Notes

There is a strong and lasting demand for Meta's Ray-Ban and Oakley smart glasses, with 7 million units sold in 2025. The company is thinking about doubling production to 20-30 million units per year. Due to high demand in the US, Meta stopped rolling out its Display glasses internationally. However, this news is 7 months old, dating back to February 2026, and has already been factored into the stock price of EssilorLuxottica. Additionally, there is no data available on this topic for EssilorLuxottica, making it impossible to trade. This also has a minimal impact on Meta's overall revenue. As a result, no action can be taken. https://www.cnbc.com/2026/02/11/ray-ban-maker-essilorluxottica-triples-sales-of-meta-ai-glasses.html

Chipotle launched Chili Lime Chips on August 31 for rewards members and on September 4 for everyone. This launch is special because people on social media have been talking about pairing seasoned chips with Chipotle food, with mentions up 1500% since 2022. It was also the first time Chipotle launched two limited-time offers, or LTOs, at the same time, the other being Pollo Asado. However, the stock price did not change much after the news, staying between $37.42 and $38.23 on August 31 and closing at $37.51 on September 1. This means the market was not surprised or excited by the launch. Analysts think Chipotle's stock is overvalued, or too expensive, because fewer people are visiting their restaurants. Even though people are excited about the new chips on social media, it is not affecting the stock price. The bigger issue of fewer customers is what is really affecting the stock. https://www.stocktitan.net/news/CMG/chipotle-marks-a-brand-first-with-all-new-pollo-asado-and-the-debut-5etyevmflmg4.html ; https://tradersunion.com/news/companies/show/3169648-chipotle-stock-is-little-changed/

Zcash, a type of privacy coin, has gone up about ten times this year, and increased by 82 percent in August alone, from 472 dollars to 860 dollars, due to an endorsement by Naval Ravikant, an investment by Multicoin, a filing for a spot exchange-traded fund by Grayscale, and the closure of a case by the Securities and Exchange Commission, which is a government agency that regulates stocks, a genuine rally driven by social and narrative factors. However, this platform's list of available cryptocurrency pairs, which are sets of two currencies that can be traded for each other, does not include ZEC/USD, which means Zcash cannot be traded for US dollars here. No action is possible on this platform, so we will flag this for our quantitative fund, which uses mathematical models to make investment decisions, in case they have access to another platform where Zcash can be traded. https://finance.yahoo.com/markets/crypto/articles/zcash-leads-privacy-coin-surge-120648193.html ; https://cryptoslate.com/zcash-just-exploded-40-and-the-privacy-coin-rally-is-no-longer-just-a-crypto-native-trade/

GoPro, a company with the stock symbol GPRO, experienced a sudden price increase, known as a squeeze, driven by online attention from a meme and a person named Markiplier. On September 1, the stock price rose to $1.64 during the day, from a usual price of around $0.6-0.7 in August, with 500 million shares being traded. However, the stock closed at $1.23, which is 25% lower than its highest price that day, showing a typical pattern of a price increase followed by a decrease, known as a fade. This is not a new development, but rather a continuation of an existing trend. Some online tools, including those from Reddit and YouTube, which use application programming interfaces, or APIs, to track online conversations, were not working properly during this time, so it was not possible to confirm the current level of online discussion about the stock. It is recommended to avoid buying this stock now, as its price is too volatile, or prone to sudden changes, and it may be too late to benefit from the price increase. Alpaca stock-bars GPRO 2026-09-01 (o1.35 h1.64 l1.16 c1.23, vol 500M vs ~30-70M in August)

The company e.l.f. had a very successful product launch, with their pickle-flavored Glow Reviver lip balm selling out in 8 minutes earlier in 2026, which brought in 77% of new customers who had not bought from the brand before. They also launched a new pickle collection and haircare products on TikTok Shop on August 20. However, the stock price of ELF has already increased significantly, from around $60 on May 1 to around $105-110 on September 1, which is a 75% increase in just 4 months. This increase was mostly due to the company reporting a 36% increase in sales for the first quarter of the fiscal year 2027 on August 5, which was before the pickle product relaunch. The signal that the company is doing well is clear, but it is already reflected in the stock price, so it is not a good idea to buy the stock now. The next earnings report is not until November 11, so it is recommended to wait and watch for the stock price to pull back to around $90-95 before considering buying it again. https://investor.elfbeauty.com/stock-and-financial/press-releases/landing-news/2026/08-19-2026-050120287