Dear Reader,
There’s a tiny stock on my radar right now…
Trading for less than the cost of a Starbucks latte.
Most investors have never heard of it.
It doesn’t get airtime on CNBC.
It isn’t on any “top picks” list at the major brokerages.
But I believe it could be one of the biggest beneficiaries when SpaceX finally goes public.
Here’s the stock—and why I’m watching it now.
Here’s the logic:
When SpaceX IPOs, most investors will rush straight to the obvious play.
That’s predictable. That’s what the crowd always does.
But the ripple effect of that IPO is where the real opportunity lives.
Because billions in capital won’t just flow into one stock.
It will flood the entire sector—into the smaller companies tied to the infrastructure SpaceX depends on.
And this particular stock?
Sits right in the path of that flood.
A small, publicly traded company. Directly connected to what Elon is building. The kind of name that can move fast—sometimes brutally fast—once attention shifts.
And when SpaceX becomes the biggest story in the market?
That attention will shift.
Quickly.
I just recorded a short presentation laying it all out:
- The ticker I’m watching most closely right now
- Why I believe it could move before the IPO even hits
- And exactly how to get positioned before the crowd shows up
Click here to watch the breakdown
This is how you get ahead of the hype.
Not by chasing it.
But by stepping in before it starts.
Matt McCall
P.S. The name of this company isn’t in any major financial publication right now. That changes the moment the SpaceX story hits the mainstream. Watch the presentation here before that happens.
3 Energy Stocks Built for the AI Power Boom—And Beyond
Author: Bridget Bennett. First Published: 6/8/2026.
Key Points
- AI-driven electricity demand growth of roughly 3.5% annually through 2030 is making energy infrastructure companies compelling long-term investments, according to Oxford Club strategist Marc Lichtenfeld.
- Halliburton, Chevron, and HA Sustainable Infrastructure Capital each offer distinct exposure to the energy buildout, spanning oilfield services, integrated production, and renewable project financing.
- Chevron's acquisition of Hess Corporation and a gas supply deal with Microsoft position it as a defensive compounder with direct ties to AI data center infrastructure.
- Special Report: SpaceX is offering you shares. Don't take them.
The oil market has been making headlines, but the real story may not be geopolitical—it could be structural. As artificial intelligence drives unprecedented electricity demand, the companies keeping the grid running increasingly look like some of the best long-term energy plays available right now.
Marc Lichtenfeld, Chief Income Strategist at the Oxford Club, argues that energy has quietly become the picks-and-shovels story of the AI era. Just as the merchants supplying gold rush miners often outpaced the prospectors, the energy companies powering today's data centers may ultimately generate more durable returns than the technology names drawing all the attention. With U.S. electricity demand forecast to grow roughly 3.5% annually through 2030, Lichtenfeld sees three stocks positioned to benefit—regardless of where oil prices settle.
Halliburton Is Drilling Into a Demand Surge
SpaceX will crumble without these 5 companies (Ad)
The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate.
Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.
Download the free SpaceX Investing Blackbook before these names go mainstreamHalliburton Company (NYSE: HAL) isn't the company pulling oil out of the ground. It supplies the equipment and personnel that make drilling possible, which gives it a different risk profile than pure-play producers.
That positioning looks increasingly attractive. U.S. rig counts have been rising for the first time in years, and political support for domestic energy production is accelerating the cycle.
As oil companies expand drilling programs, they need equipment—and Halliburton gets paid either way.
The stock has been climbing steadily, not just spiking. Lichtenfeld notes that it has been in a sustained uptrend rather than a headline-driven pop, which he views as a sign of durable demand rather than speculative momentum.
The company has increased activity outside the Middle East, with a significant footprint in U.S. onshore fracking operations, limiting its exposure to regional conflict risk.
Lichtenfeld attributes earnings growth projections of roughly 23% for the current year to the company, with continued expansion through 2028. Even at those estimates, he notes the stock is trading at a modest multiple—and at 21X earnings on $40 per share, he sees a path to $60 without requiring an aggressive valuation assumption.
One important note: like most oilfield services companies, Halliburton tends to lag the broader oil cycle. Contracts take time to wind down, so even if energy prices pull back, the revenue pipeline stays relatively intact for months. That lag can be a feature for investors entering during a period of uncertainty.
Chevron Plays Defense While the Market Celebrates
Chevron Corporation (NYSE: CVX) is the kind of company that writes the checks Halliburton cashes. As one of the world's largest integrated oil producers, Chevron generates roughly 4 million barrels per day—around 4% to 5% of global output.
What makes the current setup compelling isn't just scale. Chevron completed its acquisition of Hess Corporation in mid-2025, giving it a stake in what Lichtenfeld describes as one of the highest-margin, lowest-cost oil fields in the world off the coast of Guyana. That acquisition is expected to boost margins, earnings, and free cash flow in the years ahead.
The company also recently signed a long-term gas supply agreement with Microsoft (NASDAQ: MSFT) to power data centers in Texas—a direct line into the AI infrastructure buildout that most traditional energy investors aren't fully pricing in.
Chevron derives less than 5% of its production from the Middle East, which limits its exposure to the geopolitical volatility currently rattling oil markets. Its dividend yield sits near 3.8%, and the company has a long track record of raising that payout annually. At roughly 7X forward free cash flow, the valuation appears reasonable to Lichtenfeld for what is ultimately a defensive compounder.
This isn't a stock built for explosive short-term gains. Lichtenfeld frames it as a portfolio anchor—something that quietly compounds over five to 10 years while absorbing volatility when higher-growth names hit turbulence. In a market where speculation is running hot, that kind of ballast matters.
HA Sustainable Infrastructure Capital Finances the Energy Transition
HA Sustainable Infrastructure Capital (NYSE: HASI) offers a different angle on the same theme. Formerly known as Hannon Armstrong Sustainable Infrastructure Capital, the company doesn't build solar or wind projects—it finances them, collecting interest from developers rather than generating energy revenue directly.
The renewables sector has largely shrugged off the policy headwinds coming from Washington, and Lichtenfeld thinks that makes sense. The demand for energy is simply too great for any single source to satisfy. Oil, gas, nuclear, solar, and wind all have a role to play, and capital is flowing accordingly.
HASI recently received an investment-grade credit rating upgrade to BBB-, which should reduce its cost of borrowing at a time when it's lending out capital at roughly twice what it pays to raise it. That spread—borrowing in the mid-single digits and deploying at around 10%—is the core of the business model, and a better credit profile could widen it further.
The portfolio is broadly diversified: more than 1,300 investments across 150 clients, with some contracts extending 30 years. That long-dated cash flow base supports both dividend sustainability and earnings predictability. Lichtenfeld notes that adjusted earnings per share grew roughly 10% in the most recent full year, and he sees double-digit growth continuing through 2028. The stock carries a roughly 4.4% dividend yield and, despite a near-doubling over the past year, trades at less than 12X its 2028 guidance.
It's more speculative than Chevron, and a shift in Washington policy in 2028 would represent a meaningful upside catalyst. For investors looking for energy exposure that isn't tied directly to the oil price cycle, HASI offers a distinct entry point.
The Energy Opportunity Hiding in Plain Sight
Energy doesn't need a geopolitical crisis to matter—it just needs the world to keep running. Whether the catalyst is AI data centers, a growing global middle class, or the eventual reopening of constrained supply routes, demand isn't going away. Halliburton captures the domestic drilling buildout, Chevron offers scale and stability with a direct line into AI infrastructure, and HASI provides exposure to the renewable financing side of the transition. The technology sector gets the headlines, but it's the energy companies keeping the lights on that may prove to be the more durable long-term bet.
Could a Tesla-SpaceX Merger Be Closer Than Investors Think?
Author: Sam Quirke. First Published: 6/17/2026.
Key Points
- Wedbush's Dan Ives put the odds of a Tesla-SpaceX merger within the next year at 80%, calling it the logical next step in Musk's broader AI and data strategy.
- The SpaceX IPO has now happened, making this more of a real discussion point rather than some hypothetical musing.
- Tesla shareholders now have a publicly traded counterparty for the first time, and a clear path to what could become one of the most consequential corporate combinations in history.
- Special Report: SpaceX is offering you shares. Don't take them.
Shares of Tesla Inc (NASDAQ: TSLA) are trading around $410 this week, holding on to most of the gains they have logged since hitting a multi-month low in late April. The broader bull case has been well documented, from full self-driving and robotaxis to Optimus and Tesla's longer-term robotics ambitions.
But in recent weeks, a new and potentially more significant narrative has been quietly building in the background. That narrative is the growing consensus that Tesla and SpaceX are heading toward a merger, and SpaceX's blockbuster IPO last week has brought the idea into even sharper focus. SpaceX has now gone public, and the timing has triggered a fresh round of commentary from Wall Street's most vocal Tesla bulls.
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His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.
Watch Porter Stansberry's full briefing and learn how to prepare nowWhile Tesla's retail investors have been busy debating robotaxi rollouts, the conversation among serious institutional voices has shifted.
The SpaceX IPO Changes Everything
Last Friday, SpaceX listed on the Nasdaq in what is widely considered the biggest IPO in history. It was oversubscribed fourfold; retail investor demand alone topped $100 billion, and firms like BlackRock were looking to invest at least $5 billion themselves.
But beyond the headlines, the IPO has fundamentally changed the conversation around Tesla in a way that has not fully sunk in yet. Until last week, the prospect of a Tesla-SpaceX merger was a fascinating theoretical exercise built on speculation and Musk's track record.
Now, however, there is a publicly traded counterparty with a real market valuation, a real share structure and a real set of public shareholders. The merger thesis has moved from hypothetically interesting to a tangible scenario that the market can actually begin pricing in.
Why Ives Thinks It's Coming
That brings us to the comments from Wedbush's Dan Ives, one of Wall Street's most consistently bullish voices on Tesla. Speaking to Bloomberg ahead of the SpaceX listing last week, Ives put the odds of a Tesla-SpaceX merger within the next year at 80% and framed it as the logical next step in a broader strategy that Elon Musk, the founder and CEO of both companies, has been quietly executing for years.
His reasoning is worth exploring more closely. Ives sees the merger not as a corporate vanity project, but as part of a deeper play around AI and data. In his words, the eventual combination is about consolidating "the broader plan, specifically when it comes to AI data and all under that Musk ecosystem associated from a control perspective."
He went further, arguing that SpaceX itself should be viewed less as a traditional space company and more as a "data AI play" with the potential to host data centers in space within three or four years.
That reframing matters because it directly challenges the way many investors currently think about both companies. If Ives is right, then everything from full self-driving to robotaxis to Starlink will eventually form part of a single, integrated AI and data empire that is far more valuable as one entity than as two.
Musk Has Done This Before
What gives the merger thesis genuine credibility is not just Ives's commentary, but the pattern that comes before it. Earlier this year, Tesla invested in Musk's xAI, which had acquired X (formerly Twitter). SpaceX has since acquired xAI, meaning Tesla shareholders already have a substantial indirect link to SpaceX sitting on their balance sheet, without a formal merger having even taken place.
That is not a coincidence; it is an intentional and methodical chain of transactions. Each step has brought Tesla and SpaceX closer together operationally and financially, quietly laying the foundation for something much larger.
Add in the joint Terafab semiconductor fabrication facility currently under development, which will manufacture chips for both companies, and the picture of two organizations being deliberately stitched together becomes hard to ignore. Now that SpaceX is publicly listed, the final structural barrier to a formal combination has effectively been removed.
A Long Shot Worth Watching
All that said, the risks are real, and there are still plenty of reasons to be cautious. Both companies are trading at stretched multiples in their own right, and merging them introduces meaningful execution risk.
Prediction markets, which have become increasingly recognized for their forecasting accuracy, are still placing the odds of a merger before May 2027 at around 50%, well below Ives's call. There's also the not-so-small matter of the legal scrutiny and shareholder battles that any deal of this scale would inevitably attract.
Still, the direction of travel feels clearer than it did even a month ago. Musk has a long track record of eventually delivering on ideas that initially seemed implausible, and the SpaceX IPO might have just handed him the final piece of the puzzle.
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