Trump: "A Great Deal, or No Deal at All."

May 26, 2026

Today's question: Stocks are reopening near record highs on peace hopes — the same morning the U.S. struck Iran again. When the market and the news point opposite directions, which one do you trust?

Kasper Soren

Welcome back. While you were grilling, the market got more complicated, not less. Stocks are reopening near record highs on hope that the Iran war is ending — but the U.S. struck southern Iran overnight, oil is pulling in two directions at once, and Trump is back to "great deal or no deal." Here's the tight read before the bell.

STOCKS SAY PEACE. THE OVERNIGHT NEWS SAYS WAR.

The market is voting for peace this morning — futures up almost 1%, a 91% implied chance of a higher open, the dollar falling as the fear premium drains out. The reason is Trump's weekend line that talks are "proceeding nicely." But the same overnight hours brought U.S. "self-defense" strikes on missile sites and mine-laying boats in southern Iran, and a warning that it's "a Great Deal for all, or no Deal at all." This is the seventh time peace has looked close. The first six faded within days.

The oil market is telling the more honest story. Brent rose while WTI fell — partly a holiday-settlement quirk, but also a sign traders can't agree on what comes next. With analysts warning crude is near "minimum operating levels" and shortages possible by July, the risk isn't symmetric: a real deal eases prices slowly, but a collapse spikes them fast. Don't chase a gap-up open built on a headline that's broken six times before.

🎯 Actionable Trade Setup

Watching: SPY at the open, USO/XLE for the oil split.
Bias: Cautious into strength — let the gap settle before acting.
Strategy: Keep an energy hedge; hold cash for a reversal. Don't buy the open on peace hopes alone.
Invalidation: A signed deal with Hormuz physically reopening. Strikes overnight say we're not there.

Market Delta — Tue May 26, Pre-Market (Markets Reopen)

Dow futures +300 pts | S&P futures +0.7% | Nasdaq futures +1%(91% odds of higher open)
Brent crude $98.81 (+2.78%) | WTI $92.33 (-4.42%, holiday settlement gap)
S&P closed Fri at record 7,473 | Dollar weaker vs all G-10
Overnight: U.S. struck southern Iran ("self-defense") | Trump: "A Great Deal for all, or No Deal at all"

A QUESTION FROM OUTSIDE THE MARKETS.

Not everything that matters to our readers is about markets. Many of you have written over the years about faith, health, and the questions that sit deeper than any portfolio. So today we're sharing something a little different — a viewpoint one of our partners asked us to pass along. We won't vouch for it; we'll let you be the judge. It centers on a single claim: that one mistranslated word, centuries ago, may have caused a great deal of needless suffering.

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Is the Bible killing you?

According to Pastor Andrew, the answer is YES.

And in his short video you should watch here, he provides very strong evidence to support this controversial (but rapidly growing) theory.

At first, we were quite skeptical, and I even asked the pastor point blank…

"Are you saying that God made a mistake?"

The pastor was quick to respond, and said –

"God doesn't make mistakes. But 1800 years ago, we believe a biblical translator DID."

The pastor then went on to explain his theory…

"It is our belief that ONE, single, mistranslated word in the bible – which occurred about 200 years after the death of Jesus – is responsible for an incredible amount of needless suffering."

I felt that the pastor truly believed what he was claiming… So I decided to watch his video. And frankly, it was as shocking to me as it was eye-opening.

But you be the judge for yourself.

P.S. According to the pastor, certain left-leaning departments of our government are actively trying to suppress this.

Watch the secret he exposes in his controversial video

THE SPACEX FILING WALL STREET HASN'T DECODED.

The SpaceX IPO is now the most-watched listing in history, expected in June at a $1.75 trillion valuation. But the loudest stories aren't always where the real money moves. The interesting question with any mega-IPO is the plumbing underneath it — index rules, fund mandates, and the forced buying that kicks in when a giant joins the major indexes. When a company that large gets added, the world's biggest passive funds may be required to buy it, all at once, regardless of price.

One veteran tech analyst argues a recent SpaceX filing — paired with a quiet change to Nasdaq's index rules — sets up exactly that kind of forced-buying wave, and that a handful of early positions tied to the moment could move dramatically.

^_Sponsored

I just uncovered the craziest — and most astonishing — thing I've ever seen in 30 years in tech and finance.

It's a new SpaceX filing that could rock the entire market. Take a look…

It means Elon may have just solved the biggest liquidity problem in IPO history.

If I'm right, this triggers a forced buying wave so large — BlackRock, Vanguard, Fidelity all move on the same day — that the gains could be historic.

We got a clue when Nasdaq quietly changed its index rules. The biggest regulatory favor ever granted to a single company.

Wall Street still hasn't connected the dots.

Elon Musk predicted 1,000X returns…

A handful of early positions tied to this moment could skyrocket. I've never said that about any IPO in 30 years.

I put the full story together in a short video.

Watch it here before the rest of the world does.

🎯 Actionable Trade Setup

Watching: SPCX (SpaceX, June), and the index funds (VOO, QQQ) that may be forced buyers.
Bias: Cautious — index inclusion is real, but "1,000X" is marketing.
Strategy: Don't chase Day 1. If you want exposure, study the structure first; size as speculation only.
Caution: Mega-IPOs average double-digit first-year losses. Verify any specific claim before acting.

🔒 OBBBA Rule Watch — Tax Rule of the Day

The Permanent TCJA Brackets: Why Roth Conversions Make Sense Now

The One Big Beautiful Bill made the lower Tax Cuts & Jobs Act tax brackets permanent. That removes the "tax cliff" many retirees feared at the end of 2025, but it also creates a planning opportunity: today's lower brackets are now the stable baseline, not a temporary discount. For retirees in their 60s with money in traditional IRAs, this is a strong window to consider Roth conversions — moving money from a traditional IRA to a Roth, paying tax now at today's locked-in lower rates, so that all future growth and withdrawals are tax-free. The math especially favors those in the years between retirement and age 73, when income is often lower and Required Minimum Distributions haven't started yet. Converting in a low-income year can fill up the lower brackets cheaply.

Why it matters: With brackets now permanent, a multi-year Roth conversion plan is no longer a race against expiring rates — it's a steady strategy. Model it with your tax advisor before year-end.

THE 1934 PLAYBOOK NOBODY'S WATCHING.

While every eye on Wall Street is fixed on the SpaceX listing, history offers a quiet reminder: the system often makes its biggest moves while everyone's watching the shiny object. In 1933 and 1934, the federal government revalued gold almost overnight, transferring enormous wealth to those who saw it coming. The legal authority behind that maneuver was never repealed — it still exists today.

With $39 trillion in federal debt and advisers openly discussing dollar-reset ideas like a "Mar-a-Lago Accord," it's worth understanding the mechanism — not as a prediction, but as preparation.

^_Sponsored

In 1934, the government executed a legal order that transferred billions in wealth overnight.

Most Americans had no idea it was coming. A small group who saw it early protected everything they had. Everyone else paid for it.

Trump has the identical legal authority today. His advisors have discussed it publicly. The Mar-a-Lago Accord. A dollar reset. A gold revaluation. The mechanisms exist. The authority exists. And the motivation exists.

If it happens, it happens fast, and the window to be on the right side of it is already closing.

The SpaceX IPO is pulling every eye on Wall Street toward one shiny object. That's exactly the kind of moment when the system makes its biggest moves in the background.

We put together a free 2026 Gold Guide that explains exactly what this authority is, why the timing points to now, and the one step ordinary Americans can take to position themselves before it happens.

It costs nothing. Takes 30 seconds to request.

The people who moved early in 1934 didn't have a warning. You do.

Send Me My Free Guide Now >>

🎯 Actionable Trade Setup

Watching: PHYS / GLD (gold), and physical bullion in personal custody.
Bias: Bullish on gold as a structural hedge.
Strategy: Accumulate on dips; physical metal outside the banking system is the cleanest hedge against any revaluation scenario.
Logic: Not a prediction — a hedge. Central banks keep buying; the structural floor holds near $4,500.

DON'T LET A GAP-UP MAKE YOUR DECISIONS.

The market reopens hot, but the overnight strikes are a reminder that nothing is settled. Gap-up opens on geopolitical hope have faded six times in this war. Let the first hour trade before you do anything, keep extra cash for a reversal, and hold your hedges. Discipline beats reflex every time a headline moves the tape.

🎯 Actionable Trade Setup

Watching: Your cash level and your hedges, not the opening tick.
Bias: Patient and balanced.
Strategy: Let the gap settle. Hold energy + gold hedges. Keep dry powder (SGOV, ~4.3%).
The one rule today: Don't let a gap-up make your decisions for you.

📋 Trade Cheat Sheet — Tuesday May 26

TICKER	THEME	BIAS	ACTION
SPY	Record-high reopen	⚖️ Cautious	Let the gap settle — don't chase the open
XLE	Iran / oil split	🟢 Bullish hedge	Hold — strikes overnight, deal unsigned
SPCX	SpaceX IPO (June)	⚖️ Cautious	Don't chase Day 1 — speculation only
PHYS	Gold / 1934 hedge	🟢 Bullish	Accumulate; physical metal outside banks
SGOV	Dry powder	🟢 Bullish	Hold cash for a reversal, ~4.3% yield

📊 POLL

Markets reopen up, but the U.S. just struck Iran. Your move?

A) 📉 Fade the rally — strikes mean no real deal

B) 🟢 Ride it — peace is genuinely closer

C) 🥇 Into gold — too much uncertainty

D) 💵 Holding cash — waiting for the dust to settle

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SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns

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SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns

SpaceX may grab the spotlight, but the real opportunity could lie in the stocks powering Elon Musk’s bigger AI empire. Here are four names Luke Lango says could be the biggest winners.

Universal income is coming. One company isn’t waiting. (From Mode Mobile)

Key Points

Luke Lango of InvestorPlace argues that Tesla, SpaceX, X, and XAI are converging into a single AI-driven empire, and the SpaceX IPO expected in June is the catalyst that sets the whole story in motion
Lango's top SpaceX-connected pick is Redwire Corporation, a space-based solar panel manufacturer he believes is positioned to capture a significant share of Elon Musk's orbital data center spending
The bigger opportunity, Lango argues, isn't the SpaceX IPO itself, but the ecosystem of stocks positioned around each pillar of the empire before the convergence plays out
Special Report: After “33X” call, Jon Najarian reveals NEW Tesla prediction… (From Banyan Hill Publishing)

The SpaceX (NASDAQ: SPCX) IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven empire, and the stocks riding that wave are already starting to move.

Where SpaceX's IPO Money Is Actually Going

Most investors think of SpaceX as a rocket story, but Lango frames it differently.

Since acquiring X and folding in xAI's Grok models and data generation capabilities, SpaceX has quietly become an AI infrastructure play. And the IPO, which Lango expects to land in June, is primarily about raising capital to launch data centers into orbit.

The economics behind that move are worth understanding. Terrestrial data centers are resource-constrained: land, water, and energy costs trend higher over time. But orbital data centers face no land cost, reduced cooling costs in the near-absolute-zero environment of space, and minimal energy costs thanks to uninterrupted solar exposure. The primary cost driver is hardware, and hardware follows known cost-reduction curves. The cost of building on Earth goes up; the cost of building in space goes down.

The way Lango wants to play it isn't the SpaceX IPO itself. It's Redwire Corporation (NYSE: RDW).

Redwire builds space-based solar panels—the same technology that powers the International Space Station—and Lango believes that capability is essentially non-replicable in-house by SpaceX.

Once the IPO closes and capital starts flowing into orbital compute, he expects Redwire to win a significant portion of that spending. Lango called it a potential triple-digit stock within 12 months.

For context, he pointed to Planet Labs PBC (NYSE: PL), Rocket Lab USA (NASDAQ: RKLB), and AST SpaceMobile (NASDAQ: ASTS) as earlier space trades that have already run from single-digit prices to multiples of that — part of a broader wave of space infrastructure stocks gaining momentum ahead of the SpaceX IPO.

Tesla's Real Job in the Empire Has Nothing to Do With Electric Vehicles

Lango's read on Tesla (NASDAQ: TSLA) strips the EV narrative away entirely.

In his framework, Tesla is the distribution arm of the empire, the physical layer through which artificial general intelligence eventually reaches the real world via autonomous vehicles and humanoid robots.

Cyber Cab production is just beginning. Optimus is in early ramp. The Terrafab, a vertically integrated semiconductor facility under construction in Texas, is designed to collapse a sprawling global supply chain under one roof and remove the production bottlenecks slowing both programs down.

His pick tied to Tesla's physical AI ramp is Hesai Group (NASDAQ: HSAI), a Chinese LiDAR manufacturer and one of the world's leading providers of that sensor technology.

Hesai has been expanding beyond automotive ADAS into robotics and “physical AI” applications, and the company said in January that it planned to double annual production capacity in 2026 to more than 4 million lidar units.

The argument: while Elon Musk has long opposed LiDAR for cars, he has made no such statement about humanoid robots.

Operating in homes and factories demands a level of spatial redundancy that Lango believes will require LiDAR, and Hesai's cost structure aligns with Tesla's goal of a sub-$20,000 Optimus robot.

HSAI ran hard before pulling back. Lango called the current level an attractive entry point ahead of what he expects to be a significant re-rating once sensors are validated as a core component of physical AI.

The Data Advantage Hiding Inside Elon's Most Overlooked Asset

The conventional knock on data as an AI input is that it's commoditized. Anyone can scrape the web. Lango pushes back on that, drawing a distinction between structured published content and the real-time, unfiltered human expression generated on social platforms.

X, in his view, sits on one of the largest and most humanlike datasets in existence, making it not just a social platform but the fuel source for the entire empire's AI training operation. The more humanlike AI needs to become, the more valuable that data gets.

That sets up his next pick. Every major hyperscaler—Alphabet (NASDAQ GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META)—has moved aggressively toward custom silicon. No entity within Elon's empire has made a comparable move yet.

Lango expects that changes, and he expects it to be built on top of ARM Holdings (NASDAQ: ARM) architecture.

A partnership announcement between ARM and any Elon-affiliated entity could trigger a significant re-rating, the kind of move that partnership news has delivered for other AI-adjacent names.

ARM has already run on the custom silicon theme; Lango treats it as a momentum name to accumulate on pullbacks.

For investors who want a lower-volatility path to the same opportunity, he flagged SoftBank Group (OTC: SFTBY) as a backdoor play. SoftBank holds a substantial stake in ARM, a major investment in OpenAI, and has been aggressive across the AI semiconductor supply chain. It won't deliver the same upside multiple as ARM directly, but it offers broader exposure to the AI buildout with less single-stock concentration.

The Compute Play Behind XAI's Ambitions

xAI is the brain of the empire, the model training operation that makes everything else functional. The way to play it, Lango said, is the same way you'd play any AI compute expansion: more infrastructure.

That points to neoclouds, the independent compute providers servicing a structurally undersupplied market.

His top neocloud pick is Nebius Group (NASDAQ: NBIS), a European-focused GPU cloud operator with roots in Yandex that reincorporated after Russia's invasion of Ukraine.

Triple-digit revenue growth and improving margins make the valuation case, even after a significant recent run.

His other neocloud name is CoreWeave (NASDAQ: CRWV).

The market has punished CoreWeave for its leverage and perceived dependence on OpenAI. That concern is real, but CoreWeave has also broadened its customer base, including a roughly $21 billion expanded AI infrastructure agreement with Meta announced in April 2026.

Lango counters that xAI was a CoreWeave customer before Elon Musk built the Colossus supercluster in Memphis, as the customer base is broader than the bears acknowledge.

More to the point, leverage that hurts in a slowdown accelerates in a buildout cycle, and right now the buildout is what's happening. The very thing that kept investors away is becoming a tailwind. He put CoreWeave in the same early-innings category as Redwire, a stock the market has been slow to believe, setting up what he sees as a significant move ahead.

The throughline across all four pillars is straightforward: SpaceX builds the infrastructure, Tesla distributes the intelligence, X fuels the models, and XAI runs the brain.

Whether that convergence ultimately produces one publicly traded entity or remains a constellation of separate companies, the stocks positioned around each pillar—RDW, HSAI, ARM, and NBIS—are where Lango says the opportunity is taking shape today.

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