The Lithium Gold Rush Just Minted a $1B Unicorn

Lithium demand is fueling a modern-day gold rush, set to grow 5X by 2040.

Industries like AI, robotics, and energy depend on it. Microsoft's CEO even says the AI race will be won on energy costs, not model quality.

That's creating opportunities for investors. One company, EnergyX, already turned this demand into a $1B unicorn valuation.

EnergyX's patented tech can recover up to 3X more lithium than traditional methods. That breakthrough earned $150M+ in investments, including from industry leaders like General Motors and POSCO.

Here's how they're redefining the $204B energy storage market:

• Disruption: EnergyX's GET-LiT™ technology recovers lithium from brine at the lowest cost when benchmarked against industry leaders, and it's protected by 120+ patents.

• Ecosystem: From technology to production resources, EnergyX is building a vertically integrated platform to power the global transition to EVs, backed by investment from leaders like General Motors and Eni.

• Opportunity: Until April 16, EnergyX is offering everyday investors the chance to join at $12/share, ahead of full-scale commercialization.

Now they're ready to unlock commercial lithium production just as experts project demand will grow 5X by 2040. They've just commissioned the largest lithium production facility in the U.S. and have the rights to approximately 150,000 acres of lithium-rich land.

Claim your piece of this early-stage opportunity at $12/share before EnergyX's share price increases.

BIG PICTURE

🤔 The $25,000 Wall Just Came Down

The SEC officially killed the Pattern Day Trader rule yesterday. The rule that has kept small accounts out of day trading since 2001 is gone.

Here is exactly what changed:

• Before: If you made 4 or more day trades in a 5-day period in a margin account, you were flagged as a "pattern day trader" and needed to maintain $25,000 in your account at all times. Drop below that and you were locked out for 90 days.

• After: The $25,000 minimum is gone. The new account minimum to day trade on margin is $2,000. Instead of counting your trades, brokers now monitor your real-time margin exposure based on position size and volatility.

Full implementation across brokerages could take anywhere from 45 days to 18 months.

The Munch Take: This opens the door for millions of retail traders who never had $25,000 sitting around. Whether that is a good thing depends entirely on whether those traders know what they are doing. Most won't. Warren Buffett is watching this from Omaha with a Cherry Coke and a quiet smile. My wife asked me if this means she can day trade now. I told her we already have one unprofitable trader in this house. We don’t need a second. She agreed.

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STOCKS OF THE DAY

📊 Earnings Season Is Here. This One Actually Matters.

Every quarter, someone says earnings season is the most important one in years. This time they might actually be right.

The theme of Q1 2026 is simple: how much damage did the Iran war do, and how much more is coming. The war started February 28. Most of Q1 was spent watching oil rip above $100, gas prices jump 21% in a single month, and supply chains seize up. Now every CEO in America has to get on a call and explain what it cost them and what they expect next. The market is not really listening to the numbers. It is listening to the guidance. One bad outlook from the wrong company could turn this rally on its head.

The three earnings reports Mr. Munch is watching most closely:

• $NVDA (reports May 27): The market is betting that AI spending is recession-proof. If Nvidia hints that data center orders are slowing, this entire rally reprices overnight.

• $NFLX (reports April 16): Consumer spending is cracking under $4 gas and 3.3% inflation. Netflix is the canary. If subscribers are cancelling, the consumer is in worse shape than the market thinks.

• $AMZN (reports April 30): Amazon touches everything. Shipping costs, consumer spending, cloud demand, advertising. Its results are basically a full economic report card.

The Munch Take: The numbers themselves will be fine. Q1 was mostly pre-war for a lot of companies. The real test is what they say about April, May, and June. My wife asked me last night if we should be worried. I said the earnings calls will tell us. She said she will just watch what happens at the grocery store. As usual, she has the better data set.

🍪 Munchy Memes

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