Earnings360 Newsletter for 9/25/2024

Sixty of the S-and-P 500's largest companies are now using the same word in their legally binding 10-K SEC filings. Pentagon-funded researchers at Rensselaer Polytechnic Institute proved that once 10% of a population adopts an idea, the cascade becomes unstoppable - and 60 out of 500 is 12%.

The same threshold fired before cybersecurity became a $200-billion industry, before AWS hit $100 billion a year, and before generative AI appeared in 40% of S-and-P disclosures. Morgan Stanley sizes the next opportunity at $5 trillion. Porter Stansberry has identified the one position he believes sits at the chokepoint.

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it.

In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.