CATEGORY
Getting started
Goodbye Mag 7.
The New Cast…
The Magnificent Seven had a good run.
→ Seven years.
→ Seven stocks.
One acronym that came to define an era of market dominance.
Then SpaceX went public.
And by Tuesday morning, Wall Street was already looking for a new name.
Two new frameworks emerged this week to describe the companies that will define the next decade of tech investing. They do not agree on the name, the number, or who gets the last spot.
They do agree on one thing: the Mag 7 era is over.
Here is what moved — and why. ⇩
SPONSOR BREAK presented by MarketWise*
Why SpaceX Just Triggered the End of the Bull Market
SpaceX insiders are getting ready to dump as much as $1.6 trillion in paper wealth – the biggest cashout in market history. The same thing happened in 1999 right before the dot-com crash… and now, it’s happening again. To see where to move your money before the Melt Up reaches its dramatic conclusion, click here while there’s still time.
Story 1 · Guess Who?
Just three days old and above $200 for the first time.
→ Now worth roughly as much as Microsoft.
$SPCX ( ▼ 4.95% ) opened above $200 Tuesday for the first time.
Market cap approaching $2.9 trillion.
At $200+ per share, SpaceX is worth roughly $2.9 trillion.
That’s about the same as Microsoft.
One company has spent five decades building software, generates more than $100 billion in annual profit, and has become one of the most important businesses in the world.
The other became public three trading days ago.
That’s probably the most important sentence in the market right now.
And the comparison doesn’t stop there.
SpaceX ($2.9T) + Tesla ($1.3T) = roughly $4.2 trillion.
Together, Elon Musk’s two public companies are now approaching Apple’s entire market value.
Not bad for a car company and a rocket company.
SPONSOR BREAK presented by MarketWise*
“Sell This, Buy That.”
It’s a way to rid yourself of overpriced AI stocks before the tech trade breaks down this summer…
And instead move that money into smaller, lesser-known names that are showing real potential to dethrone the “Mag 7”.
I even give away a Hotlist and Hitlist of buy and sell ideas that you can act on right now.
Like my recommendation I call “an upgrade to Tesla stock.” It’s a little-known company that just inked a groundbreaking partnership with the king of AI, Nvidia. This deal virtually hands this under-the-radar firm the keys to the self-driving industries’ biggest customers, putting them miles ahead of Tesla in the autonomous vehicle race.
That’s why I want to put this stock on your radar before markets open.
You can get the name and ticker symbol here.
Marc Chaikin
Story 2 · The Naming War
Nobody can agree on the name.
Or the members.
Two competing frameworks emerged this week.
Both include SpaceX.
That’s where the agreement ends.
1 FAB 10 – Vanda Research
⚠️ The message: There’s room for everybody. The club gets bigger.
SPONSOR BREAK presented by Paradigm*
“Trump’s Gold Mine” to Deliver 10X Gains In a Few Months
According to Jim Rickards – the world’s #1 gold expert and a man with close ties to Donald Trump’s “inner circle”…
The president is about to unleash a major new gold initiative…
One that opens up the largest gold deposit in the entire world – right here on U.S. soil…
And that is valued at over $1 TRILLION.
Today, Jim has revealed one of his favorite ways to play this gold boom – 100% FREE.
Click here to get Jim’s FREE gold pick NOW.
The Tougher Version.
Instead of focusing on AI models, it focuses on the companies building the infrastructure underneath them.
2 Dirty Dozen – Barron’s Framework
⚠️ The message: AI needs chips, servers, memory, networking, and power. Somebody has to build the picks and shovels.
What This Means →
The FAB 10 says the future belongs to AI companies.
The Dirty Dozen says the future belongs to the companies enabling AI.
One framework makes room for OpenAI and Anthropic.
The other forces them to compete for a single seat.
Either way, one thing stands out:
For the first time in years, Wall Street is looking beyond the Magnificent Seven.
Story 3 · The 12th Spot
SpaceX raised the bar.
After a 48% surge in its first three trading days, investors now have a fresh benchmark for what a successful AI-era IPO looks like.
The Dirty Dozen has 11 confirmed names. The 12th is the most contested seat in tech.
This isn’t just an IPO race. It’s a race for relevance.
The Magnificent Seven already have their seats.
SpaceX appears to have claimed one of the new ones.
That leaves a limited number of spots for the companies expected to define the next decade of AI.
OpenAI has the larger brand.
→ Anthropic has the stronger profitability story.
→ OpenAI plans to arrive first.
Anthropic arrives a month later.
Wall Street will decide which story it likes better.
SPONSOR BREAK presented by Brownstone*
Live demo of Elon Musk’s AI agent
Have you tried Elon Musk’s new AI agent?
It’s the most powerful AI ever created.
Musk himself thinks it could make investors 70 times their money.
In a few short years…
I expect an announcement from Musk by the end of this month…
That will make this AI agent available to every American.
But you can get in right now…
When you click this link, I’ll give you a live demo of this amazing AI agent – for free.
The New Giants
The Waiting List
The FAB 10 and the Dirty Dozen disagree on the details.
But they agree on two things.
1 First, SpaceX belongs.
2 Second, the Magnificent Seven is no longer the full story.
Where they split is where the next decade gets interesting.
The FAB 10 is the optimistic view. It expands the club and makes room for both OpenAI and Anthropic.
The Dirty Dozen takes a harder line. It adds the companies building the infrastructure AI depends on — Taiwan Semiconductor, Broadcom, and Micron — and leaves just one seat for the AI model makers.
It’s really a debate about where the value will ultimately accumulate:
→ The software.
→ Or the picks and shovels underneath it.
Three days ago, SpaceX was a private company.
Today, it’s worth roughly as much as Microsoft — a company that has spent nearly 50 years building one of the most profitable businesses in history.
That’s either the most exciting thing happening in markets right now.
Or the most alarming.
Possibly both.
The Magnificent Seven defined the last decade.
Whatever comes next is being written right now.
SpaceX claimed its seat last week.
The next seat gets decided this fall.
OpenAI is targeting September.
Anthropic is targeting October.
One of them may earn a place at the table.
The other may spend the next few years trying to prove it belongs there.
Don’t forget to to cast your vote 👇
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Let The Oil Flow.
Sunday night, President Trump posted:
“Ships of the World, start your engines. Let the oil flow.“
The post followed news that the U.S. and Iran had reached an interim agreement to reopen the Strait of Hormuz — the narrow waterway that carries roughly 20% of the world’s oil supply.
→ Oil fell.
→ Travel stocks surged.
→ Nasdaq futures jumped 2%.
→ Energy stocks sold off.
→ And SpaceX kept climbing — up another 8-10% Monday, now 25% above its Friday IPO price.
Here is what moved — and why. ⇩
SPONSOR BREAK presented by MarketWise*
REVEALED: Trump’s Gift to Patriots on America’s 250th Anniversary
Just a few weeks before America’s 250th anniversary…
President Trump is planning to use executive powers granted to make a critical move that could make 2026 the biggest wealth building year of your life.
Jim Rickards just released a new expose with all the details.
Click here to get the full story because this could be a game-changer for America in 2026.
Story 1 · Travel Stocks Took Off
As oil prices fell, investors immediately rotated into industries that benefit from lower fuel costs.
→ Royal Caribbean $RCL ( ▲ 6.55% ) : ▲ +6.5% › Cruise operators are highly sensitive to fuel expenses. Lower oil prices can translate directly into stronger margins.
→ United Airlines $UAL ( ▲ 3.85% ) : ▲ +5.1% › Airlines were among the biggest winners as traders priced in lower jet fuel costs.
→ Delta Air Lines $DAL ( ▲ 1.22% ) : ▲ +1.9% › Falling energy prices can have a meaningful impact on profitability across the airline industry.
→ iShares Momentum ETF $MTUM ( ▲ 2.96% ) : ▲ +2.9% › Momentum stocks continued higher as investors embraced a more stable macro environment.
SPONSOR BREAK presented by MarketWise*
“Sell This, Buy That.”
It’s a way to rid yourself of overpriced AI stocks before the tech trade breaks down this summer…
And instead move that money into smaller, lesser-known names that are showing real potential to dethrone the “Mag 7”.
I even give away a Hotlist and Hitlist of buy and sell ideas that you can act on right now.
Like my recommendation I call “an upgrade to Tesla stock.” It’s a little-known company that just inked a groundbreaking partnership with the king of AI, Nvidia. This deal virtually hands this under-the-radar firm the keys to the self-driving industries’ biggest customers, putting them miles ahead of Tesla in the autonomous vehicle race.
That’s why I want to put this stock on your radar before markets open.
You can get the name and ticker symbol here.
Marc Chaikin
Story 2 · Energy Stocks Reversed
The same headline that boosted travel stocks created immediate selling pressure across energy names.
→ Marathon Petroleum $MPC ( ▼ 4.83% ): ▼ -4.2% › Traders rushed to lock in profits after months of strength tied to rising oil prices.
→ Exxon Mobil $XOM ( ▼ 4.14% ) : ▼ -3.7% › Lower crude prices reduce the geopolitical premium that had supported energy stocks.
→ ConocoPhillips $COP ( ▼ 4.04% ) : ▼ -3.6% › As a major oil producer, lower crude prices can directly affect future revenue expectations.
→ Chevron $CVX ( ▼ 3.64% ) : ▼ -3.5% › Investors rotated out of energy as supply concerns eased.
→ Phillips 66 $PSX ( ▼ 3.45% ) : ▼ -3.2% › Refining stocks moved lower alongside the broader energy complex.
→ Occidental Petroleum $OXY ( ▼ 3.68% ) : ▼ -3.1% › Even Buffett’s favorite oil stock wasn’t immune to the sector-wide selloff.
→ CF Industries $CF ( ▼ 2.36% ) : ▼ -2.7% › Traded lower with energy despite potentially benefiting from lower natural gas prices over time.
→ Devon Energy $DVN ( ▼ 3.25% ) : ▼ -2.2% › Independent producers weakened as oil posted one of its sharpest declines in months.
⚠️ The deal is not done yet. Ships are not actually moving through Hormuz. The Baltic and International Maritime Council says it “still considers it very risky for ships to commence transits” and expects “several weeks for all trapped ships to leave.” The agreement gets signed Friday at G7 in Switzerland. Markets moved on the announcement. The physical reality has not changed yet.
SPONSOR BREAK presented by MarketWise*
Don’t Buy the OpenAI IPO Without Seeing This
In the biggest tech IPOs of the last 20 years — Facebook, Uber, Snap — the IPO buyers left the real money on the table. A different group of investors made massive gains. Find out how to get on the right side of this huge IPO.
Story 3 · SpaceX day two
Up 35% in two days. Now the most expensive megacap stock in America.
The stock surged another 13-17% Monday, pushing shares roughly 35% above the $135 IPO price.
That move pushed SpaceX’s market value to approximately $2.1 trillion.
More importantly, it gave SpaceX a new title:
The most richly valued megacap stock on Earth.
The New King
One of the simplest ways to measure valuation is the price-to-sales ratio.
It tells investors how much they’re paying for each dollar of revenue a company generates.
Here’s how SpaceX compares:
At 110x sales, investors are paying $110 for every $1 of revenue SpaceX generates.
The average public company?
About $3.50.
SpaceX now trades at roughly 31 times the valuation of the average S&P 500 company.
SPONSOR BREAK presented by Brownstone*
Live demo of Elon Musk’s AI agent
Have you tried Elon Musk’s new AI agent?
It’s the most powerful AI ever created.
Musk himself thinks it could make investors 70 times their money.
In a few short years…
I expect an announcement from Musk by the end of this month…
That will make this AI agent available to every American.
But you can get in right now…
When you click this link, I’ll give you a live demo of this amazing AI agent – for free.
The Billion-Dollar Buyers
Two investors revealed major purchases Monday.
1 Ron Baron — Baron Capital
Added another $1 billion during the IPO.
Estimated SpaceX position: $25 billion.
His forecast?
“SpaceX could eventually be worth $10 trillion, $20 trillion, or even $30 trillion.”
2 Gina Rinehart — Hancock Prospecting
Australia’s richest person reportedly invested more than $1 billion.
According to The Wall Street Journal, it was one of the largest outside investments ever made by her mining company.
The Greenshoe
SpaceX originally planned to raise $75 billion.
Demand proved so strong that underwriters exercised their greenshoe option, allowing them to sell additional shares.
Final amount raised: $85.7 billion.
The largest IPO raise in market history.
What This Means →
Palantir spent years growing into its premium valuation.
Now SpaceX starts that same journey.
The question isn’t whether SpaceX is an extraordinary company.
The question is whether it can grow fast enough to justify investors paying 110 times revenue for the privilege of owning it.
Story 4 · Green Light
The AI trade remained alive and well.
→ Western Digital (WDC): ▲ +14.20% › The biggest AI mover of the day. As AI models generate more data, demand for storage infrastructure continues to surge.
→ Seagate Technology (STX): ▲ +7.71% › Another major storage provider benefiting from the AI data boom. More AI means more data to store.
→ Marvell Technology (MRVL): ▲ +7.60% › Custom AI chips and networking equipment remain in high demand. Its recent S&P 500 addition continues attracting buyers.
→ Advanced Micro Devices (AMD): ▲ +7.52% › Investors continue viewing AMD as one of the strongest alternatives to Nvidia in the AI chip race.
→ Astera Labs (ALAB): ▲ +6.91% › AI infrastructure spending remains one of the market’s strongest themes, and Astera sits directly in that trend.
→ Sandisk (SNDK): ▲ +6.43% › Despite reports of retail investors selling chip stocks to buy SpaceX, institutional demand easily absorbed the selling pressure.
→ Palantir (PLTR): ▲ +5.04% › Lost its title as the market’s most expensive megacap after SpaceX’s debut—and still rallied. Momentum remains firmly on its side.
→ Nvidia (NVDA): ▲ +3.29% › The benchmark for the AI trade continued climbing as investors showed little interest in slowing down the sector’s momentum.
→ Dell Technologies (DELL): ▲ +3.71% › AI servers remain one of the fastest-growing areas of enterprise technology spending.
→ Intel (INTC): ▲ +3.14% › One of 2026’s most surprising comeback stories added another gain as investors continued rewarding turnaround plays.
⚠️ Retail selling across single stocks hit the heaviest level since November 2023 — pressure concentrated in Micron and Sandisk. At the same time retail buying of space stocks climbed to its highest level since December 2024. Translation: retail sold chips to buy SpaceX.
The chips went up anyway — institutional money moved in the opposite direction and absorbed the selling without blinking.
Don’t forget to to cast your vote 👇
Lesson Of The Day:
Was this email forwarded to you? Don’t miss out on future stories — subscribe using the button below.
Also, help your friends blossom this spring! Share us with them.
💬 We Want To Hear Your Story:
Got a market or stock you want us to analyze next?
Just drop your request in the comments here.
P.S. – If you no longer want to receive occasional emails from us and you want to unsubscribe, click here 👉 “Unsubscribe” . Thank you!
Let The Oil Flow.
Sunday night, President Trump posted:
“Ships of the World, start your engines. Let the oil flow.“
The post followed news that the U.S. and Iran had reached an interim agreement to reopen the Strait of Hormuz — the narrow waterway that carries roughly 20% of the world’s oil supply.
→ Oil fell.
→ Travel stocks surged.
→ Nasdaq futures jumped 2%.
→ Energy stocks sold off.
→ And SpaceX kept climbing — up another 8-10% Monday, now 25% above its Friday IPO price.
Here is what moved — and why. ⇩
SPONSOR BREAK presented by MarketWise*
REVEALED: Trump’s Gift to Patriots on America’s 250th Anniversary
Just a few weeks before America’s 250th anniversary…
President Trump is planning to use executive powers granted to make a critical move that could make 2026 the biggest wealth building year of your life.
Jim Rickards just released a new expose with all the details.
Click here to get the full story because this could be a game-changer for America in 2026.
Story 1 · Travel Stocks Took Off
As oil prices fell, investors immediately rotated into industries that benefit from lower fuel costs.
→ Royal Caribbean $RCL ( ▲ 6.55% ) : ▲ +6.5% › Cruise operators are highly sensitive to fuel expenses. Lower oil prices can translate directly into stronger margins.
→ United Airlines $UAL ( ▲ 3.85% ) : ▲ +5.1% › Airlines were among the biggest winners as traders priced in lower jet fuel costs.
→ Delta Air Lines $DAL ( ▲ 1.22% ) : ▲ +1.9% › Falling energy prices can have a meaningful impact on profitability across the airline industry.
→ iShares Momentum ETF $MTUM ( ▲ 2.96% ) : ▲ +2.9% › Momentum stocks continued higher as investors embraced a more stable macro environment.
SPONSOR BREAK presented by MarketWise*
“Sell This, Buy That.”
It’s a way to rid yourself of overpriced AI stocks before the tech trade breaks down this summer…
And instead move that money into smaller, lesser-known names that are showing real potential to dethrone the “Mag 7”.
I even give away a Hotlist and Hitlist of buy and sell ideas that you can act on right now.
Like my recommendation I call “an upgrade to Tesla stock.” It’s a little-known company that just inked a groundbreaking partnership with the king of AI, Nvidia. This deal virtually hands this under-the-radar firm the keys to the self-driving industries’ biggest customers, putting them miles ahead of Tesla in the autonomous vehicle race.
That’s why I want to put this stock on your radar before markets open.
You can get the name and ticker symbol here.
Marc Chaikin
Story 2 · Energy Stocks Reversed
The same headline that boosted travel stocks created immediate selling pressure across energy names.
→ Marathon Petroleum $MPC ( ▼ 4.83% ): ▼ -4.2% › Traders rushed to lock in profits after months of strength tied to rising oil prices.
→ Exxon Mobil $XOM ( ▼ 4.14% ) : ▼ -3.7% › Lower crude prices reduce the geopolitical premium that had supported energy stocks.
→ ConocoPhillips $COP ( ▼ 4.04% ) : ▼ -3.6% › As a major oil producer, lower crude prices can directly affect future revenue expectations.
→ Chevron $CVX ( ▼ 3.64% ) : ▼ -3.5% › Investors rotated out of energy as supply concerns eased.
→ Phillips 66 $PSX ( ▼ 3.45% ) : ▼ -3.2% › Refining stocks moved lower alongside the broader energy complex.
→ Occidental Petroleum $OXY ( ▼ 3.68% ) : ▼ -3.1% › Even Buffett’s favorite oil stock wasn’t immune to the sector-wide selloff.
→ CF Industries $CF ( ▼ 2.36% ) : ▼ -2.7% › Traded lower with energy despite potentially benefiting from lower natural gas prices over time.
→ Devon Energy $DVN ( ▼ 3.25% ) : ▼ -2.2% › Independent producers weakened as oil posted one of its sharpest declines in months.
⚠️ The deal is not done yet. Ships are not actually moving through Hormuz. The Baltic and International Maritime Council says it “still considers it very risky for ships to commence transits” and expects “several weeks for all trapped ships to leave.” The agreement gets signed Friday at G7 in Switzerland. Markets moved on the announcement. The physical reality has not changed yet.
SPONSOR BREAK presented by MarketWise*
Don’t Buy the OpenAI IPO Without Seeing This
In the biggest tech IPOs of the last 20 years — Facebook, Uber, Snap — the IPO buyers left the real money on the table. A different group of investors made massive gains. Find out how to get on the right side of this huge IPO.
Story 3 · SpaceX day two
Up 35% in two days. Now the most expensive megacap stock in America.
The stock surged another 13-17% Monday, pushing shares roughly 35% above the $135 IPO price.
That move pushed SpaceX’s market value to approximately $2.1 trillion.
More importantly, it gave SpaceX a new title:
The most richly valued megacap stock on Earth.
The New King
One of the simplest ways to measure valuation is the price-to-sales ratio.
It tells investors how much they’re paying for each dollar of revenue a company generates.
Here’s how SpaceX compares:
At 110x sales, investors are paying $110 for every $1 of revenue SpaceX generates.
The average public company?
About $3.50.
SpaceX now trades at roughly 31 times the valuation of the average S&P 500 company.
SPONSOR BREAK presented by Brownstone*
Live demo of Elon Musk’s AI agent
Have you tried Elon Musk’s new AI agent?
It’s the most powerful AI ever created.
Musk himself thinks it could make investors 70 times their money.
In a few short years…
I expect an announcement from Musk by the end of this month…
That will make this AI agent available to every American.
But you can get in right now…
When you click this link, I’ll give you a live demo of this amazing AI agent – for free.
The Billion-Dollar Buyers
Two investors revealed major purchases Monday.
1 Ron Baron — Baron Capital
Added another $1 billion during the IPO.
Estimated SpaceX position: $25 billion.
His forecast?
“SpaceX could eventually be worth $10 trillion, $20 trillion, or even $30 trillion.”
2 Gina Rinehart — Hancock Prospecting
Australia’s richest person reportedly invested more than $1 billion.
According to The Wall Street Journal, it was one of the largest outside investments ever made by her mining company.
The Greenshoe
SpaceX originally planned to raise $75 billion.
Demand proved so strong that underwriters exercised their greenshoe option, allowing them to sell additional shares.
Final amount raised: $85.7 billion.
The largest IPO raise in market history.
What This Means →
Palantir spent years growing into its premium valuation.
Now SpaceX starts that same journey.
The question isn’t whether SpaceX is an extraordinary company.
The question is whether it can grow fast enough to justify investors paying 110 times revenue for the privilege of owning it.
Story 4 · Green Light
The AI trade remained alive and well.
→ Western Digital (WDC): ▲ +14.20% › The biggest AI mover of the day. As AI models generate more data, demand for storage infrastructure continues to surge.
→ Seagate Technology (STX): ▲ +7.71% › Another major storage provider benefiting from the AI data boom. More AI means more data to store.
→ Marvell Technology (MRVL): ▲ +7.60% › Custom AI chips and networking equipment remain in high demand. Its recent S&P 500 addition continues attracting buyers.
→ Advanced Micro Devices (AMD): ▲ +7.52% › Investors continue viewing AMD as one of the strongest alternatives to Nvidia in the AI chip race.
→ Astera Labs (ALAB): ▲ +6.91% › AI infrastructure spending remains one of the market’s strongest themes, and Astera sits directly in that trend.
→ Sandisk (SNDK): ▲ +6.43% › Despite reports of retail investors selling chip stocks to buy SpaceX, institutional demand easily absorbed the selling pressure.
→ Palantir (PLTR): ▲ +5.04% › Lost its title as the market’s most expensive megacap after SpaceX’s debut—and still rallied. Momentum remains firmly on its side.
→ Nvidia (NVDA): ▲ +3.29% › The benchmark for the AI trade continued climbing as investors showed little interest in slowing down the sector’s momentum.
→ Dell Technologies (DELL): ▲ +3.71% › AI servers remain one of the fastest-growing areas of enterprise technology spending.
→ Intel (INTC): ▲ +3.14% › One of 2026’s most surprising comeback stories added another gain as investors continued rewarding turnaround plays.
⚠️ Retail selling across single stocks hit the heaviest level since November 2023 — pressure concentrated in Micron and Sandisk. At the same time retail buying of space stocks climbed to its highest level since December 2024. Translation: retail sold chips to buy SpaceX.
The chips went up anyway — institutional money moved in the opposite direction and absorbed the selling without blinking.
Don’t forget to to cast your vote 👇
Lesson Of The Day:
Was this email forwarded to you? Don’t miss out on future stories — subscribe using the button below.
Also, help your friends blossom this spring! Share us with them.
💬 We Want To Hear Your Story:
Got a market or stock you want us to analyze next?
Just drop your request in the comments here.
P.S. – If you no longer want to receive occasional emails from us and you want to unsubscribe, click here 👉 “Unsubscribe” . Thank you!
3 Things.
It was electric and genuinely historic.
It was the biggest opening in exchange history. $75 billion raised.
Friday morning $SPCX ( ▲ 19.22% ) opened at $150 — an 11% pop from the IPO price.
By end of day it closed at roughly $160.88 — up 19.22% from the $135 price. No $1,000 open like Tuchman predicted. Just a solid first day.
At the same time — the exact same morning:
Every stock that had been running up in anticipation of SpaceX’s IPO collapsed.
Investors who had been holding space proxies because they could not buy SpaceX directly sold those proxies the moment SPCX was available to buy.
The halo became a vacuum.
Here is the honest math behind both.⇩
SPONSOR BREAK presented by MarketWise*
“My system said ‘SELL’ right before this stock tanked. Today, I’m shouting ‘BUY NOW’ before it soars.”
In 2023, Marc Chaikin’s system flashed bearish on an automotive company no one had yet heard of. The stock crashed 35%. Today, his system rates this company “Very Bullish” and Marc calls it a screaming buy thanks to a new “groundbreaking partnership” with Nvidia that hands this company the keys to the self-driving kingdom on a silver platter.
Get the ticker FREE before it becomes a household name…
Story 1 · The IPO that worked
The largest public offering in history delivered a controlled, clean first day.
Not the $1,000 Tuchman predicted. Not the chaos Cramer warned about.
Just a 19% gain and a world record.
Musk is now the world’s first trillionaire.
Recap:
→ The largest IPO in history cleared its first test.
→ Demand remained strong throughout the session.
→ Analysts continue to point toward satellite connectivity and AI infrastructure as major long-term growth drivers.
→ Most importantly, the stock avoided the wild volatility often seen in highly anticipated IPOs.
SPONSOR BREAK presented by Brownstone*
What If the Rising Prices at the Gas Pump Paid YOU?
Every time you fill up, someone’s getting rich, and it’s not you. A former hedge fund manager has a way for regular folks to come out ahead when oil and gas prices climb. Anyone can do this – without buying oil stocks.
Story 2 · The sell the news trade
When the main attraction finally arrived – everything around it collapsed.
This is what “sell the news” looks like.
For weeks, investors poured money into space-related stocks expecting the SpaceX IPO to lift the entire sector.
Instead, the opposite happened.
Once SpaceX began trading, investors sold many of those positions and moved directly into the company they wanted exposure to all along.
This was entirely predictable — and still jarring to watch.
SPONSOR BREAK presented by MarketWise*
Check Your Power Bill: New ‘AI Tax’ Rolling Out Nationwide
A new AI crisis is spiking power bills across America. It’s part of a $33 trillion problem for the stock market… which experts warn could cause a crash 62 times worse than The Great Depression if it isn’t fixed fast.
Story 3 · Outside JPMorgan
Not Everyone Was Celebrating
While traders watched SpaceX’s debut, a small group of protesters gathered outside JPMorgan’s headquarters in New York.
JPMorgan was one of the lead underwriters on the IPO.
The group raised three primary concerns:
1 Early investors and insiders may benefit most. The IPO structure gives early holders the exit. Public market buyers arrive after the pop — and after the hype has already been priced in.
2 Index inclusion forces passive retirement funds in. Nasdaq changed its rules ahead of the listing to fast-track SpaceX into its main index. Millions of Americans with 401(k) plans would own SPCX whether they chose to or not — at whatever price the market sets after the pop.
3 The valuation itself. A company still losing billions annually — valued at levels rarely seen in market history — is now inside the passive index funds of ordinary Americans.
There was a separate demonstration in Times Square. The events were not connected but reflected broader public debate surrounding the IPO and Musk’s growing influence.
And the discussion extends beyond SpaceX.
SPONSOR BREAK presented by MarketWise*
Why is Elon giving away money?
Elon Musk wants to send you money. It’s a free bonus if you sign up for his new bank. Lots of people are already flocking to the bank — including Star Trek star William Shatner.
Banking insider, Luke Lango, reveals how you can join them here — also the much bigger opportunity connected to this.
Story 4 · The Bigger Debate
The protest were small but they pointed at something much bigger.
The IPO market of 2026 may be the largest wealth-creation event in modern financial history.
1 SpaceX.
2 Anthropic.
3 OpenAI.
Together, they’re expected to raise more than $200 billion from public markets in a single summer.
And the money doesn’t flow equally.
→ First come the early investors.
→ Then employees through secondary sales.
→ Then, after lock-up periods expire, public market investors.
History suggests that last group has often gotten the worst deal.
According to research from Truist CIO Keith Lerner, the average return for the last 30 major IPOs was:
→ 6 Months → -9%
→ 12 Months → -9%
Some examples:
Average of the last 30 major IPOs → -9%
The pattern is remarkably consistent.
Then a long period where the company must prove it can grow into the story investors bought.
We’ve seen it with Facebook.
We’ve seen it with Coinbase.
We’ve seen it with Robinhood.
The question now is whether SpaceX is exceptional enough to break the pattern.
The IPO Cycle, Visualized
Don’t forget to to cast your vote 👇
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A Really Good Cappuccino At Starbucks.
Everybody Wants Tomorrow.
Peter Tuchman has traded on the NYSE floor for 30 years. He moves up to $1 billion a day.
He has seen IPO frenzies.
He has seen bubbles.
He has seen falling knives.
On Wednesday he sat down to talk about SpaceX — and delivered the most honest pre-IPO analysis of the week in two sentences.
1 “It’s going to come out at $135. I would bet it opens at a thousand — just because there’s such a limited supply. So many people want it. It is the flavor of the freaking moment.”
2 “A 100 times earnings to come out is a little bit frothy at best — like a really good cappuccino at Starbucks. It’s way out there.”
SpaceX prices tomorrow. OpenAI is next in line.
Here is the honest math behind both.⇩
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Story 1 · The Flavor Of The Moment
→ $1,000 open.
→ 100x earnings.
→ $150 billion in demand vs $75 billion raise.
All of these are true simultaneously.
And that imbalance is exactly why Tuchman thinks the stock could explode higher at the open.
⚠️ Tuchman’s actual advice. “This is my best recommendation without recommending anything — let it open, watch what happens, see it.” He added: “You don’t want to catch a falling knife.” The stock could go to $2,000. It could go to $50. Waiting costs a few dollars. Catching the falling knife costs more. This is not investment advice. It is the most experienced perspective in the room.
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Elon Musk Warns We May Have Just Six Months Left
“Frontier AI” is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
According to 60-year Wall Street legend, Marc Chaikin, Frontier AI could soon become the only thing that determines which companies make money and which grind to a halt, That’s why he’s giving away a list of stocks to buy and sell absolutely FREE to help you position your money for a world driven by Frontier AI technology. Get Marc’s Frontier AI Hotlist right here…
Story 2 · OpenAI
Six things before it goes public
1 The market › Can Wall Street absorb another giant IPO?
Some investors worry the IPO calendar is getting crowded.
Deutsche Bank’s Bankim Chadha isn’t one of them.
His argument is: strong markets tend to attract more issuance, and historically they’ve handled it just fine.
The bull case?
Strong markets create their own demand.
2 The money › 800 million users. Only 5% pay.
Out of an estimated 800 million users, only 5% pay — per the Financial Times. Subscription prices range from free to $100 per month. OpenAI has experimented with pay-per-click ads inside ChatGPT results. Forrester Research found 83% of users would tolerate ads in exchange for free access. The monetization path exists. It is not fully built yet.
3 The price tag › The AI boom is brutally expensive.
OpenAI plans to spend $115 billion by 2029 — mostly on data centers.
AI model training costs alone hit nearly $125 billion by 2028, and again in 2029. By 2030 those training costs dip below $100 billion — but not by much.
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NOW is the time to act.
You can watch James’ latest video for yourself, right here.
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Click here to check it out now.
The Second Half…
4 The losses › OpenAI has never made a profit.
The losses get worse before they get better.
Reports indicate OpenAI could generate roughly $30 billion in revenue in 2026 — while still posting an estimated $14 billion loss that year.
Total losses could reach $44 billion before profitability arrives in 2029.
That is $44 billion in cumulative losses baked into the path to profit.
5 Pre-IPO access › You can buy OpenAI before the IPO — if you qualify.
ARK funds hold OpenAI in ETFs including ARKK and ARKW.
Secondary marketplaces like Forge also carry shares — but require accredited investor status: net worth of $1 million+ (excluding home) and income of $200,000+ individually or $300,000 jointly.
6 Index inclusion ›
Once OpenAI qualifies for major indexes, passive funds will have to buy it.
That means millions of retirement accounts and index funds will eventually gain exposure automatically.
Whether investors actively choose OpenAI or not.
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Larry Benedict generated $274 million for his clients by finding the trade most missed.
He says The Final Phase of Elon’s Master Plan is about to trigger one of the biggest wealth transfers in market history.
He’s already identified the ONE ticker positioned to capture it. It isn’t SpaceX, Tesla, or anything you’d expect.
He’s giving away the name, free.
Click here to get the full details before the window closes.
The Path to Profitability
Watch The Open.
Tomorrow SpaceX opens.
OpenAI is next.
The flavor of the moment is undeniable.
Watch the open. 👀
Don’t forget to to cast your vote 👇
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Good News. Bad News. SpaceX Friday
A Lot Happened Wednesday.
Four stories landed Wednesday. None of them were small.
1 CPI came in hot on the headline. Cooler under the surface.
2 Bank of America said 70% of its bear market signals are flashing.
3 Goldman says parts of the market are now more expensive than the dot-com peak.
4 Crypto is bleeding.
And SpaceX prices on Friday.
So yes. A lot is happening.
Here’s the story. ⇩
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Elon Musk Warns We May Have Just Six Months Left
“Frontier AI” is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
According to 60-year Wall Street legend, Marc Chaikin, Frontier AI could soon become the only thing that determines which companies make money and which grind to a halt, That’s why he’s giving away a list of stocks to buy and sell absolutely FREE to help you position your money for a world driven by Frontier AI technology. Get Marc’s Frontier AI Hotlist right here…
Story 1 · CPI
Annual inflation hit 4.2%. That is the hottest reading in three years.
Normally, that would be the headline. But Wall Street focused on something else.
Core CPI rose 0.2% month over month.
Economists expected 0.3%.
One tenth of a percentage point.
That was enough for futures to breathe again.
Energy did most of the damage. Core inflation did not.
And for the Fed, that distinction is important.
The report was not exactly good.
It was just not bad enough to ruin Friday.
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Usually he holds these plays “close to the vest”…
But with Starlink going public on June 12th…
NOW is the time to act.
You can watch James’ latest video for yourself, right here.
It’s a brief, 3-minute video, and reveals the name and ticker symbol for FREE.
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Story 2 · The warning
Bank of America just flashed 7 of 10 bear market signals. The last time the dispersion in tech was this wide was February 2000.
Seven of Bank of America’s ten bear market signposts have been triggered.
Five flashed red by April.
Two more in May.
1 Speculation Is Winning
High P/E stocks are outperforming low P/E stocks by the widest margin in years.
Translation? Investors are paying up for stories and growth again.
BofA calls it a sign of excessive speculation.
2 Tech Is Starting To Look Like 2000
The gap between the best and worst performing tech stocks is now the widest since February 2000.
That’s dot-com era territory. Not every tech stock is participating.A handful are carrying the party.
3 Expectations Are Sky High
BofA says long-term growth expectations have reached levels where stocks become more vulnerable to disappointment.
The higher the expectations… The less room there is for mistakes.
4 AI Is Eating The Cash Flow
Hyperscalers are expected to spend nearly 100% of their operating cash flow on capital expenditures by year-end.
In short: The AI buildout is consuming almost every dollar these companies generate.
The most interesting warning?
Tech dispersion is now the widest since February 2000.
That does not mean this is 2000.
But anytime the chart starts rhyming with the dot-com era.
Again, that is not a prediction of doom. It is a strategist saying the risk/reward has deteriorated.
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Story 3 · The valuation that broke records
We broke the dot-com record. Investors are paying up… way up.
Goldman Sachs flagged one of the wildest numbers of the week.
Roughly 40% of U.S. market cap now trades above 10x EV/sales.
The dot-com peak was about 35%.
We passed it.
EV/sales sounds technical, but the idea is simple.
At 10x sales, investors are paying $10 for every $1 of revenue.
That can work but only if revenue grows fast enough to justify the price.
Revenue now has a job:
Grow into the valuation. OR watch the valuation come back to reality.
That is not bearish, just math.
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Larry Benedict generated $274 million for his clients by finding the trade most missed.
He says The Final Phase of Elon’s Master Plan is about to trigger one of the biggest wealth transfers in market history.
He’s already identified the ONE ticker positioned to capture it. It isn’t SpaceX, Tesla, or anything you’d expect.
He’s giving away the name, free.
Click here to get the full details before the window closes.
Story 4 · The unexpected victim
Will crypto became the funding currency?
Bitcoin is down about 52% from its October high.
Crypto ETFs saw more than $2 billion in outflows in May.
And SpaceX may be part of the reason.
The IPO is expected to raise $75 billion.
Up to $22.5 billion could be set aside for retail investors.
That money has to come from somewhere.
For some investors, the easiest thing to sell is crypto.
1. Sell Bitcoin → 2. Raise cash → 3. Buy SpaceX
That is the rotation. And it may not end Friday.
OpenAI and Anthropic are still waiting behind it.
Every major AI IPO becomes another test of where investor money comes from.
Right now, some of it appears to be coming from crypto.
Bear Signals Are Flashing.
The market is at peak historical valuation — expensive on 17 of 20 metrics, breaking dot-com records on EV/sales, with 70% of BofA’s bear signals flashing.
Inflation is a three-year high. Crypto is bleeding.
And SpaceX prices on Friday.
The biggest IPO in history is coming, but the market’s biggest questions aren’t going anywhere.
Don’t forget to to cast your vote 👇
Lesson Of The Day:
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2028… On Purpose.
No sugar coating…
SpaceX is oversubscribed. OpenAI filed its S-1 Monday afternoon. Anthropic filed a week ago. Everyone in AI is racing to the public markets like there is a fire sale and the doors close Friday.
Everyone except Perplexity.
While Sam Altman was announcing his third phase and Dario Amodei was quietly letting his filing speak for itself, Perplexity CEO Aravind Srinivas went on CNBC and said the thing everyone is thinking but nobody wants to say out loud.
“The SpaceX IPO this week will definitely be a leading indicator of how Anthropic or OpenAI will go out. I certainly think there will be ripple effects if they don’t go well — there is no sugar coating on that.”
— Aravind Srinivas, CEO, Perplexity, CNBC, June 8, 2026
Here’s the story. ⇩
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Elon Musk Warns We May Have Just Six Months Left
“Frontier AI” is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
According to 60-year Wall Street legend, Marc Chaikin, Frontier AI could soon become the only thing that determines which companies make money and which grind to a halt, That’s why he’s giving away a list of stocks to buy and sell absolutely FREE to help you position your money for a world driven by Frontier AI technology. Get Marc’s Frontier AI Hotlist right here…
IPO urgency — visualized
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You can watch James’ latest video for yourself, right here.
It’s a brief, 3-minute video, and reveals the name and ticker symbol for FREE.
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2028. Not 2026.
Perplexity is an AI-powered search engine. It answers questions with cited sources in real time — a direct challenge to Google Search.
It raised $500 million in January 2026 at a $9 billion valuation. It is growing fast, it is not burning cash at SpaceX or OpenAI scale, and its CEO is apparently comfortable enough with where the business is to sit out the most frenzied IPO market in a decade.
While Wall Street debates OpenAI, Anthropic, and SpaceX…
Perplexity is talking about 2028.
The AI search startup said this week it still plans to go public in 2028 regardless of how the upcoming AI IPOs perform.
That’s been the plan all along.
Perplexity Chief Business Officer Dmitry Shevelenko told Reuters that holding 2028 as the company’s earliest IPO date has helped it build a “healthy, high-growth business.”
CEO Aravind Srinivas isn’t ignoring the IPO frenzy.
Quite the opposite.
He called the SpaceX IPO a “leading indicator” for how Anthropic and OpenAI could be received by investors.
Everybody in AI will be watching Friday.
Even the companies that aren’t going public.
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Here is What Happened Yesterday…
!!! OpenAI filed its S-1.
$2 billion a month. Growing 4x faster than Alphabet and Meta did.
$852B valuation – below Anthropic’s $965B.
1 The bull case is genuinely extraordinary.
→ $2 billion in monthly revenue as of March 2026
→ Growing 4x faster than Alphabet and Meta at comparable stages
→ Was $1B in quarterly revenue at end of 2024 — roughly 8x growth in 12 months
→ 900 million weekly active users on ChatGPT
→ $122 billion raised — heavyweight backers including SoftBank, Amazon, Nvidia
→ New $8 tier projected to reach 122 million subscribers in 2026
2 The bear case is also genuinely real.
→ Not profitable until 2030 — company’s own forecast
→ Missing some internal revenue targets recently per WSJ
→ Anthropic pulling ahead among business customers
→ Pace of cash consumption “unprecedented among publicly traded companies”
→ CFO previously suggested government should “backstop” chip spending — walked it back
→ Ads projected as biggest revenue driver by 2030 — not yet proven
The IPO does not resolve that tension. It just makes it public. Literally.
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He says The Final Phase of Elon’s Master Plan is about to trigger one of the biggest wealth transfers in market history.
He’s already identified the ONE ticker positioned to capture it. It isn’t SpaceX, Tesla, or anything you’d expect.
He’s giving away the name, free.
Click here to get the full details before the window closes.
The Question
By the time OpenAI arrives in September — how much capital is left?
SpaceX goes first.
Anthropic is already in line.
Google just raised $80 billion.
And OpenAI is coming after all of them.
As D.A. Davidson analyst Gil Luria put it, what OpenAI doesn’t want is for public market capital to run out before its turn arrives.
The market can absorb hundreds of billions of dollars.
But not all at once.
That is what makes Perplexity’s approach so interesting.
Don’t forget to to cast your vote 👇
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The Countdown Begins
Oversubscribed… Orders Close Wednesday.
SpaceX goes public in four days.
And most of the conversation this week will be about the $135 IPO price, the $1.8 trillion valuation, the 555 million shares, and the $75 billion raise.
But SpaceX’s IPO is well oversubscribed.
Demand from institutional investors has already exceeded the number of shares available — and the order books do not even close until Wednesday at 4pm ET.
Here is what oversubscribed actually means, why this IPO is oversubscribed specifically, and what happens because of it on Friday.
Here’s the story. ⇩
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Elon Musk Warns We May Have Just Six Months Left
“Frontier AI” is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
According to 60-year Wall Street legend, Marc Chaikin, Frontier AI could soon become the only thing that determines which companies make money and which grind to a halt, That’s why he’s giving away a list of stocks to buy and sell absolutely FREE to help you position your money for a world driven by Frontier AI technology. Get Marc’s Frontier AI Hotlist right here…
More buyers than shares.
When an IPO is oversubscribed, the banks have received more orders than there are shares to fill them. That sounds straightforward. What happens next is not.
1 Banks ration the shares.
Goldman Sachs and Morgan Stanley decide who gets how much. Institutions that submitted the largest, most committed orders get preferential allocation. Retail investors get what is left — up to 30% of the offering in SpaceX’s case, unusually large for a major IPO.
2 The price discovery shifts to day one.
SpaceX set a fixed price of $135 — removing the traditional book-building process. With more demand than supply at $135, the opening trade on Friday is where the real price gets discovered. That first trade could be significantly above $135.
3 The tiny float amplifies everything.
Almost all SpaceX shares are locked up — founders for 366 days, most others for 180 days. On day one, the tradable supply is tiny.
Oversubscribed demand meeting a tiny float means modest buying can move the price violently.
4 Index funds must buy — regardless of price.
New Nasdaq rules allow SpaceX to join the Nasdaq 100 just 15 days after listing. Passive funds tracking the index are price-insensitive by design.
They have to buy at whatever the market price is.
Layer that mechanical bid on top of a tiny float and oversubscribed demand.
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Usually he holds these plays “close to the vest”…
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NOW is the time to act.
You can watch James’ latest video for yourself, right here.
It’s a brief, 3-minute video, and reveals the name and ticker symbol for FREE.
Click here to check it out now.
$26B
SpaceX’s total 2025 revenue was $18.7 billion.
Two signed contracts alone now exceed that — annually. This is not a projection. It is in the S-1.
Why this changes the valuation conversation. SpaceX is priced at roughly 90x its 2025 revenue — which analysts have called “high by any standard.”
The $26 billion in contracted annual revenue from Google and Anthropic alone already exceeds all of 2025 revenue.
Add Starlink — SpaceX’s most profitable business — and the forward revenue picture looks dramatically different from the backward-looking multiple.
Oversubscribed demand is partly a function of investors doing that math.
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Retail investors
⚠️ Two things to know before Friday.
First — Morningstar estimates SpaceX is highly overvalued at $135 and suggests investors could access the stock at a better price after the IPO settles.
Second — Jim Cramer warned specifically against market orders on day one. A market order means you buy at whatever price the stock opens at — which could be significantly above $135 if the oversubscribed demand and tiny float create a violent opening pop.
!!! Neither is investment advice. Both are worth understanding before Friday.
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$44 Trillion “Super Convergence”: Elon’s Biggest Move EVER?
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon’s top lobbyists… Hall of Fame Trader Jon Najarian now says EVERYONE is missing an even bigger story about the SpaceX IPO… That it’s just the start of an Elon Musk $44 trillion “Superconvergence…” An event that could kick off as soon as June 12th.
Click here now to watch hall of fame trader Jon Najarian’s full prediction.
The rest of Monday — quick hits
Winners:
→ Intel (INTC): ▲ +11.10% › Reports that Nvidia and Google are considering Intel as a backup chip manufacturer reignited optimism around the turnaround story.
→ Marvell (MRVL): ▲ +9.40% › Investors celebrated news that the AI chipmaker will join the S&P 500 later this month.
→ Micron (MU): ▲ +9.00% › Traders rushed back into semiconductor names after Friday’s AI-driven selloff.
→ SOXX ETF: ▲ +5.76% › Semiconductor stocks posted one of their strongest sessions of 2026 as dip buyers returned.
→ Corning (GLW): ▲ +5.59% › A multibillion-dollar Amazon fiber-optic deal boosted confidence in AI infrastructure demand.
→ Tango Therapeutics (TNGX): ▲ +52.97% › Shares exploded after the company reported “unprecedented” pancreatic cancer treatment data.
→ Eli Lilly (LLY): ▲ +1.46% › Investors cheered next-generation GLP-1 results showing 28.3% weight loss.
Losers:
→ Apple (AAPL): ▼ -1.87% › Investors appeared unimpressed by the company’s latest Siri and AI announcements.
→ FuelCell Energy (FCEL): ▼ -10.50% › Revenue declined while losses widened, reigniting concerns about the company’s path to profitability.
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While the whole world is watching Elon, the real money is moving somewhere else
When Elon Musk ran a Twitter poll in 2021, Tesla lost $30 billion in a single day.
When he changed the Twitter logo to Dogecoin, the coin surged 30% overnight.
No one alive moves markets the way Elon does.
Larry Benedict — the trader who delivered a 279% return on cash in 2025 — says Elon’s next move is his biggest yet.
And there’s ONE ticker, overlooked by almost everyone, positioned to capture it.
Click here to find out what it is before the “Final Phase” begins.
The week ahead 👀
Here is everything you need to know heading into this week.
Don’t forget to to cast your vote 👇
Lesson Of The Day:
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Plenty of Money… Right?
The AI IPO wave is about to begin.
SpaceX is expected to hit public markets first. OpenAI appears to be next. Anthropic is expected to follow shortly after.
At first glance, that may not sound important.
But on Wall Street, timing matters.
Investors don’t have unlimited cash sitting on the sidelines waiting for every opportunity. When a major IPO arrives, many investors sell existing positions, rebalance portfolios, and move money around to make room for the new investment.
That creates an interesting situation.
The first company gets access to the freshest capital.
The second gets whatever remains.
The third has to hope investors still have room left in their portfolios.
Here’s the story. ⇩
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Elon Musk Warns We May Have Just Six Months Left
“Frontier AI” is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
According to 60-year Wall Street legend, Marc Chaikin, Frontier AI could soon become the only thing that determines which companies make money and which grind to a halt, That’s why he’s giving away a list of stocks to buy and sell absolutely FREE to help you position your money for a world driven by Frontier AI technology. Get Marc’s Frontier AI Hotlist right here…
The Starting Order 🏁
1st SpaceX
June 12, 2026 | $1.75 trillion valuation | $75 billion expected raise
The first company through the door.
2nd OpenAI
Expected September 2026 | $852 billion valuation | Confidential filing underway.
Not first. But not last.
3rd Anthropic
Expected October 2026 | $965 billion valuation | Confidential filing submitted June 1.
Potentially the strongest fundamentals of the group — but the latest arrival.
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The oxygen problem 💨
There is only so much capital in the room. SpaceX is about to consume a lot of it.
One of the biggest questions facing the AI IPO wave isn’t valuation.
It’s capacity.
Every dollar that goes into SpaceX has to come from somewhere. Some investors will sell stocks. Others will rotate cash that might have been earmarked for future IPOs.
By the time OpenAI arrives, investors may still be digesting the SpaceX deal.
By the time Anthropic arrives, the process repeats.
That doesn’t mean the market can’t fund all three.
It simply means the company that goes first has an advantage.
As one IPO expert put it: there’s only so much oxygen in the room.
And SpaceX is about to use a lot of it.
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Altucher: This is My Favorite FREE Starlink Pre-IPO Ticker
Legendary investor James Altucher just gave out one of his TOP stock picks for the coming Starlink IPO – 100% FREE.
Usually he holds these plays “close to the vest”…
But with Starlink going public on June 12th…
NOW is the time to act.
You can watch James’ latest video for yourself, right here.
It’s a brief, 3-minute video, and reveals the name and ticker symbol for FREE.
Click here to check it out now.
The window is wide open…
The IPO market has been remarkably strong.
Recent offerings have shown investors are willing to embrace new listings — especially large, high-growth companies.
→ Figma surged roughly 250% after its debut.
→ Cerebras gained nearly 70% on its first day.
Investor demand is clearly there.
That enthusiasm is real — but it is not infinite.
When a hot IPO windows close, markets shift. Investor appetite for new listings at sky-high valuations does not stay constant across a six-month window.
The academic evidence: Research on IPO clustering consistently shows that companies listing earlier in an industry wave perform better than those listing later.
The explanation: higher-quality companies with deeper moats tend to go first, triggering a wave of followers. Investors learn to expect this — and price the later arrivals at lower multiples as a result.
For Anthropic, being the better-run company going third is the worst of both worlds.
SPONSOR BREAK presented by BrownstoneResearch*
I’m about to do a live demonstration. Of Elon Musk’s latest genius invention.
It’s an AI agent… Perhaps the most powerful ever created.
Elon himself believes it could 70X your money… in a short period of time.
Keep in mind, this is NOT like ChatGPT.
It’s not a chatbot. Or something you download on your phone.
I expect Musk to publicly launch his AI agent any day now…
Potentially by the end of the month.
But I’m going to give you a sneak preview — for free.
It’s critical you see this live demo…
So you understand exactly what Elon created…
And why it’s so valuable.
We’ve seen this before.
A similar situation played out in 2019.
Lyft went public first.
Uber followed.
When Lyft struggled after its IPO, investor enthusiasm cooled. Its IPO did not live up to the hype — the stock disappointed after listing. The market was left with a sour taste heading into Uber’s debut.
Uber ultimately had to lower expectations because of Lyft’s poor performance. It debuted at a lower price than hoped. Shares fell further after listing.
The lesson wasn’t that Uber was a bad company. The lesson was that timing matters.
SPONSOR BREAK presented by Brownstone*
While the whole world is watching Elon, the real money is moving somewhere else
When Elon Musk ran a Twitter poll in 2021, Tesla lost $30 billion in a single day.
When he changed the Twitter logo to Dogecoin, the coin surged 30% overnight.
No one alive moves markets the way Elon does.
Larry Benedict — the trader who delivered a 279% return on cash in 2025 — says Elon’s next move is his biggest yet.
And there’s ONE ticker, overlooked by almost everyone, positioned to capture it.
Click here to find out what it is before the “Final Phase” begins.
The counterargument — Facebook 2012
→ Going first is not risk-free either
Facebook went public in 2012 and immediately lost more than half its value in its first three months. The market worried it could not adapt to mobile advertising. The stock was a disaster for early public buyers.
But Facebook still got the benefits of being public — cash from the IPO, employees able to cash out, the credibility of a public listing.
And while the stock struggled, competitors waiting in the wings — including Twitter — remained stuck on the sidelines.
→ The Cost of Waiting
The lesson isn’t that going first is painless. It’s that waiting has a cost, too.
Even after a rough start, Facebook had already raised the money, rewarded employees, and secured its place in the public markets. Eventually, the business caught up to the story.
For OpenAI and Anthropic, the same dynamic applies today.
What to watch 👀
The SpaceX reaction on June 12 sets everything.
1 If SpaceX pops dramatically and holds — investor confidence in the AI IPO wave stays high. OpenAI benefits. Anthropic benefits.
2 If SpaceX pops and then falls — the Lyft/Uber pattern plays out.
But even in that scenario, the Facebook lesson holds: the companies that listed — however painfully — still got the capital, the liquidity, and the credibility.
!!! Watch where SpaceX trades at the end of its first week — not just the opening pop.
Don’t forget to to cast your vote 👇
Lesson Of The Day:
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Plenty of Money… Right?
The AI IPO wave is about to begin.
SpaceX is expected to hit public markets first. OpenAI appears to be next. Anthropic is expected to follow shortly after.
At first glance, that may not sound important.
But on Wall Street, timing matters.
Investors don’t have unlimited cash sitting on the sidelines waiting for every opportunity. When a major IPO arrives, many investors sell existing positions, rebalance portfolios, and move money around to make room for the new investment.
That creates an interesting situation.
The first company gets access to the freshest capital.
The second gets whatever remains.
The third has to hope investors still have room left in their portfolios.
Here’s the story. ⇩
SPONSOR BREAK presented by MarketWise*
Elon Musk Warns We May Have Just Six Months Left
“Frontier AI” is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
According to 60-year Wall Street legend, Marc Chaikin, Frontier AI could soon become the only thing that determines which companies make money and which grind to a halt, That’s why he’s giving away a list of stocks to buy and sell absolutely FREE to help you position your money for a world driven by Frontier AI technology. Get Marc’s Frontier AI Hotlist right here…
The Starting Order 🏁
1st SpaceX
June 12, 2026 | $1.75 trillion valuation | $75 billion expected raise
The first company through the door.
2nd OpenAI
Expected September 2026 | $852 billion valuation | Confidential filing underway.
Not first. But not last.
3rd Anthropic
Expected October 2026 | $965 billion valuation | Confidential filing submitted June 1.
Potentially the strongest fundamentals of the group — but the latest arrival.
SPONSOR BREAK presented by MarketWise*
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Both are still private. But with this ticker, you can claim a stake right now, from any brokerage account… for only a few dollars. And the world’s #1 stock picker of 2020 will give you the name for free.
The oxygen problem 💨
There is only so much capital in the room. SpaceX is about to consume a lot of it.
One of the biggest questions facing the AI IPO wave isn’t valuation.
It’s capacity.
Every dollar that goes into SpaceX has to come from somewhere. Some investors will sell stocks. Others will rotate cash that might have been earmarked for future IPOs.
By the time OpenAI arrives, investors may still be digesting the SpaceX deal.
By the time Anthropic arrives, the process repeats.
That doesn’t mean the market can’t fund all three.
It simply means the company that goes first has an advantage.
As one IPO expert put it: there’s only so much oxygen in the room.
And SpaceX is about to use a lot of it.
SPONSOR BREAK presented by Paradigm*
Altucher: This is My Favorite FREE Starlink Pre-IPO Ticker
Legendary investor James Altucher just gave out one of his TOP stock picks for the coming Starlink IPO – 100% FREE.
Usually he holds these plays “close to the vest”…
But with Starlink going public on June 12th…
NOW is the time to act.
You can watch James’ latest video for yourself, right here.
It’s a brief, 3-minute video, and reveals the name and ticker symbol for FREE.
Click here to check it out now.
The window is wide open…
The IPO market has been remarkably strong.
Recent offerings have shown investors are willing to embrace new listings — especially large, high-growth companies.
→ Figma surged roughly 250% after its debut.
→ Cerebras gained nearly 70% on its first day.
Investor demand is clearly there.
That enthusiasm is real — but it is not infinite.
When a hot IPO windows close, markets shift. Investor appetite for new listings at sky-high valuations does not stay constant across a six-month window.
The academic evidence: Research on IPO clustering consistently shows that companies listing earlier in an industry wave perform better than those listing later.
The explanation: higher-quality companies with deeper moats tend to go first, triggering a wave of followers. Investors learn to expect this — and price the later arrivals at lower multiples as a result.
For Anthropic, being the better-run company going third is the worst of both worlds.
SPONSOR BREAK presented by BrownstoneResearch*
I’m about to do a live demonstration. Of Elon Musk’s latest genius invention.
It’s an AI agent… Perhaps the most powerful ever created.
Elon himself believes it could 70X your money… in a short period of time.
Keep in mind, this is NOT like ChatGPT.
It’s not a chatbot. Or something you download on your phone.
I expect Musk to publicly launch his AI agent any day now…
Potentially by the end of the month.
But I’m going to give you a sneak preview — for free.
It’s critical you see this live demo…
So you understand exactly what Elon created…
And why it’s so valuable.
We’ve seen this before.
A similar situation played out in 2019.
Lyft went public first.
Uber followed.
When Lyft struggled after its IPO, investor enthusiasm cooled. Its IPO did not live up to the hype — the stock disappointed after listing. The market was left with a sour taste heading into Uber’s debut.
Uber ultimately had to lower expectations because of Lyft’s poor performance. It debuted at a lower price than hoped. Shares fell further after listing.
The lesson wasn’t that Uber was a bad company. The lesson was that timing matters.
SPONSOR BREAK presented by Brownstone*
While the whole world is watching Elon, the real money is moving somewhere else
When Elon Musk ran a Twitter poll in 2021, Tesla lost $30 billion in a single day.
When he changed the Twitter logo to Dogecoin, the coin surged 30% overnight.
No one alive moves markets the way Elon does.
Larry Benedict — the trader who delivered a 279% return on cash in 2025 — says Elon’s next move is his biggest yet.
And there’s ONE ticker, overlooked by almost everyone, positioned to capture it.
Click here to find out what it is before the “Final Phase” begins.
The counterargument — Facebook 2012
→ Going first is not risk-free either
Facebook went public in 2012 and immediately lost more than half its value in its first three months. The market worried it could not adapt to mobile advertising. The stock was a disaster for early public buyers.
But Facebook still got the benefits of being public — cash from the IPO, employees able to cash out, the credibility of a public listing.
And while the stock struggled, competitors waiting in the wings — including Twitter — remained stuck on the sidelines.
→ The Cost of Waiting
The lesson isn’t that going first is painless. It’s that waiting has a cost, too.
Even after a rough start, Facebook had already raised the money, rewarded employees, and secured its place in the public markets. Eventually, the business caught up to the story.
For OpenAI and Anthropic, the same dynamic applies today.
What to watch 👀
The SpaceX reaction on June 12 sets everything.
1 If SpaceX pops dramatically and holds — investor confidence in the AI IPO wave stays high. OpenAI benefits. Anthropic benefits.
2 If SpaceX pops and then falls — the Lyft/Uber pattern plays out.
But even in that scenario, the Facebook lesson holds: the companies that listed — however painfully — still got the capital, the liquidity, and the credibility.
!!! Watch where SpaceX trades at the end of its first week — not just the opening pop.
Don’t forget to to cast your vote 👇
Lesson Of The Day:
Was this email forwarded to you? Don’t miss out on future stories — subscribe using the button below.
Also, help your friends blossom this spring! Share us with them.
💬 We Want To Hear Your Story:
Got a market or stock you want us to analyze next?
Just drop your request in the comments here.
P.S. – If you no longer want to receive occasional emails from us and you want to unsubscribe, click here 👉 “Unsubscribe” . Thank you!
