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$322 Billion by 2030 & Cities on the Moon. .

The Martian Chronicles 76 years later

Last night, Wall Street hosted what may have been the most ambitious pitch in modern financial history.

The setting was JPMorgan’s Manhattan headquarters. A rocket sculpture stood in the lobby. Space rocks and meteorite fragments lined the room. Across the city, Bank of America lit its tower to resemble a rocket launch, while Goldman Sachs filled its lobby screens with launch footage.

More than 350 investors attended.

Maye Musk, Elon’s mother, opened the evening with a few remarks. Then JPMorgan CEO Jamie Dimon introduced Musk as “the Edison of our time.”

Moments later, Elon Musk took the stage.

What followed wasn’t a typical IPO presentation. It was part roadshow, part vision for the future, and part masterclass in selling a trillion-dollar idea.

From Mars colonies and autonomous robots to satellites, AI, and the future of global communications, Musk laid out the case for why SpaceX could become one of the most valuable companies ever created.

We went through the presentation slide by slide.

Here’s what Elon Musk showed some of the world’s biggest investors. ⇩


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…


Why now? The capital question.

Musk opened with a question he knew everyone in the room was thinking: why does SpaceX — cash-flow positive since roughly 2014 or 2015 — need to go public now?

His answer was direct. Previous private fundraising rounds were mostly used to provide liquidity for employees and investors. What has changed is that SpaceX is entering a much larger, much more capital-intensive phase of its existence. One that private markets cannot fund at the scale required.

“The TLDR,” Musk told Dimon, “is that we’re embarking on a massive new growth phase, and we need capital for that.”


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.


AI data centers… In space. 

Musk’s core argument for why SpaceX needs billions is….
→ to build the data centers in space.

Building enough power for AI may become one of the biggest bottlenecks of the next decade.

As Musk put it, finding places to build new power plants on Earth is getting harder.
→ Communities push back,
→ regulations slow projects down, and
→ available land is limited.

His solution sounds straight out of science fiction…

Musk believes Earth can support roughly 1 terawatt of new AI computing capacity per year.

The Moon, however, could eventually support 1,000 times more — powered by uninterrupted solar energy, free from land constraints, and cooled by the vacuum of space.

It’s an ambitious vision.

Between Starship launches, Starlink’s satellite network, and plans for large-scale space deployment, SpaceX argues it has capabilities that no other company can match.

And that’s the heart of the $1.75 trillion bull case.


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.


$322 Billion by 2030.

While Musk was pitching the vision, Goldman Sachs was pitching the numbers.

According to forecasts the bank reportedly shared with a potential investor — first reported by the Financial Times — Goldman projects SpaceX’s AI segment alone will generate $322 billion in revenue by 2030.

That is up from just $3.2 billion in 2025. A 100-fold increase in five years.

Total SpaceX revenue, Goldman estimates, could reach $474 billion by 2030 — up from $18.7 billion in 2025. That would make SpaceX one of the largest companies on Earth by revenue, period.

To put $474 billion in annual revenue in context — that would rank SpaceX alongside Amazon today. In five years. 

Starting from $18.7 billion. The bull case requires believing that Musk’s space AI thesis executes at a speed and scale that has no precedent in corporate history.


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.


What the money actually pays for.

Beyond the AI data center vision, Musk laid out the concrete uses of the $75 billion being raised. Three specific programs — each large enough to be a standalone company.

SpaceX also holds 18,712 Bitcoin on its balance sheet as of December 31, 2025 — worth over $1 billion at current prices.

That makes it one of the most valuable corporate crypto positions to go public, and connects the SpaceX IPO to the Bitcoin narrative simultaneously.


SPONSOR BREAK presented by BanyanHill*

Jon Najarian just made a massive prediction about the SpaceX IPO…

He believes Elon has something even bigger planned…

An event that could soon be worth over $44 TRILLION.

And by staking a claim now, ahead of the SpaceX IPO…

You can potentially profit from Elon’s $44 trillion wealth event.

But you’ll want to move fast…

Because the SpaceX IPO could happen as soon as June 12th!

Click here now for the full story from Jon Najarian himself.

P.S. Fact is, this event may be your last chance to profit thanks to Elon Musk. He launched reusable rockets, internet from space, mass market EVs… And while Elon’s ultimate goal is to get to Mars, that could be decades away… Which is why this $44 trillion wealth event could be your FINAL chance to profit thanks to Elon in your lifetime. And you may only have until June 12th to get in position. Click here now to see how.


One very slim margin.

Twenty-three banks are on this deal. Goldman Sachs and Morgan Stanley have the lead positions. JPMorgan, Bank of America, Citigroup, and 18 others fill out the syndicate.

The fee pool is estimated at $800 million to $1 billion — split across all 23.

Unusually, SpaceX negotiated the underwriting fee down to potentially less than 0.75% — far below the typical 4-7% range for IPOs. On a $75 billion raise, even 0.75% is $562 million. Even at 0.5% it is $375 million. The banks accepted the slim margin because the deal is about more than fees.

1 Goldman Sachs — lead left
GS stock up 19.56% YTD. Up 75.84% past year. Q4 2025 advisory revenue up 41% year over year. Full-year investment banking fees $9.34 billion. CEO Solomon called SpaceX “the first concrete data point for something of this scale.” Also vying for Anthropic and OpenAI mandates.

2 Morgan Stanley — retail distribution
Record Q1 2026 results — revenue $20.58 billion, advisory revenue up 74% year over year. Handles the retail allocation Cramer is trying to influence. SpaceX employees are expected to convert into Morgan Stanley wealth management clients — a long-term revenue stream beyond the fee.

The banks are not just underwriting an IPO — they are competing for prestige, future client relationships, and the right to be associated with the largest public offering in history.


Bull vs Bear.

Thursday evening was theater. Extraordinary, expensive, meticulously staged theater.

Banks lit up their buildings. Dimon called a sitting CEO the Edison of our time on live television. Goldman projected $322 billion in AI revenue by 2030 with a straight face.

All of it was true. All of it was also a pitch.

The bull case is real — no company on Earth can build AI data centers in space except SpaceX, and if Musk is right about 1,000 terawatts of moon compute, the Goldman numbers are conservative.

The bear case is also real — SpaceX lost $4.94 billion last year, xAI lost $6.4 billion more, and the $474 billion revenue forecast requires executing at a pace with no corporate precedent.

The market will price all of this on June 12.


Don’t forget to to cast your vote 👇


Lesson Of The Day:


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“More Greed Than Fear.”

Goldman Sachs is everywhere…

If there’s one person with a front-row seat to the AI capital boom, it’s Goldman Sachs CEO David Solomon.

His bank is leading the SpaceX IPO, helped place Alphabet‘s record-breaking $80 billion capital raise, and is competing for future mandates tied to Anthropic and OpenAI.

So when Solomon was asked how he views the current environment, his answer was simple:

We are definitely in a moment where there’s more greed than there is fear. Then he paused and added: It can turn quickly. That doesn’t mean it will.

Bull markets are built on optimism. New technologies attract capital. Investors chase opportunity.

And right now, opportunity is everywhere.

Here is the story ⇩


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.


Goldman Sachs is on every deal

Goldman Sachs is deeply embedded in the AI ecosystem as . 

→  SpaceX IPO → Lead-left bank on the June 12 listing.
→ Alphabet → Placement agent on the largest follow-on equity raise in history.
→ Anthropic → Potential IPO contender.
→ OpenAI → Another potential blockbuster listing.

Four of the biggest AI capital events in history. All at once.

And Goldman’s helping finance them.

Speaking this week, CEO David Solomon said Goldman’s role on the SpaceX IPO was “20 years in the making” — a reminder that the biggest deals on Wall Street are often built on relationships that take decades to develop.

Right now, AI may be generating the headlines.

Goldman keeps finding a way to be in them.


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.


The Millionaire Machine 

AI is creating millionaires at the fastest pace since 2021.

Consulting firm Capgemini’s annual wealth report found that high-net-worth individuals — those with $1 million or more in investable assets — rose by 2 million to 25.3 million through 2025.

→ Total wealth in the hands of these people rose 8.7% year over year to $98.3 trillion.

This marks the fastest growth since 2021 — and it is almost entirely driven by AI-related stock market gains.

Last year, the share of their portfolios invested in the stock market rose from 22% to 27%, helped by strong gains in AI-related companies.

They’re also seeking more opinions than before. In 2019, nearly 4 out of 10 wealthy investors relied on a single financial adviser. Today, fewer than 2 out of 10 do.

And if the wave of upcoming AI IPOs delivers, the millionaire club could get even bigger


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 IPO Queue — Updated

The timeline of the largest capital events in market history — all converging on one summer.


SPONSOR BREAK presented by BanyanHill*

Jon Najarian just made a massive prediction about the SpaceX IPO…

He believes Elon has something even bigger planned…

An event that could soon be worth over $44 TRILLION.

And by staking a claim now, ahead of the SpaceX IPO…

You can potentially profit from Elon’s $44 trillion wealth event.

But you’ll want to move fast…

Because the SpaceX IPO could happen as soon as June 12th!

Click here now for the full story from Jon Najarian himself.

P.S. Fact is, this event may be your last chance to profit thanks to Elon Musk. He launched reusable rockets, internet from space, mass market EVs… And while Elon’s ultimate goal is to get to Mars, that could be decades away… Which is why this $44 trillion wealth event could be your FINAL chance to profit thanks to Elon in your lifetime. And you may only have until June 12th to get in position. Click here now to see how.


The $500 billion question

On June 2, Jim Cramer added up the major AI capital raises either underway or expected in the months ahead.

→ The total came to roughly $455 billion — and that’s before accounting for any surprises.

At first glance, the number looks enormous.

But in the context of a $75+ trillion U.S. stock market, it’s relatively small. That’s why many Wall Street firms believe the market can absorb it without major issues.

Solomon agrees. “There’s plenty of liquidity in the system if the world continues to remain as optimistic,” he said.

Still, money doesn’t appear out of thin air.

When investors buy into a new IPO or equity offering, they often fund those purchases by selling something they already own.

→ That means some of the same stocks that helped fuel the AI rally could temporarily face selling pressure as investors make room for the next opportunity.

The bigger story may be timing.

!!! If SpaceX, Anthropic, OpenAI, and Alphabet all tap investors within a similar window, hundreds of billions of dollars will be competing for attention at the same time.


SPONSOR BREAK presented by OxfordClub*

SpaceX Window Closing Fast? See a Backdoor Opportunity First

Wall Street is already positioning around the SpaceX story.

Discover a lesser-known backdoor opportunity before the potential June 12 window closes and the crowd catches on.

Click here to learn more.


Too Big…

One IPO. Nearly the economic output of a G7 nation.

A $2 trillion SpaceX would be worth more than the entire projected 2026 GDP of every country on Earth except about a dozen.

Put differently: one rocket and satellite company would sit in the same economic league as countries like Italy or Canada.

That’s the scale investors are being asked to price.


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.


đź’¬ 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!

9 Days to SpaceX IPO – $135 per share.

Final countdown…

SpaceX goes public on June 12.
The biggest IPO in history. A potential $2 trillion valuation that would dwarf Saudi Aramco’s record.

Up to 30% for retail investors.

$135 per share.
$75 billion raise.
90x revenue multiple.

Published a price a week early. Traditional IPOs set a price range only after the roadshow — using investor feedback to arrive at a number. SpaceX published $135 before the roadshow even started. Almost no major US IPO has done this.

But markets do not wait for IPO day. 

Capital has been moving into the space sector since the S-1 went public on May 20 — and that dynamic is intensifying with every day that passes.

The question now is: which stocks have the strongest claim to the SpaceX trade?

Not every stock rising on SpaceX headlines deserves the move.
But here is a map of the ones that might.

Here is the story ⇩


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.

Regards, Jeff Brown Founder & CEO, Brownstone Research


The Space Ecosystem · Stock by Stock

Rocket Lab RKLB ( ▼ 6.99% )  

+350% past 12 months | Most direct comparison

The closest publicly traded competitor to SpaceX.
Offers overlapping capabilities across launch services, spacecraft manufacturing, and national security missions.

The momentum is not just about the IPO halo. Rocket Lab has”:
→ a record $2.2 billion backlog,
→ Q2 guidance that beat consensus by 12%,
→ a $90 million Space Force GEO satellite contract, and
→ its Neutron medium-lift rocket on track for debut in Q4 2026.
→ Up 75% YTD.

Hit an all-time high of $151 recently before pulling back.
Some analysts suggest $97 consensus price target — well below where the stock currently trades.


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.


Alphabet GOOGL ( ▼ 0.79% )  

+20% YTD | The hidden $100 billion

This is the most overlooked angle in the entire SpaceX story.
In 2015, Alphabet invested approximately $900 million in SpaceX at a $12 billion valuation — acquiring roughly 10% of the company alongside Fidelity.

Following the SpaceX and xAI merger in early 2026, the stake was diluted to an estimated 5% of the combined entity. At a $2 trillion IPO valuation, that 5% stake is worth approximately $100 billion — a roughly 100-fold return on the original investment over a decade.

That $100 billion is not reflected anywhere in Alphabet’s current valuation conversation. It sits on the balance sheet as a long-term investment — and when it is marked to market at IPO pricing, the impact on Alphabet’s book value will be significant.

→ Alphabet has a $4.5 trillion market cap,
→ $132 billion in net income, and
→ a forward P/E of 26.

The SpaceX stake is an additional and largely unpriced catalyst sitting inside a stock most people own for completely different reasons.


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.


Redwire RDW ( ▼ 9.52% )  

+170% | YTD · +60% past week
Supply chain play

Redwire builds the hardware that makes every rocket mission possible. Deployable solar arrays, precision robotic arms, RF antennas, advanced composites, and in-space manufacturing systems.

1 Customers include NASA, the US Army, the Marine Corps, Lockheed Martin, Boeing, Airbus, and Blue Origin.

2 Its optical imaging and sun sensor technologies flew on NASA’s Artemis II Orion spacecraft earlier this year.

3 It also has a defense segment — delivering combat-tested military drones to the Ukrainian military and winning a NATO Penguin Mk3 tactical drone contract. → Q1 2026 revenue grew 57.9% YoY to $96.97 million.
→ Record backlog of $498 million — up 71% YoY.
→ One of 14 companies selected by the US Space Force for a $1.8 billion satellite reconnaissance contract program.

The caveat: Redwire is losing money and analysts do not forecast profitability within the next three years. The 170% YTD move has significantly outpaced the analyst consensus price target of around $15.


SPONSOR BREAK presented by BanyanHill*

Jon Najarian just made a massive prediction about the SpaceX IPO…

He believes Elon has something even bigger planned…

An event that could soon be worth over $44 TRILLION.

And by staking a claim now, ahead of the SpaceX IPO…

You can potentially profit from Elon’s $44 trillion wealth event.

But you’ll want to move fast…

Because the SpaceX IPO could happen as soon as June 12th!

Click here now for the full story from Jon Najarian himself.

P.S. Fact is, this event may be your last chance to profit thanks to Elon Musk. He launched reusable rockets, internet from space, mass market EVs… And while Elon’s ultimate goal is to get to Mars, that could be decades away… Which is why this $44 trillion wealth event could be your FINAL chance to profit thanks to Elon in your lifetime. And you may only have until June 12th to get in position. Click here now to see how.


Intuitive Machines LUNR ( ▼ 14.51% )  

+135% | YTD · 52-week high $46.75
The lunar economy play

Intuitive Machines is focused on what happens after SpaceX’s Starship gets to the moon.

The Houston-based company provides commercial lunar landers, payload delivery, space communications, and infrastructure services under NASA’s Commercial Lunar Payload Services program.

→ It holds a $4.82 billion Near Space Network Services contract — one of the largest long-term government space contracts in the market.

→ Q1 2026 revenue hit $186.7 million — nearly triple the year-earlier period.
→ Record backlog of $1.1 billion.
→ 2026 revenue outlook of $900 million to $1 billion reaffirmed.

SpaceX and Intuitive Machines are complementary rather than competitive — Starship is the vehicle, LUNR provides the lunar services on the other end.

The stock has meaningfully outrun analyst estimates amid sector euphoria.
Analyst consensus: $31.50 price target — implying downside from current levels.


SPONSOR BREAK presented by MarketWise*

Elon’s $480 Trillion Currency Masterplan
He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit. 


Destiny Tech 100 DXYZ ( ▼ 14.4% )  

+61% | YTD · +170% from 52-week low
Most direct SpaceX proxy

The most unusual name on this list — and the one requiring the most context. Destiny Tech100 is a publicly traded closed-end fund holding a portfolio of private pre-IPO technology companies: SpaceX, OpenAI, Anthropic, and Stripe.

The critical caveat: DXYZ currently trades at a significant premium to its net asset value. That premium compresses potential upside from the SpaceX listing itself, since the market has already priced in a significant portion of the expected gain. Beta of almost 5. No analyst coverage. Suited only to investors comfortable with extreme volatility.


Spire Global SPIR ( â–Ľ 10.82% )

Under $50 | Analyst implied · $22.50 target
Satellite data play

Not every space stock needs rockets. Spire Global uses its satellite network to collect data on weather, aviation, and maritime activity — then sells those insights to government and commercial customers.

As satellites get cheaper to launch, the value may increasingly come from what they send back, not how they get there.

→ Q1 2026 revenue of $15.8 million came in above the high end of guidance. Revenue excluding its sold maritime business rose 13% year over year.


$1.8 trillion by 2035

According to McKinsey, the global space economy could reach $1.8 trillion by 2035. SpaceX’s IPO — at a $1.75 to $2 trillion valuation — is essentially putting a public price tag on the entire space economy right now, in one listing.

Every publicly traded space company gets repriced relative to that anchor.

The stocks above are not just riding a sentiment wave. They are being revalued against a new public market reference point for what space is actually worth.


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.


đź’¬ 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!

9 Days to SpaceX IPO – $135 per share.

Final countdown…

SpaceX goes public on June 12.
The biggest IPO in history. A potential $2 trillion valuation that would dwarf Saudi Aramco’s record.

Up to 30% for retail investors.

$135 per share.
$75 billion raise.
90x revenue multiple.

Published a price a week early. Traditional IPOs set a price range only after the roadshow — using investor feedback to arrive at a number. SpaceX published $135 before the roadshow even started. Almost no major US IPO has done this.

But markets do not wait for IPO day. 

Capital has been moving into the space sector since the S-1 went public on May 20 — and that dynamic is intensifying with every day that passes.

The question now is: which stocks have the strongest claim to the SpaceX trade?

Not every stock rising on SpaceX headlines deserves the move.
But here is a map of the ones that might.

Here is the story ⇩


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.

Regards, Jeff Brown Founder & CEO, Brownstone Research


The Space Ecosystem · Stock by Stock

Rocket Lab RKLB ( ▼ 6.99% )  

+350% past 12 months | Most direct comparison

The closest publicly traded competitor to SpaceX.
Offers overlapping capabilities across launch services, spacecraft manufacturing, and national security missions.

The momentum is not just about the IPO halo. Rocket Lab has”:
→ a record $2.2 billion backlog,
→ Q2 guidance that beat consensus by 12%,
→ a $90 million Space Force GEO satellite contract, and
→ its Neutron medium-lift rocket on track for debut in Q4 2026.
→ Up 75% YTD.

Hit an all-time high of $151 recently before pulling back.
Some analysts suggest $97 consensus price target — well below where the stock currently trades.


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.


Alphabet GOOGL ( ▼ 0.79% )  

+20% YTD | The hidden $100 billion

This is the most overlooked angle in the entire SpaceX story.
In 2015, Alphabet invested approximately $900 million in SpaceX at a $12 billion valuation — acquiring roughly 10% of the company alongside Fidelity.

Following the SpaceX and xAI merger in early 2026, the stake was diluted to an estimated 5% of the combined entity. At a $2 trillion IPO valuation, that 5% stake is worth approximately $100 billion — a roughly 100-fold return on the original investment over a decade.

That $100 billion is not reflected anywhere in Alphabet’s current valuation conversation. It sits on the balance sheet as a long-term investment — and when it is marked to market at IPO pricing, the impact on Alphabet’s book value will be significant.

→ Alphabet has a $4.5 trillion market cap,
→ $132 billion in net income, and
→ a forward P/E of 26.

The SpaceX stake is an additional and largely unpriced catalyst sitting inside a stock most people own for completely different reasons.


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.


Redwire RDW ( ▼ 9.52% )  

+170% | YTD · +60% past week
Supply chain play

Redwire builds the hardware that makes every rocket mission possible. Deployable solar arrays, precision robotic arms, RF antennas, advanced composites, and in-space manufacturing systems.

1 Customers include NASA, the US Army, the Marine Corps, Lockheed Martin, Boeing, Airbus, and Blue Origin.

2 Its optical imaging and sun sensor technologies flew on NASA’s Artemis II Orion spacecraft earlier this year.

3 It also has a defense segment — delivering combat-tested military drones to the Ukrainian military and winning a NATO Penguin Mk3 tactical drone contract. → Q1 2026 revenue grew 57.9% YoY to $96.97 million.
→ Record backlog of $498 million — up 71% YoY.
→ One of 14 companies selected by the US Space Force for a $1.8 billion satellite reconnaissance contract program.

The caveat: Redwire is losing money and analysts do not forecast profitability within the next three years. The 170% YTD move has significantly outpaced the analyst consensus price target of around $15.


SPONSOR BREAK presented by BanyanHill*

Jon Najarian just made a massive prediction about the SpaceX IPO…

He believes Elon has something even bigger planned…

An event that could soon be worth over $44 TRILLION.

And by staking a claim now, ahead of the SpaceX IPO…

You can potentially profit from Elon’s $44 trillion wealth event.

But you’ll want to move fast…

Because the SpaceX IPO could happen as soon as June 12th!

Click here now for the full story from Jon Najarian himself.

P.S. Fact is, this event may be your last chance to profit thanks to Elon Musk. He launched reusable rockets, internet from space, mass market EVs… And while Elon’s ultimate goal is to get to Mars, that could be decades away… Which is why this $44 trillion wealth event could be your FINAL chance to profit thanks to Elon in your lifetime. And you may only have until June 12th to get in position. Click here now to see how.


Intuitive Machines LUNR ( ▼ 14.51% )  

+135% | YTD · 52-week high $46.75
The lunar economy play

Intuitive Machines is focused on what happens after SpaceX’s Starship gets to the moon.

The Houston-based company provides commercial lunar landers, payload delivery, space communications, and infrastructure services under NASA’s Commercial Lunar Payload Services program.

→ It holds a $4.82 billion Near Space Network Services contract — one of the largest long-term government space contracts in the market.

→ Q1 2026 revenue hit $186.7 million — nearly triple the year-earlier period.
→ Record backlog of $1.1 billion.
→ 2026 revenue outlook of $900 million to $1 billion reaffirmed.

SpaceX and Intuitive Machines are complementary rather than competitive — Starship is the vehicle, LUNR provides the lunar services on the other end.

The stock has meaningfully outrun analyst estimates amid sector euphoria.
Analyst consensus: $31.50 price target — implying downside from current levels.


SPONSOR BREAK presented by MarketWise*

Elon’s $480 Trillion Currency Masterplan
He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit. 


Destiny Tech 100 DXYZ ( ▼ 14.4% )  

+61% | YTD · +170% from 52-week low
Most direct SpaceX proxy

The most unusual name on this list — and the one requiring the most context. Destiny Tech100 is a publicly traded closed-end fund holding a portfolio of private pre-IPO technology companies: SpaceX, OpenAI, Anthropic, and Stripe.

The critical caveat: DXYZ currently trades at a significant premium to its net asset value. That premium compresses potential upside from the SpaceX listing itself, since the market has already priced in a significant portion of the expected gain. Beta of almost 5. No analyst coverage. Suited only to investors comfortable with extreme volatility.


Spire Global SPIR ( â–Ľ 10.82% )

Under $50 | Analyst implied · $22.50 target
Satellite data play

Not every space stock needs rockets. Spire Global uses its satellite network to collect data on weather, aviation, and maritime activity — then sells those insights to government and commercial customers.

As satellites get cheaper to launch, the value may increasingly come from what they send back, not how they get there.

→ Q1 2026 revenue of $15.8 million came in above the high end of guidance. Revenue excluding its sold maritime business rose 13% year over year.


$1.8 trillion by 2035

According to McKinsey, the global space economy could reach $1.8 trillion by 2035. SpaceX’s IPO — at a $1.75 to $2 trillion valuation — is essentially putting a public price tag on the entire space economy right now, in one listing.

Every publicly traded space company gets repriced relative to that anchor.

The stocks above are not just riding a sentiment wave. They are being revalued against a new public market reference point for what space is actually worth.


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Is That Berkshire 101?

Not Very Buffett-Like

Ever since Buffett handed over the keys, investors have been waiting for the first real glimpse of Berkshire after Buffett.

That glimpse arrived Monday. Berkshire spent $8.5 billion to acquire Taylor Morrison, one of the country’s largest homebuilders.

2% Of Berkshire’s Cash.

The deal itself isn’t surprising. What it may reveal about Greg Abel’s vision for Berkshire is.

Here is the story ⇩


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.

Regards, Jeff Brown Founder & CEO, Brownstone Research


The Deal

$8.5 billion. All cash. 24% premium.

Taylor Morrison TMHC ( â–Ľ 0.07% ) shareholders get $72.50 per share — a 24% premium to Friday’s close.

TMHC surged 22% on the news (Monday morning).
Berkshire fell 1%.

The market’s verdict was instant.

⇩


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.

Click here to see how a new venture backed by Elon Musk and Sam Altman could stop this “AI Tax,” save the economy, and send a small group of stocks soaring in the process. 


The Cash Pile Context

Berkshire reported $397 billion in cash for Q1 2026.

The Taylor Morrison deal costs $8.5 billion — roughly 2 cents of every dollar Berkshire holds.

→ CFRA analyst Catherine Seifert estimates Berkshire has $80 to $100 billion in dry powder available for buybacks and acquisitions beyond its operational needs.

This deal is not Berkshire deploying its cash mountain. It is Berkshire dipping a toe. 

The real question — what Abel does with the other $388 billion — remains entirely open.

⇩


SPONSOR BREAK presented by Paradigm*

Do not invest on IPO Day.
I don’t care how big the IPO is.

Elon Musk is set to take Starlink public this year in what will be the biggest IPO in history.

But instead of buying Starlink, you should look into this $30 stockand you should do it right now, before the potential IPO.

This company – whose name and ticker is revealed for FREE in this short video – is poised to rocket 100% or more in the next year off the back of the coming SpaceX IPO.

And you can get shares today.
Click here for the details.

Sincerely,
James Altucher


One Word Changed Everything

“Unify.”

For six decades, Buffett’s approach was:
!!! buy great businesses and leave them alone.

Berkshire became famous for its decentralized structure, with subsidiaries operating independently and rarely interacting with one another.

Abel appears to have a different idea.

In announcing the Taylor Morrison deal, he said Berkshire plans to “unify” its homebuilding operations into a combined platform over time. That may sound subtle, but for Berkshire investors, it’s a notable shift.

Why?

Because “unify” suggests something Buffett largely avoided: integration.

UBS estimates combining Taylor Morrison with Clayton Homes could create one of the five largest homebuilders in the country. That’s the kind of synergy Berkshire rarely pursued under Buffett.

But after years of wondering what Berkshire might look like after Buffett, investors may have just received their first clue.

⇩


SPONSOR BREAK presented by MarketWise*

Elon’s $480 Trillion Currency Masterplan
He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit. 


Berkshire’s housing empire — before and after

Berkshire already owns significant pieces of the US housing market. Taylor Morrison adds a major new piece — and a potential platform to connect them.

Why housing, why now? 
UBS described the deal as “a long-term endorsement of a structurally underbuilt US housing market.”

The US has been underbuilding homes for over a decade — demographics point to significant pent-up demand when the housing cycle turns.

Berkshire has the capital strength and patience to wait for that turn.
That patience is the entire thesis.

⇩


SPONSOR BREAK presented by MarketWise*

The real reason Musk, Huang, Cook, and Fink just flew to Beijing
Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more boarded Air Force One with President Trump to visit China. A U.S.-China trade deal would ignite a Melt Up in U.S. stocks, sending the market into a frenzy.
Learn the exact moves one Florida millionaire says to make today – before this window closes. 


The post-Buffett scorecard

That underperformance is the context for Monday’s deal.

Investors are asking what Abel will do with the capital Buffett left behind.
The Taylor Morrison deal is the first real answer.

It is familiar enough to reassure Buffett watchers.

And just different enough to suggest Abel has his own ideas about what Berkshire becomes next.

Greg Abel spent $8.5 billion on Monday. He has roughly $388 billion left.

The deal itself is easy to understand — a cash-rich conglomerate buying a homebuilder in a structurally undersupplied housing market, at a 24% premium, with a management team that wanted to sell. That is Berkshire 101.

The word “unify” is harder to understand. And probably more important.

The post-Buffett era just got its first real data point.

One word. One deal. $388 billion still to go. đź‘€

⇩


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$1.7T Later…

Back From The Dead.

Remember when these companies were considered washed up?

They were the Magnificent Seven of their era.
They defined the dot-com boom, crashed spectacularly when it burst, and spent the next two decades as cautionary tales about hype and overvaluation.

Some lost 98% of their value. One went private for five years.

Now they are back. Not as nostalgia plays but as AI infrastructure stocks.
And they are outperforming almost everything.

Here is the story ⇩


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.

Regards, Jeff Brown Founder & CEO, Brownstone Research


The Full Comeback Scoreboard

⇩


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.

Click here to see how a new venture backed by Elon Musk and Sam Altman could stop this “AI Tax,” save the economy, and send a small group of stocks soaring in the process. 


The Headline Stock · Dell

Dell just had its best single day ever. The earnings behind it were unlike anything Wall Street had seen.

→ +33% on Friday.
→ Revenue up 88% year over year.
→ AI server revenue up 757%.

The analyst who covers Dell said he had “never seen anything like” the quarter.

Dell didn’t just beat expectations. It obliterated them.

The company had guided for roughly $35 billion in quarterly revenue. It delivered nearly $44 billion instead.

That’s an $8 billion surprise in a single quarter — more revenue than many public companies generate in an entire year.

Management was confident enough to raise its AI server revenue target from $50 billion to $60 billion, while its AI backlog swelled to $51.3 billion, giving investors visibility well into 2027.

⇩


SPONSOR BREAK presented by Paradigm*

Do not invest on IPO Day.
I don’t care how big the IPO is.

Elon Musk is set to take Starlink public this year in what will be the biggest IPO in history.

But instead of buying Starlink, you should look into this $30 stockand you should do it right now, before the potential IPO.

This company – whose name and ticker is revealed for FREE in this short video – is poised to rocket 100% or more in the next year off the back of the coming SpaceX IPO.

And you can get shares today.
Click here for the details.

Sincerely,
James Altucher


The Rest of The Comeback Crew

1 Micron +903% — 12 months | MU ( ▲ 6.35% )  

Founded in a Boise, Idaho dental office basement. Lost 98% of its value from peak to trough. Did not make a fresh record high again until early 2022. Now a $1 trillion company — the fastest ever jump from $500 billion to $1 trillion, achieved in just 48 trading days. Up 903% in 12 months. The poster child for AI’s downstream beneficiaries.

2 Intel +211% — Best year on record | INTC ( ▼ 4.33% )  

Written off less than two years ago after years of manufacturing failures. Four CEOs in a decade. Trump called for its current CEO Lip-Bu Tan’s resignation — then reversed course. Nvidia then invested $5 billion. Apple reportedly reached a preliminary agreement to have Intel manufacture some of its chips. Shares hit a record last month after a sales forecast that blew away expectations. Up 211% in 2026 — its best annual performance ever recorded.

⇩


SPONSOR BREAK presented by MarketWise*

Elon’s $480 Trillion Currency Masterplan
He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit. 


… more

3 Lenovo +159% — Best month in 25 years | LNVGY ( ▲ 10.55% )  

Became the world’s largest PC maker after buying IBM’s ThinkPad division in 2005. As the PC industry declined, Lenovo pivoted to AI products and services — now nearly 40% of total sales. Revenue grew 20% over the last year. In May alone, shares gained 105% — their best month in more than a quarter century. The top performer on Hong Kong’s Hang Seng Index in 2026, up 159%.

4 Nokia +124% — From phones to fiber | NOK ( ▲ 10.18% )

Fell 98% from a €300 billion peak. Sold its phone business to Microsoft in 2014. Rebuilt around telecommunications networking gear — the less glamorous infrastructure that connects AI data centers. Its 2025 acquisition of Infinera, a US optical-networking specialist, arrived just as AI data centers began demanding faster links between computing clusters. Up 124% in 2026. Still nearly 80% below its dot-com peak.

⇩


SPONSOR BREAK presented by MarketWise*

The real reason Musk, Huang, Cook, and Fink just flew to Beijing
Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more boarded Air Force One with President Trump to visit China. A U.S.-China trade deal would ignite a Melt Up in U.S. stocks, sending the market into a frenzy.
Learn the exact moves one Florida millionaire says to make today – before this window closes. 


… more

5 Texas Instruments +76% — The boring chip wins | TXN ( ▼ 4.26% )  

Dominant in the 1990s for chips that convert real-world signals to digital data. Fell 85% after the dot-com bust as telecom demand collapsed. After a sluggish start to the AI era, its chips found new demand in AI servers requiring more power density. Its data center unit now generates more than $1 billion annually — up more than 60% in 2025. Up 76% in 2026 — on track for its best year since 2003.

6 Cisco +56% — Finally back to 2000 | CSCO ( ▲ 0.23% )  

Briefly the world’s most valuable company in March 2000. Then lost most of its value. Spent 26 years trying to get back to that peak — and finally topped it this year. Reinvented from legacy networking to AI infrastructure. Its fiscal fourth-quarter revenue forecast and AI pivot were the catalysts. Up 56% in 2026 — on track to outperform the Nasdaq 100 by the widest annual margin since 2006.

⇩

Old Dogs, New Tricks

AI may be the story, but infrastructure is becoming the trade.

Dell’s exploding backlog, Micron’s trillion-dollar valuation, and the resurgence of names like Cisco and Nokia all point to the same conclusion: building AI requires far more hardware than most investors initially expected.

Memory, servers, networking, and power have become some of the most valuable pieces of the AI ecosystem, helping a group of once-forgotten tech companies add roughly $1.7 trillion in market value this year alone.

⇩


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Lesson Of The Day:


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IPO Watch: The $965 Billion Newcomer.

$965 Billion. Why Investors Keep Pouring Money Into Anthropic.

Anthropic raised $65 billion in equity on Thursday in a Series H round.

Then borrowed $36 billion more.

In one day, the company behind Claude assembled a $101 billion capital stack — more than most countries spend on their entire defense budgets annually.

The IPO window is October 2026.

Here is the story ⇩


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.

Click here to see how a new venture backed by Elon Musk and Sam Altman could stop this “AI Tax,” save the economy, and send a small group of stocks soaring in the process. 


Quick Explainer · What is Series H?

When a startup raises money from private investors, each round gets a letter — A, B, C, and so on. The letter just tells you how many times the company has gone back for more.

Series H means the eighth time.

That is extremely rare. Most companies go public or get acquired long before they reach the alphabet’s eighth letter.

By the time a company reaches Series H, it is no longer a startup. It is a massive, mature business that needs billions.

!!! Why does this matter for the IPO? A Series H signals that a company has exhausted the private market’s appetite and is ready for public capital.

The investors coming in at this stage are positioning for the IPO. They want to be in before the ticker drops, at a price that still reflects private market dynamics rather than public market euphoria.

⇩


SPONSOR BREAK presented by MarketWise*

Elon’s $480 Trillion Currency Masterplan
He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit. 


The $101 Billion AI Bet

The headline number was the $65 billion equity raise.

The investor list reads like a who’s who of Wall Street:
→ Altimeter,
→ Sequoia,
→ Dragoneer,
→ Coatue,
→ Capital Group,
→ GIC,
→ ICONIQ, and several others.

But the more interesting number may have been the additional $36 billion debt package.

Unlike traditional corporate debt, this financing is being used to acquire Google’s Tensor Processing Units (TPUs) — specialized chips designed to train and run AI models.

Anthropic will then lease those chips back to itself.

Apollo and Blackstone are financing the hardware. Broadcom is backstopping the payments. Google is supplying the chips.

!!! That is not a simple funding round. That is a vertically integrated AI infrastructure deal dressed up as a debt transaction. Anthropic has been struggling to meet demand — instituting usage limits during peak hours. The $36 billion debt deal is the solution to that constraint.

In other words, the company isn’t raising money because it’s struggling.

It’s raising money because it needs more computing power than it currently has.

⇩


SPONSOR BREAK presented by Paradigm*

Do not invest on IPO Day.
I don’t care how big the IPO is.

Elon Musk is set to take Starlink public this year in what will be the biggest IPO in history.

But instead of buying Starlink, you should look into this $30 stockand you should do it right now, before the potential IPO.

This company – whose name and ticker is revealed for FREE in this short video – is poised to rocket 100% or more in the next year off the back of the coming SpaceX IPO.

And you can get shares today.
Click here for the details.

Sincerely,
James Altucher


The Revenue Growth Is Hard To Ignore

Investors can justify almost any valuation when revenue is growing fast enough.

Anthropic’s numbers certainly qualify.

The company says its annualized revenue run rate recently crossed $47 billion, up from roughly $9 billion at the end of 2025.

For context:

→  End of 2025: $9 billion ARR
→  April 2026: $30 billion ARR
→ May 2026: $47 billion ARR

That’s extraordinary growth even by AI standards.

More importantly, Anthropic says it expects to generate its first operating profit this quarter.

For investors, that’s a critical milestone.

Growth gets attention.

Profits get credibility.

⇩


SPONSOR BREAK presented by MarketWise*

The real reason Musk, Huang, Cook, and Fink just flew to Beijing
Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more boarded Air Force One with President Trump to visit China. A U.S.-China trade deal would ignite a Melt Up in U.S. stocks, sending the market into a frenzy.
Learn the exact moves one Florida millionaire says to make today – before this window closes. 


The revenue race · Anthropic vs OpenAI

The AI race is no longer just about building better models.

It’s becoming a competition for revenue, infrastructure, and public market attention.

According to the latest estimates: Anthropic is generating an estimated 35% more revenue than OpenAI.

The drip of leaked financials from both AI giants is turning into a flood as they jockey for IPO position. The numbers have moved fast.

⇩


SPONSOR BREAK presented by BrownstoneResearch*

Better than SpaceX? Grab this ticker instead.
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. 


Angle 2 · The memory chip connection

The companies that make the memory just invested in the company that needs it.
1 Micron,
2 Samsung, and
3 SK Hynix

The three companies that crossed $1 trillion this week — just joined Anthropic’s Series H as strategic infrastructure partners.

The circle closes.

Earlier this week we covered the three memory chip giants crossing $1 trillion in a single month… and on Thursday, those same three companies showed up as investors in Anthropic’s Series H round as “strategic infrastructure partners.”

That is a supply chain made visible.

Micron, Samsung, and SK Hynix make the HBM chips that power AI inference. Anthropic runs one of the most compute-intensive AI systems in the world.

The companies building the hardware are now investing directly in the companies consuming it.

The AI ecosystem is becoming deeply interconnected.

⇩


The 2026 IPO calendar · Updated

Three of the most valuable private companies in history. One summer. $200 billion needed from public markets.
The entire US IPO market raised $45 billion in all of 2025. These three companies need more than four times that — in months.

What is confirmed
→ SpaceX is furthest along — S-1 is public, Goldman Sachs leads a 21-bank syndicate, roadshow reportedly begins June 4.
→ OpenAI has filed confidentially.
→ Anthropic has engaged Wilson Sonsini for IPO preparation and has informal bank talks underway.

What is not confirmed
→ No S-1 filed for Anthropic.
→ No official ticker.
→ No underwriter named publicly.
→ October 2026 is a reported target from Bloomberg — not a confirmed date from Anthropic.

The three IPOs together could demand north of $200 billion from public markets. The entire US IPO market raised just $45 billion in all of 2025.

The math is extraordinary.

The 2026 IPO calendar just got a lot more crowded. đź‘€


Don’t forget to to cast your vote 👇


Lesson Of The Day:


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đź’¬ 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.

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IPO Watch: The $965 Billion Newcomer.

$965 Billion. Why Investors Keep Pouring Money Into Anthropic.

Anthropic raised $65 billion in equity on Thursday in a Series H round.

Then borrowed $36 billion more.

In one day, the company behind Claude assembled a $101 billion capital stack — more than most countries spend on their entire defense budgets annually.

The IPO window is October 2026.

Here is the story ⇩


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.

Click here to see how a new venture backed by Elon Musk and Sam Altman could stop this “AI Tax,” save the economy, and send a small group of stocks soaring in the process. 


Quick Explainer · What is Series H?

When a startup raises money from private investors, each round gets a letter — A, B, C, and so on. The letter just tells you how many times the company has gone back for more.

Series H means the eighth time.

That is extremely rare. Most companies go public or get acquired long before they reach the alphabet’s eighth letter.

By the time a company reaches Series H, it is no longer a startup. It is a massive, mature business that needs billions.

!!! Why does this matter for the IPO? A Series H signals that a company has exhausted the private market’s appetite and is ready for public capital.

The investors coming in at this stage are positioning for the IPO. They want to be in before the ticker drops, at a price that still reflects private market dynamics rather than public market euphoria.

⇩


SPONSOR BREAK presented by MarketWise*

Elon’s $480 Trillion Currency Masterplan
He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit. 


The $101 Billion AI Bet

The headline number was the $65 billion equity raise.

The investor list reads like a who’s who of Wall Street:
→ Altimeter,
→ Sequoia,
→ Dragoneer,
→ Coatue,
→ Capital Group,
→ GIC,
→ ICONIQ, and several others.

But the more interesting number may have been the additional $36 billion debt package.

Unlike traditional corporate debt, this financing is being used to acquire Google’s Tensor Processing Units (TPUs) — specialized chips designed to train and run AI models.

Anthropic will then lease those chips back to itself.

Apollo and Blackstone are financing the hardware. Broadcom is backstopping the payments. Google is supplying the chips.

!!! That is not a simple funding round. That is a vertically integrated AI infrastructure deal dressed up as a debt transaction. Anthropic has been struggling to meet demand — instituting usage limits during peak hours. The $36 billion debt deal is the solution to that constraint.

In other words, the company isn’t raising money because it’s struggling.

It’s raising money because it needs more computing power than it currently has.

⇩


SPONSOR BREAK presented by Paradigm*

Do not invest on IPO Day.
I don’t care how big the IPO is.

Elon Musk is set to take Starlink public this year in what will be the biggest IPO in history.

But instead of buying Starlink, you should look into this $30 stockand you should do it right now, before the potential IPO.

This company – whose name and ticker is revealed for FREE in this short video – is poised to rocket 100% or more in the next year off the back of the coming SpaceX IPO.

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James Altucher


The Revenue Growth Is Hard To Ignore

Investors can justify almost any valuation when revenue is growing fast enough.

Anthropic’s numbers certainly qualify.

The company says its annualized revenue run rate recently crossed $47 billion, up from roughly $9 billion at the end of 2025.

For context:

→  End of 2025: $9 billion ARR
→  April 2026: $30 billion ARR
→ May 2026: $47 billion ARR

That’s extraordinary growth even by AI standards.

More importantly, Anthropic says it expects to generate its first operating profit this quarter.

For investors, that’s a critical milestone.

Growth gets attention.

Profits get credibility.

⇩


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Learn the exact moves one Florida millionaire says to make today – before this window closes. 


The revenue race · Anthropic vs OpenAI

The AI race is no longer just about building better models.

It’s becoming a competition for revenue, infrastructure, and public market attention.

According to the latest estimates: Anthropic is generating an estimated 35% more revenue than OpenAI.

The drip of leaked financials from both AI giants is turning into a flood as they jockey for IPO position. The numbers have moved fast.

⇩


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Angle 2 · The memory chip connection

The companies that make the memory just invested in the company that needs it.
1 Micron,
2 Samsung, and
3 SK Hynix

The three companies that crossed $1 trillion this week — just joined Anthropic’s Series H as strategic infrastructure partners.

The circle closes.

Earlier this week we covered the three memory chip giants crossing $1 trillion in a single month… and on Thursday, those same three companies showed up as investors in Anthropic’s Series H round as “strategic infrastructure partners.”

That is a supply chain made visible.

Micron, Samsung, and SK Hynix make the HBM chips that power AI inference. Anthropic runs one of the most compute-intensive AI systems in the world.

The companies building the hardware are now investing directly in the companies consuming it.

The AI ecosystem is becoming deeply interconnected.

⇩


The 2026 IPO calendar · Updated

Three of the most valuable private companies in history. One summer. $200 billion needed from public markets.
The entire US IPO market raised $45 billion in all of 2025. These three companies need more than four times that — in months.

What is confirmed
→ SpaceX is furthest along — S-1 is public, Goldman Sachs leads a 21-bank syndicate, roadshow reportedly begins June 4.
→ OpenAI has filed confidentially.
→ Anthropic has engaged Wilson Sonsini for IPO preparation and has informal bank talks underway.

What is not confirmed
→ No S-1 filed for Anthropic.
→ No official ticker.
→ No underwriter named publicly.
→ October 2026 is a reported target from Bloomberg — not a confirmed date from Anthropic.

The three IPOs together could demand north of $200 billion from public markets. The entire US IPO market raised just $45 billion in all of 2025.

The math is extraordinary.

The 2026 IPO calendar just got a lot more crowded. đź‘€


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Why Drone Stocks Suddenly Soared

Every drone stock moved.

On Thursday, a report from The Wall Street Journal suggested the Pentagon is exploring ways to fund a handful of U.S. drone companies — potentially even taking equity stakes.

That sparked a buying frenzy across the drone sector, sending several stocks soaring double digits and turning one of the market’s quietest industries into the hottest trade on Wall Street.

The question now isn’t whether drones had a great day.

The question is whether Thursday was the beginning of something much bigger.

Here is the story ⇩


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The stocks · Drones

A Wall Street Journal report said the administration is in talks to fund a group of US drone makers — potentially including equity stakes. The market did not wait for confirmation.

Unusual Machines UMAC ( ▼ 13.82% ) — a Florida-based drone parts maker backed by Donald Trump Jr., who is both a shareholder and advisory board member — closed up 57% at an all-time high. The WSJ named it as one of three companies identified by the Pentagon for possible funding, alongside privately held Performance Drone Works and Neros Technologies, backed by Sequoia Capital.

The move spread immediately across the entire sector. Every drone-linked stock in the market caught a bid — named or not. The JEDI ( ▲ 11.69% ) captured the whole move in one ticker, rallying 12%.


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Here Is The Complete List.


SPONSOR BREAK presented by Paradigm*

Do not invest on IPO Day.
I don’t care how big the IPO is.

Elon Musk is set to take Starlink public this year in what will be the biggest IPO in history.

But instead of buying Starlink, you should look into this $30 stockand you should do it right now, before the potential IPO.

This company – whose name and ticker is revealed for FREE in this short video – is poised to rocket 100% or more in the next year off the back of the coming SpaceX IPO.

And you can get shares today.
Click here for the details.

Sincerely,
James Altucher


A Quick Brief On Each

1 Unusual Machines | NYSE American | UMAC ( ▼ 13.82% )  
Florida-based drone parts maker trading on NYSE American. Makes components for consumer and commercial drones. Q1 2026 revenue surged 296% year over year to $8.1 million — its eighth consecutive quarter of record revenues. One of three companies named by Pentagon for possible funding.
! Closed at an all-time high.

2 Red Cat Holdings | Nasdaq | RCAT ( â–˛ 32.62% )
US-based provider of advanced all-domain drone and robotic solutions for defense and national security. Through subsidiaries Teal Drones and FlightWave Aerospace, makes American hardware and software for military, government, and public safety across air, land, and sea.
Flagship product is the Black Widow — a purpose-built ISR drone currently fielded by the US Army under the Short Range Reconnaissance program.
→ Targeting 2026 revenue of $170 million, ramping Black Widow production to 1,000 units per month.
Not named as a Pentagon funding recipient

3 Aevex Corp | NYSE | AVEX ( â–˛ 31.13% )
Raised $320 million in its April 17 IPO — multiple times oversubscribed. Solana Beach, California-based military drone maker and US Department of War contractor. Makes unmanned aerial systems underpinned by its proprietary AI-based CompassX sensor-fusion engine, which delivers assured positioning, navigation and timing in GPS-denied environments. Best known for producing the Phoenix Ghost one-way attack aircraft, first sent to Ukraine in April 2022.
→ Has delivered or committed to more than 9,300 systems representing over $1.2 billion in contract value through end of 2026.
Only six weeks on public markets.


SPONSOR BREAK presented by MarketWise*

The real reason Musk, Huang, Cook, and Fink just flew to Beijing

Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more boarded Air Force One with President Trump to visit China. A U.S.-China trade deal would ignite a Melt Up in U.S. stocks, sending the market into a frenzy.

Learn the exact moves one Florida millionaire says to make today – before this window closes.
 


More…

4 AIRO Group Holdings | Nasdaq | AIRO ( ▲ 21.95% )
Aerospace, autonomy, and air mobility platform organized into four segments: Drones, Avionics, Training, and Electric Air Mobility.
Flagship product is the RQ-35 Heidrun — an AI-enabled surveillance drone proven in battlefield conditions. Completed its first US-manufactured RQ-35 drones at its Phoenix, Arizona facility and is on track for Blue UAS certification in H1 2026, which would expand its addressable US Department of Defense market.
Not named as a Pentagon funding recipient.

5 AeroVironment | Nasdaq | AVAV ( ▲ 18.27% )  
Specializes in small, man-portable loitering munitions — the Switchblade 300, 400, and 600 families. These are tube-launched drones that loiter, identify targets, and strike with precision. The Switchblade 300 handles personnel and light vehicles; the 600 tackles armor.
In May 2026, expanded its AV Halo mission software with the INSTINCT autonomy framework and DETECT RF sensing suite, while securing a $43 million Department of War contract. 
→ Q3 2026 revenue hit $408 million — up 143% year over year.
Not named as a Pentagon funding recipient.

6 Swarmer | Nasdaq | SWMR ( ▲ 16.95% )  
Austin, Texas-based drone autonomy software company.
Trading on Nasdaq Capital Market since March 17, 2026.
→ IPO’d at $5 per share — stock surged dramatically on debut. Enables a single operator to manage a swarm of up to 25 drones.
Its Trident OS and Styx platform have been battle-tested in Ukraine since 2024, facilitating more than 100,000 combat missions.
→ Pre-profit, targeting $19.9 million in 2026 revenue from a $33.1 million backlog.
Not named as a Pentagon funding recipient.


A few more 👀 

7 Kratos Defense | Nasdaq | KTOS ( ▲ 0.58% )  
→ Makes the XQ-58 Valkyrie autonomous combat drone, jet-powered unmanned systems, and hypersonic vehicles.
→ Q1 2026 revenue of $371 million — up 23% year over year — led by its unmanned systems unit which grew 31%.
→ Leads the Pentagon’s MACH-TB 2.0 hypersonic test bed program under a $1.45 billion prime contract.
→ Also makes propulsion systems for drones and missiles, counter-unmanned aircraft systems, and directed energy and communication systems.
Not named as a Pentagon funding recipient

8 Drone & Modern Warfare ETF | JEDI ( ▲ 11.69% )  
The broadest single measure of Thursday’s move. Captures the entire drone and modern warfare sector in one ticker. Its 12% rally reflects how far the Pentagon funding news spread beyond the three named companies — lifting the whole ecosystem simultaneously.
→ An efficient way to track sector sentiment on any given day.


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Beat. Beat. Beat…Wait, Down?

About last night…

AI earnings season is almost over. But last night exposed where the real AI money is actually flowing:

→ Snowflake ripping 30% after hours
→ Marvell raising AI guidance again
→ Salesforce proving Agentforce is becoming real revenue
→ and Synopsys discovering that “beat and raise” is no longer enough.

The strange part? All four companies technically delivered good quarters.

But last night showed the difference between “talking about AI” and actually making money from it.

Here is the story ⇩


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Musk says universal income is needed. This company built it already.

Elon Musk’s latest statement wasn’t subtle. AI could force governments to introduce universal income.

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While others debate policy, Mode is already scaling a platform that turns attention into earnings.

They’ve built a system where your phone generates income daily.

Browsing. Listening. Charging. Using apps.

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With a Nasdaq ticker secured (MODE), the company is positioning for a potential IPO in the near future.

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Disclaimer:
*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com.
*Mode cumulative revenue includes full year revenue of businesses acquired in 2025.


The Scoreboard


Story 1 · Snowflake 

Snowflake SNOW ( â–˛ 34.54% ) entered earnings down nearly:

20%

this year.

One quarter erased basically all of it.

The company reported:
→ Revenue: $1.39B vs $1.32B expected
→ EPS: $0.39 vs $0.32 expected
→ FY27 guidance raised to $5.84B

Then the stock exploded:

+30% after hours yesterday.

But the real story was not the beat.

It was the:

$6 BILLION

AWS (Amazon Web Services) partnership announced alongside earnings. That changes the entire narrative around Snowflake.

For the last year, investors worried AWS was becoming a competitor.

Tonight Snowflake reframed AWS as: “actually… our gigantic AI partner.”

That is a very different story.

The company also announced the acquisition of Natoma — a platform focused on securely integrating enterprise AI agents into internal systems.

The context: Snowflake has been fighting the perception that hyperscalers like AWS are eating its lunch. A $6 billion deal with AWS reframes that entirely — from competitor to partner. That reframing, combined with a clean beat, explains the 30% move.

!!! The Anthropic connection. Last year Snowflake signed a $200 million deal to power its agentic AI with Anthropic’s Claude. Last night results suggest that bet is starting to pay off — Snowflake’s AI agent capabilities are now attracting a $6 billion AWS partnership and a dedicated acquisition to build the governance layer around those agents. The agentic AI stack is assembling in real time.


SPONSOR BREAK presented by ModeMobile*

Musk’s warning just revealed a $1T opportunity
Musk says universal income is needed. This company built it already.

Elon Musk’s latest statement wasn’t subtle. AI could force governments to introduce universal income.

That’s the future most people are preparing for.

Mode Mobile is already there.
 


Story 2 · Marvell

Marvell MRVL ( â–Ľ 0.84% ) raised guidance. Again. By a lot. Again.

Quarter after quarter.

The company reported:
→ Revenue: $2.42B (in line)
→ EPS: $0.80 (in line)

And honestly? Nobody cared much about the quarter itself.

The entire stock story is guidance.

And guidance went up.
Again.

Marvell raised:

FY2027 revenue guidance

to:

$11.5B

That is:

+$500M

versus last quarter.

Then management raised:

FY2028 guidance

to:

$16.5B

Which is:

+$1.5B

above prior guidance… and comfortably above Wall Street expectations.

CEO Matt Murphy attributed it directly to: “exceptional AI-related bookings.”

Again.

That phrase is quietly becoming the soundtrack of earnings season.

The company also continues benefiting from:
→ Microsoft AI spending
→ Amazon custom chips
→ hyperscaler demand
→ and Nvidia’s $2B investment announced earlier this year

The message last tonight was simple:

The AI infrastructure buildout still looks enormous.

And companies supplying the plumbing continue seeing demand accelerate faster than analysts expected.


SPONSOR BREAK presented by ModeMobile*

Musk’s warning just revealed a $1T opportunity
Musk says universal income is needed. This company built it already.

Elon Musk’s latest statement wasn’t subtle. AI could force governments to introduce universal income.

That’s the future most people are preparing for.

Mode Mobile is already there.
 


Story 3 · Salesforce

This one might have been the sneakiest-important report of the night.

Salesforce stock entered earnings down:

more than 30%

this year.

The bear thesis was: AI agents eventually reduce the need for per-seat software licenses — the core of Salesforce’s entire business model.

Then last night Salesforce CRM ( ▲ 0.61% ) reported:
→ Revenue: $11.1B vs $11.05B expected
→ EPS: $3.88 vs $3.13 expected
→ Full-year EPS guidance massively above expectations

But the number everybody cared about was:

Agentforce ARR: $1.2B

up:

+205% YoY

That changes the conversation.

Because Agentforce is no longer:
→ an AI demo
→ a concept
→ a press release

It is now: a billion-dollar business line.

The irony here is almost perfect:

AI was the reason Salesforce stock got crushed this year.

Last night, AI became the reason the stock worked again.

The market is starting to reward companies that can prove: “we are monetizing AI already.”


SPONSOR BREAK presented by MarketWise*

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He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit.
 


Story 4 · Synopsys

Beat revenue. Beat EPS. Raised guidance above consensus. Stock fell anyway.

This was the most interesting reaction of the night.

Synopsys SNPS ( ▼ 7.73% ) reported:
→ Revenue: $2.28B vs $2.25B expected
→ EPS: $3.35 vs $3.14 expected
→ Full-year guidance raised above consensus

And the stock still fell.

Welcome to late-stage AI earnings season.

Synopsys currently sits in a strange position.

The company absolutely benefits from AI because:
→ more complex AI chips
→ more custom silicon
→ more HBM architectures

all require Synopsys software tools to design them.

Nvidia even took a stake in the company last year tied to chip design partnerships.

But last night the market focused less on earnings…
and more on Elliott Management getting a board seat.

That shifted the narrative immediately toward:
→ activist pressure
→ margin expansion
→ future expectations

The earnings themselves almost became secondary.


Don’t forget to to cast your vote 👇


Lesson Of The Day:


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