May 23, 2026
Strange Changes for Social Security (Elon & Trump Involved)
Featured: Dell Up, NTNX Down. The Mismatch.
Editor’s Note: Elon’s next launch will be bigger than SpaceX, Tesla and xAI combined, says the man voted America’s #1 stock picker in 2020. Get the full story from my colleague while there’s still time.
Dear Reader,
The U.S. Treasury is preparing to make a major change to how you access Social Security.
The IRS are involved, too.
As is Elon Musk.
And President Trump.
In fact, the White House has already passed TWO Executive Orders paving the way for a radical change to how millions of Americans spend, save and access government benefits.
It could be the biggest shift to our money system in decades and change the way you receive your social security check.
One Wall Street insider says banks should be ‘scared s**tless’.
And Elon Musk says it could be the end of traditional banking as we know it.
It all comes down to a $480 trillion reset that could change your life in several very strange ways.
It’s been approved in 50 states already.
And the technology involved is being rolled out all over our country.
Get the full story today, before it’s too late.
Best,
Luke Lango
Senior Investment Analyst, InvestorPlace
P.S. The last time I saw a change like this coming you could have made as much as 31,000% over the course of a decade. This time, the gains could be even bigger.
Dell Up, NTNX Down. The Mismatch.
November 25, 2025 was weirdly clean.
Dell reported Q3 FY2026 results that day, and the stock rallied. Nutanix reported Q1 FY2026 results the same day, and the stock sold off sharply (roughly 17% to 18% on the session). No “sympathy” move. No sector halo. Just a split decision.
Here’s the thing: Dell’s numbers were loud. Record revenue of $27.0B, up 11% year over year. ISG revenue $14.1B, up 24%. Servers and Networking $10.1B, up 37%. They highlighted record AI server orders of $12.3B in the quarter and $30B year to date. They raised full-year AI shipment guidance to about $25B and lifted full-year revenue guidance to a midpoint of $111.7B. That is real demand pulling forward, not accounting tricks.
And that’s exactly why NTNX didn’t get a free ride. Dell’s strength was about hardware and big deployments. Nutanix lives one layer up, where timing can still trip you even if demand is fine.
Nutanix’s Q1 FY2026 report had decent-looking basics: $670.6M revenue, up 13%, ARR $2.28B, up 18%, 87% GAAP gross margin. But non-GAAP EPS was $0.41 vs. $0.42 expected, and they lowered full-year FY26 revenue guidance to $2.82B to $2.86B. Management also said revenue shifted out of Q1 late in the quarter. The market did not like that. At all.
Slight tangent, but it matters: they also raised ARR and free cash flow guidance. So the argument isn’t “demand collapsed.” It’s more annoying than that. It’s “when does it show up?”
Now we’re staring at May 27, 2026, when Nutanix is scheduled to report Q3 FY2026 results (with a conference call at 1:30pm PDT). Consensus is around $686M revenue and $0.35 to $0.36 non-GAAP EPS. What matters is whether the ARR signal finally lines up with reported revenue, and whether guidance language feels steady.
I’m watching that gap, not the headlines.
