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Will you miss the REAL SpaceX opportunity?

When SpaceX went public, retail traders rushed in like it was the only stock on Earth.
They’re chasing SPCX itself, hoping that owning the biggest IPO ever is enough to make them rich…
But millionaire trader Tim Bohen says that’s a HUGE mistake.
Because history shows that when a company of SpaceX’s size hits the market, the REAL opportunities come in the aftermath…
And with Elon now the world’s first trillionaire, Tim says the opportunities are going to dwarf anything that’s come before.
P.S. Tim’s been trading for over 20 years. He recommended Tesla in 2020 when it was trading for just $37...
But right now, he says he’s more bullish than ever based on what he sees coming…
BREAKING NEWS
🚫 Congress Just Voted To Ban Lawmakers From Buying Individual Stocks
The House passed a bill Wednesday that would stop members of Congress from buying individual stocks and the rule would cover their husbands, wives, and dependent children too. The vote was 232 to 198, with 13 Democrats joining Republicans.
At first it sounds like a huge change. But we read the fine print:
📦 Lawmakers can keep every stock they already own.
❌ The President, Vice President, and Cabinet are not covered.
⏳ It needs 60 Senate votes and a presidential signature before any of this is real.
Nobody has to sell anything. Every position they hold today stays exactly where it is. The bill would only block new purchases going forward and if a lawmaker does want to sell, they have to announce it publicly 7 to 14 days ahead of time.
The exemption for the President wasn't an accident either. Someone proposed extending the rules to the President, Vice President, and cabinet but that amendment was voted down in committee before the bill ever reached the floor.
What Happens To ETFs That Track Politicians' Trades?
Believe it or not, these funds are real and have become big business. $NANC, named after Nancy Pelosi, tracks the stock trades reported by Democratic lawmakers, while $GOP follows Republicans. Since launching in 2023, $NANC has returned roughly 74% and now manages about $240 million. If lawmakers stop buying individual stocks, these funds lose the information that made them valuable. They could still track stock sales and existing holdings, but the biggest signal - what politicians are buying - would mostly disappear.
The Munch Take: Before you celebrate or complain, understand where this actually stands. The House passed a limited congressional stock-trading bill, but it still needs Senate approval and may never get a vote there. So for now it’s a political signal, not a finished ban.
CNBC's "Prophet" says buy NOW, before the discount vanishes (Ad)
Right now, a little-known company is building the closest thing to a virtual monopoly the AI era has ever seen.
Without what it controls, the entire AI boom grinds to a halt.
One billionaire put half his $9 billion fund into it.
Google's former CEO just partnered with it...
And CNBC's "The Prophet" calls it America's #1 retirement stock right now — trading at a rare discount.
STOCK OF THE DAY
🚀 Google Just Revealed It Owns $94 Billion Of SpaceX
Alphabet ($GOOGL ( ▼ 7.12% ) ) filed its quarterly report yesterday and disclosed something big. Google owns $94.1 billion worth of SpaceX ($SPCX ( ▲ 0.86% ) ) stock. Google put about $1 billion into the company back in 2015 and has now made back roughly a hundred times its money.
But there’s a catch. Google can't sell most of it. About $80 billion sits under short-term lockup rules, and another $14.1 billion stays frozen until late next year so for now, it’s all just gains on paper.
But even if they could sell right now, the stock itself has been pretty ugly. SpaceX priced its IPO at $135 a share, opened at $150, and ran up to $225.64. Now? It trades around $112. We don’t do math in public but I’m pretty sure that's way below the price the IPO buyers paid.
🐂 The Bull Case:
🛰️ Starlink and Starship are real businesses with real revenue, not concepts on a slide.
💵 Google alone is paying SpaceX roughly $920 million a month for computing power through 2029.
📉 The stock is now cheaper than it was on day one, so the hype premium is gone.
Special Report from Porter & Co: Trump’s emergency dollar reset
🐻 The Bear Case:
🔒 Huge blocks of locked shares unlock over the next year, and that supply has to go somewhere.
🎢 Down 50% from its high in about six weeks is not the behavior of a settled stock.
🚀 SpaceX's future depends heavily on Starship succeeding. More delays could hurt the stock.
The Munch Take: A search company now owns a $94 billion pile of rocket stock it isn't allowed to sell yet, while paying that same rocket company $1 billion a month for AI computers. Nobody drew this on a whiteboard in 2015. The next big test comes on August 4, when SpaceX reports its first-ever earnings as a public company. Investors won't just be watching the numbers - they'll be looking for proof that the company's sky-high valuation can match its sky-high ambitions.
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