And what a week it has been.

Dell earnings. Iran truce talks. Robinhood surging. It felt like the market was trying to tell us something big is coming. Let me break it all down for you.

Let me give you some context first.

Back in May, Trump stood at a White House Mother's Day event and told Americans to go out and buy a Dell. At the time, a lot of people rolled their eyes. But here is what they missed. The Dell family had just pledged $6.25 billion to Trump Accounts, Trump himself became a shareholder, and the AI server business underneath all of this was already on fire.

Fast forward to yesterday. Dell reported Q1 FY2027 earnings and the numbers were staggering. Revenue grew 88% year on year to $43.8 billion, crushing estimates by roughly $9 billion. Adjusted EPS came in at $4.86, up 214% from the same quarter last year. AI-optimised server revenue alone exploded 757% year on year to $16.1 billion.

The company raised full-year guidance to between $165 billion and $169 billion in revenue. Previous guidance was $138 to $142 billion. AI server revenue outlook was bumped to $60 billion for the year. The stock jumped around 39% after hours.

Pete's Take 👇 Trump said buy a Dell. The fundamentals said the same thing loudly. This was not a presidential pump. This was a real business delivering real numbers. Dell has become one of the defining AI infrastructure plays of 2026, and the backlog of $43 billion tells you the demand is not slowing down. The AI build-out is still in full swing.

Here is where things get interesting on the geopolitical front.

The US and Iran have reportedly reached a tentative deal to extend the current ceasefire by 60 days, with the aim of launching deeper talks on Iran's nuclear programme. The deal is said to be pending Trump's final sign-off. Reports from Bloomberg and Axios both confirmed the outline of the agreement, though both sides have accused each other of ceasefire violations along the way.

The S&P 500 and Nasdaq closed at fresh all-time highs yesterday, partly on this news. The market is pricing in the possibility that energy supply from the Persian Gulf could gradually be restored.

Pete's Take 👇 We are not at peace yet. Trump has not signed off. Skirmishes are still happening. But the market is starting to sniff out a resolution and that matters for portfolios. Watch energy prices carefully. If oil continues to ease, that is your signal the peace trade is starting. Airlines, industrials and consumer discretionary will bounce fast and hard when a proper deal is confirmed. The playbook has not changed. Position now, not after the announcement.

This one is a story about being in the right place at the right time.

Robinhood launched the official Trump Accounts app yesterday, built together with BNY Mellon on behalf of the US Treasury. The app is now live on iPhone and Android. Nearly 6 million families have already signed up. The accounts work like a 401k for children, with the government seeding $1,000 for every child born between 2025 and 2028. Federal contributions go live on 4 Jul.

Robinhood's stock jumped around 10% on the news. The company is acting as initial trustee, and is also investing roughly $100 million to build and run the full platform. They also launched Agentic Trading this week, which lets AI models execute trades autonomously through Robinhood's infrastructure.

And here is the connection that ties it all together. The Dell family's $6.25 billion pledge to Trump Accounts means that children born before 2025 who would otherwise not qualify can still receive $250 through Robinhood's platform, if they live in qualifying zip codes. Trump praised Dell. Dell funded Trump Accounts. Robinhood runs Trump Accounts. It is one big interconnected ecosystem.

Pete's Take 👇 Robinhood is no longer just a trading app for millennials. It is now government infrastructure. That is a completely different business from what most people think it is. The Trump Accounts tie-in alone gives it a captive user base of millions of American families for the next generation. Add Agentic Trading on top and this company is evolving fast. Watch HOOD.

Last night LIVE Webinar was AMAZING!

Hope you understand how I look at the market and the next frontier of Space! 🚀

In line with Dell, I also shared which are the areas of AI development we should look at! Some obvious wins that people are missing out

I will be spending next two weeks in the outback! So this will be the last for some time! 📕 SMG and DMG members will continue to get the trade ideas! 

If you missed the LIVE, here is the replay! It is opened to public till Sunday!

Happy Hunting!

Pete
Invest with Pete

🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.