TSM just handed Trump's secretive AI project $100 billion

Editor's Note: Our colleague Louis Navellier manages a $1.1 billion portfolio — including $358 million in AI stocks. He called Nvidia before it went up 44,000%, Apple before a 36,000% rise, and Microsoft before its 60,800% climb. He predicted the 2008 crash in writing, documented by MarketWatch, called the dot-com bust, and called the 2020 Covid rally. Now, as Taiwan's biggest chipmaker pours billions more into American soil, he says the AI arms race just tipped in America's favor — and he's revealing the one stock positioned to benefit, for free. Dear Reader, Last week, Taiwan Semiconductor — the company that makes the chips inside almost every AI system on earth, reported blowout earnings. It beat revenue and profit expectations and raised its full-year growth forecast past 40%. At least, that's the headline Wall Street ran with. But, here's the one they buried: TSM is putting ANOTHER $100 billion into U.S. chip manufacturing. On top of the $165 billion it already committed. That's $265 billion, from a single Taiwanese company, betting on American soil, in the middle of an AI arms race with China. Ask yourself why. I don't think it's about tariffs. I think TSM knows something the rest of Wall Street hasn't priced in yet… Something that’s sitting behind a razor-wire fence in the mountains of Tennessee, at the same secretive government lab that built the atom bomb in 1945, American scientists are finishing work on a new AI mega computer. President Trump himself compared it to the original Manhattan Project. This time, for AI. I call it Golden Dawn. And I believe Golden Dawn will be 283 trillion times more powerful than today's leading AI systems; span a territory larger than the state of Texas. And that can accelerate AI breakthroughs by 36,000%, potentially turning five-year timelines into five days. When it goes live, I believe it will trigger a $100 trillion reset of the AI markets. TSM's $100 billion bet isn't a coincidental…it's the smart money getting in position before the rest of the market understands what's coming…like we have seen time and time again. Earnings season is only reinforcing the case. Analysts now expect S&P 500 profits to grow near 24% this quarter, with a real shot at topping 29% once the dust settles. That's some of the strongest earnings growth I've tracked in 40 years, and most of the credit goes to AI and chip demand. Most investors are watching the score. I'm watching what's coming next. I've identified one company — still relatively unknown, the same way Nvidia was unknown when I recommended it in 2016 at $2.51, split-adjusted, before it went up 44,000% — that I believe is positioned exactly right for Golden Dawn's launch. I'm revealing it, down to the ticker, in a new free presentation. Click here to see it now. Regards, Louis Navellier Senior Investment Analyst, InvestorPlace P.S. Taiwan Semiconductor just told you where the smart money is going — $100 billion at a time. Golden Dawn is where I believe it's headed next. Go here for the full details, including the ticker — before I'm forced to take this down. To ensure that you continue to receive marketing emails from TradeSmith, please add info@exct.tradesmith.com to your address book. If you no longer want to receive marketing emails from TradeSmith, please click here to unsubscribe. If you have any questions, please don't hesitate to contact Customer Service at support@tradesmith.com or by calling 1-866-385-2076. © 2026 TradeSmith, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201 Terms of Use  |  Privacy Policy  |  Unsubscribe

SpaceX Priced at $135. It's $112 Now.

It hit $225 in June and sits near $112 today. The gains were made years earlier, where the public couldn't go.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

July 26, 2026 SpaceX priced its record IPO at $135 and now trades near $112. The people who made money owned it before the public ever could.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   THE INVEST HAVEN July 26, 2026  •  Weekend edition  •  No hype, just perspective. The IPO Everyone Wanted Is Now Below Its Opening Price SpaceX was the listing of the decade. It priced at $135 in June, raced to $225 within a week, and today trades near $112, below where it went public. Nothing about the company broke. What broke was the assumption underneath the purchase: that the IPO was the beginning of the story. The people who made the money owned it before the public was ever allowed in. Sponsored Share price deadline / July 30 The round is open at $0.79. The share price deadline is July 30. Immersed’s share price deadline is July 30. Until then, shares are available at the current $0.79 price, alongside the 9,800+ investors who have already come in. 1.5M+ Users $37M+ Raised 9,800+ Investors INVEST BEFORE THE ROUND CLOSES › invest.immersed.com · Reg A+ offering · Share price deadline July 30 This is a paid advertisement for Immersed made pursuant to a Regulation A+ offering and involves risk, including the possible loss of your entire investment. Shares are not publicly traded and are illiquid. No IPO or NASDAQ listing is guaranteed. Please read the offering circular and related risks at invest.immersed.com. The valuation is set by the Company and there is currently no public market for the Company’s Common Stock. Financial figures are unaudited and past performance does not guarantee future results. Tier pricing is set by the Company; prior pricing does not indicate future value. The Round-Trip • The debut: SpaceX priced its record $86 billion IPO at $135 a share on June 12 and opened at $150. Within four days it touched $225. It was the most anticipated listing in years. • The reversal: five weeks later the stock trades near $112, below its $135 IPO price and roughly in half from that June peak. Nearly everyone who bought the listing is underwater. • Where the money was made: not by the public buyers. The gains were captured earlier, in the private rounds, where the value compounded for years out of public view before a single share traded on an exchange. • The structural truth: an IPO is not the entry point. It is the exit, the day early holders sell to the public. The ground floor was the private round most people were never allowed into. • What Monday brings: the tape reopens into a war grinding through a third week of strikes and active talks, and a Fed that decides Wednesday with no cut priced. The structural lesson below outlasts both. Sponsored Share price deadline • $0.52/share Mode Mobile • Pre-IPO window Two ways to own a stock. Only one is still $0.52. Most investors meet a company on its first day of public trading, after the early pricing is gone. Mode Mobile is still in the window before that. Here is the difference, side by side.   Public market (later) Pre-IPO (now) Entry price Set by the market $0.52/share, fixed Price movement Volatile, daily Fixed in this round Early bonus None Up to 20% bonus shares Structure Exchange listed Reg A+ SEC-qualified Window Open-ended Share price deadline The company in the right-hand column is real: 490M+ users, $115M+ in revenue, number one on Deloitte’s fastest-growing software list, ~60,000+ investors already in, and the Nasdaq ticker $MODE reserved ahead of a planned listing. The $0.52 share price deadline. See the pre-IPO offering › invest.modemobile.com · $1,300 minimum This is a paid advertisement for Mode Mobile’s Regulation A+ offering. Please read the offering circular and related risks at invest.modemobile.com. Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur. The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period. *Mode revenue and EBITDA numbers includes full year revenue and EBITDA of businesses acquired in 2025. Investing involves a high degree of risk, including the possible loss of your entire investment. This is not an offer to sell or a solicitation of an offer to buy securities. Mode Mobile, Chicago, IL · invest@modemobile.com Details The IPO Was the Exit, Not the Entry A month ago SpaceX was the listing everyone wanted. It priced at $135, the largest debut in years, and raced to $225 within a week. Today it trades near $112, below the price it went public at, and the investors who bought the famous name on its first days are sitting on losses. Nothing about the company changed in five weeks. What changed was the crowd’s discovery of an old rule the excitement had buried: the IPO is not where the story begins. An IPO is a liquidity event, and liquidity flows one way. When a company lists, the people selling are the ones who were already there: the founders, the funds, the employees, the private-round investors who bought years earlier. The listing is the door they walk out through, and the public is who they hand the shares to. That is not a scandal; it is the design. But it means the buyer on day one is, by definition, buying from someone who got in cheaper and has chosen this moment to sell. The gains happen where the public cannot see them. SpaceX did not create its value on June 12. It built it over years of private rounds, each struck at a higher mark, entirely off the public exchange. By the time an ordinary investor could click buy, the compounding that made the early holders rich had already happened. The public got the logo, the headline and the price after the run. The lesson is not that IPOs are bad. It is that the early money and the public money are almost never the same money. This is what the private structure changes, and what it does not. The reason early-stage investing was the province of funds and insiders is that ordinary people were mostly walled out of it by law. A Reg A+ offering is one structure that opens that stage to everyone, at a set early price, before any listing exists. It does not promise a listing and it does not promise a gain; early-stage shares are illiquid and can go to zero. What it changes is access, the one thing the SpaceX buyers on June 12 did not have, and the one thing that separated them from the money made before them. Where that leaves you. None of this argues for chasing every private deal. Most early-stage companies fail, and illiquidity is a real cost, not a footnote. It argues for seeing the IPO clearly, as an exit dressed up as an entrance, and for asking, whenever a famous name finally lists, who is selling and why now. The Fed will move the tape Wednesday and the war will move it before that. But the structural lesson SpaceX just taught outlasts both, and it is worth carrying past this weekend. SpaceX did not fail its investors. It reminded them of a rule the excitement had covered over: by the time the public is invited in, the early money is usually on its way out. Monday the tape reopens on the war, and Wednesday on the Fed. But the quieter lesson of the month outlasts both. The entrance everyone races for is often someone else’s exit. Harold Winston Thirty years advising individual investors. Now reads markets for a living. No hype, just perspective.   Update your email preferences or unsubscribe here © 2026 The Invest Haven (operated by Datawire USA, LLC) 63 N. Burritt Ave, Room 100 East Buffalo, WY 82834, United States Terms of Service

25 tech companies signed a letter to Washington on Friday. Nvidia, Microsoft, Meta, Palantir — the biggest names in AI. But two companies refused to sign. And both are about to launch...  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

July 26, 2026   |   Read online Nvidia vs OpenAI: The $1.8 Trillion Fight Frankly, these gains are crazy. 25% in Iron Mountain in 13 days. 100% in Meta in 3 days. 100% in Nvidia in 12 days. And 212% in Meta in less than 2 weeks. Here’s how to copy these upcoming AI trades. 25 tech companies sent a letter to Washington on Friday. Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Meta Platforms (NASDAQ: META), Palantir (NASDAQ: PLTR), and 21 others urged policymakers to avoid "premature restrictions" on open-weight AI models. Jensen Huang and Satya Nadella both shared the letter personally. Two names were missing from the signature page. OpenAI and Anthropic. Want to get today’s urgent AI trades? Here’s a link to get on the list. Here's the background. Open-weight models are AI systems anyone can download, modify, and run on their own hardware. And Chinese open models are suddenly very good. Moonshot AI's Kimi K3 now beats top American models on some benchmarks. That set off alarms in Washington. Treasury Secretary Scott Bessent said this week the administration is investigating whether Chinese companies stole American AI technology. He’s considering sanctions. A White House advisor accused Moonshot of building Kimi K3 by distilling Anthropic's own model. There’s now an active debate about whether the U.S. restrict open-weight models. Now follow the money. Nvidia sells the chips that every AI model runs on — open or closed. More models means more compute demand. Microsoft and Meta build products on top of open models. For all 25 signers, an open ecosystem means a bigger market. OpenAI and Anthropic sit on the other side of the table. They sell closed, proprietary models. And their valuations depend on keeping it that way: Anthropic: $965 billion valuation, confidential IPO filing in June OpenAI: $852 billion valuation, filed one week later Both companies are making plans to go public — right behind SpaceX's $1.75 trillion debut. This letter isn't really about China. It's about who captures the profits of the AI era: the two frontier labs, or the ecosystem built around them. You don't see 25 companies lobbying the White House over a technology that's slowing down. The AI buildout keeps accelerating, chip demand grows on both sides of the debate, and the biggest IPO year in history just got two more trillion-dollar entrants. You’ve got to see this new AI Profit Predictor. It’s an amazing way to use AI to find trades with a high probability of profit. And it’s already delivering huge results. This includes +100% gains with Meta and Nvidia. Plus, a huge 212% profit with Meta in less than 2 weeks! Here’s a link to get the next AI trade alerts. Ian Wyatt Editor, Daily Profit © Wyatt Investment Research. All rights reserved. Wyatt Investment Research is not a broker dealer or financial advisor. This content is for informational purposes. Nothing in this email should be considered investment advice. Every investment has risk and you could lose your investment. You can review terms of use and disclosures by clicking here. Update your email preferences or unsubscribe here © 2026 Wyatt Investment Research LLC 65 Railroad Street Richmond, Vermont 05477, United States Powered by beehiiv Terms of Service

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