From Roi Tracker Pro <[email protected]>
Subject Quick question: what's the most valuable company in Elon Musk's empire?
Date September 11, 2026 4:34 PM
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Most people guess A. A former Qualcomm executive who called Nvidia in 2016 —
before it went up 25,000% — says the answer is B. A small, under-the-radar
company that Elon Musk literally cannot operate without.



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Without THIS, Tesla's cars don't drive. SpaceX rockets don't launch. Optimus
robots can't see.


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What is it?

A) Nvidia
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B) A company you've never heard of
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C) Apple
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D) Palantir
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Most people guess A.

A former Qualcomm executive who called Nvidia in 2016 — before it went up
25,000% — says the answer is B.

A small, under-the-radar company that Elon Musk literally cannot operate
without.

Tesla could go 70x according to Musk himself.
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Imagine what happens to the company Tesla can't live without.

Musk is about to make a major announcement. Possibly tomorrow.

After that — this window closes.

See the company name and ticker
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The ROI Open
Inflation Held at 3.4%. The Bond Market Reacted Like It Didn’t.
Friday’s CPI report, Oracle’s post-earnings price finally settling, and a
market that keeps rallying into hawkish data — three signals worth more than
the headlines they generated.

Note: this edition was researched during Friday’s regular trading session.
Intraday levels below are not final closing prices.

Friday, September 11, brought the inflation report markets had been waiting
all week for. The number itself was unremarkable. What happened around it was
not.
ROI Signal 01 — CPI holds at 3.4%, but rate-hike odds jump anyway
August’s Consumer Price Index rose 0.4% for the month and 3.4% year over
year, in line with consensus; core CPI (excluding food and energy) rose 0.3%
monthly and 2.4% year over year. Despite a headline number that matched
expectations, prediction markets moved to price roughly a 70–79% chance the
Federal Reserve raises rates at next week’s meeting, up from about 70% before
the release — an unusual environment where markets are pricing hikes, not cuts.
The 2-year Treasury yield fell to 4.592%, below where it traded before the data
came out.

A short-term Treasury yield falling on the same day rate-hike odds rise is not
the textbook reaction. It suggests bond traders are reading this release as
confirmation that inflation has peaked for this cycle, even as options markets
price near-term hike risk. Both views can’t be fully right; which one is
depends on data still to come.
ROI Signal 02 — Oracle’s wild post-earnings swing settles down
Yesterday’s edition flagged that Oracle’s post-earnings price action was a
mess of conflicting data — a regular-session close of $152.94, an immediate
after-hours pop to $159.58, and a separate quote showing $126.41 that we could
not reconcile. Friday morning, Oracle traded at $153.78, up 0.55% from
Thursday’s close. That resolves the confusion: the extreme after-hours prints
on both sides were noise, not a lasting repricing. The stock is essentially
back where it closed before the earnings reaction even started.
ROI Signal 03 — Gold and bitcoin rally on a report that was supposed to be
hawkish
Gold rose 0.8% and bitcoin gained 1.3% on the CPI print, while the dollar
erased its earlier gains — a combination more consistent with markets pricing
easier policy ahead than tighter. Equity index futures also firmed rather than
sold off on the release. Read together with Signal 01, Friday’s market is
sending mixed signals about which direction the Fed actually moves next week.

What the Numbers Actually Say
An in-line CPI print does not, by itself, tell you which way the Fed moves
next week — the conflicting reaction across rate-hike odds, short-term yields,
and gold shows professional investors themselves are split. Oracle’s settling
price is the more useful lesson: extreme after-hours moves on heavy-volume
earnings nights are frequently noise, and the only price that matters is where
the stock trades once a full, liquid session has passed.
Risk to the Return
If next week’s Fed decision goes against what the 2-year yield is currently
pricing, expect a sharp repricing in short-duration bonds and rate-sensitive
income vehicles — a live issue for today’s Income Tracker.

Today’s Measurement Point
Watch next week’s FOMC decision against the roughly 70–79% hike odds
currently priced, and watch whether Oracle holds its post-settlement price of
$153.78 through Monday’s open.



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