Editor's Note: If you want to know which chipmaker could be the next NVIDIA, just ask Jeff Brown. | He knows more about AI chips than practically anyone on the planet — Thanks to his senior executive roles at Qualcomm, Juniper Networks, and NXP Semiconductors… | And Jeff just uncovered that one tiny chipmaker — 148 times smaller than NVIDIA — is set to provide Musk 5 billion chips in the next two years alone. | Click here for the full story or read more below. | | Dear Reader, | $1,000 into $64.5 million. | $1,700 into $55 million. | $1,000 into $200 million. | These gains sound impossible… | But they are a reality for early investors in Musk's ventures. | And right now, Wall Street is paying close attention to Musk's brand-new venture… | Because top market analysts say it could be worth $12.8 trillion. | For context… | That's more than the current valuations of xAI, SpaceX, PayPal and Tesla… COMBINED. | And here's the craziest part: | That $12.8 trillion figure is based on a breakthrough AI product Musk is yet to launch. | It's not an AI chatbot like Grok, or even a humanoid robot… | This is something you've likely never seen or heard of before. | That's why one ticker tied to Musk could go parabolic in the coming weeks… | It's a tiny company trading around $33… | And most people have no idea it has any connection to Musk. | But an upcoming Musk announcement could change that entirely… | And send the share price into the stratosphere. | If you missed Musk's previous "millionaire-makers," you do not want to miss this. | Click here to see all the details before April 24. | Regards, | Jeff Brown
Founder & CEO, Brownstone Research | | | |  | Fresh Insight For You |
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| | | Quick Market News: | 53 years since humans last left Earth orbit — until April 1, 2026. 252,000 miles from Earth. Lunar flyby April 6. Splashdown April 10. 5 publicly traded companies built every major component of this rocket. Earnings season starts April 21. NOC, BA, and LHX all report within 10 days.
| Happy Easter to everyone! 🐣🚀 | What a weekend to be talking about the moon. | While most of us are hunting eggs and passing the ham, four Americans are literally on their way there — right now, tens of thousands of miles from Earth. | The last time humans got this far from home, Nixon was still president. | And here's the thing every investor should notice: the rocket that put them there was built by five companies you can buy stock in before markets open Monday morning. So while this is absolutely a weekend to celebrate with family, it's also a weekend to pay attention. | Because the next chapter of the space economy just started — and the data is already moving. | | TOP STORY | History Made Again |  | Artemis Crew |
| Let's start with what actually happened, because it's easy to gloss over just how big this is. | At 6:35 p.m. EDT on Wednesday, April 1, 2026, NASA's Space Launch System rocket lifted off from Launch Pad 39B at Kennedy Space Center. Aboard the Orion capsule — named "Integrity" — were four people: Commander Reid Wiseman, Pilot Victor Glover, Mission Specialist Christina Koch, and Canadian astronaut Jeremy Hansen. | About 49 minutes in, the upper stage fired to push Orion into a high elliptical orbit. Then on April 2 at 7:49 p.m. EDT, a translunar injection burn lasting exactly 5 minutes and 55 seconds sent the spacecraft out of Earth orbit for the first time since Apollo 17 in December 1972. That's 53 years, four months, and change. An entire generation. | Right now, the crew is coasting toward the moon. They fly around the far side on April 6, reaching a record 252,000 miles from Earth. Splashdown in the Pacific is set for April 10. This is a test flight. But it's the test flight that makes the 2028 lunar landing possible. | | | THE INVESTMENT CASE | Who Built It | Here's the part that matters if you're an investor. | Every major component of this rocket was built by a company you can buy stock in today. The Orion crew capsule? Lockheed Martin (LMT). The SLS core stage? Boeing (BA). The twin solid-rocket boosters? Northrop Grumman (NOC). The propulsion systems via Aerojet Rocketdyne? L3Harris Technologies (LHX). And the company building the commercial infrastructure on the lunar surface for what comes next? Intuitive Machines (LUNR). | That's the whole stack — engines to capsule — covered by five publicly traded names. And the market noticed when the rocket left the pad. | | ❝ | | | "Artemis II is the start of something bigger than any one mission. It marks our return to the Moon, not just to visit, but to eventually stay." | | | | NASA Administrator Jared Isaacman |
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| NASA Artemis II Prime Contractors — Stock Snapshot | | | | | | WHAT'S REALLY GOING ON | Bigger Than Rockets | This isn't just about one rocket. The stock data tells a broader story. | NASA's plan calls for a sustained lunar presence — a Moon Base — and eventually crewed missions to Mars. Every successful Artemis flight adds credibility to that timeline. More credibility means more contracts, more revenue, and more backlog for these five companies. | Lockheed Martin ended 2025 with a record $194 billion backlog. Its Space segment pulled in $3.16 billion in Q4 2025 revenue, up 8% year over year. Northrop generated $42.0 billion in trailing revenue with TTM EPS of $29.08. After the launch, Citi raised its LMT price target to $675, and Wells Fargo initiated NOC with an overweight at $800. | L3Harris is the one most retail investors have overlooked. It's up +68.7% over the past year — the strongest price gain among the profitable defense primes — powered by its electronic warfare portfolio, space systems, and Aerojet Rocketdyne's propulsion business. And Intuitive Machines, with just 525 employees and a $4.4 billion market cap, surged +36.9% in five days around the launch. LUNR also just won a $180.4 million NASA CLPS contract for its IM-5 lunar mission. | | BY THE NUMBERS | Raw Mission Facts | Key Facts Behind the Mission | The SLS rocket cost approximately $23 billion to develop and first flew uncrewed in 2022. Northrop's solid-rocket boosters each stand 177 feet tall and generate more than 3.6 million pounds of thrust at liftoff. Lockheed Martin has worked on the Orion capsule for over 20 years. LUNR surged +18.5% in a single session on April 2 — on volume of 40.7 million shares, roughly 3× its daily average. The Artemis II crew will burn through 5% of their lifetime radiation exposure limit in 10 days — more than a month aboard the ISS. The global space economy is projected to hit $1 trillion by 2040, according to Morgan Stanley.
| | WHAT TO WATCH | Mark These Dates | The S&P 500 is down, and the headlines are loud. But a 10% correction with clear causes, a geopolitical shock, tariffs, and an oil spike, is not the same as a structural breakdown. Wall Street is not pricing in a permanent recession. Major banks still see the index 8–16% higher by December. History says corrections at this depth recover in roughly 4 months on average. Panic-selling locks in losses. Staying invested lets time do its job. And with +178,000 jobs added in March, the underlying economy is holding up better than the fear suggests. That's not blind optimism. That's the data. | April 6: The lunar flyby. How the mission performs — life support, navigation, crew communications — determines how quickly NASA can greenlight Artemis III. A clean flyby is very good news for all five contractors. | April 21 onward: Earnings season. Northrop Grumman reports April 21. Boeing on April 22. L3Harris on April 30. These will be the first calls where analysts can press management on Artemis revenue visibility, contract pipelines, and 2026 guidance. | LUNR: Watch for follow-on contracts. Intuitive Machines is positioning as the go-to commercial partner for lunar surface operations. Any additional NASA awards or mission announcements before the end of April could move the stock significantly — it's already up +229% over the past year. | | THE BOTTOM LINE | LMT, NOC, and LHX give you stability, growing backlogs, and dividends. BA is a recovery play — real risk, near-zero forward earnings. LUNR is pure upside on NASA's lunar ambition, with real downside too. The flyby is April 6. Earnings start April 21. Artemis III lands in 2028. Happy Easter — enjoy the long weekend. Come back Monday with your watchlist ready. | | | | | | | Quick ratingHow was this one? | |
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| Disclaimer: This analysis is for educational purposes only and should not be considered investment advice. Always do your own research before making investment decisions. | Items marked with an asterisk (*) are promotional and help support this newsletter at no cost to readers. | |
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