Earnings360 Newsletter for 4/10/2025

Back in 2014, Tesla was still considered a risky experiment and most investors ignored it, but those who recognized Elon Musk's long-term vision early had the chance to see the stock climb more than 3,000%.

Today, Musk may be building something even bigger—a global AI infrastructure network that could support everything from autonomous vehicles to robotics and beyond—and the core company behind this network isn't Tesla, it's one of Musk's private ventures. Investment analyst Matt McCall recently explained how investors can gain exposure to this company through a simple brokerage account, and right now the investment trades for less than $30.

SpaceX is preparing an offering that could raise $50 billion in a single day - and Bloomberg reports it's already forcing other companies to delay their own IPOs.

Citigroup just joined the underwriting team. But the real positioning isn't in the IPO itself - it's in the one chokepoint supplier that SpaceX's $1.75 trillion empire depends on to stay operational.