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The GTM bets that shouldn't have worked, and did

One grew revenue 50x after half his team quit over the strategy. One brought in 50K signups in a single day with no paid budget. One generated 100M+ views from a stunt that took 50 hours to conceive. One asked every prospect to demo the product themselves instead of demoing it for them.

None of them followed the safe playbook. They treated GTM like an experiment, moved before they had proof, and made bets most founders would never get approved.

HubSpot for Startups documented all 6 stories in the free Bold Bets Playbook. The risks they took, why it was risky, and what it returned.

Read the free Bold Bets Playbook

⚡ 5 THINGS TO KNOW RIGHT NOW — BEFORE THE BELL

1. 🚀 SpaceX (SPCX) Debuts TODAY on Nasdaq at $135/share — The largest IPO in history ($75B raised, $1.75T valuation) officially begins trading this morning. Starlink generated $11.4B in 2025 revenue at 63% EBITDA margins. This is a market-moving event that will dominate order flow and sentiment ALL DAY. Every sector gets pulled toward Elon Musk's gravity today.

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🌍 MACRO BACKDROP — THE BIG PICTURE

Today is not a normal Friday. Two historic events are colliding simultaneously: the largest IPO in human history is opening for trading (SpaceX/SPCX at $135), and the US-Iran peace framework — the MOU that could formally end the war and reopen the Strait of Hormuz — is expected to be signed as early as this Sunday in Geneva during the G7 summit. These twin catalysts have put the market into a risk-on posture that even a disappointing Michigan Consumer Sentiment reading will struggle to reverse.

Thursday's session was already explosive. Oil prices fell and the U.S. stock market inched higher, adding to records on optimism over a tentative deal to extend the ceasefire in the war with Iran — the Dow Jones Industrial Average gained 0.5% to 50,902.56 while the S&P 500 rose 0.4% to 7,594.10. The momentum carried into the overnight session, where pre-market futures are extending the rally with ES trading at ~7,431. CBS News

The macro rotation story is crystal clear: money is pouring OUT of energy and INTO technology, AI, consumer discretionary, and small caps. Gold eased below $4,200 on Friday but held most gains from the prior session, as growing optimism over an imminent peace deal between the US and Iran eased concerns about persistent inflation. With oil continuing its freefall and the Iran MOU nearing completion, the "Iran War Premium" that has crushed consumer sentiment for months is unwinding in real time. TRADING ECONOMICS

This is a HEADLINE-DEPENDENT session. The Michigan Consumer Sentiment reading at 10 AM ET is the wildcard — prior reading was a record-low 44.8, and with oil prices crashing and peace on the horizon, a beat could ignite a monster afternoon rally. Any negative surprise on the MOU progress could create a sharp intraday reversal. Trade the news, not the noise.

🗓️ TODAY'S ECONOMIC CALENDAR — FRIDAY JUNE 12, 2026

🏦 SECTOR PERFORMANCE SNAPSHOT

🟢 ADVANCING SECTORS (from TradingTerminal 1D data):

🤖 STOCK MARKET NEWS — SECTOR BY SECTOR

🔥 HOT SECTOR #1: AI & SEMICONDUCTOR REVOLUTION 💻🤖

NVDA Vera CPU: The Most Underappreciated Growth Story of 2026

NVIDIA's new Vera CPU "opens a brand new $200 billion opportunity," with every major hyperscaler and system maker partnering for deployment, and NVIDIA's CPU revenue could reach $20 billion in 2026. The Vera CPU is targeting AI-centric compute — agentic AI workloads — not traditional CPU markets, meaning NVDA isn't competing with Intel head-on. It's building a new category. TrendForce

Nvidia Corporation remains a Strong Buy with a revised base-case price target of $311, reflecting robust earnings and NVDA's aggressive expansion into the $200 billion CPU market via Vera CPU and RTX Spark as a major, underappreciated growth catalyst. With the SpaceX IPO consuming Nasdaq attention today, NVDA may consolidate — but any dip is a gift given August earnings catalysts and the Vera launch timeline. Seeking Alpha

🎯 NVDA Trade Setup:

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