Elon Musk's $1 Quadrillion Opportunity? Ian King's Stocks Revealed

Popular stock picker Ian King claims Elon Musk could be sitting on a quadrillion dollar opportunity. And according to King, two relatively unknown banking stocks could be the biggest beneficiaries. It all centers around Musk's new financial platform X money, which he hopes will eventually handle an enormous share of the world's financial transactions. But King believes the real opportunity could be in smaller companies providing the banking infrastructure behind this revolution. He wants you to buy his newsletter to get the stocks, but I have good news. I sat down and watched his hour-long presentation and was able to figure out the stocks based on the clues in the presentation. In this video, I'll reveal them completely free. There's lots of stocks to uncover, so we're just going to jump right into uncovering Ian King's first stock. According to King, this company already processes more than $1 trillion in payments annually, supports over 50 million active accounts, and works with more than 40 fintech partners. And some of those partners include major financial technology companies like Chime, SoFi, PayPal, and Venmo. He also points to the company's impressive financial performance, including a return on equity of nearly 35% and rapid growth in its fintech lending business. This is The Bancorp, ticker TBBK, and the clues line up perfectly. In its investor presentations, The Bancorp reports more than $1 trillion in annual payment volume, over 50 million active accounts, and more than 40 fintech partners. Even the profitability figures match perfectly. The company's second quarter earnings report show a 34.7 return on equity and annual 32.5 year-over-year growth in its ending fintech loan portfolio. Now, The Bancorp isn't your typical bank. Rather than focusing on physical branches and traditional consumer checking accounts, it specializes in providing banking services behind the scenes. When a fintech company wants to offer debit cards, payment processing, and lending products, it often needs a regulated bank to provide the underlying infrastructure. And that's where Bancorp comes in. It makes money through payment processing fees, banking partnerships, and interest earned on its lending portfolio. It's actually one of the prepaid card issuers in the country, and its business model allows it to benefit from fintech growth without necessarily competing directly with consumer-facing apps. So, do I like the stock? Well, there are some things that I like. The company is profitable, its fintech business continues growing, and at roughly eight times trailing earnings, the valuation looks relatively inexpensive. But, there are a few things that make me hesitant. First, I'm seeing some deterioration in its traditional banking business. In the latest quarter, net interest income actually declined year over year, while its interest margin fell from 4.45% to 3.75%. Now, part of that is because of the company is shifting towards a fee-generating fintech lending, but it's still something I want to monitor. More concerning is the company's growth outlook. Earlier this year, management was targeting roughly $8.25 in earnings per share for 2027. That expectation is now fallen to between $7 and $7.20. And a major reason is the expected departure of Chime, one of its most important fintech partners. That's a pretty significant development for a company whose investment thesis depends on its banking relationships. To be fair, its actual profitability remains impressive. But, the uncertainty surrounding the future earnings makes me question whether this is where I want to put my money. Especially when there are other financial stocks offering business models I find more predictable. So, even though the valuation isn't particularly demanding, I'm still going to give this a pass. It's certainly not a bad company, but the weakening banking margins, reduced growth expectations, and customer concentration risks are enough to keep me on the sidelines for now. I'm going to reveal the rest of the stocks in 15 seconds, but before I do, I want to tell you about my free report on the top 10 stocks to buy and hold right now. These are companies I believe have the best mix of strong long-term potential and growth. When you're done watching, click the link in the description, enter your email, and I'll send it straight to your inbox. Now, let's move on to revealing the second stock. King describes a nationally chartered bank that provides the financial infrastructure behind some major fintech platforms. Among the companies he mentions are MoneyLion, Netspend, and Upstart. But the biggest clue is an award the company received in 2026 when it was named a banking as a service platform of the year. And that clue makes this one pretty easy to identify. The stock being pitched here is Pathward Financial, ticker C A S H. In April 2026, Pathward announced that it had received that exact award from Fintech Breakthrough. And the partnerships line up as well, including its long-standing relationships with MoneyLion and Netspend. Now, Pathward operates in a similar industry to the first stock we covered, but its business is a little different. The company specializes in providing banking services to other financial businesses. So, when a fintech company wants to offer debit cards, move money, or provide banking products, Pathward can supply the infrastructure and regulatory support. But, that's only part of the business. Pathward also operates a commercial lending division, providing financing to businesses in areas like equipment leasing and structured finance. And this combination gives the company multiple ways to generate revenue, including transaction fees, banking partnerships, and interest income. In its latest fiscal year, Pathward generated approximately 176 million in net income, making this a genuinely profitable business. So, would I buy this stock? Like the last one, there are things that I like. Its banking partnerships are well-established, it generates substantial earnings, and management is forecasting earnings growth in fiscal 2027. But, when I look at the valuation and earning trends, I see enough warning signs to make me cautious. First, profitability has weakened. Fiscal 2026, net income actually declined about 5% compared to the previous year. Although earnings per share increased slightly, the improvement benefited from the company's aggressive share repurchases. Meanwhile, some analysts have been revising their near-term earnings estimates downward, that's not necessarily a deal breaker, especially since management is still forecasting higher earnings next year. But it does make me question just how predictable that growth will be. And that brings me to the valuation. Now, Pathway trades at roughly nine times trailing earnings, which admittedly doesn't look expensive at first glance. But banks can also be valued based on their tangible book value, and Pathway trades at approximately three times tangible book. That's a substantial premium to many traditional banks. And paying that kind of premium becomes harder for me to justify when net income is declining and the and the company is dealing with elevated credit problems in its lending portfolio. I'm not saying Pathway is a bad business. In fact, there are some generally attractive qualities here. But when I compare it with other opportunities in the financial sector, I don't see a particularly compelling combination of valuation, earnings momentum, and risk. And there's also no confirmed direct relationship between Pathway and Must X money platform. So, I'm giving Pathway Financial a pass as well. The company could certainly continue growing, but at this valuation, I'd rather put my money into financial stocks with stronger earnings momentum or a more attractive margin of safety. Ian King also included a bonus stock in this report that has nothing to do with banks, and we are going to reveal that one, too. And this stock has to do with AI data centers in space. King argues that as artificial intelligence becomes increasingly power-hungry, companies could eventually turn to orbiting data center powered by solar energy. And he points to a relatively small company developing that technology that could make this possible. The biggest clue is that the that its solar arrays have already been used aboard the International Space Station and are being developed for NASA's Lunar Gateway project. This means the stock is Redwire, ticker RDW. Redwire manufactures the roll-out solar arrays used to help power the International Space Station. It's also supplying solar arrays for NASA's Gateway program and has secured contracts for Axiom Space planned commercial space station. And here's something particularly interesting. In September, Redwire announced a partnership with Sophia Space to explore developing orbital AI data centers. So, the company isn't just theoretically positioned for this market, it's already exploring the technology needed to serve it. Now, Redwire is a space and defense technology company that develops critical infrastructure for government and commercial customers. Its products include space components, solar power systems, satellites, and advanced technology used in space missions. And following its acquisition of Edge Autonomy, it's also become a significant player in military drones and autonomous defense systems. That gives Redwire exposure to several potentially high-growth industries, including space exploration, national defense, satellite infrastructure, and eventually orbital computing. What I really like here is the growth prospects. In its latest quarter, Redwire generated $117 million in revenue, representing an increase of nearly 90% year-over-year. Now, to be fair, much of that growth came from its acquisition of Edge Autonomy rather than organic expansion. But still, I like the direction this business is headed, especially when you consider that Redwire is forecasting between $450 million and $500 million in revenue for the full year. And its contracted backlog has reached a record $542 million, giving the company considerable visibility in a future revenue. But there's another development that I find particularly encouraging. Gross margins have improved dramatically. In the second quarter, Redwire reported a gross margin of nearly 28% compared with negative margins a year earlier. Now, some of that improvement reflects acquisition effects and unusually weak comparisons from last year. But better margins are exactly what I want to see from a company trying to scale its operations. Of course, there are risks. Redwire is still losing money, reporting a $41 million net loss in its latest quarter. And while its involvement in orbital data centers is exciting, this remains an emerging opportunity rather than an established revenue stream. I also wouldn't buy this stock simply because Elon Musk might eventually build data centers in space. There's no confirmed agreement connecting Redwire directly to such a Musk project. But, here's the difference between Redwire and the first two companies we covered. I see a business with rapidly expanding revenue, improving gross margins, a growing backlog, and exposure to several industries that could experience significant long-term growth. And I don't think Redwire needs the Orbital AI data center opportunity to become a successful investment. So, I'm giving Redwire a moderate buy. It's definitely speculative, and I wouldn't want to make it particularly large position. But, for investors comfortable with the volatility, I think the long-term opportunity is attractive enough to justify taking a position. And before you go, don't forget to grab my free report on the top 10 stocks to buy and hold right now. These are companies I believe offer the best combination of long-term growth potential and strong underlying businesses. Just click the link in the description, enter your email, and I'll send the full report straight to your inbox.