Dear Reader,
For years, we've been told SpaceX is a rocket company... that will one day take humans to Mars (and the moon).
But according to new satellite images from 300 miles above the Earth's surface, there is something very strange going on at SpaceX right now that has nothing to do with space.
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A new division of SpaceX is deploying a new way to power our world... that could replace our need for foreign oil forever -- without using nuclear fission, solar, wind, geothermal, coal, or any sort of battery.
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When you consider SpaceX burns 29,600 gallons of fuel per launch... it makes sense the business would want a better way to generate energy.
But what it’s doing right now could change not only SpaceX's operations... but also dramatically affect the entire country -- and your investments.
What it’s deploying is a newly permitted technology I know simply as "Dark Energy."
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Most people have no idea something like this is even possible.
And it will sound like science fiction - at first.
But as I prove in my new free report, this is the beginning of what could be a $10 trillion boom for folks who know what to do - and who take the right steps now.
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SpaceX can't make this "Dark Energy" by itself. It relies on a small group of little-known suppliers to make it happen.
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And I believe that's why a laundry list of billionaires and tech CEOs are getting themselves into position.
Early supporters of "Dark Energy" technology include Nvidia CEO Jensen Huang, Oracle founder Larry Ellison, and OpenAI CEO Sam Altman.
Not to mention names like Brad Gerstner, a legendary tech investor who managed to be early on Uber, Microsoft, Amazon, Meta, and Nvidia.
He just joined a $300 million round backing this technology.
Or Garry Tan.
Garry invested in Coinbase back in 2012... turning a $300,000 stake into $2.4 billion in less than 10 years.
He has backed Airbnb, Stripe, DoorDash, and Dropbox... and his firm has invested in companies that are now worth more than $1 trillion combined.
Today, he's backing "Dark Energy" technology.
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This discovery could change our daily lives... and radically lower the cost of power.
And I believe that for you, this could be one the most profitable moments of your financial life if you position your money behind the right stocks before this news spreads.
I'm sharing all the details right now, on camera.
Click here to learn about this new "Dark Energy" for free.
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Regards,
Joel Litman
Chief Investment Officer, Altimetry
This ad is sent on behalf of Altimetry, 110 Cambridge Street, Cambridge, MA 02141.
Insider Buying Says Upstart Isn’t Down for the Count
Authored by Thomas Hughes. Originally Published: 5/18/2026.
Key Points
- Upstart insiders own a considerable exposure and are buying shares in May.
- Numerous catalysts exist to accelerate growth and profitability.
- Near-term headwinds exist, but analysts and institutions are buying into the long-term forecast.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Insiders are buying Upstart (NASDAQ: UPST), and the activity highlights two notable developments. The first is the kind of CEO transition investors can usually only hope for: a move from one founder to the next, preserving continuity of vision, and from one generation to the next, supporting long-term stability.
The second takeaway is that these insiders, including the outgoing and newly seated CEO, bought shares in May, even though they did not need to, given their already substantial exposure to this fintech stock.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidUpstart is an AI-powered lending platform. It is not a financial institution in the traditional sense, but rather a loan originator that uses a cloud-based, AI-enabled platform to qualify consumers and connect them with loans. The platform offers numerous benefits to the industry and consumers, including higher approval rates, lower risk, more efficient operations, 90% of loans being fully automated, and lower-cost loans for borrowers.
Analysts and Institutions Buy Into Upstart’s Long-Term Outlook
Analysts and institutional trends underscore the opportunity highlighted by the insiders. InsiderTrades tracks 16 analysts who rate the stock a consensus Hold. However, that cautious rating is offset by a 44% buy-side bias and the potential for 55% upside at the consensus target.
The bad news is that consensus has declined over the trailing 12 months, which helps explain the stock’s muted price action. Still, recent revisions suggest the trend may be stabilizing. Changes released since the May 5, 2026, earnings report include some price target reductions and initiations, but both remain near the consensus level, implying approximately 55% upside.
Institutional trends reveal a solid support base that has accumulated shares since the IPO. Key details include a 63% ownership rate, activity that ramped in 2025 and again in early 2026, and the overall balance of buying versus selling. Institutions are accumulating at a pace greater than $2-to-$1 and provide a strong market tailwind. The price action would be more bullish if not for the robust short interest.
Short sellers have leaned into this market because of its exposure to interest rates, arguing that its untested algorithm leaves it vulnerable. On the other hand, elevated short interest at 33% also sets the stock up for potential short squeezes if positive catalysts emerge, many of which are still ahead. The primary catalyst this year was securing more than $4 billion in committed capital. The deal, which includes Fortress and Centerbridge, derisks the outlook by reducing exposure to spot market rates and their impact on margins. Expansion into new verticals is also expected to drive growth, as is the move toward bank status.
Upstart: A Rising Start in Fintech
Earlier this year, Upstart announced that it had applied for a National Bank Charter. Still under review, the charter would enable Upstart to hold deposits, gain easier access to capital, and establish a more stable lending rate schedule. The impact on the business could be substantial, reducing risk, accelerating growth, and stabilizing the profitability outlook while effectively bypassing 50 individual state regulators in favor of federal oversight.
The price action suggests a potential bottom, but there is still no clear sign of a reversal. Support appears to be near $26.35 and may be difficult to break. The bad news is that this market may continue to hover around current levels until a stronger catalyst emerges. For now, the company is growing and outperforming consensus estimates, but profitability remains erratic and fell short in the latest report.
Upstart: Hurdles Versus Catalysts in 2026
Upstart’s biggest hurdle may be itself. The company’s AI models are effective, but class-action lawsuits allege they are also responsible for the company’s business weakness. Lawsuits filed in early 2026 claim the Model 22 upgrade was overly sensitive to macroeconomic signals, leading to significant declines in approvals, revenue, and earnings. The risk for investors is twofold: the risk of change and the risk of no change to the models.
Other risks include competition. While Upstart continues to gain traction, competitors including SoFi Technologies (NASDAQ: SOFI) and Affirm (NASDAQ: AFRM) continue to dominate the field. Their strengths lie in consumer loans, which affects Upstart’s addressable market, with Affirm’s point-of-sale model capturing share before consumers even need a loan. Upstart’s advantages include higher approval rates and turnkey integrations.
What is the market getting wrong about Upstart? The main miss is that Upstart is not just another cyclically exposed fintech with interest rate risk, but a scalable AI platform. While near-term hurdles remain, the long-term outlook includes rapid expansion into new verticals, including HELOCs and auto lending. Additionally, the 2026 margin compression appears to be driven largely by timing issues rather than fundamental defects, along with front-loaded reinvestment into growth verticals. The likely outcome is that the company continues to grow robustly in the coming years, refining its algorithm as it accelerates both growth and profitability.
Investors Abandoned These 3 AI Stocks Too Early, Says Jeff Clark
Authored by Bridget Bennett. Originally Published: 5/21/2026.
Key Points
- Jeff Clark of TradeSmith argues that narrow market breadth signals an approaching rotation away from AI and semiconductor stocks.
- Clark identifies Figma, Kratos Defense, and SoundHound AI as three pullback candidates trading well below their recent peaks despite solid fundamentals.
- Each stock has retreated sharply from highs while reporting revenue growth, making them potential beneficiaries if market leadership broadens.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
The headlines belong to AI and semiconductors right now. Chips are soaring, data center buildout stocks are making new highs, and the momentum crowd is firmly in control. But beneath the surface of a market that looks healthy, something odd is happening. The new-low list has been outrunning the new-high list even as the S&P 500 pushes above 7,500. That is not a healthy market. It is a narrow one.
Jeff Clark of TradeSmith has seen this setup before. His view is that when gains are concentrated in a thin slice of the market, the rotation trade is coming. And when it does, the money that rushes out of the hot names has to land somewhere. He thinks it lands in stocks that have already been left behind—and he has three specific names in mind.
The Setup: When Enthusiasm Gets Discounted to Infinity
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidThe bull case for AI stocks is not fiction. Real money is flowing into data centers, chips, and infrastructure. The question Clark is asking is a different one: for how long? Once a data center is built, you do not build another one next door. Memory chips are a cyclical commodity—yet the market has priced them as if the cycle has been suspended permanently. Clark’s view is that the market is extrapolating today’s spending to infinity, and that a correction is overdue. That does not mean the AI trade is over. It means the easy money in the hot names may already be made, and the opportunity is now sitting in the stocks no one is talking about.
Figma: A Software Survivor Priced Like a Casualty
Figma (NYSE: FIG) went public at $33 a share, shot to more than $140, and has since retraced nearly all of those gains—spending time near $20 before a recent earnings pop pushed it back above $22. The surface-level read is that software is under pressure from AI, and Figma is getting caught in that tide. Clark’s read is almost the opposite.
Figma is not being destroyed by AI. It is integrating it. The platform, used by designers and product teams to build digital products and prototypes, has leaned into AI tooling rather than ignoring it, and the results are showing up in the numbers. The company’s user base is growing more than 50% year over year, and its most recent earnings report came in at 10 cents per share against an expected loss of 17 cents. Net dollar retention has climbed to 139%, meaning existing customers are spending more. Revenue growth is accelerating, not slowing.
For Clark, the thesis is simple: the stock was never worth $140, but it was also never worth being abandoned. Near $20, it is pricing in too much fear and not enough of what the business is actually doing. His target entry is around that level, and he sees it as a name worth holding for the long run.
Kratos Defense: A Drone Pure-Play That Got Ahead of Itself
The defense budget expansion story is real, and Kratos Defense & Security Solutions (NASDAQ: KTOS) sits right at the center of it. The company’s unmanned aerial systems—jet-powered drones, hypersonic vehicles, and related defense technology—have the Department of Defense as their primary customer, and that customer is spending aggressively. Kratos reported 22.6% revenue growth in its most recent quarter, with a record backlog and raised full-year guidance.
But the stock ran from roughly $35 a year ago to $120 at its peak, and then gave most of it back. It is trading near $53 today, which Clark acknowledges is not cheap on traditional metrics. This is not a value stock in the Graham-and-Dodd sense. What it is, he argues, is a growth stock with earnings expanding north of 45% annually, trading at a steep discount to where market enthusiasm put it just a few months ago.
Clark’s preferred entry is closer to $45 to $50. The defense sector as a whole has pulled back from early-2026 highs as investors wait for the spending surge to show up more aggressively in earnings. Clark sees that patience as the setup. Drone technology spending is not going away, and the pullback creates a better entry than anything available when KTOS was making headlines at the top.
SoundHound AI: Round-Trip Ticket, Better Destination
SoundHound AI (NASDAQ: SOUN) has put investors through a full round trip. A year ago, the stock was trading near $8, ran all the way to the low $20s on AI enthusiasm, and has since come back down to roughly $8. Anyone who bought near the top knows exactly how painful that ride has been.
But Clark’s focus is not on where the stock has been; it is on whether this entry price makes sense relative to what the company is building.
SoundHound’s technology is the conversational AI voice layer embedded in cars, restaurant kiosks, and consumer devices—the software that responds when a driver asks for the nearest gas station or a customer places a voice order. The company is not yet profitable. What it is, Clark says, is doing the right things operationally: growing revenue, expanding into new verticals, and positioning itself as the leading pure-play on voice AI at a price point that reflects none of that potential. At $8, the stock is trading where it was before the original wave of AI enthusiasm, and the business is meaningfully larger now than it was then.
The risk is real, as profitability is still quarters away at minimum, and the stock has shown it can be volatile in both directions. But for investors who believe voice AI will become embedded infrastructure, Clark’s argument is that the round trip back to $8 is exactly the kind of entry point that “buy low, sell high” was invented for.
The Bigger Picture
The three names share a common thread: each ran hard on genuine enthusiasm, pulled back further than the fundamentals justify, and now sits in the uncomfortable zone where patience is required. That discomfort is the point. The stocks generating today’s headlines are priced for perfection. These are not—and for investors willing to wait for the rotation Clark sees coming, that gap may be exactly where the opportunity lives.
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