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  • πŸ“‰ SpaceX just filed. Here's how to play it.

πŸ“‰ SpaceX just filed. Here's how to play it.

Hi Trader,

SpaceX is expected to go public in June at a valuation north of $1.5 trillion β€” making it the largest IPO in history.

When a deal this size hits the market, it doesn't just move one stock. It re-rates an entire sector.

We've already seen it start. The day the filing news broke, space stocks surged 10–16% across the board. And that was just the announcement.

The actual listing hasn't even happened yet.

Our research team identified 7 publicly traded space companies positioned to benefit most from the SpaceX halo effect β€” before institutional money floods in.

Inside you'll find:

  • The only public company that directly competes with SpaceX on orbital launches

  • A satellite intelligence firm trading at a fraction of its peers with a brand-new military constellation

  • NASA's go-to lunar lander company guiding for 4x revenue growth this year

The window between now and June is where the early positioning happens.

Sincerely,

The Trading Tips Research Team

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BREAKING NEWS

πŸ“¦ Amazon Just Walked Into FedEx and UPS's House and Sat Down

$AMZN did something quietly terrifying yesterday. It announced Amazon Supply Chain Services, which opens its entire logistics network β€” freight, distribution, fulfillment, and parcel delivery β€” to any business on the planet. Not just Amazon sellers. Any business. The network behind this includes more than 80,000 trailers, 24,000 intermodal containers, and more than 100 aircraft. Procter & Gamble, 3M, Lands' End, and American Eagle are already signed up.

Amazon's vice president described it as doing for supply chain what AWS did for cloud computing. That comparison should keep every $FDX and $UPS executive awake tonight (they both crashed on the news).

πŸ“ˆ The Bull Case for FedEx and UPS:

  • Amazon is not cheap and not everywhere yet. Enterprise relationships, international reach, and regulated industries still favour the incumbents.

  • Both companies have been cutting costs aggressively. Leaner operations mean they can compete on price harder than before.

  • This could take years to actually bite. Markets may be overreacting today.

πŸ“‰ The Bear Case for FedEx and UPS:

  • Amazon already ranks as the largest logistics company in North America. It is not entering this market. It already owns it.

  • Pricing pressure is coming, whether customers switch entirely or just use Amazon as leverage in contract negotiations.

  • $FDX fell 9% and $UPS dropped 10% on the news. The market is not treating this as a minor competitive threat.

The Munch Take: Amazon has spent thirty years building the most efficient supply chain in history and now they’re letting anybody pay to use it. That is not a startup threat. That is a toll booth going up on a road FedEx and UPS thought they owned. The incumbents will survive. They just won't thrive the way they used to. There is a difference between a business and a great investment, and right now $FDX and $UPS are drifting toward the former.

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STOCK OF THE DAY

πŸ’° Buffett Is Sitting on $397 Billion and He Still Thinks It's Too Expensive to Buy

Warren Buffett spent sixty years buying great companies at good prices. Right now he is not buying anything.

$BRK.B ended Q1 2026 with a record $397 billion in cash and Treasury bills. The pile keeps growing because Berkshire keeps choosing not to spend it. During the quarter, Berkshire sold roughly $24 billion in equity securities and purchased only $16 billion. That is not a rounding error. That is a statement.

So why is he waiting? Buffett was direct about it at the annual meeting last weekend. "Three times since I've taken over Berkshire, it's gone down more than 50%," he said. "This is nothing." The 2026 volatility does not register on his scale. He is not looking for a dip. He is waiting for genuine panic. There is a difference.

The numbers back up his caution. Look at his favourite valuation tool. The Buffett Indicator, which compares total US stock market capitalization to GDP, currently sits at about 227%. Buffett once described a reading above 200% as "playing with fire." We are 27 points above that threshold right now. The S&P 500 forward price-to-earnings ratio sits at approximately 21 times, well above its long-run historical average of 16 times.

At the annual meeting, Buffett compared markets to a church with a casino attached. "The casino has gotten very attractive," he said.

The Munch Take: When the most patient investor alive is sitting on $397 billion and still will not pull the trigger, that is not a fun fact. That is a warning. The market is not cheap, but Buffett isn’t predicting a crash. He’s simply saying the price is still wrong. He has been right about this before. It just takes monk-like discipline to have his level of patience.

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πŸͺ Munchy Memes

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