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From Our Partners |
Elon Musk’s Crazy Prediction: 1,000X Your Money
What if you could shrink your entire wealth journey from decades down to just 24 hours?
Sounds impossible…
But click here and I’ll show you how Elon Musk is about to make it a reality.
In short, Elon Musk is predicting this investment could jump 1,000x higher from here.
That turns $100 into $100,000…
$500 into half a million dollars…
And a tiny stake of $1,000 into $1 million.
If he’s right…
And I believe he is…
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FINTECH · TECH STOCKS May 2, 2026 |
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⚡ 30-Second Brief
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Apple Q2 2026: Revenue $111.2B (+17%, March-quarter record). EPS $2.01. iPhone $57B (+22%). Services $30.98B ATH (+16%). Gross margin 49.3% |
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Apple June quarter guide: +14-17% revenue (vs 9.5% consensus). Stock +3% AH. $100B new buyback authorized |
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SpaceX: Sacra reports 21 banks lined up, valuation target lifted to $2T+. Goldman/JPM/MS competing for lead. Funds: 1M AI data-center satellites |
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Bitcoin $78,324, +12% on the month. $80K resistance still holding. ETF inflows turned positive May 1. Crypto cap $2.68T |
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Mag 7 capex: $630B+ for 2026 (MSFT $190B, GOOGL $180-190B, AMZN $200B, META $125-145B). Azure supply-constrained |
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Apple Just Printed Its Best March Quarter Ever — And Raised Guidance |
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Apple closed out Mag 7 earnings season Thursday with a clean upside surprise that Wall Street wasn't expecting. Q2 fiscal 2026 revenue hit $111.2 billion, up 17% year over year and a March-quarter record. EPS came in at $2.01 versus the $1.95 consensus, up 22% YoY. iPhone revenue hit $57 billion (+22%) on what Tim Cook called "extraordinary demand" for the iPhone 17 lineup. Services revenue reached an all-time high of $30.98 billion (+16%), beating the $30.4 billion StreetAccount consensus. Mac revenue hit $8.4 billion, ahead of the $8.02 billion estimate, with the new entry-level MacBook Neo contributing only weeks of sales. Gross margin expanded to 49.3% from 48.2% the prior quarter — the highest in Apple's history. |
The bigger move came on the guidance call. Apple projected June-quarter revenue growth of 14-17%, well above the 9.5% LSEG consensus that had analysts pricing for $103 billion. The board authorized an additional $100 billion in stock buybacks and raised the dividend 4% to 27 cents. Cook explicitly said iPhone 17 demand exceeded supply during Q2 — a structural positive that pulls forward into the June quarter rather than fading. The stock rose 3% in extended trading. The Apple read changes the entire Mag 7 narrative. Microsoft, Alphabet, Amazon, and Meta all reported Wednesday with combined 2026 AI capex commitments of $630 billion+ — with Azure now officially supply-constrained. Three of the four extended higher; Meta dropped 7% on a sequential active-user decline despite $56B revenue (+33%). Apple closes the cycle by validating the demand side: when the world's most cash-generative consumer tech franchise raises guidance to nearly double consensus, it signals the AI-infrastructure spending the other four are doing has a customer. |
🎯 Actionable Trade · Apple + Mag 7 Tape |
▲ BULLISH |
Tickers: AAPL (June guide +14-17% vs 9.5% consensus), MSFT/GOOGL/AMZN (cloud + capex story confirmed), QQQ (Mag 7 weighting now reset higher), SMH (semis ETF — $630B capex flows directly through), TSM (Apple's iPhone 17 supply chain bottleneck = pricing power) | Strategy: Apple's guide is the single most important read of earnings season because it validates that Mag 7 AI capex has end-customer demand. AAPL likely retests $290-300 on the guidance reset; semi equipment (AMAT, LRCX, KLAC) and TSM benefit from the supply-constrained iPhone 17 story. The Mag 7 are now pricing as a structurally separate trade from the rest of the S&P — size accordingly. |
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SpaceX: 21 Banks, $2 Trillion Target, and 1 Million Satellites of AI Compute |
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The SpaceX numbers keep moving up. Sacra reported this week that the banker lineup for the IPO has expanded to 21 firms, with Goldman Sachs, JPMorgan, and Morgan Stanley all competing for lead-left positioning. Morgan Stanley brought back veteran dealmaker Michael Grimes as chairman of investment banking in February 2026 specifically to position for this offering. Banker-meeting chatter now puts the target valuation in the $1.75-2 trillion range, up from the $1.75T target reported at the April 1 confidential filing. The proceeds purpose is significant: SpaceX is reportedly raising capital to fund up to 1 million AI data-center satellites in orbit, validating the orbital compute thesis that ARK Invest's IPO guide outlined last week. |
The Starlink financials supporting the valuation are now public from multiple sources. 2025 revenue of $11.4 billion at 63% EBITDA margin, doubling subscriber base to 10 million by February 2026, with 2026 revenue projected at $20-25 billion. Quilty Space projects 16.8 million subscribers by year-end 2026. The Direct-to-Cell service has 650 satellites in orbit and over 10 million monthly active users. A $537 million Department of Defense contract runs through 2027 and Starshield is projected to add $3.2 billion in revenue by 2026. The bear case remains intact: the implied 95-125x trailing revenue multiple is the highest IPO valuation ever attempted, xAI burned $9.5 billion in the first three quarters of 2025 against just $210 million in revenue, and Starship V3 success is required to deliver the $100/kg launch economics that justify orbital compute economics. The June roadshow happens regardless — the public S-1 due late May or early June will reset every model on the Street. Until then, the only investable expressions remain ARK Invest's funds (ARKX, ARKVX), DXYZ, and adjacent space names like ASTS and RKLB. |
🎯 Actionable Trade · Pre-IPO Vehicles |
■ EVENT-DRIVEN |
Direct exposure: ARKX (SpaceX is 17% of ARK's Venture Fund), ARKVX (ARK Venture), DXYZ (Destiny Tech100) | Adjacent: ASTS (AST SpaceMobile, +20% YTD on direct-to-device thesis), RKLB (Rocket Lab, Neutron program), NDAQ (listing fees + index data) | Hedge: $1.75-2T at 95-125x trailing revenue is the highest multiple ever attempted at IPO — size positions for the public S-1 reset, not the headline target | Strategy: The 21-bank lineup is the institutional signal. The $2T target is the ambition. The actual investable thesis crystallizes when the public S-1 hits in late May or early June.
AD What if you could shrink your entire wealth journey from decades down to just 24 hours? Elon Musk is predicting this investment could jump 1,000x higher from here — turning $500 into half a million dollars. Former tech executive and angel investor Jeff Brown picked Bitcoin, Tesla, and Nvidia before they exploded. See the details → |
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Bitcoin Coiled at $78K. Four May Catalysts Will Decide $80K or $75K. |
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Bitcoin is sitting at $78,324 this morning, up 12% on the month after a brutal Q1. April was the strongest month of the year for spot ETF inflows at $2.44 billion through the first three weeks, with BlackRock's IBIT capturing 70% of those flows. The streak ended April 27 with three consecutive days of outflows totaling $491 million, but May 1 reversed back to $4.5 million in net inflows. The supply story is structurally bullish: exchange reserves continue declining, trading volume is rising into resistance at $79,331, and the Fear & Greed Index sits at 39 (Fear) — historically a better entry zone than the euphoria zones above 75. The $80,000 psychological barrier has held for two weeks, with each rejection followed by a higher low. |
Four catalysts in May determine whether Bitcoin breaks $80K or stays capped at $79K. Strategy reports Q1 earnings May 5 covering its 818,334 BTC position — expect heavy paper losses on the Q1 drawdown but the holdings disclosure is what moves the print. FOMC May 7 with Powell's last meeting before he steps down May 15. The Iran ceasefire situation: Brent at $120 has weighed on crypto since February, and any progress on a replacement deal triggers a relief rally. ETF flows: if May's first two weeks see returning inflows, BTC has a clear path through $80K toward the next resistance at $85K. The macro tape supports the bull case: S&P at all-time highs, Mag 7 capex at $630B+, Apple's June guide above consensus, and Bitcoin has tracked tech megacaps tightly through the recovery. The May 7 FOMC is the single biggest binary — a hawkish surprise breaks the rate-cut narrative and pressures both equities and crypto in unison. The cleanest expression remains spot ETFs (IBIT, FBTC) for the rate-cut/risk-on case, paired with VIX optionality for the FOMC binary. |
📅 Key Catalysts:Strategy earnings May 5 (818,334 BTC position) | FOMC May 7 (Powell's last) | April jobs report May 2 | CPI May 13 | Powell exit May 15 | Public SpaceX S-1 late May/early June | SpaceX roadshow week of June 8 | Nvidia earnings late May | Circle Q1 earnings May 11 |
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🎯 Actionable Trade · May Setup |
▲ BULLISH |
Tickers: IBIT/FBTC (BTC ETF wrappers, $4.5M reversal flows positive May 1), CRCL (Circle, Q1 earnings May 11 + GENIUS Act tailwind), MSTR (Strategy — reports May 5 with 818K BTC), QQQ (Mag 7 confirmed beat-and-raise pattern), AAPL (June guide reset), SMH (semis ETF) | Hedge: VIX calls into May 7 FOMC, GLD remains structural sleeve | Strategy: The May tape combines the most important Fed meeting in two years (Powell's last), Powell's actual exit, the public SpaceX S-1 release, and BTC at the $80K binary. The setup favors risk-on but only after FOMC clears on May 7. Position sizing matters more than direction here — this is the highest density of binary catalysts the market has faced in 12 months. |
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Hit reply: Buy the SpaceX IPO at $2T or wait for the multiple to compress? We read every response. |
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