He Put Half His $9 Billion Into One Unusual AI Stock

One billionaire put over half his $9 billion fund into one unusual AI stock — then bought more shares nearly every day for 61 straight trading days.

It's not Nvidia... a chipmaker... or a cloud giant.

Instead, it owns the assets the entire AI boom depends on...

And Trump signed emergency executive orders to protect them.

Right now it's trading at a rare discount...

The same kind that's previously turned $10,000 into $55,000. In just over 12 months

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☕️ GM Munchers! The headlines are war, tariffs, and chaos, but the market just keeps climbing higher. Sounds a lot like my household: total mayhem on the surface, somehow still standing.

On today’s menu:

• 🌪️ Tariffs Are Back And Iran Is Heating Up

• 🚀 SpaceX Just Set Its Earnings Date

• 🚗 Tesla Bounces From A 3-Month Low

• 💾 Micron Ripped 12% Yesterday. Should You Buy It?

• 👀 The Maker of ChatGPT Just Said Something Crazy

Yesterday’s numbers:

BREAKING NEWS

🌪️ A Wild Day: Tariffs Are Back And Iran Is Heating Up

Yesterday was a lot. Two massive storms hit the market at once, and instead of tanking, stocks shook it off and rallied anyway.

Lets explain the chaos, because it gets weirder the deeper you look.

Here's the breakdown:

1. 🇺🇲 Tariffs are officially back, and it’s not just Canada. Trump dropped fresh 10% tariffs on dozens of countries yesterday, right as his temporary global tariff was set to expire Friday. This is exactly what we called yesterday. When we covered the Canada tariff threat 24 hours ago, we told you it’s not really about Canada. It was a warning shot that the whole tariff war could reignite across the board. One day later, here we are. Dozens of countries. One announcement. Called it.

2. 🇮🇷 Iran is boiling over, and the language is scary. Trump said the U.S. will hit Iran's Pikes Mountain nuclear site "pretty soon, very heavily," adding "there's nothing they can do about it." That kind of talk points to those massive bunker-buster bombs, the only weapons that can crack a mountain fortress. Iran fired back fast, claiming it struck an Amazon data center in Bahrain and water plants in Kuwait. Oil jumped to $85 a barrel on the news, and the odds of the Fed raising rates this year spiked to 62%, because war means pricier oil, and pricier oil means hotter inflation comes roaring back.

The Deeper Context: Here is the truly bizarre part. With all of that chaos, the market rallied. War headlines. Tariff bombs. A nervous Fed looking more likely to raise rates. And stocks went UP.

Why? Everyone is betting on what traders are now calling the "taco trade." The idea is simple: Trump threatens big, backs off later, so nobody takes the headlines seriously anymore. The market has basically learned to tune out the chaos and assume it all blows over.

Even JP Morgan's Jamie Dimon said yesterday he would not buy stocks at these prices, and still, nobody flinched. The crowd is numb. Too comfy. Priced for perfection.

The Munch Take: Here is our honest read. This run-up probably keeps going right up until it doesn’t. Stocks are priced for a perfect world where nothing bad actually happens, and the crowd has trained itself to ignore risk signals. That works great until the moment it doesn’t. All it takes is one truly nasty, totally unexpected headline, and this calm could snap hard. Until then, the party rolls on.

What to Watch Next:

• Oil prices: if they push above $90, inflation fears come roaring back and the Fed's hand gets forced.

• Tariff retaliation: watch if other countries fire back with their own taxes on U.S. goods.

• Iran's next move: any actual strike on the nuclear site would send shockwaves through global markets.

• VIX (the fear gauge): it is sitting near historic lows despite all this chaos, which is its own red flag.

• Special Report: The Next $435B Energy Empire (From Frontieras)

🚀 SpaceX Just Set Its Earnings Date. Brace Yourself.

SpaceX finally snapped a seven-day losing streak yesterday, popping over 7% after announcing its first-ever earnings report for August 4. But most of that bounce evaporated by the closing bell, and the stock finished up only around 3%.

Even after yesterday's momentum, year-to-date the stock is still down a brutal 23%. And the August 4 date isn't just another earnings call. It's the trigger for a massive lockup expiration that could unleash selling pressure unlike anything this stock has seen since its chaotic IPO.

Here’s the breakdown:

• $SPCX took a staggered approach to its lockup. The first earnings report triggers the first wave, allowing insiders to dump 20% of their eligible locked-up shares on the second full trading day after the report drops (August 6). That's a potential flood of up to 911.5 million shares hitting the market in one session.

• The timing is brutal. SpaceX is currently worth around $1.6 trillion, but the business fundamentals haven't caught up to justify that price tag. According to PolyMarket, the odds of $SPCX closing above $100 by the end of July sit at 92%, but the odds of climbing back above $150 by month-end are only 9%. Translation: the market expects this stock to stay stuck in no-man's-land for now.

• The Starship delay isn't helping. SpaceX had to scrub this week's mission because of an engine ignition failure. That kind of setback doesn't inspire confidence heading into a high-stakes earnings call.

The Munch Take: We're not touching $SPCX until the lockup dust settles and we see what this company actually earns. You have a stock down 23.6% year-to-date, trading at a crazy-high price with no earnings track record, facing its first major insider selling wave, and dealing with operational delays. That's not a recipe for upside. The insiders who are about to get unlocked are looking at their first real chance to cash out, and history says they will. This isn't about hating SpaceX. The company is revolutionary. But revolutionary companies can still be terrible investments if you pay the wrong price.

What to Watch Next:

• 📅 August 4: SpaceX first earnings report

• 🔓 August 6: First lockup expiration. Up to 911.5 million shares become eligible for sale

• 🚀 Starship launch: Any additional delays will hammer sentiment

• 💰 Insider filings: Watch for Form 4 filings after August 6

• Free Report: Watch These 9 Data Center Stocks (from StockEarnings)

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MARKET OVERVIEW

🍿 Tasty Movers & Shakers

🚕 $TSLA Tesla climbed 2.53%, bouncing off a 3-month low. The spark? Its Robotaxis are now rolling in Tampa and Orlando, bringing the driverless service to 7 cities. Slow and steady, the robot fleet keeps growing.

🪙 $COIN $HOOD Coinbase jumped 9.61% and Robinhood 7.13% after Treasury boss Scott Bessent said the crypto CLARITY Act is on the "one-yard line" for Senate passage. Anything tied to crypto pops when clear rules look close.

🚗 $GM General Motors climbed 4.87% after beating expectations and raising several of its 2026 forecasts. When a company tells you it expects to make even more money, investors happily pile in.

🔬 $TSM TSMC advanced 5.55% on plans to hike its chipmaking prices up to 10% next year. When you are the only factory that can build the world's best chips, you get to charge whatever you want.

🏦 $SCHW Charles Schwab slipped 2.59% even after profit jumped 32% on record trading. Classic Wall Street head-fake: great news, but not great enough to beat sky-high expectations.

📉 $MSCI MSCI tumbled 10.14% after its quarterly results missed the mark. Miss what Wall Street expected, and the punishment comes fast and hard.

STOCK OF THE DAY

💾 Micron Ripped 12% Yesterday. Should You Buy It?

Remember those chip stocks that fell off a cliff last week? Well, the rollercoaster just shot back up. Micron, which makes the special high-speed memory chips that AI computers cannot live without, surged about 12% yesterday to around $970. The stock is now up over 200% this year. Not a typo.

Why the monster run? Here's what's fuelling it:

• 🔒 Sold out for the year. Micron has already sold every top AI memory chip it can make in 2026, all locked into contracts. When you are sold out a year ahead, you get to charge premium prices.

• 💰 Fat, juicy margins. It keeps about 80 cents of profit on every dollar of those chips, and sales jumped 37% last quarter. This used to be a boring business. AI turned it into a gold mine.

• 🤷 Wall Street can't agree. Price targets range from $190 all the way to $2,000. When the experts disagree by that much, it is a flashing sign that nobody really knows.

The Munch Take: So should you buy now? Be careful. Even after today's pop, the stock sits below its all-time high of $1,255, so some see room to run. But remember, memory chips are famously cyclical. They boom hard, then bust hard when everyone builds too many. Micron is riding the boom right now, but a stock up 200% has already made the easy money. Chasing it here means betting the party keeps going, and parties always end eventually.

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TRADING SUCCESS

🤑 Wednesday Motivation

🚀 Pre-Market Fuel

1. 😬 The Yen just hit a 40-year low.

2. 🤯 This Bitcoin chart is crazy.

3. 👀 The maker of ChatGPT just said something crazy.

4. 🇷🇺 Russia’s gold reserves just hit a 6-year low.

🍪 Munchy Memes

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