Hello there.

Happy Friday! You can bet your lucky stars we’ve got some big news today.

In this issue:

If you’re not over the moon already, just stay tuned. Things are bound to get both interesting and weird when Elon’s involved. Let’s get into it.

Sponsored by Trading Tips

Dear Investor,

SpaceX just crossed 10,000 Starlink satellites in orbit. It's filing for the largest IPO in history. And it's targeting June.

That changes the math for every public space company.

Here's why: when SpaceX prices at $1.5 trillion on $24 billion in revenue, it sets a new valuation floor for the entire sector. Stocks currently trading at a steep discount to that benchmark suddenly look mispriced.

We found seven of them.

7 Space Stocks to Own Before SpaceX Goes Public — Free Report

Best,

The Trading Tips Research Team

Ladies and gentlemen, we have liftoff.

SpaceX quietly filed for an IPO on April Fools' Day (no joke), and it looks like we could see them hit the stock market as early as this summer. If you've been waiting to own a piece of the company that literally launches rockets into space, your moment is coming.

Here's the timeline: SpaceX filed what's called a "confidential IPO," which is basically them asking the SEC to check out their paperwork without spilling the details yet. The documents should go public around June, and then there's usually a few weeks of behind-the-scenes negotiating before the stock actually starts trading. We're probably looking at a July or August debut, which means might be able to buy SpaceX shares on the beach if you play your cards right.

The wild part is the scale. Bloomberg reports the company might try to raise up to $75 billion, which would make it the biggest IPO in US history by a mile. For context, that's three times bigger than Alibaba's record-setting IPO back in 2014. SpaceX merged with Elon's AI company xAI earlier this year, creating a combined company valued at $1.25 trillion. If this all goes through, Elon will be the first person ever to run two separate trillion-dollar public companies at the same time. No big deal.

The timing is interesting because the stock market has been pretty shaky lately, mostly thanks to the US-Israel-Iran War and oil prices doing their thing. But SpaceX isn't your average company. They've completely dominated the rocket launch business, they run Starlink (that satellite internet service that’s huge in developing countries), and NASA basically can't function without them. Plus, let's be real: retail investors are probably going to go absolutely wild for a chance to own SpaceX stock. This is the kind of company we think people will buy just to say they own it 😂

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Despite an exciting bull run, gold fell 25% from its January peak.

Bloomberg's Marcus Ashworth said it this week: "No more reliable safe havens."

But Masterworks has been offering fractional investments well outside the norm. Typically those exclusive to the ultra-wealthy.

One of those was an Elizabeth Peyton painting. Total net return to hundreds of their members: 22.9%. Typically 3-10 years, this rare turnaround took just a few weeks.

That's sale number 27. Net annualized returns on sales like 14.6%, 17.6%, 17.8%.

So, despite macro turmoil, the art market has been trending up.

U.S. auction sales jumped 23.1% last year. The $1mm-$5mm segment grew 40.8% in value.

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Quick question: what do you think gets more investment money every year? Oil companies drilling for crude, solar panels getting installed worldwide, or buildings full of computers powering ChatGPT? If you guessed the computer buildings, congratulations, you've been paying attention to where all the money is actually going these days.

Data center spending hit $770 billion in 2025, which is genuinely insane. To put that in perspective, that's more than what the entire oil and gas industry spent on finding new oil last year. It's also matching what the entire renewable energy sector is getting.

Here's why this matters: about 40% of that $770 billion goes to buying the actual tech, like servers, GPUs, and all the stuff that makes AI work. But the other 60% is going to cooling systems, power distribution, and basically building the infrastructure to keep these massive computer warehouses from melting.

For energy companies, this is a generational opportunity. Utilities are scrambling to build new power plants. Equipment makers like Siemens and GE are printing money selling turbines and transformers. Some of these companies' stock prices have gone up 10x since early 2024, just riding the data center wave.

And the US is absolutely dominating this space right now. We've got 42% of the world's data center capacity (literally double what China has), and most of it is concentrated in a handful of states. Companies like Microsoft, Google, Amazon, and Meta are the ones writing the biggest checks, building these massive 100+ megawatt facilities that basically function like small power plants.

The catch is, this whole thing is starting to hit some walls. You need insane amounts of electricity to run these places, you need land to build on, and you need equipment that's increasingly hard to get because everyone wants it at the same time. Some experts think we could see even bigger price spikes as these supply chain issues get worse before they get better. But right now, if you're in the business of selling power, land, or anything that keeps data centers running, you're basically living in the golden age.

In this episode of The Best One Yet, the hosts unpack a potential record-breaking IPO, a startup collapse that erased billions in value, and the shifting economics of entertainment as reality TV finds new life on streaming platforms.

📻 Tune in to:

🎧 Listen on:

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake