Dear Friend,
Here's a number nobody's bragging about.
$175.
That's where the prediction markets said SPCX would open.
It opened at $150.
Even the largest IPO in history couldn't live up to its own hype.
Why? Because by the time a company goes public, 95% of the profits are already gone.
The insiders bought at $20 billion. IPO buyers paid $1.77 trillion.
There was never 1,000% upside left in SPCX. The math doesn't allow it.
But there is one place in Musk's empire where the math still works.
A small, publicly traded company that builds the power infrastructure Colossus can't run without. A $1.5 billion backlog. Still priced like Wall Street hasn't noticed.
The last time Wall Street discovered an AI bottleneck stock — Vertiv — it ran 1,700%.
Dylan Jovine is giving away the name — free.
Skip the hype. Get the ticker with the upside left >>
"The Buck Stops Here,"
Kelly Maguire
Behind the Markets