Hello, Reader.
If you’re an avid poetry reader – or simply survived a mandated literature class – you’ve likely come upon this famous stanza from Walt Whitman’s poem “Song of Myself”…
Do I contradict myself?
Very well then I contradict myself,
(I am large, I contain multitudes.)
In short, the line refers to the idea that we humans are complex. We are all filled with such vast emotions and experiences that our individual worlds can sometimes be conflicting.
The markets follow a similar state of being.
On April 7, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all hit 52-week lows after a steady slide lower after President Trump announced his “Liberation Day” tariffs on April 2.
However, as of Friday, not only have the S&P 500 and Nasdaq regained all their Liberation Day losses, but they’re now trading at record highs.
This surge is driven by optimism over easing trade tensions, a rally in AI-driven stocks, and expectations that Thursday’s U.S. jobs report will be enough to convince the Federal Reserve to cut key interest rates at its next Federal Open Market Committee (FOMC) meeting in July.
Today, I want to highlight a company that contains multitudes itself. This company suffered a near 52-week low after Trump’s infamous April tariff announcement.
But on Friday, it hit a new year high.
Now, this company may not be a household name here in the United States, but the company is well known in every Korean household.
It is Korea’s go-to provider of Amazon-like services, and a company that I consider a top pick for 2025.
I’m talking about Coupang Inc. (CPNG).
In 2015, SoftBank invested $1 billion in this start-up company, which made Coupang Korea’s first “unicorn” – i.e., a private company worth more than $1 billion. Softbank injected another $2 billion into Coupang in late 2018.
Thanks to early investments like these, Coupang has become the dominant e-commerce retailer in Korea. Its core business, Rocket Delivery, delivers 99% of its orders within 24 hours. This service also offers same-day delivery for many products.
In addition to this core business, Coupang also runs a takeout delivery business called Coupang Eats and an online grocery delivery business called Rocket Fresh.
The company also provides a range of ancillary services, like Coupang Play, which allows customers to live-stream movies and sporting events, and Coupang Pay, which provides seamless payment processing across all Coupang services.
The company has been growing rapidly over the last several years, as it has expanded its dominance and improved its profitability.
Expanding Its Market Share
One aspect I like about Coupang is that it uses acquisitions and targeted investments in foreign markets to increase its market share.
For example…
Coupang purchased Farfetch in 2024, an e-commerce company focused on luxury clothing and beauty products. This acquisition expands Coupang footprint, both demographically and geographically. The London-based Farfetch sells its high-end products primarily to customers in the U.S. and Europe.
In addition to this diversification, Coupang is making a big push into the Taiwan e-commerce market and is making plans to expand into other regional markets.
Coupang is also investigating and testing ways to enhance its businesses with artificial intelligence technologies. Coupang’s e-commerce platform already utilizes AI and advanced robotics. Additionally, Coupang has over 1,000 patents for its technology-enabled supply chain.
As Coupang expands its empire, and its earnings continue ramping higher, I expect its share price to post solid market-beating gains for many years. Given Coupang’s smart business strategies and upside potential, I decided to recommend Coupang in Fry’s Investment Report back in June 2024. While it hasn’t been a straight ride up, we’re now sitting on a 40% gain.
You can learn how to access my full, detailed analysis of this company by joining me at Fry’s Investment Report today.
As a member, you will receive access to all of my latest recommendations, including weekly company updates, alerts, and my detailed analysis on the megatrends that I am closely following.
And speaking of containing multitudes, let’s take a look back at what we covered here at Smart Money this past week…
Smart Money Roundup
What This 2,000-Year-Old Computer Can Teach Us About Trading Today
June 25, 2025

The Antikythera Mechanism is the oldest-known analog computer in the world. More than 2,000 years later, we’re still building machines to predict the future. Thanks to a branch of artificial intelligence known as machine learning, these systems can now forecast the movement of stocks. To learn how you can tap into the power of AI-assisted trading and join the hedge funds already leveraging it, click here.
Why Oil Prices Are Falling… and the Tool That Can Give You an Edge in a Chaotic Market
June 26, 2025

Although tensions in the Middle East rose last week, Wall Street doesn’t seem concerned. Stocks rallied sharply and crude prices fell 13% since Friday. This suggests Wall Street believes a ceasefire will hold, and that oil will keep flowing at near-record levels. But in Thursday’s issue, we’ll tell you why traders might be too optimistic in their risk assessment, what this means for the oil industry, and why it’s worthwhile to keep an eye on the sector.
AI vs. Wall Street: The Power Is Now in Your Hands
June 28, 2025

As TradeSmith CEO Keith Kaplan recently revealed during a live presentation, his team’s powerful new AI project– called TradeSmithGPT – is finally ready for action. It analyzes opportunities across nearly 2,000 stocks in any sector and could deliver four, eight, even nine years of average stock market gains in a matter of weeks. Click here to hear more from Keith about how this tool works, and how it could change the way you invest in 2025 and beyond.
The Robotaxi Wars Just Escalated. And It’s Only the Beginning…
June 29, 2025

You may know that autonomous ride services have been around for a while, but legendary investor Louis Navellier believes this is just the beginning of the most important transportation shift since the invention of the internal combustion engine. Continue reading to understand how disruptive this technology could be across industries and how investors can correctly position themselves for the shift.
Looking Ahead
This week, I’ll continue to dive deeper into big-picture trends that continue to shape my investment outlook.
In the meantime, to help you navigate all the markets’ multitudes, our partners at Tradesmith have recently released TradeSmithGPT, an AI-powered system designed to cut through the noise and pinpoint the exact stocks poised to benefit from major market shifts.
Instead of reading data and outputting text or an image, it spots patterns in 120 million market datapoints on more than 2,400 stocks.
It’s so sophisticated on the back end that it looks like a high-powered “quant” algorithm used by a major hedge fund… yet it’s easy and intuitive for any investor to be able to use.
It has already flagged profit windows with potential triple-digit returns in as little as 17 days.
The best part is that the folks at TradeSmith have opened up access to this powerful new tool.
You can learn all about TradeSmithGPT here.
It’s only available for a limited time, so you’ll want to be sure to check it out today.
Regards,
Eric Fry