⚠️ DISCLAIMER: G.L.A. INVEST is an educational research service. We are NOT a registered investment advisor, broker-dealer, or financial planner. All content is for informational and educational purposes only. Nothing herein constitutes a recommendation to buy, sell, or hold any security. Always do your own research and consult with a licensed financial professional before making investment decisions. Past performance does not guarantee future results. Investing involves risk, including potential loss of principal.
—
📊 MARKET OVERVIEW — The Ceasefire Rally
Good morning, G.L.A. family. Buckle up — this is a BIG morning.
THE HEADLINE: Late last night, President Trump announced a two-week ceasefire with Iran, brokered by Pakistan’s Prime Minister Sharif. This came just TWO HOURS before Trump’s deadline. The Strait of Hormuz — the world’s most critical oil chokepoint — will reopen for safe passage during the ceasefire.
THE MARKET REACTION IS MASSIVE:
Futures are SURGING:
• S&P 500 Futures: 6,833 (+2.64%)
• Nasdaq 100 Futures: 25,187 (+3.35%)
• Dow Futures: 48,030 (+2.60%)
Oil is CRASHING (and that’s GOOD for consumers):
• WTI Crude: $93.31 (-17.4%)
• Brent Crude: $93.97 (-9.1%)
Safe havens:
• Gold: $4,793 (+1.85%) — still elevated on lingering uncertainty
• Silver: $77.36 (+6.0%)
• 10-Year Treasury Yield: 4.36%
WHAT THE MEDIA WON’T TELL YOU: Yesterday’s session was a perfect example of Rule #7 — Miss 10 Days, Lose Half Your Gains. The S&P dropped -1% intraday on Trump’s threat, then ripped back to close +0.08% on the ceasefire proposal. Anyone who panic-sold got wrecked. THIS IS WHY WE DON’T TRADE. THIS IS WHY WE DON’T PANIC.
The ceasefire is a 2-week pause, NOT a permanent peace deal. Demands remain unresolved. Stay invested, stay disciplined, stay researched.
ECONOMIC DATA SNAPSHOT:
• Sentix Investor Confidence: -19.2 (CRASHED, worst since 2022)
• Atlanta Fed GDPNow: 1.3% (third consecutive downgrade)
• Consumer Inflation Expectations: 3.4% (up from 3.0%)
• IBD/TIPP Optimism: 42.8 (plunged)
• Fed’s Goolsbee used the word “STAGFLATIONARY”
TODAY’S EARNINGS: Delta Air Lines (DAL) reports at 10 AM ET — the first major airline in the oil crisis era. Also: Constellation Brands (STZ) and Applied Digital (APLD).
—
🔥 THE SEXY 6 UPDATE
1. TESLA (TSLA) — $346.65 (prev close -1.75%)
Q1 deliveries: 358,023 vehicles (just shy of estimates). 6.3% YoY growth but weakest quarter in a year. Full Q1 earnings April 22. Robotaxi expansion continues — launched Austin last June, rapid 2026 scaling. Cybercab production ramping. Analyst projects 1.6M deliveries for 2026. CATHIE WOOD IS LOADING: ARK bought $14M TSLA Monday, another $15M TSLA + HOOD Tuesday. Lower oil = better EV adoption margins.
2. PALANTIR (PLTR) — $150.07 (prev close +1.45%)
Showing relative strength — closed GREEN yesterday. PLTR benefits from geopolitical uncertainty. Defense/intelligence contracts are mission-critical regardless of ceasefire. Trading near highs while the market whipsaws. Fortress stock.
3. STRATEGY (MSTR) — $123.72 (prev close -3.11%)
Strategy recorded $14.46B Q1 unrealized loss on digital assets. Michael Saylor bought ~$330M in Bitcoin in early April at avg ~$67,718. Bitcoin surged past $71,000 this morning on ceasefire news. MSTR should rip in pre-market. The unrealized loss IS the volatility we agreed to pay for exponential growth.
4. ROBINHOOD (HOOD) — $69.65 (prev close -0.19%)
Flat yesterday. Holding $69-70 range. Cathie Wood added HOOD shares Tuesday. Benefits from increased trading volume during volatile periods.
5. NVIDIA (NVDA) — $178.10 (prev close +0.26%)
Quiet day. AI infrastructure buildout continues regardless of geopolitics. Every major company racing to build compute. Expect upside on the risk-on rally today.
6. ARK 21Shares Bitcoin ETF (ARKB) — $22.90 (prev close -1.08%)
Spot Bitcoin ETFs saw $471 MILLION in inflows yesterday. Institutions buying the dip HARD. With Bitcoin surging past $71K this morning, expect ARKB to gap up at open. The “digital gold” narrative is alive.
—
📈 APEX 10 ADDITIONS
BITMINE IMMERSION (BMNR) — $20.17 (prev close -2.09%)
BIG NEWS: BMNR uplisting to NYSE effective TOMORROW (April 9). Major milestone for institutional access. Analyst price target: $36 (~78% upside). Ethereum treasury play riding the crypto wave.
STRATEGY INC PREFERRED 10% (STRC) — $100.00 (flat)
Trading at par. 10% preferred yield providing steady income. The “cash-like” position. Boring is beautiful.
LEMONADE (LMND) — $58.02 (prev close -6.33%)
Rough day — biggest decliner yesterday. Insurance stocks hit during geopolitical uncertainty. Long-term thesis intact: AI-driven insurance disruption with massive TAM. DCA opportunity.
AMAZON (AMZN) — $213.77 (prev close +0.46%)
Slight green. AWS continues as backbone of AI infrastructure. Steady hand in the portfolio with exponential upside.
—
🔐 PRIVATE MARKET INTEL
🚀 SpaceX — FILED FOR IPO at ~$1 TRILLION valuation. Biggest private market news of the year. Acquired xAI in February (valued at $250B). Combined entity: rockets + Starlink + AI. Largest IPO in history incoming.
🛡️ Anduril — $60B primary round, $90B+ secondary trading. Altius 700 drone launched from Apache helicopter for first time. Palmer Luckey’s defense tech vision becoming reality.
🧠 Anthropic — Signed deal with Google/Broadcom for multi-gigawatt TPU capacity (online 2027). Massive Claude AI scaling.
💰 OpenAI — $122 billion total raised. AI funding boom is unprecedented.
No major breaking news on Erebor, Saronic, Stripe, Cerebras, Vulcan, Kraken, Neuralink, or Perplexity this week.
—
🏹 ARK / CATHIE WOOD WATCH
Cathie is on a BUYING SPREE:
• Monday: $14M in TSLA across 3 ETFs
• Monday: $5.8M in CoreWeave (CRWV) — AI cloud infrastructure
• Monday: Bought Kodiak AI (autonomous driving)
• Tuesday: Another $15M in TSLA + HOOD
The pattern is CLEAR: Cathie is bargain hunting during geopolitical fear. Buying autonomous driving (TSLA, Kodiak), AI infrastructure (CoreWeave), and fintech (HOOD). Rule #6 in action — volatility as opportunity, not risk. Also recently added Oklo (nuclear energy). The ARK thesis aligns with Rule #3 — beginning of the largest innovation boom in history.
—
📖 BIBLE LESSON OF THE DAY
Rule #6 — Volatility is a Feature, Not a Bug
“Like waves on a boat ride, or traffic at Rush Hour, Corrections are Literally part of This Game.”
Today perfectly illustrates this. Yesterday, Trump threatened to destroy “a whole civilization.” Dow dropped 455 points. Fear was EVERYWHERE. Then a ceasefire was announced, and futures are up 800+ Dow points.
The people who panicked and sold yesterday are buying back higher today. That’s the trap. That’s what the finance media WANTS — emotional reactions generating trades and fees.
We KNOW volatility is our traveling companion. We AGREED to pay this price for exponential growth. An oil war? A ceasefire? A 17% oil crash overnight? Just waves on the boat ride.
“Volatility is Vitality. Volatility Is Our Traveling Companion, and the Price We Agree To Pay For Exponential Growth!”
The big money LOVES when you panic. Don’t give them the satisfaction.
—
🏈 SPORTS CORNER
• MLB in full swing: Guardians 2 – Royals 1, Red Sox 6 – Brewers 8, Nationals 9 – Cardinals 6
• NBA regular season winding down: Nuggets edged Trail Blazers 137-132 in OT
• NHL: Sharks beat Blackhawks 3-2. Playoff push continues.
Enjoy the games tonight!
—
💎 THE G.L.A. INVE$T GENERATIONAL WEALTH FORMULA
DCA + Exponential Growth + Compounding Interest = Generational Wealth
Days like today remind us WHY we hold through the storm. The people who DCA’d into TSLA, PLTR, MSTR, and NVDA during every correction are sitting on life-changing returns. The traders who tried to time the Iran war? Most lost money on both sides.
Stay disciplined. Stay researched. Stay long.
📬 Subscribe to the G.L.A. INVE$T Newsletter for daily pre-market intelligence and research-driven analysis. Join us building generational wealth.
⚠️ DISCLAIMER: G.L.A. INVEST is an educational research service. We are NOT a registered investment advisor, broker-dealer, or financial planner. All content is for informational and educational purposes only. Nothing herein constitutes a recommendation to buy, sell, or hold any security. Always do your own research. Past performance does not guarantee future results. Investing involves risk, including potential loss of principal.
© 2026 G.L.A. INVE$T RESEARCH CONSULTING