Hello.
While many were grilling or relaxing this weekend, the world got a little more… combustible.
Here's the quick version:
Iran-US peace talks failed. Negotiators walked out Saturday with nothing to show for it.
The US blocked the Strait of Hormuz. Apparently, the US was tired of Iran holding the gates shut, so we shut them ourselves.
The ceasefire is still holding. But a ceasefire is not peace, and markets know the difference.
Oil is jumpy. Defense is bid. Gold won't sit down. And the week ahead isn't offering much of a breather: bank earnings kick off Wednesday (JPMorgan, Wells Fargo, Citi), and retail sales hit Thursday.
Here's the thing about this kind of market though: when everyone is watching oil tankers and missile trails, the real money is being made somewhere else entirely.
Like in orbit!
Today's stock of the day is a small-cap space and defense infrastructure company that's quietly putting up hyperscaler-level growth numbers while the rest of the market is glued to cable news. And the alternative data we're seeing on it is, frankly, ridiculous.
But first, your chance to invest in a disruptive lithium extraction startup at a time when the world needs new energy plays the most:
This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.
Today’s sponsor:
Thanks to growing demand, lithium stock prices grew 2X from June to January. $ALB jumped 227%. $LAC hit 151%. $SQM, 159%.
But the real winner may be a private stock, EnergyX. This $1B unicorn's tech can recover up to 3X more lithium than usual methods, leading General Motors to invest.
Now they're preparing for commercial production on 150k+ acres of lithium-rich land as demand forecasts grow 5X by 2040.
DISCLOSURE: EnergyX's Regulation A offering has been qualified by the SEC. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com
The Space Stock Wall Street Hasn't Figured Out Yet
Meet Redwire (NYSE: RDW).
Redwire builds the uncool but mission-critical plumbing of space: satellite components, solar arrays, in-space manufacturing, and payloads for the DoD and NASA. If SpaceX is the truck to orbit, Redwire is the toolbox that goes inside it.
And right now, it's a small-cap putting up hyperscaler-level growth numbers while the market is glued to war news.
The fundamentals are going vertical:
Revenue up 67.5% QoQ and 50.7% YoY
Net income up 57.6% QoQ and 96.4% YoY
But the alternative data is even louder:
Job postings up 116.7% over 3 months
LinkedIn headcount up 77.2%
Web traffic up 91.7%
Facebook engagement up 170.8%
Hiring, customer interest, and public attention are all accelerating at the exact same moment the income statement is inflecting. That's an unusually clean signal.
Why this matters for markets right now: a failed peace deal and a blocked Strait of Hormuz is quite a potentially bullish setup for next year's DoD appropriations cycle. Space is becoming defense, and Redwire is one of maybe a dozen pure-plays small enough to still be mispriced.
Want the full sentiment score, insider trading, and options flow on Redwire, plus every other stock you own?
That's exactly what AltIndex does, and it's the same platform we used to pull the data above. Start a free 7-day trial and pull the complete Redwire dashboard before your next coffee.
🤖 AI/Future/Tech News
SiFive hit a $3.65 billion valuation with Nvidia backing, positioning its RISC-V chip designs as a credible alternative to Intel and ARM in AI infrastructure.
The Netherlands became the first European country to approve Tesla's FSD Supervised after 18 months of testing, potentially opening the door to broader EU adoption.
A woman sued OpenAI, alleging ChatGPT fueled her ex-boyfriend's delusions and encouraged stalking, claiming the company ignored internal safety flags.
Anthropic temporarily banned OpenClaw creator Peter Steinberger from Claude API access after a pricing dispute, then restored it after backlash.
NASA's Artemis II crew splashed down after traveling 252,760 miles from Earth, farther than any humans before, completing the first crewed Moon orbit in 50+ years.
🤫 Insider Trading
🚚 Market Movers
Eli Lilly is acquiring Centessa Pharmaceuticals for $6.3 billion upfront plus $1.5 billion in milestones to enter sleep disorder treatments via orexin therapeutics.
Battery recycler Ascend Elements filed for Chapter 11 after raising $900 million. President Trump's $316 million grant cancellation for its Kentucky facility sealed the collapse.
Volkswagen is ending ID.4 production at its Chattanooga plant, pivoting to the gas-powered Atlas as EV demand softens.
Dynamix Corp's $1.6 billion SPAC merger collapsed, triggering a $50 million breakup fee (22% of its market cap) due April 23. The company has until November to find a new deal or liquidate.
🎙 Make Your Voice Heard
What would you like to see most?
🎤️ What you said last time
⌚️ Alternative Investment of the Day: Vintage Cartier Watches
Vintage Cartier timepieces are emerging as serious alternative assets, with certain models delivering eye-popping returns that rival the most exclusive luxury goods. The Cartier Tank Vermeil has appreciated by ~299% since 2018, making it the top-performing watch model of the past eight years. Even more accessible models like the iconic Tank have seen remarkable gains without requiring five-figure investments.
Sotheby's is now auctioning the largest-ever collection of vintage Cartier watches, over 300 pieces expected to surpass $15 million total. A rare 1987 Cartier London Crash watch leads the sale with an $800,000 estimate. Experts cite enduring design, brand reputation, and genuine collector value as key drivers, noting these watches appreciate based on substance rather than speculative hype, a stark contrast to the pandemic-era bubble that burst for many high-end models.
🧠 The Missing (Market) Links
A 41-year-old high school teacher's flushable wipes brand pulled in $3.8 million last year, and he uses every win as a case study for students.
Oil posted its biggest weekly loss since 2020 as Iran and the US held their first face-to-face talks in nearly half a century.
The US women's health supplements market is forecast to grow 6.2% annually through 2035, with menopause support the fastest-expanding segment.
US schools are shifting to competency-based learning, and students advance after proving mastery, not clocking time.
Iran insisted on JD Vance for Islamabad talks, President Trump's strongest anti-war voice.
📜 Quote of the Day
Long ago, Ben Graham taught me that ‘Price is what you pay; value is what you get.’ Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.”
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Cheers,
Brandon & Blake of Invested Inc
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results.
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