- Pip Munch
- Posts
- π $625B in new wealth β created overnight
π $625B in new wealth β created overnight

In 2020, millionaire trader Tim Bohen recommended Tesla at just $37 a share.
Those shares soared more than 1,100% at its peak β turning $1,000 into over $12,000.
But now, Tim says he is convinced Elon Musk is working on something that could dwarf Tesla's profit potential.
Credible sources confirm Elon is quietly planning the largest IPO in stock market history. By taking one of his companies public, he stands to gain an instant $625 billion in new wealth.
The good news is we can essentially partner with Elon before he cashes out β with as little as $100 and a single ticker.

CHART OF THE DAY
π Why $META Is Having a Very Bad Week
Facebook is currently down roughly 6% today, wiping out $90 billion in market cap in just hours. Today's crash has three culprits arriving at once:
China placed exit bans on the Singapore-based co-founders of Manus, the AI company Meta is trying to acquire for $2 billion. Beijing is now actively investigating whether moving the company's Chinese-born tech and talent to Singapore and selling it to Facebook violated strict technology export controls.
Then a Los Angeles jury found Meta liable in a social media addiction case involving a minor, with 70% of a $6 million award assigned to Meta. The market doesnβt care about the dollar amount. They care about the precedent this creates.
Then layoff reports dropped. All before lunch.
The real reason itβs down 14% this year is much simpler, though.
Meta has a spending problem. They recently announced they expect to spend between $115 billion and $135 billion in capital expenditures in 2026. The midpoint of that amount implies a 73% year-over-year increase in spending.
And I thought my wife had a spending problem.
π The Bull Case:
Revenue hit $59.9 billion last quarter, up 24% year over year, with 3.58 billion daily active users and first quarter 2026 guidance implying nearly 30% growth.
The ad machine still prints money.
The P/E just dropped below 20x for the first time in years. Thatβs either a warning or an invitation, depending on your time horizon.
π The Bear Case:
Fourth quarter operating margin was 41%, down from 48% a year ago.
Expenses rose 40% year over year while earnings per share only grew 11%.
Meta's flagship AI model reportedly missed internal benchmarks and got delayed. They are spending $135 billion on infrastructure for an AI product that is not beating the competition yet.
What Would Buffett Say: He would not buy it. He never touches companies where he cannot predict earnings five years out, and right now nobody can. He would also note that spending $135 billion to maybe win an AI race while getting sued for addicting children is not his idea of a wonderful business at a fair price. He would say this politely. Then he would go drink a Coke.
The Munch Take: Meta has 3.58 billion people opening its apps every day out of habit, guilt, or boredom. That is not a broken business. But spending $135 billion hoping the AI bet pays off while your flagship model gets lapped by Google is a stressful pitch. But history has shown, never bet against Zuckerberg.
What do you think of today's edition? |
Share Pip Munch
Chances are you have some trading friends. Why donβt you be a pal, share Pip Munch and earn some goodies for it?
You currently have 0 referrals, only 1 away from receiving The Trading Plan That Helped Me Pass 4 $100,000 FTMO Challenges.
Or copy and paste this link to others: https://pipmunch.com/subscribe?ref=PLACEHOLDER
A portion of this message is a sponsored advertisement sent on behalf of American Alternative Assets. Lark Dashboards receives compensation for this placement. We do not endorse or recommend any specific investments. Please do your own research.
If you have questions or concerns about your subscription, feel free to contact our Canadian-based support team at [email protected].