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SPC Weekender: From Palantir to Canada to BTC to Space ...
Looking behind the headlines, here's where to make money now ...
Even Wealth Builders need a break now and then.
And with many of you on vacation last week (or this one), we want to help you catch up on some of the standout stories from around Stock Picker’s Corner (SPC).
So if you’re still poolside or shoveling out your inbox this weekend, there’s plenty to dig into here at SPC.
But first — a quick message from the sponsor of today’s issue:
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Revisiting Our Top Pick of the Year
We picked Palantir Technologies Inc. $PLTR ( ▼ 0.31% ) as our “Top Pick of 2025” for the MoneyShow. That’s working out well, with shares climbing 88% so far this year. In our most recent update, we focus on what’s driving that momentum … and what’s ahead for the rest of the year.
SPC Premium Exclusive: A Throwback Worth Printing
Last week, we released three new stock ideas for our paid-up members inside a printable, mark-it-up newsletter that combined modern research and analytics with throwback nostalgia. It’s a break from the digital noise — and a chance to sit down, dig in, and read about investments the classic way.
Bitcoin’s Corporate Era
Bitcoin (BTC) is no longer just an “alternative” investment or a hedge: It’s quickly turning into a corporate asset. The latest proof? Sequans Communications SA, a French semiconductor company, just raised $384 million, nearly all of it earmarked for BTC.
This echoes the strategy pioneered by Michael Saylor, whose company Strategy $MSTR ( ▼ 6.23% ) (formerly MicroStrategy) now holds nearly 600,000 bitcoin. But Saylor isn’t just buying crypto; what he’s doing has created an entire investment ecosystem around it. That ecosystem runs the gamut from preferred shares to leveraged ETFs. And you can see each of those seven investable opportunities inside our report below.
Stock Picker’s Corner Begins Coverage on MNDY
Once a niche project-management tool, Monday.com LTD $MNDY ( ▲ 0.68% ) is now showing strong revenue growth, surging analyst interest, and real potential as a future acquisition target for giants like Salesforce Inc. $CRM ( ▲ 0.96% ) or Microsoft Corp. $MSFT ( ▼ 0.32% ), making it an “Accumulate” play.
A Rising Rocket Lifts All (Space) Ships
SpaceX is reportedly negotiating a new funding round that would value it at about $400 billion, a milestone that underscores its importance in the emerging “Space Economy.” Aiding this surge from $350 billion late last year are such successes as its Starlink satellite network, its ambitious Starship launch system, and a growing portfolio of government contracts. This growth for the privately held SpaceX has bullish implications for the publicly traded Rocket Lab USA $RKLB ( ▲ 0.12% ): As SpaceX expands, so will demand for complementary launch services, satellite deployment, and space infrastructure. Our full Rocket Lab guide has everything you need to know.
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