extremely excited to kick this off. 

If Any AI Ever Truly Knows Me, It Gets All My Money

Big Tech knows it.

That’s why every company with data and payment access is spending billions to build the first AI that doesn’t just answer you, it acts for you.

It will know your size, your budget, your favorite colors, and the brands you never buy again. It will remember the shoes you returned and the trip you booked. It will predict what you need and can buy it before you ask. You will let it, because it will usually be right.

This is agentic shopping, and it's the next logical step in convenience.

The moment you stop opening your phone to search is the moment shopping changes forever. 

The assistant becomes the buyer. 

It’s the one saying, “I found a Beastie Boys bobblehead collection on eBay for $24... u want that right?” 

Or you tell it, “Bro book the flight u know I want. Send me a text or whatever to confirm right before you buy.” 

You don’t shop, you approve.

That sounds far-off until you realize the biggest companies in the world are already wiring themselves for it.

Amazon has cut 14,000 corporate jobs and formed a new AWS “Agentic AI Group” to automate buying, logistics, and customer tasks. The company is retraining Alexa and testing “Help Me Decide,” an AI shopping tool that uses personal order history to assist with purchases before you search.

This week’s AMZN results show how central that vision already is.

Andy Jassy said on the Q3 call that Rufus, Amazon’s AI shopping assistant, now has 250 million active customers and is on track to drive more than $10 billion in annualized sales. Paid units grew 11%, and interactions with Rufus rose 210% year over year — proof that AI is quietly becoming the new front door to commerce.

Other Agentic Shopping Stocks to Watch: 

  • ChatGPT Instant Checkout is live for U.S. Etsy (ETSY) sellers. Shopify is coming soon. PayPal wallet support has been announced for 2026, with Mastercard’s Agent Pay also announced to enable secure agent purchases.

  • META sits on the perhaps the richest personal dataset in the world. It knows who you message, what you scroll past, and what you almost bought. When its AI learns to shop for you, it will fulfill your next impulse. This makes this week’s negative earnings reaction all the more appealing for long-term investors.

  • Google’s Gemini is doing the same thing inside Search. It can already find, rank, and buy products directly within results. That keeps your wallet inside Google’s ecosystem.

On Google’s (GOOGL) earnings call this week, leadership said AI Mode now has over 75 million daily users, and “people can simply describe what they’re looking for the way you talk to a friend.” 

He confirmed that shopping capabilities in AI Mode are expanding rapidly, with advertisers seeing the same monetization rates inside AI responses as traditional search. In short: Google’s version of agentic commerce is already monetizing at scale.

Agentic Commerce Can Tap into Massive Market

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Agentic commerce is projected to grow from $136B in 2025 to $1.7T by 2030, a 67% CAGR. 

Global e-commerce will reach $6.4 trillion this year, about 20% of all retail. 

For now, traditional eCommerce marketplaces dominate traffic.

Home & Garden, Apparel, and Electronics all show negative growth. Marketplaces like Amazon and Temu still hold scale, but they are ripe for disruption... or innovation, depending on how they respond. 

ChatGPT referral conversions are rising month after month, now up 5% YoY. 

Referrals are (comparatively) small today, but acceleration is steady. As the AI assistant starts buying, the marketplace stands to lose traffic and ownership of the sale if it can’t integrate or build it’s own, better version.

Bottom line: the next major change in how we shop is already here.

Every leap in retail has rewarded whoever removed the most effort.

The department store saved consumers a walk.
The catalog saved the trip entirely.
The website saved waiting on a mail delivery.
AI will save the entire thought.

Whoever owns that thought will own the customer – that’s what we’re watching for next.

Amazon (AMZN) Posts Tremendous Quarter; Tightens Its Belt

Amazon just posted a tremendous quarter, sending its stock soaring after hours as cloud and AI investments fueled breakout growth. The company reported revenue of roughly $180.1 billion and EPS of $1.95, both above expectations. 

AWS growth hit 20% YoY, its fastest pace since 2022, driven by rising enterprise AI demand.

At the same time, Amazon confirmed plans to cut about 14,000 corporate jobs, part of a broader effort to streamline operations and fund its $125 billion AI and data center expansion. Management said the move will help the company stay nimble while redirecting resources toward its highest growth priorities.

Earnings Overview:

  • AWS revenue +20% YoY, fastest growth since 2022

  • Total Q3 revenue ~$180.1 B, EPS $1.95 vs $1.70 est.

  • 2025 CapEx plan $125 B, up ~50% YoY

  • About 14,000 corporate jobs being cut to support AI investment

For investors, the quarter shows Amazon accelerating cloud growth, expanding AI infrastructure, and sharpening its focus on profitability. Bullish.

Tesla (TSLA) - Musk’s $1 Trillion Vote Meets Renewed Confidence in Autonomy

Tesla heads into November with attention divided between governance and growth. The upcoming Nov. 6 shareholder vote on Elon Musk’s proposed $1 trillion compensation package is dominating headlines, while analysts are growing more confident in Tesla’s long-term autonomy vision. 

Morgan Stanley said Tesla has “effectively solved autonomy” and expects its robotaxi network to reach 8 to 10 U.S. cities by the end of next year, with safety drivers removed in Austin within months. The note reflects a broader shift among investors who are once again buying into Tesla’s role at the center of the AI and robotics economy.

Key Takeaways:

  • Shareholder vote on Elon Musk’s $1 trillion compensation package set for Nov. 6

  • Analysts expect rapid robotaxi expansion and autonomy scaling in 2026

  • Renewed investor confidence in Tesla’s AI and robotics leadership

Bottom line: Tesla’s near-term volatility centers on the leadership vote, but sentiment around autonomy and AI adoption continues to improve, supporting the long-term bullish setup into 2026.

Bitcoin – Stability Signals Strength as Risk Appetite Builds

Bitcoin hovered near 110k this week, holding firm through low volatility and softer volume. The Fed’s rate cut and cautious market tone didn’t spark a breakout, but the lack of downside is telling. This kind of calm after a long run often builds the foundation for the next move higher. 

Coinbase’s Q3 results added more evidence that activity in the crypto ecosystem remains healthy, with trading revenue up 83% YoY and engagement metrics trending higher. Retail participation continues to improve while long-term holders accumulate.

Key Takeaways:

  • Bitcoin stable near 110k with minimal volatility

  • Coinbase results point to increasing platform activity and retail participation

  • Long-term holders continue adding through consolidation

For holders, this is a constructive phase. Bitcoin is stable, retail engagement is rising, and the groundwork is forming for renewed strength as broader risk appetite returns.

Stock Spotlights: Reddit surges on earnings, RR takes a hit on short-seller report

Reddit (RDDT): +13% after earnings
Shares surged after the company reported Q3 revenue of $585M, topping Wall Street’s $549M estimate, with daily active users rising 19% YoY to 116M. The results strengthen Reddit’s position in digital advertising and highlight the growing revenue potential from data licensing and AI integration deals.

Richtech Robotics (RR): –18%
Shares dropped after a short-seller report accused the company of inflating contracts and overstating revenue. We remain bullish on its growing service base and early traction in hospitality, retail, and cleaning automation, where rising labor costs are accelerating adoption. The company’s move toward recurring robot-as-a-service contracts creates meaningful leverage once deployments scale.

Lemonade (LMND): +13%
No major company news. Stock continues to gain momentum on optimism around operating efficiency and approaching profitability. Lemonade’s AI-driven claims system and policy bundling across renters, car, and pet insurance continue to improve loss ratios, building confidence in a sustainable turnaround into 2026.

Hims & Hers (HIMS): –9%
Shares eased ahead of Monday’s earnings call, with traders locking in profits after recent gains. The setup remains bullish as the company expands into new care categories, including testosterone support and menopause treatment, while maintaining steady growth in its ForHers digital platform. These additions broaden the addressable base and support subscription stability across core wellness, skin, and hair lines heading into 2026.

MicroStrategy (MSTR): –12%
Stock declined in tandem with bitcoin after a strong quarter showing $2.8B in profit from prior crypto gains. Investors used the dip to debate leverage exposure, but the core thesis remains intact: MicroStrategy continues to serve as the clearest institutional vehicle for bitcoin appreciation. A renewed BTC uptrend would directly expand book value and earnings power.