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In today’s post:
📞 The Pentagon Just Called Elon
🚨 The Ceasefire Lasted 30 Days
📬 40 People Got THE Letter
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📞 The Pentagon Just Called Elon
SpaceX $SPCX ( ▼ 5.43% ) is in talks to supply the Pentagon with billions of dollars worth of computing power to run its AI models.
Yes, the rocket company. Selling compute. To the military. 2026 is wild.
The talks are early stage, so nothing is signed yet.
But the shape of it is clear: SpaceX provides the computing muscle, the Pentagon runs its AI on top.
💰 Why This Isn't A One-Off
SpaceX has quietly been building a compute rental empire:
Google agreed to rent up to $30 billion of compute capacity in a multiyear deal
Anthropic signed a 6-month data center lease with SpaceX
AI startup Reflection signed up for another multi-billion dollar contract
Add the Pentagon and you've got rockets, satellites, and now a cloud business with the US military as an anchor tenant.
🧠 Why should you care?
The AI boom has a bottleneck: everyone needs compute and nobody has enough of it.
SpaceX spotted the gap and started selling shovels in the gold rush. Government contracts are the best kind too. Long, sticky, and paid by the one customer who never goes bankrupt.
If this deal lands, SpaceX stops being "the rocket stock" and starts being a defense-grade AI infrastructure play. That's a different multiple entirely.
The awkward bit is the market didn't exactly throw a parade.
SPCX finished Friday down 5.43% at $123.99, though it clawed back some losses before the report dropped.
One deal doesn't change a red day. But it might change the next twelve months.
The Pentagon wants to run its AI on Elon's computers. How does this end?
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There's a $40 billion company whose own management just laid out a path — on an earnings call, in plain English — to profits that would make the entire business worth roughly 4x what it trades at today.
Not analyst fantasy. The company's stated internal target.
Revenue just hit an all-time record. The fuel spike that's spooking everyone? Management says it recovers 80–90% of the cost within one quarter and 100% by the next.
The market is pricing the headline. Not the math.
This stock was 30% cheaper just weeks ago, and the people who hesitated then are staring at the same setup all over again. The Q3 earnings print is the next catalyst, and it will show whether the recapture math is real.
If you wait for the market to figure this out, you'll be buying the re-rate, not the discount.
In today's Premium+ deep dive, we break down:
The exact margin math that turns a $2 quarterly EPS into $6+
Why the "4x profit goal" valuation is either a gift or a trap (and how to tell which)
The one labour-related risk that could cap this thing permanently
The specific number to watch in the Q3 report before you commit a penny
🚨 The Ceasefire Lasted 30 Days
Iran announced Saturday it's suspending every commitment it made under the Islamabad Memorandum of Understanding, the deal signed with Washington just a month ago.
The reason? Seven consecutive nights of US military strikes on Iran, launched after President Trump declared the temporary ceasefire "over."
Deputy foreign minister Khazem Gharibabadi delivered the news on Iranian state TV, and he wasn't subtle about who Tehran blames.
His version of events: the two sides were mid-negotiation when the Americans started striking, violating their own commitments in the process.
"We have suspended all of our commitments and are, in fact, no longer implementing them," he said.
He framed Iran's posture now as pure defence, promising to respond "firmly and decisively" and claiming America's strikes "will get them nowhere."
Nobody is coming back to the table any time soon.
⚔️ The Human Cost
This part gets no jokes.
US Central Command confirmed two American service members were killed in Jordan, with one more missing in action, after Iran launched a wave of retaliatory strikes on US allies across the region.
American deaths change the political maths in Washington. Backing down after losing service members is a very different decision to backing down after losing a drone.
🧠 Why This Matters For Your Money
The MoU was the only diplomatic framework holding this conflict together. With it suspended, there's no off-ramp left on the table.
Both sides are now locked in a retaliation loop: US strikes, Iranian response, repeat. Seven straight nights of bombing suggests neither side is looking for the exit.
For markets, that means one thing: geopolitical risk premium is back on the menu.
Energy is the obvious pressure point whenever the US and Iran trade fire, given the region's role in global oil supply. Safe havens tend to catch a bid in moments like this too.
The key question for investors isn't whether markets react. It's how long this drags on, because a one-week flare-up and a multi-month conflict price very differently.
How long does this US-Iran conflict drag on?
📬 40 People Got THE Letter
Apple just sent legal letters to 40 of its former employees.
Their crime? Working at OpenAI.
This is the corporate equivalent of texting your ex's new partner. And it's getting messier by the day 👇
Last Friday, Apple sued OpenAI in a San Jose federal court for allegedly stealing trade secrets.
The claim: OpenAI used former and current Apple employees to lift confidential hardware designs and details of unreleased products.
And Apple isn't blaming a few rogue engineers. The suit alleges the whole thing was orchestrated by OpenAI's leadership.
Now Apple's lawyers have sent letters to roughly 40 former employees who jumped ship to OpenAI.
The letters tell them to preserve every document and message linked to the allegations, and to sit down with Apple's attorneys.
Fun meeting. Bring snacks.
🚪 The Talent Drain
Here's the number that explains Apple's mood: around 400 former Apple employees now work at OpenAI.
Does that seen like a coincidental hiring trend to you?
When your rival builds a team that's 400-deep in people who've seen your roadmap, your legal department starts drafting letters.
⏰ But Why Now?
Two things lit the fuse.
One: OpenAI just filed IPO paperwork with the SEC. No date announced yet, but the world's most-hyped startup is officially heading for public markets.
Two: OpenAI is coming directly for Apple's turf. The Sam Altman-led company is planning a line of AI-powered devices, starting with an AI speaker slated for 2027.
So the timing writes itself. Sue your rival right as they're courting investors and building hardware with your former engineers.
🧠 What It Means For You
If you hold $AAPL ( ▲ 0.14% ), this is Apple playing defense on two fronts: talent and hardware. A win slows OpenAI's device push. A loss confirms the moat is leaking.
If you're eyeing the OpenAI IPO, a trade secrets suit alleging leadership-orchestrated theft is exactly the kind of thing that ends up in bold font in a risk disclosures section.
Discovery in cases like this takes months. Expect leaks, drama, and at least one spicy internal email going viral.
Who's actually in the wrong here?