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Market Delta: Tuesday June 16, Pre-Market
S&P 500 7,554 +1.65% (new record) · Dow 51,671 +0.92% · Nasdaq 26,684 +3.07%
SpaceX (SPCX) ~$178 +32% from $135 IPO · Russell 2,965 +0.72%
WTI crude $79.15 -4.5% · Gold $4,339 +2.8% · Silver $69.91
10Y yield 4.48% · VIX 16.20 ↓8% · Bitcoin $65,695 +2.1%
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Monday delivered everything the weekend promised and then some. The Iran deal sent oil crashing below $80 for the first time since March, and every dollar that left energy flowed straight into equities. The Nasdaq jumped 3% - its best day since April. The S&P closed above 7,500 for the first time in history. SpaceX added another 10% on top of its 19% IPO-day gain and now trades at $178, making it one of the most valuable public companies on the planet after just two trading sessions. The VIX dropped below 17. Gold surged above $4,300. Even Bitcoin caught a bid. If you walked away from your screen for the weekend, you missed a lot. Here is what matters for Tuesday. |
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The Day After the Best Day |
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The question on every trading desk this morning is simple: was Monday a one-day sugar rush or the start of something longer? The answer depends on oil. If WTI holds near $79 through the week - meaning the Iran deal does not fall apart before the Friday signing in Switzerland - the inflation trade unwinds further, the Fed gets more room to cut in September, and the rally has legs. If the deal stumbles, oil snaps back above $85 and Monday's gains give back fast. The Strait of Hormuz is still physically closed as of this morning. Shipping companies are waiting for clarity before sending tankers through. The MOU signing on Friday is the trigger. |
Here is the number that matters most for your portfolio today: the S&P closed at 7,554. That is 1.65% above Friday and a new all-time high. But the rally was not broad. The Nasdaq did 3% while the Dow managed less than 1%. That tells you the money went into growth and tech - not value, not banks, not industrials. If you own a balanced portfolio of index funds, you did well Monday. If you own a concentrated portfolio of dividend stocks, you barely noticed. Tuesday's tell is whether the rotation broadens or stays narrow. Watch the Russell 2000. If small caps join the party, the rally has staying power. If they sit flat while the Nasdaq runs, this is a momentum chase - and those end suddenly. |
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Musk's Orbital AI Needs a Human Interface |
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Back in February, Musk merged SpaceX and xAI into a $1.25 trillion entity with a single strategic goal: put AI computing infrastructure into orbit. Starlink's satellite mesh provides the global network. xAI's large language models provide the intelligence. The plan is to move massive compute workloads into space, where constant solar energy and natural radiative cooling solve the two biggest problems facing earth-bound data centers. It is ambitious, it is real, and it raises a question that nobody on Wall Street is spending enough time on. If AI lives in orbit, how do humans interact with it? Not through a laptop screen. Not through a phone. Through spatial computing - a virtual workspace where AI sees what you see and responds in real time. |
That is the gap between the supply chain Musk is building in space and the human being sitting in a living room in Scottsdale trying to use it. The companies that bridge that gap - the ones building the headsets, the software layers, and the AI agents that make spatial computing usable for normal people - are the next link in the chain. One of them already has 1.5 million users across Apple, Meta, and Samsung devices. |
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From our partner |
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In February 2026, Elon Musk merged SpaceX and xAI, and announced plans to put AI computing infrastructure into orbit. |
His words: "Space-based AI is obviously the only way to scale." |
Big bet. But it raises one question nobody is asking: |
If AI lives in orbit, what does the human interface look like? |
Not a laptop. Not a phone. Spatial Computing. A virtual workspace where AI sees what you see and acts in real time. |
That's exactly what Immersed is building. |
1.5M+ users on Apple, Meta AND Samsung
Curator AI agent - already live
Visor headset - already shipping
NASDAQ ticker $IMRS - reserved
Intel's previous CEO invested. A multi-billinaire founder put in $2M+.
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The market is headed to $1 trillion by 2034. The round is nearly full. |
You can still get in at $0.79/share, but not for long. |
➙Invest Before the Window Closes |
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Disclaimer: Immersed is offering securities through the use of an Offering Statement that has been qualified by the Securities and Exchange Commission under Tier II of Regulation A. The valuation is set by the Company and there is currently no public market for the Company's Common Stock. Please read the offering circular and related risks at invest.immersed.com. Nasdaq ticker “IMRS” has been reserved by Immersed and any potential listing is subject to future regulatory approval and market conditions. |
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Oil Crashed. The Smart Money Is Not Running. |
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WTI crude fell 4.5% on Monday to $79.15 - its lowest level since March 10, back before the Strait of Hormuz closure sent prices above $100. The reflex for most retail investors is to run from the sector. Energy stocks sold off. Pipeline companies sagged. The word "crash" was everywhere by lunchtime. But here is what the reflex misses: oil at $79 is still 20% above pre-war levels. The Strait is not physically open yet. Shipping companies are waiting for the Friday signing before sending tankers through. And OPEC has not said a word about increasing production. The selloff priced in a perfect scenario. Reality is rarely perfect. |
The people who have traded oil for decades - the ones who managed money for sovereign wealth funds and energy giants - see a different picture. They see a sharp dislocation between price and fundamentals, which is exactly the kind of setup that generates short-term income if you know the right strategy. One of them is making his approach public for the first time. |
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From our partner |
Editor’s Note: The governments of Saudi Arabia and Kuwait once hired Larry Benedict. So did the banks that hold money for Exxon, Chevron, and Shell. For decades, he helped the most powerful players in oil grow their money. Now he's revealing his top oil strategy, adapted so ordinary folks can use it too. He shares the full details in a free presentation, Watch here, or read more below. |
The oil-rich governments of Saudi Arabia and Kuwait hired this man behind the scenes… |
The banks that work with Exxon, Chevron, and Shell trusted him with their money… |
And now he’s revealing his best oil strategy, from beginning to end. |
It could help you collect payouts as high as $4,354... $4,783... and even $6,268 within days. |
Even if you’ve never traded a penny in oil before. |
He calls this strategy “Oil Skimming”... |
And in a brand-new presentation, you can learn exactly how it works, including a three-part way to do it yourself. |
You won’t even need to buy a single oil stock. |
Click here to watch the presentation now. |
P.S. This could come offline soon, without any notice. Click here to watch the presentation while you still can. |
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🔒 OBBBA Rule Watch: Tax Rule of the Day
529-to-Roth Rollover Under SECURE 2.0
Starting in 2024, SECURE 2.0 allows you to roll unused 529 education plan funds directly into a Roth IRA for the beneficiary - tax-free and penalty-free. The 529 must have been open at least 15 years. The lifetime rollover cap is $35,000 per beneficiary. Annual rollovers are limited to that year's Roth IRA contribution limit ($7,500 in 2026, or $8,600 if age 50+). The beneficiary must have earned income equal to or greater than the rollover amount. Contributions made in the last five years and their earnings are not eligible for rollover. This is a clean way to rescue leftover 529 money when a child finishes school with funds remaining, or when a grandchild gets a scholarship and the plan is no longer needed.
Why it matters: If you have a 529 with leftover funds collecting dust, this provision lets you convert that education money into retirement money for the beneficiary without triggering any tax bill.
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SpaceX Proved the IPO Works. Who Is Next? |
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SpaceX raised $75 billion and gained 32% in two trading days. That is not just a win for Musk - it is a signal flare for every large private company watching from the sideline. The IPO window is open and the appetite for mega-offerings is real. The two names that every banker on Wall Street is talking about now are OpenAI and Anthropic. OpenAI has reportedly targeted the first trillion-dollar IPO in history. Anthropic is right behind it. Both operate in the same sector. Both are likely to go public within 12 months of each other. And both are still private, which means the biggest gains - if they come - will have already accrued to insiders by the time you can buy a share on opening day. |
History backs that up. Peter Thiel got into Facebook before it went public, and his stake went up as high as 200,000%. People who bought on IPO day watched the stock drop 50% in four months. Same company, completely different outcomes. The only variable was timing. The question for retail investors is whether there is a way to get exposure before the ticker goes live. One analyst thinks he found it. |
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From our partner |
A huge number of people will get rich from the OpenAI and Anthropic IPOs. |
But you probably won't be one of them. |
Even if you get in at 9:31 am — one minute after the markets open — on IPO day. |
This is why Luke Lango went to Idealab — the venture capital machine behind seven billion-dollar companies. |
By the time a company goes public, the insiders have already taken the lion's share. |
Peter Thiel got into Facebook before it went public. His stake went up as high as 200,000%. |
People who bought Facebook on IPO day watched it drop 50% in four months. |
Same company. Completely different outcomes. The only difference was timing. |
That's how it has always worked. |
Until now. |
There is a publicly traded ticker that gives everyday folks a “backdoor” way in both OpenAI and Anthropic — right now, while both companies are still private. No accreditation. No minimum net worth. Starting with as little as $200. |
That ticker is AGIX. |
But Luke says AGIX is just the beginning. |
Because the biggest potential gains from a massive IPO rarely come from owning the IPO stock itself. |
They come from the companies surrounding it. |
Luke calls it the “Pre-IPO Backdoor”. |
When Facebook went public, one backdoor stock went up 611% while Facebook itself went up 269%. Goldman Sachs got into Facebook early and made 575%. A regular investor who found the right ‘backdoor’ stock made more than Goldman Sachs. |
When Uber went public, one backdoor stock went up as high as 941% while Uber barely moved. |
When GoPro went public, one backdoor stock went up as early as 548% while GoPro investors lost more than half their money. |
OpenAI is targeting the first trillion-dollar IPO in history. Anthropic is right behind it at $900 billion. Both going public in the same industry at the same time. |
Luke says this is the largest backdoor opportunity he has seen in his career. |
He has put his No. 1 play — plus three additional positions across the AI supply chain — inside a special report called The Pre-IPO Backdoor. |
The ‘backdoor’ only works while these companies are still private. |
Get The Pre-IPO Backdoor — start your no-risk trial of Innovation Investor → |
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Gold Does Not Care About Your Risk Appetite |
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Here is the part of Monday that does not fit the narrative. Gold surged 2.8% to $4,339. That is strange. When stocks rally 3% on a peace deal, gold is supposed to fall. The fear trade is supposed to unwind. Instead, gold climbed alongside the Nasdaq, alongside Bitcoin, alongside bonds. Everything went up. That only happens when the market is pricing in something beyond the headline - and the something is rate cuts. If oil stays near $79 and the Iran ceasefire holds, the Fed has cover to cut in September. Lower rates mean a weaker dollar. A weaker dollar means higher gold. The metal does not care whether you feel optimistic or pessimistic. It cares about the dollar, and the dollar is about to get cheaper if this deal sticks. |
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Trade Cheat Sheet: Tuesday June 16
| TICKER |
PRICE |
BIAS |
STOP / LEVEL |
| SPY |
~$755 |
🟢 Bullish w/ caution |
Hold above 7,500; stop below 7,400 |
| SPCX |
~$178 |
🟢 Bullish |
Momentum strong; watch $200 resistance |
| XLE |
~$84 |
⚖️ Neutral |
Wait for Fri signing; bounce if delayed |
| GLD |
~$400 |
🟢 Bullish |
Rate-cut tailwind; stop on 10Y > 4.60% |
| MSFT |
~$470 |
🟢 Bullish |
OpenAI proxy; stop below $450 |
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