June 8, 2026
Just Days Left to Grab Early Exposure to SpaceX
Featured: The Target Is 8,100
Editor’s Note: Marc Chaikin, the 60-year Wall Street legend who called Nvidia before it soared 45,000%, just came forward with another huge opportunity he’s spotted in the AI space. It’s a way to get backdoor pre-IPO exposure to SpaceX – and I haven’t heard anyone else talking about it. With the IPO date looming, this note from Marc is extremely time-sensitive, so take a moment now to read it.
Dear Reader,
One simple trade you can make in your brokerage account today can unlock a backdoor to pre-IPO exposure to SpaceX before it goes public.
Get in position now, and you could look forward to benefiting from as high as a $122 billion windfall on IPO day.
That’s a payout worth more than the market cap of most publicly traded companies.
WARNING: You only have days left to make this play before SpaceX goes public.
Get all the details of this trade right here…
Sincerely,
Marc Chaikin
Founder, Chaikin Analytics
P.S. I highly suggest you do NOT buy into the SpaceX IPO on day one, because share prices could become extremely unstable. This backdoor way in before the company goes public is a much better way to get your piece of the SpaceX pie. Click here to see how…
The Target Is 8,100
Most institutions go quiet when the market is selling off. Citigroup went the other direction.
On Friday, the S&P 500 dropped 2.64% to 7,383.74. Worst session since October. Nonfarm payrolls came in ahead of expectations, rate hike speculation picked right back up, and roughly $1.8 trillion in market value was wiped out before the close. Citi equity strategist Scott Chronert raised his year-end target to 8,100 anyway. Up from 7,700. That is a roughly 10% move implied from Friday’s close, and he did not hedge it with a lot of qualifiers.
Here is where it gets interesting. The revision is not a valuation argument. Chronert is not calling for multiples to expand. He is calling for earnings to do the work. His 2026 S&P 500 EPS projection is now $350, raised from $320 in December, with $400 floated as a preliminary number for 2027. The reason he moved at all comes down to one data point: Q1 earnings beat consensus estimates by approximately 13.4%. Citi said publicly that it had not seen that degree of outperformance outside of post-recession recoveries in the past four decades. There is no recession. That context matters more than the headline number.
Slight tangent worth noting: since January, consensus EPS estimates for the index have climbed 16% while the index price is only up about 8%. On a forward earnings basis, the market has actually gotten less expensive over the past several months. That tends to get buried under conversations about stretched valuations.
Chronert’s broader argument is that AI is running a capex supercycle, not a typical tech cycle, and that the market is in the middle innings of it. The earnings weight of the growth cluster inside the index has moved from 15% three decades ago to 45% today. Rate pressure does not hit a market structured like that the same way it once did. That is his case. It is a reasonable one.
What I keep coming back to, though, is the risk Citi buried at the end of the note. Interest rate swaps are fully pricing a December hike. Downside skew is building as the index climbs. And Citi acknowledged directly that the persistence of AI earnings momentum beyond 2027 is still an open question. The bull case has a clock on it. That does not make it wrong, but it does mean the window is defined.
Whether the 13% beat rate holds through year-end is the only question that actually needs answering.
