Dear Reader,

Headlines say Elon Musk left Washington.

But the real story is what he left behind... especially when it comes to Social Security.

Last week, Social Security Commissioner Frank Bisignano confirmed plans to ramp up Musk's agenda.

And now, the clock is ticking.

By July 22, a major federal deadline requires that a long-term roadmap be finalized.

Not just at the SSA... but across 400+ agencies.

Once approved, a select group of tech companies working with the government to carry out Musks's vision could experience explosive growth.

We saw it with Palantir and BigBear.AI — whose shares surged triple digits after winning key government contracts.

Click here to see why July 22 could be a historic turning point for a short list of stocks.

Best,

Rob Spivey
Director of Research, Altimetry