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📉 Markets Ripped. But The Clock Is Ticking.

5 Space Stocks Set to Watch as the New Space Race Heats Up
With NASA’s Artemis missions driving a return to the Moon, space is entering a new growth phase.
Launch costs have fallen dramatically, unlocking a surge in commercial activity and a rise in government spending are fueling demand for satellites, defense systems, and global connectivity.
The new space economy is quickly becoming a long-term infrastructure play —with contracts and recurring revenue to match.
In this free report, we highlight five publicly traded companies across launch, satellites, defense, and space-based intelligence—positioned to benefit as the industry expands.
Inside, you’ll discover:
A rocket company expanding beyond launches into spacecraft manufacturing and recurring revenue
The defense contractor that builds some of the most critical satellites in U.S. orbit
A satellite network that works where 5G and fiber can’t reach, serving aviation, maritime and government users
A real-time spy-satellite company selling intelligence to governments and corporations
And a behind-the-scenes defense supplier keeping satellite operations secure and running
To your trading success,
The Buzzing Markets Team
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☕️ GM Munchers! How was your weekend? My wife and I went bowling. She won. I spent the drive home explaining that the scores don't reflect who the better bowler is. She asked me to explain that logic. I couldn't. I can't explain my Q1 returns either. Rough weekend all around.
On today’s menu:
⏰ Markets Ripped. But The Clock Is Ticking.
🤡 The "Just Add AI" Trade Is Back
📉 Netflix’s Biggest Crash In 4 Years
🤖 Meta Is Cutting 8,000 Jobs.
😂 This Cryptocurrency Just Crashed 95%
Friday’s numbers:
S&P 500 | 7,126 | +1.20% |
Nasdaq | 24,468 | +1.52% |
Dow Jones | 49,447 | +1.79% |
Bitcoin | $75,828 | +0.14% |
BREAKING NEWS
⏰ Markets Ripped. But The Clock Is Ticking.
Friday delivered another face-ripping rally. Everywhere you looked, green. The Nasdaq just posted its longest winning streak since 1992. The S&P 500 logged its fastest recovery since 1982, adding $7.3 trillion since the March 30th low.
History. Actual history.
Then the weekend happened.
I was mid-celebration when the headlines started dropping. Here's what you missed:
🚪 Iran re-closed the Strait of Hormuz on Saturday, reversing course hours after Trump declared it open. So that was fun.
💣 Trump called it a "serious violation" of the ceasefire and threatened to "knock out every single power plant and every single bridge in Iran."
🕊️ Iran's chief negotiator said talks are making "progress," but a deal is still a long way off.
⏰ The ceasefire expires on Wednesday. US negotiators are heading back to Islamabad for another round.
This week, it all comes down to Wednesday. Peace talks, $TSLA earnings, and whether oil can break back below $90. Three very different things that could all move your portfolio in very different directions.
The Munch Take: The market is pricing in a peace deal that does not exist yet. That is a bold bet. If talks collapse and bombs start falling again, this $7.3 trillion recovery gets a lot more complicated in a hurry. I told my wife we were basically out of the woods. She looked at me the same way she looks at me when I say I’m skipping dinner with her parents on Sunday to go golfing instead. Highly skeptical.

🤡 The "Just Add AI" Trade Is Back. And It's Already Getting Out Of Hand.
Not only is the market ripping, but we seem to be re-entering the "this is getting dumb" phase already. Last week, failing shoe company AllBirds said they were pivoting to AI and the stock ripped over 600%.
$MYSE saw that and said hold my beer.
Myseum, a company nobody had ever heard of, rebranded to Myseum.AI on April 15. No new product. No revenue breakthrough. No shareholder vote required. Just a name change and a press release. The stock pumped 330%.

For context, before the rebrand, $MYSE had a market cap of $6.36 million. The stock had fallen 52% over the prior six months. Their flagship product is called Picture Party. It is a private photo-sharing app. For weddings.
They added the word AI to their name. The stock went from $1.44 to nearly $5.77 at its peak. That is not a typo.
This is the part of the market cycle where discipline goes out the window and people start buying anything with four letters and an AI press release.
The Munch Take: Could I have retired early by buying a $6 million wedding photo app before it slapped AI on its name? Yes. Am I upset about that? Deeply. Is this a sign the market is getting frothy and irrational all over again? Also yes. My wife asked me this morning why I didn't just buy it. I told her I have standards. She looked at our portfolio. She didn't say anything. She didn't have to.
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And the results have been jaw-dropping. Over the past week, nearly every stock that hit the #1 spot went on to surge 100%+ within days. The most recent #1 pick climbed 119% in under 72 hours.
This isn't luck. This is the right data, at the right time, pointing you in the right direction.
MARKET OVERVIEW
🍿 Tasty Movers & Shakers
🚀 Bitcoin ripped to $78,000, its highest level in months, on Friday, riding the ceasefire wave. $MSTR (Strategy) climbed 11.8% alongside it. Michael Saylor has bet his entire reputation and company on Bitcoin being digital Manhattan. Even with this rally, the jury is still out.
💾 $INTC officially recovered all its losses from the dot-com crash on Friday. Yes, the crash that took place 26 years ago. Shareholders waited 26 years just to break even. And I thought I was a bad trader.
📉 $NFLX posted its worst single day in four years on Friday, dropping nearly 10%. Revenue grew 16.2% year-over-year. They beat Q1 estimates. But Q2 guidance disappointed and co-founder Reed Hastings announced he's stepping down from the board. Wall Street decided that was enough to crater the stock. Growing revenue at 16% and getting punished for it. The market is a strange place.
🚢 Oil drops. Cruise stocks rip. Simple math. $NCLH is up 8.93% over the last five days. $CCL added 7.74%. $RCL climbed 7.34% on Friday alone. When the Strait of Hormuz opens, the people who benefit most are apparently the ones selling poolside cocktails in the Caribbean.
STOCK OF THE DAY
🤖 Meta Is Cutting 8,000 Jobs.
$META is reportedly laying off 10% of its global workforce. That's 8,000 people gone by May 20. And that's just round one. Reuters says total cuts could hit 20% before year-end.
The reason, officially, is AI efficiency. The real reason is that Mark Zuckerberg committed $115 to $135 billion in AI capital expenditure this year and somebody has to pay for it. The answer is apparently 8,000 somebodies.
This isn't happening in a vacuum:
Amazon gutted 30,000 corporate roles.
Oracle cut 25,000.
Block cut half its staff in February.
Over 95,000 tech workers have lost jobs in 2026 already. The AI revolution is great for the robots. Less great for everyone else.
And the consumer is noticing. The University of Michigan's sentiment index just hit 47.6. That's not a bad reading. That's the worst reading in the survey's 75-year history.
The job market is a paradox right now. Unemployment sits at 4.3%, which sounds fine. But hiring has cratered. It's a low-fire, low-hire economy. Workers are safe. Job seekers are stuck.

📈 The Bull Case:
Revenue of $201 billion, growing 22% year-over-year. At that scale, that's borderline miraculous.
Layoffs mean margin expansion. Wall Street loves margin expansion. Analyst consensus target sits at $855.
Q1 earnings drop April 29. A beat could rip this stock.
📉 The Bear Case:
The stock is already down 23% from its $796 all-time high with legal liability piling up. California and New Mexico juries have both found Meta harmed children. More trials are scheduled for 2026.
Reality Labs has lost $83 billion since 2020 and shows zero signs of turning profitable.
Laying off 20% of your workforce isn't always efficiency. Sometimes it's a company admitting the party got too expensive.
The Munch Take: The market wants to read these layoffs as bullish because fewer employees mean better margins. And maybe that's right. Either way, these layoffs align with a bigger trend we’re seeing. Either way, history proves not to bet against Zuckerberg.
🚀 Pre-Market Fuel
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