America's economist Mark Skousen says not one, not two, but three major launches by Elon Musk could kick off a wave of big investor gains over the next few months.
When combined, they make up his biggest, boldest bet yet, which Mark calls “Musk's Master Plan X.”
The Teaser
Reshaping the way humanity works and lives. This is the core of Musk's vision.
Mark Skousen is an accomplished man, he holds a PhD in economics, has worked for the CIA, and he's a direct descendant of Ben Franklin.
Now, he's joined the Oxford Club, helping them compile investment newsletter teasers such as his Tiny Nickel Company and Ultimate Trump Trades.
In his heart of hearts, Musk believes in sustainable abundance.
Core to this is the belief that essential resources like food and water will become cheaper and more abundant over time thanks to technologically advanced products that will be affordable and available at scale.
One can't help but notice that things are kind of going in the opposite direction at the moment, with the cost of everything rising. However, Musk has a (master) plan to reverse this.
Mark says he's going to do it by advancing four key technologies:
- Energy
- Robotics
- Space
- AI
By combining advances in these areas, humans will live in a world of “amazing abundance.”
Musk's exact words are:
The most likely outcome is that artificial intelligence and robots make everyone wealthy. Far wealthier than the richest person on earth
Musk may have taken one to many bong hits, but historically, he is right.
Looking back, the average person today lives better than a medieval king or at least a noble.
Insulated homes, working toilets, instant information at our fingertips, and the ability to fly practically anywhere in the world.
All of these normal, everyday things were once thought to be sorcery and would get you imprisoned or killed.
Musk foresees another paradigm shift on the horizon.
We're arguably living during the period of the most exponential technological change ever, so it makes sense that progress would come faster than in previous centuries.
But how exactly does Elon envision the four key technologies coming together and what companies will be the big beneficiaries?
The Pitch
All is revealed in a series of three reports:
The #1 Space Stock in 2026
The #1 AI Chip Play in 2026
The #1 Rare Earth Robotics Stock
There's only one way to get them and that's with a subscription to the Oxford Club's Future Tech Trader newsletter. The price?
Normally $4,000, but for a limited time it's $1,995 for the first year, with a second year free if we're not completely satisfied.
The Basic Elements of Musk's Master Plan X
If “amazing abundance” is going to become a thing, a few loosely correlated elements need to converge.
Mark says it starts with…
Radically Reducing the Cost of Energy
Musk already has a bit of track record of this, reducing the cost of Tesla's EV batteries by as much as 50% through the development of an in-house alternative.
Creating the World's Most Powerful AI
Musk is well on his way to doing this.
xAI's Colossus is the size of a small town and the world's largest AI training supercomputer.
Due to this, it's already signed partnership agreements to provide compute resources to other prominent AI startups, such as Anthropic, at a price of more than $1 billion per month.
Bringing AI to the Masses
This is where SpaceX and Starlink come into play.
As we've talked about in past teaser reviews, Starlink's growing network of high-speed, low-latency satellites, which is already the largest in the world, will deliver instant access to AI and robotics.
Robotics – Doing More with Less
More production, lower-cost, in a tenth of the time.
This is the long-held promise of robotics.
Everything from homes to healthcare, due to early diagnosis, to food, will cost a fraction of what it does today thanks to robotic production.
Some humanoid robots are already shipping and three other triggers could hand us 1,000% gains over the next few years.
So what exactly are these potential catalysts?
- The Terafab Semiconductor Factory. A joint venture between Tesla, SpaceX, xAI, and most recently Intel, which announced in April that it will help equip the mega-facility.
- The launch of SpaceX's Starship 3, which could be up in the air by the time you read this, and set the pace for a rocket launched into space every hour within five years.
- Tesla's Robotaxi and Optimus Robots. The former is currently beta testing in Austin, Texas, while the Optimus Gen 3 is apparently in its final stages of development before beginning deliveries later this year.
As these come to fruition three stocks will capture the vast majority of the gains. Let's find out what they are.
Revealing Musk's Master Plan X Stocks
All of Mark's picks are so-called “Remora” stocks, named after remora fish that feed off of other larger sea creatures such as sharks.
So too do the Master Plan X stocks build and supply great whites like Tesla with essential technology and SpaceX with critical components.
But before saying a word about any of them, Mark gives away the names of three picks that he believes will beat the market going forward, just not by as much as his “remora” stocks.
They are:
1. State Street SPDR S&P Kensho Final Frontiers ETF (NYSE: ROKT)
2. Wisdom Tree Artificial Intelligence and Innovation Fund (BATS: WTAI)
3. Global X Robotics and Artificial Intelligence ETF (Nasdaq: BOTZ)
Now here is what we know about his Master Plan X Stocks:
First Master Plan X Stock
- This company builds next-gen satellites with AI capabilities.
- It also makes solar arrays needed to power equipment in space, recently launching an array with 50% more power, while minimizing volume and mass.
Based on the second clue, this is Redwire Corporation (NYSE: RDW).
- Redwire not only integrates AI into satellites via in-orbit sensor processing, but it also launched an Extensible Low-Profile Solar Array (ELSA) in March, that provides 50% more power by volume than its traditional solar arrays.
Second Master Plan X Stock
- The second pick is vital to the manufacture of semiconductors as it makes photomasks, which are blueprints for building circuits on silicon wafers.
- It already works with Tesla through the chips it gets from Samsung.
- The company is valued at $2 billion, with a P/E of 10x.
This is Tekscend Photomask Corp. (Tokyo: 429A)
- Tekscend has a photomask manufacturing facility in Round Rock, Texas and it is a known Samsung supplier.
- It was valued at $2 billion USD when it went public last summer, that figure has gone up by 32% over the past year and it's P/E is now 16x current earnings.
Third Master Plan X Stock
- Robotaxi's and Optimus robots require specialized magnets to operate, which in turn need rare earth metals.
- This is the only fully integrated rare earth metals supplier in America.
- It is building a new 10x manufacturing facility in Texas.
Mark is talking about MP Marerials Corp. (NYSE: MP)* here.
- MP is the only integrated rare earths company in the U.S. and it is in the process of building a 10x magnet manufacturing campus in Northlake, Texas.
Make 1,000% This Year?
To date, none of Mark's three catalysts have come to fruition after SpaceX scrubbed the anticipated launch of Starship 3.
The other two catalysts, Terafab full-scale production and robotaxis/Optimus are still a few years away, so are Mark's “Master Plan X” stocks good standalone buys?
- Redwire: pre-profitability, but defense budgets are increasing so this could change soon and growth potential is above-average.
- Tekscend: Relatively small size, profitable, available for only 15x current earnings (roughly one-third of competitor valuations), and momentum.
- MP Materials: Pre-profitability like Redwire, but it is backed by the U.S. government and has a domestic monopoly on rare earth production.
Mark's timing may be off, but all three of his picks have clear ten-bagger potential, with Tekscend standing out for providing both value and growth.
Quick Recap & Conclusion
- America's economist Mark Skousen is teasing (Elon) Musk's Master Plan X.
- This is the convergence/overlap of Musk's AI, space, and robotics ventures, with three stocks being the big beneficiaries.
- These are only revealed across a series of three reports: The #1 Space Stock in 2026, #1 AI Chip Play in 2026, and #1 Rare Earth Robotics Stock, which we need a subscription to the Oxford Club's Future Tech Trader newsletter to access. Normally this costs $4,000, but for a limited time it's $1,995 for the first year.
- We sat through Mark's entire one hour and nineteen minute presentation to reveal them all for you, for free! Redwire Corporation (NYSE: RDW), Tekscend Photomask Corp. (Tokyo: 429A), and MP Marerials Corp. (NYSE: MP)*.
- Mark delivered on his picks, if not his timing, as all three have clear ten-bagger potential while providing near-term value for the price asked.
Will we see Musk's Master Plan X come to fruition? Let us know what you think in the comments.
*The author owns shares of MP Materials Corp. (NYSE: MP).