If you want to know which chipmaker could be the next NVIDIA, just ask Jeff Brown.
He knows more about AI chips than practically anyone on the planet — Thanks to his senior executive roles at Qualcomm, Juniper Networks, and NXP Semiconductors…
And Jeff just uncovered that one tiny chipmaker — 148 times smaller than NVIDIA — is set to provide Musk 5 billion chips in the next two years alone.
Click here for the full story or read more below.
In partnership with Brownstone Research
SpaceX Just Filed for the Biggest IPO in History. Here's What It Could Mean for You.
While NASA's astronauts were still strapping in last night, a quieter announcement slipped through on the financial wires — and it may end up being more consequential for your retirement account than anything happening in low Earth orbit. Elon Musk's SpaceX confidentially filed its draft IPO registration with the U.S. Securities and Exchange Commission on April 1, setting the stage for what analysts are calling the largest public offering in stock market history.
The numbers are hard to wrap your head around. The company is reportedly targeting a valuation of more than $1.75 trillion and could raise as much as $75 billion in the offering — more than double Saudi Aramco's 2019 record of $29 billion. Twenty-one banks have been lined up to manage the deal, internally codenamed "Project Apex," with a June timeline if market conditions cooperate.
This isn't your average tech IPO. In February 2026, SpaceX completed a $250 billion acquisition of Musk's AI company xAI, folding the maker of the Grok chatbot — and its Colossus supercomputer in Memphis — into a single entity alongside Starlink, the world's largest satellite internet network now serving over 10 million subscribers. What you'd be buying into, if you get the chance, is a company that launches rockets, delivers internet from space, runs one of the world's most powerful AI systems, and owns the social network X.
When Amazon went public in 1997 at a valuation of $438 million, most investors saw an online bookstore and passed. By 2026 it is worth more than $2 trillion. The SpaceX situation is different in scale and maturity — but the underlying logic is the same: a company operating across multiple transformational industries simultaneously, at a moment when the general public is only just being invited in.
Here is the detail that matters most for ordinary investors: the offering is expected to have a significant retail component, with up to 30% of shares potentially allocated to individual investors — not just institutions. That's an unusual and deliberate choice, and it signals that Musk wants Main Street at the table alongside Wall Street.
In partnership with Brownstone Research
While everybody's talking about Starlink and the SpaceX IPO…
Musk just quietly gained government backing for a brand-new AI breakthrough.
It's got nothing to do with self-driving cars, internet from space, or even humanoid robots…
Yet Musk's own numbers show it could kickstart a rapid 10,587% growth explosion.
But please, don't sleep on this…
An upcoming Musk announcement means the door could soon slam shut for the biggest gains.
America Is Going Back to the Moon and Four Astronauts Are Already on Their Way
If you stayed up late last night, you may have caught something your grandchildren will read about in history books. NASA's Artemis II rocket lifted off from Kennedy Space Center in Florida at 6:35 p.m. EDT on April 1 — and as you're reading this on the morning of April 2, four astronauts are in orbit, preparing for a burn that will send them toward the Moon.
The crew: Commander Reid Wiseman, Pilot Victor Glover, Mission Specialist Christina Koch, and Canadian astronaut Jeremy Hansen. Glover is the first Black astronaut to travel beyond low Earth orbit. Koch is the first woman. Hansen is the first non-American to reach the vicinity of the Moon. The mission is a ten-day free-return trajectory — looping behind the Moon and back — and if all goes as planned, the crew will set a record for the farthest distance any humans have ever traveled from Earth: 252,000 miles.
This isn't a moon landing — that's Artemis III, currently slated for 2028. Artemis II is a systems test, checking out the Orion capsule's life support, navigation, and communications before NASA commits to putting boots on the lunar surface. But make no mistake: last night's liftoff was the real thing. The first crewed lunar mission since Gene Cernan walked off the Moon in December 1972 and said, "We shall return."
Fifty-three years later, we have. The critical decision point comes Thursday, when mission controllers will determine whether it is safe to fire the translunar injection engine and send Orion on its way to the Moon. For now, the crew is resting, the vehicle is healthy, and the most ambitious chapter in American spaceflight since Apollo is underway.
So…
Artemis II launched at 6:35 p.m. EDT on April 1 — the first crewed lunar mission since 1972.
Four astronauts are currently in Earth orbit; a Thursday engine burn will send them toward the Moon.
The mission sets multiple historic firsts: first Black astronaut, first woman, and first non-American to travel beyond low Earth orbit.
This is a test flight — a lunar landing is the goal of Artemis III, planned for 2028.
The "TACO Trade" Is Failing — and Your Portfolio May Already Be Feeling It
While NASA and Musk were dominating the headlines last night, something more immediately relevant to your financial life was quietly unfolding on the trading desks: the growing suspicion on Wall Street that President Trump's reliable habit of backing down from market-rattling threats may not hold this time around.
The acronym making the rounds is TACO — "Trump Always Chickens Out." It describes a trade that worked brilliantly in 2025: when Trump announced sweeping tariffs last April, markets plunged — and then snapped back sharply when he paused them to negotiate. The S&P 500 climbed roughly 37% by year's end. Investors who bought the dip made serious money. The TACO trade became so reliable that analysts built formal tools to anticipate when Trump's "pain point" had been reached — tracking stock moves, Treasury yields, mortgage rates, gas prices, and his approval rating to predict when a reversal was coming.
Think of it like a neighbor who threatens to sell his house every time property taxes go up — and then never does. After the third or fourth time, you stop worrying when he puts the sign in the yard. That's been Wall Street's posture toward Trump's market threats for over a year. The problem is: this time, the house might actually be for sale.
Iran is not China. The Strait of Hormuz conflict has pushed Brent crude above $110 a barrel, inflation expectations are back toward 4.2%, and the same models that predicted Fed rate cuts at the start of 2026 are now showing a 52% probability of a rate hike by year-end. The S&P 500 and Nasdaq posted their worst two-day declines since the war began earlier this week. Iran's Revolutionary Guards have publicly identified 18 American tech companies — including Meta, Microsoft, Nvidia, and Apple — as targets, adding a geopolitical risk premium to the sector most retirement accounts are concentrated in.
Trump extended his deadline for Iran to reopen the Strait from 48 hours to ten days — until April 6. Markets barely reacted. "The consensus view still seems to be that the war will escalate further at some point in the coming days and weeks," wrote Adam Crisafulli of Vital Knowledge. The TACO trade, as one analyst put it, "is becoming a recipe for indigestion."
So…
The "TACO trade" — betting on Trump reversals — is showing signs of failure as Iran holds firm on the Strait of Hormuz.
Oil above $110, inflation near 4.2%, and a 52% probability of a rate hike by year-end have replaced last year's rate-cut expectations.
Iran's Revolutionary Guards have named 18 major U.S. tech companies as targets — a risk directly relevant to most retirement portfolios.
Trump's April 6 deadline is the next critical market catalyst. Expect volatility in either direction.
CLOSING THOUGHTS — WHAT TO WATCH NEXT
⏺ Watch April 6. Trump's Iran deadline is the single biggest near-term catalyst for oil prices, tech stocks, and the broader market. A de-escalation could trigger a sharp rally. Further escalation could push crude above $120 and send the Fed toward a rate hike. Either way, it will move your portfolio.
⏺ Don't sleep on the SpaceX IPO timeline. Investor briefings are expected this month. If you want exposure and plan to participate through a retail brokerage, now is the time to research eligibility — not after the roadshow starts.
⏺ The AI race is repricing everything. Cybersecurity, chips, energy, and even space infrastructure are all being affected by the pace of AI development. The investors who do best in this environment will be the ones who understand the infrastructure layer, not just the headline models.
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