June 18, 2026
The IPO Was the Distraction. What Comes Next Is What Moves the Money.
Featured – Overlooked Trade: The Hidden AI Clean Energy Play
Editor’s Note: Hedge fund legend who delivered a 279% return on cash in 2025 and went on a 20 year winning streak, says Elon Musk is now executing the “Final Phase of his Master Plan”… and he’s identified the ONE ticker that stands to benefit most (it’s not SpaceX, Tesla, or anything you’d associate Elon with). Click here to see the details.
Dear Reader,
The SpaceX IPO made headlines around the world.
But Larry Benedict – the hedge fund legend who went on a 20-year winning streak – wasn’t watching the IPO.
He was waiting for what comes after.
You see, the SpaceX IPO has triggered a countdown.
And when that clock hits zero, billions of dollars could be forced into one specific ticker.
The ticker isn’t SpaceX or any of Elon’s companies.
And it could happen within days – far faster than anyone expects.
This is what Larry calls the “Final Phase of Elon’s Master Plan.”
Right now there is still a short window to get positioned ahead of it – and Larry is revealing the ONE ticker completely free today.
Click here to watch the presentation.
Regards,
Lauren Wingfield
Managing Editor, The Opportunistic Trader
P.S. Larry says in over 40 years of trading, setups this clear are rare… and this is one of them. Click here now.
Overlooked Trade (The Hidden AI Clean Energy Play)
Trending stock: Enphase Energy (ENPH)
Enphase is trying to step out of the purely residential solar box by pushing into AI data center power infrastructure with its newly announced IQ Solid State Transformer (IQ SST). The company says the platform is designed to deliver regulated 800 VDC (±400 VDC) power to next generation racks, using a distributed architecture meant to reduce conversion steps and improve redundancy at the edge of the load.
Timeline matters here. Enphase is not claiming immediate revenue. Management’s published target is full system demonstrations in late 2026, customer pilots in 2027, and volume shipments in 2028. That is a long runway, which is exactly why this stays “overlooked” while the market fixates on near term solar demand and financing conditions.
The $400 Million Clue
A little-known industrial company just landed the largest order in its history: $400 million.
The project centers on on-site power generation, the kind companies turn to when waiting on utilities isn’t an option. What’s interesting is the timing. New orders are surging, backlog has climbed to $1.8 billion, and the biggest contracts keep getting bigger.
AI is not just a chip story. It is a power quality story. The bottleneck is increasingly the last 50 feet of power delivery, not the next GPU release. If operators keep moving toward higher density DC architectures, suppliers that can credibly ship modular, serviceable power electronics at scale get pulled into the capex cycle almost by default.
The bullish read is simple: Enphase already has manufacturing discipline in power electronics, and IQ SST could expand its addressable market beyond rooftops. The skeptical read is also simple: commercialization is years out, and hyperscalers do not hand out design wins lightly.
Worth watching next: customer names on pilots, published efficiency and reliability data from the late 2026 demo phase, and any signs that the data center pitch is getting budgeted rather than merely evaluated.
