SpaceX Doubled Revenue. AMD Set Records. Both Fell 10%.

Two record quarters. Two double-digit falls.

SpaceX revenue rose 92% to $7.8 billion. AMD set quarterly records on revenue and earnings. Both stocks dropped around 10% before the open.

SpaceX narrowed its net loss from $1.0 billion a year ago to $541 million and finished the quarter with a $47.5 billion backlog. Its AI segment grew 250% to $2.56 billion.

AMD reported revenue of $11.5 billion and adjusted earnings of $1.66, up 50% and 246%. Data centre sales hit $6.7 billion, growing 107% and now making up nearly 60% of the business. Both records, both ahead of estimates.

Here’s why it lands on your desk: this is the fourth time in two weeks a company has beaten on every headline number and been sold anyway. The pattern is now the story, and it applies to whatever you hold.

Source: Yahoo Finance / Reuters

The Pentagon Can Build Them Faster Than It Can Test Them

The United States is losing the most important arms race of the century.

Russia and China already have hypersonic weapons.

Missiles that travel so fast that existing radar systems cannot even track them.

The Pentagon has officially admitted we are in third place.

And they are scrambling to catch up.

The hypersonic research budget has nearly tripled in just five years.

But there is a massive problem.

The military is building these weapons faster than they can build the places to test them.

My private intelligence contact just found the company the government is paying to solve this crisis.

It is a tiny, publicly traded company operating out of Florida.

They have a fleet of launch vehicles capable of testing hypersonic technology at extreme altitudes.

Lockheed Martin, GE Aerospace, and the United States Air Force are already paying them.

The stock is currently trading under $5.

But not for long.

Because this company also launches commercial satellites, and they are approaching a major licensing milestone.

When that happens, my “Financial 007” expects their valuation to hit $1.7 billion…

Which would mean a 997% gain for early investors.

The government money is already flowing. The contracts are signed.

Click Here to See the Hypersonic Backdoor and

P.S. When the military is desperate, the companies providing the solutions get paid first.

One line in the accounts explains the whole selloff

SpaceX capital spending hit $18.4 billion in the quarter, a sixfold increase. The AI portion alone went from $749 million to $15.8 billion.

Executives told investors the spending is not close to finished. That is what the market reacted to — not the revenue, not the narrowing loss, not the backlog.

AMD’s version was subtler. Its third-quarter revenue forecast was solid but landed short of the expectations built into a stock that has risen about 140% this year. At an $850 billion market value, AMD now trades near 43 times forward earnings against 25 for the chip sector.

The reason it matters: when a stock is priced for perfection, merely excellent results become a disappointment. That is a valuation problem, not a business problem — and the two behave very differently over time.

Source: Reuters / Zacks

Bigger Than Film and Streaming Combined

Games are on track to hit $600 billion by 2030, bigger than film and streaming combined. Most companies entering that space are guessing… but this team has already run the playbook twice.

Years of turning small comics into billion-dollar franchises taught Skybound Entertainment how audiences turn into revenue. That know-how built The Walking Dead into $10 billion in revenue and market cap gains, and made Invincible the top show on Prime Video three seasons running.

Now the same team is stepping into gaming as the market doubles, backed by 250+ IP and a track record across comics, streaming, and games.

✱

And the lockup still expires in the morning

Roughly 930 million SpaceX shares become sellable tomorrow, into a stock that just fell 10% on its own earnings.

The timing is unfortunate rather than sinister. The date was set in the June prospectus, long before anyone knew what these results would look like. It simply lands the day after a disappointing reaction.

Elsewhere the mood was better. Disney rose more than 3% on a strong fiscal third quarter. Nvidia gained 2% after Elon Musk said SpaceX will use its chips exclusively, calling the Vera Rubin architecture the best AI computer available. Circle jumped nearly 10%.

If you own a broad technology fund, tomorrow is worth noting but not worth acting on. One expiry in one name gets diluted to almost nothing across hundreds of holdings.

Source: Qz.com / TradingKey

The Rule That Would Let 401(k) Money Buy Bullion

On August 7th, 2025, President Trump signed Executive Order #14330 — “Democratizing Access to Alternative Assets for 401(k) Investors.”

On March 30th, 2026, the Department of Labor quietly filed a proposed rule operationalizing that order. (Release ebsa20260330, if you want to look it up.)

Put simply: physical gold inside 401(k) plans is no longer a “maybe someday.” It’s moving through the regulatory pipeline right now.

Once $9 trillion of 401(k) assets become eligible to allocate to physical gold, even a small percentage shift could create a tsunami-sized wave of demand the gold market has never seen.

You don’t have to wait for the rulemaking to finish. There’s already an IRS-approved process that lets you move a portion of your existing 401(k), IRA, or TSP into physical gold — tax-deferred and penalty-free when done correctly.

Just click here to get your Wealth Protection Playbook from our team at Cedar Gold Group.

Smart money isn’t waiting on this. Don’t get caught on the sidelines.