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A message from our friends at The Oxford Club
Elon’s filing for the SpaceX IPO just hit the mainstream news… And everyone is wondering how I called it… almost to the exact day being reported. Well… I met Elon Musk face to face. At a private gathering of the world's financial elite, I was one of just two people selected to speak with him personally. That conversation — combined with three years studying patterns at CIA headquarters — is why my SpaceX prediction was dead on accurate. And while the mainstream media was playing catch-up... I had already helped nearly 15,000 Main Street Americans discover the "backdoor" way to stake a claim pre-IPO. Now the stakes are even higher. The filing just happened. 21 banks — including JPMorgan, Goldman Sachs, and Morgan Stanley — are preparing to underwrite what they're calling "Project Apex." The framework for the biggest IPO in Wall Street history. Everyone is now looking at June. So here’s what that means for you and your money… You just got a gift. A few more weeks to position yourself before the biggest gains are gobbled up by Wall Street insiders. Once the roadshow kicks off... once the media frenzy begins... once millions of investors scramble to get in... The window slams shut. But right now — today — you still have time. I'm giving away my top pre-IPO SpaceX pick completely free. No credit card. No email required. But I wouldn't wait. June is coming fast. Click here to get my FREE SpaceX pre-IPO recommendation now. Yours for peace, prosperity, and liberty, AEIOU, Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club P.S. I've already helped nearly 15,000 everyday investors get positioned before this historic IPO. Now it's your turn. But the window is closing fast. Get my free recommendation here… before it's too late.
Bonus News from MarketBeat.com
The Drone Disruptor: Kratos Stock Seeks a Higher AltitudeReported by Jeffrey Neal Johnson. Article Posted: 4/8/2026. The foundation of the global defense industry is shifting. For generations, the business of war was defined by monolithic, multi-billion-dollar projects — aircraft carriers, stealth bombers and fighter jets that took decades to design and build. That exquisite and expensive model is increasingly becoming obsolete. A new era is dawning, one in which military dominance is achieved not through singular platforms but through swarms of intelligent, networked and autonomous systems. This strategic pivot from the precious to the practical is forcing a major reallocation of capital within the Pentagon's budget, creating clear winners and losers. As this new defense economy takes shape, one company stands out as particularly well positioned: Kratos Defense & Security Solutions (NASDAQ: KTOS). Unmanned, Unmatched: The Kratos Hardware EdgeThis shift in military spending is not a distant projection; it is happening now and is guided by concrete government initiatives. The most prominent example is the Pentagon's Replicator program, an urgent effort to deploy thousands of autonomous systems to counter near‑peer adversaries.
Liberation Day wiped over $2 trillion from markets in a single day. Then a 90-day tariff pause added $4 trillion back to the S&P 500. Trump's AI initiatives sent Palantir up over 140%. Trader Larry Benedict says all of that was just the warm-up.
Benedict is calling what comes next 'Project 2026' - a move he believes could send billions, potentially trillions, into overlooked corners of the market. He's identified one ticker sitting at the center of it all, and he's revealing the name today at no cost. Larry is calling it "Project 2026."
Key Points
- The strategic shift toward low-cost, high-volume autonomous systems creates a long-term growth opportunity for specialized defense technology companies.
- Recent strong financial performance and the company's ability to exceed market expectations demonstrate the effective execution of Kratos's internal modernization strategy.
- Leading positions in hypersonic testing and unmanned combat aircraft provide a diverse pipeline of revenue from the next generation of military contracts.
- Special Report: The 200-to-1 Gold Default hits May 29th
At its core, the strategy prioritizes overwhelming mass — achievable only with attritable hardware: platforms that are capable but inexpensive enough that commanders can risk losing them in combat without prohibitive strategic or financial consequences. That affordability is the new currency of defense, and Kratos is building to that market. Kratos's XQ‑58A Valkyrie is an embodiment of this doctrine. It is a stealthy, versatile unmanned combat aircraft that can act as a robotic wingman, a sensor node or a weapons-delivery platform at a price that makes fleet deployment feasible. The XQ‑58A’s modular design lets the Air Force tailor payloads to diverse missions — a flexibility legacy aircraft cannot easily match. This capability is grounded in Kratos's long experience producing high-performance target drones that simulate adversary threats. That institutional expertise in unmanned systems gives Kratos a meaningful competitive advantage. By aligning its development pipeline with Washington's procurement priorities, Kratos has secured a foundational role in America’s evolving defense posture and established a predictable revenue base. From Contracts to Cash: A Healthy Financial PictureA compelling strategic story is necessary but not sufficient for investors; it must be backed by financial performance. Kratos meets that test. Kratos's most recent quarterly report showed year-over-year revenue growth of 21.9%, a sign of accelerating demand, and earnings of $0.18 per share, comfortably beating analyst expectations of $0.14 per share. While some investors may hesitate at the company's current price-to-earnings ratio, that multiple largely reflects expectations for future growth. Analysts project earnings growth of roughly 32%, which helps explain the valuation. The company's balance sheet supports that outlook: Kratos carries a low debt-to-equity ratio of just 0.05, giving it the financial flexibility to fund R&D and scale production for large government orders without taking on heavy debt or diluting shareholders. Market confidence is growing. Kratos holds a Moderate Buy consensus rating from 22 analysts, and a Jefferies upgrade to Buy has helped fuel bullish sentiment. The consensus price target of $98.28 supports the current growth trajectory, while some firms have revised targets as high as $135, indicating strong institutional belief in Kratos’s long-term prospects. Cleared for Takeoff: What Happens NextKratos's momentum is backed by several near-term catalysts investors should watch. The company's current success looks more like a launchpad for broader involvement in the nation's defense modernization efforts than a final destination.
The Crown Jewel Contract (CCA): Kratos is a major contender for the Air Force's Collaborative Combat Aircraft (CCA) program, a generational initiative to build thousands of autonomous wingmen. A significant award from this multi‑billion‑dollar program would be transformative, cementing Kratos's role as a prime contractor for the next era of air combat. More Than Just Drones: Kratos's technology portfolio extends beyond unmanned aircraft. The company supplies rocket motors for hypersonic weapons programs and is developing next‑generation satellite ground systems. These businesses provide diversified growth paths and reduce reliance on any single program. The Next Financial Checkpoint: The upcoming earnings report, estimated for May 6, 2026, will be a key indicator. Another quarter of strong growth would confirm that Kratos's momentum is not only intact but accelerating. The investment case for Kratos is straightforward: it is the right company with the right technology at a pivotal moment in defense procurement. As the playbook for military power is rewritten, Kratos is helping to author the next chapter. |
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