In partnership with Immersed |
Everyone loves to say: |
"Oh, I knew about that company before it exploded…" |
But most people don't. |
So when Immersed potentially goes public, most people will have missed the Spatial Computing darling sitting at the center of a $1 trillion market, one that’s completely rethinking how 32 million remote workers do their jobs, replacing cluttered desks with a virtual office you wear. |
You can still get in, though. But not for long. |
This isn't just another startup with a shiny pitch deck. |
This is: |
1.5M+ real users Runs on Apple, Meta AND Samsung hardware AI agent (Curator) already live Visor headset already shipping 7,000+ investors already in Intel's former CEO invested NASDAQ ticker $IMRS secured
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And now? This round is open to all investors. |
So invest now, and when someone says they "knew about Immersed before it went public" … |
You'll be able to say: "Yeah, I invested." |
🚨 Round closing. Invest at $0.79 now. |
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📰 The Story This Sunday (In Plain English) |
Powell handed over the Federal Reserve Friday afternoon. Kevin Warsh is now officially in charge. And here's the strange thing nobody is leading with: |
The bond market doesn't like it. |
The 10-year Treasury yield jumped 9 basis points to 4.55% on Friday — the highest in a year. When the 10-year yield rises like that on a Friday afternoon, it's the bond market saying it's worried about inflation, rate hikes, or both. That's a warning. Not panic. But a warning. |
Why the bond market got nervous matters more than what stocks did: |
The Strait of Hormuz is still closed. Trump and Xi met but nothing came of it for the oil supply. Powell's last FOMC vote was 11-to-1 to HOLD rates. Three other members objected to using the word "easing" in the statement. That's a very split committee. Warsh hasn't said anything yet. His first speech will move markets — and he's the most unpredictable variable for the next six months.
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So we have a Fed in transition, with the bond market jittery, and oil supplies still broken. |
This week's biggest event: Nvidia reports earnings Wednesday after the market closes. The company is worth $5.48 trillion. Wall Street wants revenue of $46 billion (up 53% from a year ago) and earnings per share of $0.94. That single print will move every AI stock you own. |
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💡 Why This Matters For Your Money |
If you've been thinking about adjusting your portfolio, here's the framework for this week: |
Don't make big moves Monday or Tuesday. Wait for Nvidia Wednesday night and the Fed Minutes Wednesday morning. The 10-year yield at 4.55% means short-term Treasuries are still paying very well. If you have cash sitting in a regular savings account at 0.5%, you're losing real money. Move it to a Treasury money market fund — your bank likely has one. Gold pulled back to around $4,700. Central banks haven't slowed buying. If you don't have any gold exposure, a small position (3-5%) here is reasonable. The AI stocks that worked Friday will likely work next week UNLESS Nvidia disappoints Wednesday. Hold what you have. Don't add into the print.
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That's the plain-English version. Now the numbers. |
The Week Ahead — May 18-22
Nvidia. Fed Minutes. Retailers. The bond market.
| When |
What |
Why It Matters |
| Tue May 19 |
Home Depot earnings |
First read on consumer spending under hot inflation |
| Wed May 20 AM |
Fed Minutes (April meeting) |
Will show how divided the FOMC really was |
| Wed May 20 AM |
Target earnings |
Lower-income consumer health check |
| Wed May 20 4PM |
⚡ NVIDIA EARNINGS |
$5.48T company. Expect: $46B rev, $0.94 EPS |
| Thu May 21 |
Walmart earnings |
Mass consumer signal — the most important retailer |
| Thu May 21 |
Philly Fed Manufacturing |
Industrial economy under high rates |
| Any time |
Warsh's first speech |
Could move markets sharply — watch the wire |
Three big retailers. Fed Minutes. And the biggest earnings print of Q2 — all in one week.
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❓ Reader Question of the Week |
"Should I be worried about that 10-year yield at 4.55%? I have a lot of my retirement in a target-date fund." — Patricia, North Carolina |
Short answer: A target-date fund built for someone close to or in retirement has typically 30-50% bonds. When yields rise sharply, those bond holdings lose value. It's not catastrophic — bond prices recover when yields stabilize — but it does mean your fund's bond sleeve had a bad Friday. Two things to check: (1) Your target-date fund's BOND DURATION. Funds for younger retirees often have longer-duration bonds that hurt more when yields rise. (2) Whether your fund holds any short-duration Treasury exposure — those benefit. If you're confused about what you own, your fund's "fact sheet" (one page, usually downloadable from your broker) shows it. Don't panic-move. But understand the mix. |
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Powell is out. Warsh is in. Bond market is jittery (10Y at 4.55% one-year high). Wednesday is the big day: Fed Minutes morning, Nvidia earnings after market close. Strait of Hormuz still closed — oil pressure could return at any moment. Position: don't add risk Monday-Tuesday. Wait for Wednesday data. Retailers (Walmart, Target, Home Depot) will tell us if the consumer is finally cracking under inflation.
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———————— SPONSOR ———————— |
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In 2025, Larry Benedict delivered a 279% return on cash. He went 13-for-13 after Trump's election. Not a single losing trade. |
During Liberation Day's chaos, his readers made 59%… then 30%… then 29%. Three winning trades in three weeks. |
Now Larry says Elon Musk is preparing the biggest move of his career — and everything in 2025 was a warm-up. |
He's calling it the "Final Phase of Elon's Master Plan". And there's ONE ticker right at the center of it. |
Click here to get his prediction — and the ticker — completely free. |
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📰 Why One Man's Moves Still Reshape Entire Markets |
Let me ask you something. When was the last time a single person's actions moved markets the way Musk does? |
Maybe Steve Jobs in 2007. Maybe Buffett during 2008. But in real-time, daily, in a way you can see in the stock chart minute-by-minute? |
Almost never. Until him. |
He's pulled this off across four separate ventures: |
Tesla — went from "obviously a fraud" in 2014 to the most valuable car company in history by 2020. People who bought before 2017 became millionaires from modest starting positions. SpaceX — privately held, but his rocket company forced legacy aerospace players to cut costs by 90% just to stay relevant. xAI — barely two years old, now valued at hundreds of billions. Beat OpenAI to several launches. Optimus + Robotaxi — the next two — are why Tesla's stock has held up even though car sales are flat.
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The pattern: Musk announces something nobody is talking about. Six to eighteen months later, it's the dominant story. The investors who positioned BEFORE the announcement made multiples. The investors who positioned AFTER made decent returns but missed the big move. |
The Trump-Xi summit Thursday-Friday included Musk attending (alongside Cook and Fink). What's reportedly coming next from him is bigger than anything he's announced before. We've covered this in two prior editions — but the pattern keeps holding. |
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💡 Why This Matters For Your Portfolio |
If you believe Musk's pattern keeps working — and the multi-decade evidence says it does — there are three ways to play it without betting your whole retirement on it: |
Tesla itself (TSLA) is the most liquid play. Volatile but well-understood. The space economy ETF (ARKX or UFO) captures broader Musk-adjacent exposure if SpaceX goes public this year (and per CNBC, it's still on track for June 2026). The specific suppliers Musk has historically depended on tend to outperform Tesla itself in the early phase of each new launch. These are smaller names — riskier individually, but the asymmetric upside is real.
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For retirees: Keep concentrated Musk-ecosystem exposure under 5% of portfolio. The asymmetric upside is real, but so is the volatility. |
| Move |
When |
Best Multi-Year Return |
| Tesla EV bet |
2012-2020 |
~16,000% |
| Tesla post-Twitter |
2022-2024 |
+1,800% |
| SpaceX valuation gain |
2014-2026 |
~3,500% (private) |
| xAI launch |
2024-2026 |
~700% (private) |
| Next move (pending) |
2026+ |
⏳ Watching |
Past patterns don't guarantee future returns, but they tell a story about positioning timing.
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❓ Reader Question of the Week |
"I'm 68 and considering buying some Tesla. Reasonable?" — Robert, Texas |
Short answer: Tesla as 1-3% of your portfolio is reasonable for someone your age. Tesla as 10%+ is not. The stock can drop 40% in a quarter and has done so multiple times. Best approach: pick a target allocation (say 2%), buy in three pieces over 6 weeks rather than all at once (dollar-cost average), and don't add when it pops. Most importantly: be honest with yourself about whether you can hold through a 40% drawdown without selling. If the answer is "no," skip it. Volatility is the cost of admission to Musk-adjacent stocks. |
🔒 RULE WATCH | May 17, 2026 — Rule #10 in OBBBA tax planning rotation
Donor-Advised Funds (DAFs) — the charitable giving vehicle that's quietly become a tax planning powerhouse under permanent TCJA brackets.
A Donor-Advised Fund is a charitable account you fund all at once but distribute to charities over time. The tax deduction happens in the year you fund it. Distribution happens at your pace. Under the permanent TCJA brackets locked in by the OBBBA, the DAF mechanic has become particularly powerful in combination with three other moves: (1) "Bunching" — fund a multi-year DAF in a single high-income year to clear the new $40K SALT cap-impacted standard deduction threshold. Example: instead of giving $10K/year for 5 years, fund $50K in one year, claim itemized deduction including the full $40K SALT, then distribute $10K/year from the DAF without further tax consequence. (2) Appreciated stock — fund the DAF with stock that has gained substantially. You skip capital gains tax (currently 20% federal at top brackets) AND get the full market-value deduction. Double benefit. (3) Multi-year planning — combine with QCDs (Rule #6) and the $15M estate exemption (Rule #7) for a coordinated giving framework. Major brokerages (Fidelity Charitable, Schwab Charitable, Vanguard Charitable) all offer DAFs with $5,000 minimums.
Why it matters for retirees: DAFs let you front-load charitable deductions in high-income years and distribute the gifts over the rest of your life. One of the cleanest combinations of tax-saving and legacy-building.
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———————— SPONSOR ———————— |
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When Elon Musk ran a Twitter poll in 2021, Tesla lost $30 billion in a single day. |
When he changed the Twitter logo to Dogecoin, the coin surged 30% overnight. |
No one alive moves markets the way Elon does. |
Larry Benedict — the trader who delivered a 279% return on cash in 2025 — says Elon's next move is his biggest yet. |
And there's ONE ticker, overlooked by almost everyone, positioned to capture it. |
Click here to find out what it is before the "Final Phase" begins. |
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One Last Thing From Me |
Last week's editorial overhaul — switching from "asymmetric pricing differential" to "here's what this means for you" — produced our best click rate of the entire test period. Thank you for that. Several of you replied. I read all of them. |
Two themes came up over and over in the replies: |
"Tell me what to actually do with my money." I'll keep doing this — it's the most useful framing. "Don't pretend you know what stocks will do." Fair. I won't.
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For next week, expect more of what worked: plain English, concrete examples, what-this-means-for-you boxes, and a Wednesday post specifically focused on Nvidia's print and what it tells us about the rest of 2026. |
Quick favor: if a friend or family member would find this useful, forward it to them. Word-of-mouth is how this newsletter grows. We don't run paid ads. Every new reader comes from someone like you. |
Have a quiet Sunday. We'll see you Monday. |
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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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