Right now, as the conflict with Iran intensifies, there's one company quietly protecting every branch of the U.S. military.

Army. Navy. Air Force. Marines.

That company is Elon Musk's SpaceX.

But here's what most Americans don't realize… SpaceX isn't just a defense asset. It's about to become the biggest investment opportunity of the decade.

Elon is quietly planning to take SpaceX public — potentially just days from now — in what could be the largest IPO in stock market history. Elon himself has implied early investors could see 80X returns over the long term.

And you don't need to be an insider or accredited investor to get in. I've found a simple way for practically anyone to position themselves before this IPO hits — with as little as $100.

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Sincerely,
Tim Bohen

☕️ Happy Friday, Munchers! My financial advisor told me to diversify. I told him I was already diversified. I have losing positions in four completely different sectors.

On today’s menu:

• 📉 Oil, Iran, And Pure Pain

• 🚗 Avis Budget Group: The Next GameStop?

• 😥 Netflix Raises Prices (Again)

• 💸 Wall Street Just Had Its Best Bonus Year Since 1987

• 🚀 How To Profit From The Biggest IPO In History

Yesterday’s numbers:

BREAKING NEWS

📉 Oil, Iran, And Pure Pain

Yesterday, Trump came out and said that he thought the stock market would go down more than it has. Mr.President, is it even possible to feel more pain than we already do? Since the war started:

• 📉 S&P500 is down 6.1%

• 📉 Nasdaq is down 8.7%

• 📉 Gold is down 17%

• 📉 Bitcoin is down 22%

Yeah, yesterday was a total bloodbath. Wednesday's green day decided not to show up. Not even a little. Iran let 10 oil ships through the Strait of Hormuz and called it a "present." The market opened that gift, stared at it, and threw it directly in the trash.

1. Why The Market Didn't Care: Oil ripped over 5% and is now sitting at roughly $108 a barrel. That is up over 50% in the last 30 days. Ten tankers through a chokepoint does not offset 50% oil inflation. The math is simple.

2. The Escalation: Iran announced that over one million fighters have been staged for a potential ground war with the United States. One million. Not a rounding error.

3. Trump's Warning: He posted yesterday. The message to Iran's negotiators was direct. Get serious soon, because "once that happens, there is NO TURNING BACK." The market read it. Oil kept climbing.

This all creates the looming realization that there doesn’t seem to be any real material peace talks or agreements that would get signed anytime soon. As a result, the Nasdaq cratered into correction territory. Down 10% from all-time highs. The last time that happened was March 2025. Liberation Day. You remember how that felt.

The Munch Take: The hard pill to swallow is that these are the moments we wish for when the market is ripping to all-time highs. Remember when you thought to yourself “Dang, I wish I had bought more.” Yeah, that moment is now. If you’re retired or approaching those freedom years, hang tight. This is tough, but it too shall pass. But if you’re still in the building phase? Now is the time to get aggressive.

✈️ 🚗 Avis Budget Group: The Next GameStop?

A political standoff over Department of Homeland Security funding triggered a partial government shutdown. TSA agents aren’t getting paid. So? They stopped showing up.

The result? Airports have turned into a full-contact sport. Travellers looked at the security line situation, looked at the rental car aisle, and made a very rational decision.

• The Pivot: Hertz saw a 15% spike in website traffic in a single week. Avis saw it coming and immediately launched a 25% spring discount to capture every frustrated flyer who decided driving was the lesser of two evils. $CAR closed up 13% yesterday and is up almost 40% in 5 days.

• The Short Squeeze: Wall Street had been hammering Avis all year after a brutal 2025 earnings report. Short interest quadrupled to nearly 8 million shares against a public float of only 13 million. When the rental bookings spiked, the short sellers started bleeding. They were forced to buy back the stock to stop the pain. That forced buying is what sent the chart vertical.

The Munch Take: This trade lasts exactly as long as the TSA crisis. The moment Washington patches the funding and the security lines clear, the road trip demand evaporates. This is not a new era for rental cars. This is a short squeeze built on airport dysfunction. Enjoy it for what it is.

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They assume nothing important happens until Monday.

That's where they could be wrong.

A well-known trading educator has been quietly teaching a Friday afternoon approach that targets a part of the market big money often ignores.

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Some of his students have applied this to low-priced stocks and seen gains from a few hundred to thousands of dollars.

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MARKET OVERVIEW

🍿 Tasty Movers & Shakers

📺 $NFLX Netflix raised subscription prices across all plans. The ad tier goes to $8.99, standard to $19.99, premium to $26.99. The stock added about 1.5% on the news. At what point does it hit $60/month and we realize we officially just replaced cable?

💻 $MSFT Microsoft is officially in its largest drawdown since 2022. No punchline. Just noting that one of the most valuable companies on earth is quietly getting destroyed and nobody is talking about it.

🎮 $BBY Best Buy gained 4.65% on speculation that GameStop could acquire the big box retailer. Two retailers that everyone wrote off as dead, potentially merging. This is either a genius move or the last scene of a horror movie.

👻 $SNAP Snap face-planted 10.69% after the EU opened a child safety investigation into the platform. The EU has been on a tech investigation tear lately. $SNAP is just the latest stop on the tour.

💇 $OLPX Olaplex surged 51.13% after Germany's Henkel agreed to acquire the company for $1.4 billion. My wife has three bottles of Olaplex in the shower. I do not know what any of them do. She has been accidentally long this trade for two years.

INVESTING

💸 Wall Street Just Had Its Best Bonus Year Since 1987

The New York State Comptroller dropped the numbers yesterday. The total Wall Street bonus pool hit $49.2 billion last year. That is the highest it has been since 1987. The average bonus for a Wall Street banker: $246,600. Up 6%, or roughly $15,000, from 2024.

Your college buddy in the Patagonia vest is doing great. Thanks for asking.

Why The Year Was So Good: 

1. Mergers and acquisitions surged. Trading revenue hit record levels as investors scrambled to profit from market volatility.

2. The six largest banks in the US pulled in a combined $593 billion in revenue in 2025. That is up 6% from the year before. Every major bank came into earnings this year saying the same thing: 2026 looks even better. That’s not aging very well.

The Munch Take: If revenue keeps climbing, the bonus pool grows with it. Wall Street is not known for its restraint when times are good. Somewhere in midtown Manhattan, a 28-year-old is depositing a $246,600 bonus and trying to decide between two watches. I’m decidiging between Kraft Dinner and ramen noodles for dinner.

TRADING SUCCESS

🤑 Friday Motivation

🚀 Pre-Market Fuel

1. 🚀 How to profit from the biggest IPO in history ($7).

2. 📈 Join this free 14-day trading competition.

3. ⛽️ Gas prices are officially up by a full dollar in 30 days.

4. 🇨🇦 This Canadian stock is crashing.

5. 🤔 How the Iran war compares with past market shocks.

6. 🖋️ Trump’s signature is going to be added to the U.S. currency.

🍪 Munchy Memes

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