The 3 space stocks that skipped SpaceX's crash

$108. That's where SpaceX sat by early August — priced at $135, ran to $225 in three days, then gave the whole move back. Anyone who bought the pop watched a 67% gain turn into a loss.

Meanwhile, money was already rotating. Good Morning Alerts' analyst has been tracking 3 space stocks that never took that round trip, because nobody bid them to nosebleed levels first. The free report names all 3 with entry guidance and price targets, plus a bonus 4th pick and a 3-phase playbook for when to buy and when to sell.

SpaceX started a real boom. The only question is which seat you're in.

👉️ Get the 3 stock picks here (free)

☕️ GM Munchers! How was the long weekend? I did zero yard work, ignored two texts from my mother-in-law, and checked crypto prices while barbecuing. In other words, a complete success.

On today’s menu:

• 📅 Why The Jobs Report Rattled Stocks

• 🚗 This Is Why We Can't Have Cool Things

• 🧘 Lululemon Just Won’t Stop

• ✈️ Trump Told America To Stop Buying Bombardier

• 🇺🇲 The US Dollar Is Getting Destroyed

Friday’s numbers:

BREAKING NEWS

📅 Good News Was Bad News: The Jobs Report Rattled Stocks

The job market is like the kid who studied too hard and blew the curve for everyone else. On Friday we learned the U.S. added 162,000 jobs in August, roughly triple what economists expected, and Wall Street responded by throwing a fit.

Here's why. A hot jobs report means the economy doesn't need help, which gives the Fed room to raise interest rates to fight inflation. Higher rates pull money out of stocks and into safer assets, so the market sold off on the "good" news. Odds of a quarter-point rate hike at the Fed's September 16-17 meeting jumped to around 52%. We’re officially in pure coin flip territory which leads to only one thing: volatility.

• 🎯 The date: The Fed decides September 16-17, and right now it's a true 50/50 call.

• 📊 The real main event: The August inflation report drops this Friday, and it's the single most important data point left before the Fed meets.

• ⚖️ The setup: With hike odds sitting on a knife's edge, expect real volatility as we head toward Friday and then the decision itself.

The Munch Take: Markets are going to be wildly jumpy as we move closer to September 17th. Friday's inflation report is the thing to watch this week and it could be a wildly volatile day. A cool number could tip the Fed toward holding steady, while a hot one could seal the hike. Buckle up, because a genuine 50/50 event tends to swing hard once the answer finally lands.

Sept 21: what Elon's been hiding inside Tesla (Ad)

Say Elon's device turns out to be everything he's promising. You still can't invest in it directly — the company behind it hasn't gone public, and there's no ordinary way to own a piece of it.

That's only half the picture, though.

According to insider sources, this device has been two years in the making inside Tesla's own facilities, and Elon calls it "10x bigger than the largest product in history." Something built at that scale needs suppliers, and a handful of those suppliers already trade on public exchanges.

Good Morning Alerts' analyst tracked down three of them and put the full ticker symbols into a free briefing.

See the 3 public tickers.

STOCK OF THE DAY

🚗 This Is Why We Can't Have Cool Things

Tesla launched its driverless Cybercab in Austin last week, and the videos are really, really cool. Picture a two-seat robotaxi with no steering wheel, no pedals, no mirrors, and butterfly doors, casually picking up paying passengers off the street. It looks like the future finally showed up. That is, until the government showed up too.

$TSLA Tesla fell 5.92% on Friday after federal safety regulators opened an investigation into whether the Cybercab actually meets U.S. safety standards. The problem is that decades-old rules assume every car has a human driver with a wheel, pedals, and mirrors, and the Cybercab has exactly none of those. Tesla self-certified that it complies anyway and skipped the exemption process that rival Zoox patiently waited through. Regulators now want to know why.

When you look at the bigger picture, it also isn’t pretty. Tesla stock is down 19% this year, and that's even after Elon Musk has seemingly stepped away from politics, which many assumed would help. Over the past five years, the stock is up just 44%, badly trailing the S&P 500's roughly 70% over the same stretch. You also have to wonder how much risk-hungry capital has flowed into SpaceX that might otherwise have landed in Tesla. That's not just our theory either. Prediction markets now put a 46% chance that Tesla and SpaceX will officially merge by the end of 2027.

The Munch Take: The robotaxi tech looks incredible, and it's a little sad watching regulators slam the brakes on the coolest thing in transportation right now. Silly safety standards aside, here's our actual position on the stock. As usual, Tesla only gets interesting to us under $300, and it's sitting around $354 today. That means we'd need a real drop before we'd even think about touching it. Great cars, wild story, but the numbers still have to make sense, and at these prices they don't for us yet.

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

💰️ Free Report from Stock Earnings: 5 Physical AI Stocks Before Wall Street Crowds In

🎬 $AMC AMC Entertainment rose 3.94% after CEO Adam Aron went on a full thesaurus rampage against Robinhood's AMC stock tokens, calling them "contemptible, outrageous, disgusting, detestable, inexcusable, vile." Say what you want, but the man clearly meant it.

🔫 $SWBI Smith & Wesson popped 5.05% after beating on both earnings and revenue. A clean beat was all it took to put a little firepower back in the stock.

🧘 $LULU Lululemon tumbled 17.38% after a weak quarter and a cut to its full-year outlook. Turns out the stock is as flexible as the pants they sell.

🎨 $ADBE Adobe fell 6.73% after naming Anil Chakravarthy as its next CEO. A leadership change at the top makes investors nervous, even when the handoff looks planned.

📺 $TTD The Trade Desk dropped 4.37% on plans to cut 15% of its staff in a broader restructuring. Layoffs might save money down the road, but the market read it as a warning sign for now.

CHART OF THE DAY

✈️ Trump Just Told America To Stop Buying Bombardier

Trump opened a new front in the Canada trade war yesterday and this time the target has wings. In a Truth Social post, he declared "NO MORE SELLING BOMBARDIER IN THE UNITED STATES," slamming the Canadian jet maker's products as "not good enough" and telling Americans to "buy American, fly on American airliners." He argued that over 50% of Bombardier's revenue comes from the U.S. while Canada blocks American companies like Gulfstream from doing business up north.

Here's the wrinkle that makes this messy. Trump complained that Bombardier lives off American buyers, then in the same breath admitted Americans buy a ton of its planes. About half of the roughly 5,100 Bombardier jets in service are based in the U.S., and the company runs a defense factory in Kansas. Untangling all of that overnight would hurt American operators too, and the White House hasn't explained how this ban would even work.

Now here's what makes this genuinely interesting: the stock. $BBD.B Bombardier has been on an absolute tear, up nearly 31% year to date and a staggering 563% over the past five years. This is one of the great turnaround stories in Canadian markets, driven by a pivot to high-margin business jets and a booming defense order book.

📈 The Bull Case:

• The five-year turnaround has been incredible thanks to strong business-jet demand and a growing, high-margin defense backlog.

• Trump's threats aren't new. He floated 50% tariffs on Bombardier back in January and never actually followed through.

• Ripping the company out of the U.S. would hurt American airlines and jet owners, giving Washington real incentive to soften this.

📉 The Bear Case:

• Over half of revenue comes from the U.S., so even a partial disruption is a serious threat to the core business.

• This lands inside a genuine, escalating trade war, not a one-off tantrum, so the risk of real policy is higher than usual.

• After a 563% run, the stock is priced for good news, and a real ban would give it plenty of room to fall.

The Munch Take: Here's our honest call: we think this is mostly noise, not a real death blow. Trump threatened almost this exact thing in January and quietly walked it away, and a full ban would punish American airlines and jet buyers just as much as Bombardier. That said, we're not buyers here either. A stock up 563% in five years, sitting in the middle of an active trade war, is not the kind of dip-buy setup we chase. Great company, incredible run, but we'd want this thing much cheaper and this fight much calmer before ever touching it.

🚀 Pre-Market Fuel

1. 👀 This filing beat SpaceX to the SEC by 4 days. (Ad)

2. 🇺🇲 The US Dollar is getting destroyed.

3. ⛽️ Diesel prices just hit a new record high.

4. 💰️ Nvidia is buying this company for $13 billion.

5. ✈️ The new Emirates seats are incredible.

🍪 Munchy Memes

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