SpaceX Just Proved They're a Crypto Company
Dear Investor,
Buried inside the SpaceX filing is something that should change how every investor thinks about this opportunity.
SpaceX holds $1.45 billion in Bitcoin. Bought at an average of $35,000 per coin. Never sold a single one… not through crashes, not through balance sheet pressure, not through anything.
This is a company that made a deliberate, long-term bet on digital assets… and then took it public for the entire world to see.
Listen: The IPO date is confirmed. June 12th.
And here's what that means for our thesis:
When the IPO breaks and institutions rotate their profits into the next big play... they're rotating into an asset class that the world's most anticipated company just officially endorsed.
Our analysts have identified the specific crypto they believe captures that wave.
And right now, with the market pulling back, this crypto is still trading at prices that could look very different once the rotation begins.
Current prices won't last. June 12th won't wait.
See our #1 crypto for the SpaceX IPO before it's too late.
Bryce Paul
Crypto 101
Bath & Body Works Stock Surged Despite Falling Sales—Here’s Why
Authored by Chris Markoch. Posted: 5/28/2026.
Key Points
- Bath & Body Works stock rallied after earnings despite ongoing sales declines.
- BBWI’s Amazon partnership and omnichannel strategy are supporting investor optimism.
- The stock trades at a steep valuation discount while offering a 4.1% dividend yield.
- Special Report: Elon Musk already made me a “wealthy man”
Bath & Body Works Inc. (NYSE: BBWI) posted another quarter of declining sales in its Q1 2026 earnings report—and investors cheered anyway.
The response came courtesy of a double beat and the fact that the company maintained its full-year guidance. BBWI surged more than 16% in early trading after the report and closed the day up about 10%. The move came on roughly twice the stock’s normal volume.
The #1 stock to buy BEFORE the June 12th filing (Ad)
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
Get the SpaceX infrastructure stock name and ticker hereBath & Body Works’ earnings report told much the same story that investors have viewed skeptically: declining year-over-year revenue, particularly in same-store sales. But as the post-earnings lift in BBWI suggests, the market may believe the worst is already priced in.
Why Bath & Body Works Is Winning in the Marketplace
If investors want to be cautious about Bath & Body Works’ earnings report, here’s the data point to consider. In the quarter, the company generated 77% of its revenue from in-store sales in the United States and Canada. That includes buy-online-pick-up-in-store (BOPIS). Specifically, that amounted to $1.1 billion. However, the number was down 4.3% year over year.
The news was only slightly better for online sales. The company reported $246 million in revenue from that channel, which was down about 1.5% year over year.
It’s important to understand how BOPIS figures into these channels. BOPIS represents about 20% of total online sales, but those transactions are recorded as store net sales.
BOPIS is core to the company’s "Win in the Marketplace" pillar, making Bath & Body Works accessible "anytime and anywhere." The fact that approximately 20% of digital demand is fulfilled in-store also drives store traffic, reduces shipping costs, and can prompt incremental in-store purchases.
Support for that thesis came when management normalized for a change to the free shipping threshold. During the quarter, Bath & Body Works lowered its minimum from $100 to $50. Even with that change, digital and store channels performed comparably, suggesting the underlying omnichannel strategy is gaining traction.
The Amazon Effect Makes the Rally Sustainable
The third revenue bucket Bath & Body Works uses is labeled International and Other. The category accounted for only $70 million in revenue, but that was up 9% YOY. A big reason for that is the company’s new partnership with Amazon.com Inc. (NASDAQ: AMZN), which launched in February 2026.
Consumers can now order BBWI products on Amazon.com. Bath & Body Works records only the wholesale revenue—what Amazon pays them—not the full retail price the consumer pays. That’s why CFO Boratto noted that they "do not record full retail sales as revenue." This is the same accounting model the company would use when selling to a retailer like Ulta Beauty (NASDAQ: ULTA) or Target (NYSE: TGT). It’s a distribution play, not a direct digital one, and it won’t show up in the company’s direct channel figures.
That said, the company is citing strong week-over-week sales from Amazon. How big could it get? Here’s where investors should be patient.
On the earnings call, management noted that expanded distribution, of which Amazon is one part, is expected to contribute about $50 million within its full-year 2026 revenue outlook. That’s a fraction of the forecasted $7.3 billion in full-year revenue. CEO Daniel Heaf described the Amazon launch as still in the early days but expects it to have a "meaningful financial impact" as the channel ramps, leaving room for upward estimate revisions if momentum builds.
Has BBWI Reversed Course?
The post-earnings rally has pushed BBWI near its consensus price target of $21.21. But even if the stock were to reach that level, it would still be trading in the middle of its 52-week range, which could suggest more upside.
What may be notable is that the rally halted BBWI’s decline and took the 52-week low made in November 2025 off the table. In that case, investors may find it constructive to start building, or adding to, a position.
Investors See Value in BBWI
If investors now believe the worst is over for Bath & Body Works, they may start to focus on valuation. That’s where BBWI makes a strong case. The stock is trading at around 6x forward earnings. That’s a significant discount to the S&P 500, the broad retail and secondary retail averages, and the company’s own historical average.
Plus, Bath & Body Works pays an attractive, stable dividend with a yield of 4.1%. That’s well above the rate of inflation, even if inflation remains persistent or inches higher.
AI's Power Crunch Is Putting Uranium Energy Back on Investors' Watchlists
Authored by Jessica Mitacek. Posted: 6/3/2026.
Key Points
- Uranium Energy has positioned itself as the largest U.S. uranium producer, with zero long-term debt and around $818 million in liquid assets.
- AI-driven data center energy demand is projected to grow roughly 30% per year, making nuclear power an increasingly critical part of the solution.
- Uranium Energy sold 200,000 pounds of uranium in fiscal Q2 at $101 per pound, approximately 25% above the quarterly average market price.
- Special Report: Elon Musk already made me a “wealthy man”
Perhaps the most notable consequence of the proliferation of artificial intelligence (AI)—beyond the now-ubiquitous generative chatbots—is the technology’s voracious appetite for energy. Most notably, the gradual spread of data centers across the United States has led to skyrocketing utility bills for everyday Americans.
AI’s growing energy needs are adding pressure to global power systems. The International Energy Agency (IEA) estimates that data centers, which support much of AI model training and deployment, now account for about 1.5% of global electricity consumption, with demand projected to grow by about 15% per year through 2030.
The #1 stock to buy BEFORE the June 12th filing (Ad)
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
Get the SpaceX infrastructure stock name and ticker hereThe most prominent solution to that AI-induced energy challenge is a revival of the nuclear energy industry—specifically, the use of small modular reactors (SMRs), which could provide electricity to data centers while easing pressure on electrical grids and, potentially, consumers.
While that’s good news for pre-revenue startups operating in that space like microreactor designer NuScale Power (NYSE: SMR), it is even better news for the United States’ largest uranium producer.
As AI Energy Demand Skyrockets, Nuclear Is Increasingly Seen as the Solution
The IEA also found that while AI use broadly accounts for just a fraction of global consumption at current rates, AI-focused server demand requires more electricity and is projected to increase by approximately 30% per year by the end of the decade.
Over the next five years, renewables are expected to meet half of that additional demand, “followed by natural gas and coal, with nuclear starting to play an increasingly important role towards the end of this decade and beyond,” according to the IEA.
That projected growth is also supported by industry consultancy Grand View Research’s outlook for the global nuclear energy industry. The nuclear energy market was $176.6 million in 2021. Grand View’s findings indicate that market could reach $346 million by 2033, registering a compound annual growth rate of 4.9% from 2026 to 2033.
By the end of that forecast period, SMRs are expected to play an increasingly larger role as a source of reliable, uninterrupted energy that can also help achieve decarbonization goals and justify investments in baseload power generation.
Grand View Research points to the growing use of small modular reactors, advanced reactors and nanonuclear technologies as key drivers of new market opportunities.
The firm also expects government support for energy security, reactor life-extension efforts and low-carbon infrastructure investment to help fuel long-term global growth.
For shareholders of Uranium Energy (NYSEAMERICAN: UEC), a mining and exploration company focused on the development and production of uranium through in-situ recovery (ISR) methods, that is the kind of long-term tailwind that makes the stock a buy-and-hold candidate.
This Mid-Cap Company’s Growth Is Positioning It for the Emerging Nuclear Megatrend
With its 2021 acquisition of Uranium One Americas as well as the addition of Rio Tinto (NYSE: RIO)’s Wyoming portfolio in late 2024, Uranium Energy has positioned itself as the largest domestic uranium mining company in the United States.
That expansion has been reflected in the company’s growth.
Since 2022, the company’s revenue has grown from just over $23 million annually to nearly $67 million in 2025—an increase of nearly 189%. During that time, shares of UEC have surged. The stock is up nearly 315% over the past five years and more than 120% in the past year alone.
More important than its recent stock performance, however, is the company’s balance sheet discipline and liquidity, which leave it uniquely positioned for what the IEA and Grand View Research expect to be a surge in demand for nuclear reactor-grade uranium.
That backdrop matters because both the IEA and Grand View Research point to a larger long-term role for nuclear power, and Uranium Energy is entering that environment with significant liquidity, no long-term debt and direct exposure to the uranium market.
Uranium Energy ended Q2 FY2026 with:
More than $486 million in total cash
Around $818 million in liquid assets
Zero long-term debt
1.456 million pounds of low-enriched uranium (LEU)
That last detail is critically important. The company uses an unhedged inventory model, meaning it keeps its inventory exposed to market risk—such as fluctuating commodity prices, exchange rates or supply disruptions—without using financial contracts to offset potential losses.
In turn, Uranium Energy’s unhedged 1.3 million-pound stockpile of LEU is a bet on the radioactive metal’s spot price. According to TradingEconomics, earlier this year the price per pound of uranium challenged its all-time high set in January 2024, driven in part by “interest in nuclear power by governments and power-hungry AI hyperscalers that develop data centers.”
At around $85 per pound, the spot price of uranium is currently about 260% higher than it was at the start of January. That means Uranium Energy’s inventory is valued at nearly $124 million.
Uranium Energy’s Recent Success Serves as a Bellwether for the Industry
The company’s environmentally friendly and cost-efficient ISR extraction methods continue to support margin expansion. In its fiscal Q2, Uranium Energy reported nearly 46,000 pounds of LEU produced at a cumulative cash cost of $30.52 per pound.
That aligns with management efforts to focus on domestic nuclear fuel security as part of a strategic alignment with strengthening U.S. policy support and anticipated structural supply deficits, according to CEO Amir Adnani’s Q2 earnings call comments.
Adnani added that Uranium Energy sold 200,000 pounds of uranium during the quarter at $101 per pound, or approximately 25% above the quarterly average price of $80 per pound.
“Our strategy has been consistent,” he said. “Maintain a strong balance sheet, hold physical uranium inventory, and sell opportunistically when pricing supports value creation for shareholders.”
Notably, the company’s unhedged inventory management is indicative of the opportunities in the broader uranium market. “We continued advancing the broader strategy that underpins UEC's long-term growth, expanding beyond mining into refining and conversion to help address both a critical and structural gap in the U.S. nuclear fuel cycle,” Adnani said.
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