Happy Saturday!

I’m wrapping up a long week at CES in Las Vegas where I’ve seen new technologies in action and spent time speaking directly with the engineers building them.

That firsthand exposure will shape how I think about The Million Mission going forward far more than any headline or earnings call ever could.

Below, I’ll share little-known takeaways from the trip and dive into your latest questions.

Let’s get into it.

What is CES? Can I attend? It sounds incredibly valuable for investors! – Aaron

CES is the largest technology conference in the world that takes place in Las Vegas every January.

An estimated 150,000 people attended this year.

CES previously stood for “Consumer Electronics Show.”

However, organizers are now positioning the conference as more than just consumer electronics as AI, robotics, autonomous vehicles, quantum, and other technologies have increasingly become staples at the event.

Yes, you can go to CES, but it’s important to understand that you need to be part of the tech ecosystem to attend.

That includes professional investors, analysts, media, founders, engineers, and operators.

As long as you fit under one of those categories, access is allowed.

For investors, the real value of CES is context.

It’s an opportunity to see emerging technology in person, speak directly with the engineers and founders building it, and watch/participate in live demos long before these products show up in earnings calls or press releases.

That firsthand exposure is hard to replicate and can meaningfully shape investment decisions.

What’s the best investment opportunity you’ve seen at CES? – Joseph

The most compelling investment opportunity I saw at CES was Amazon (AMZN) because of its low-Earth-orbit satellite network, Leo.

Amazon is quietly building a Starlink-like global broadband business that the market is completely ignoring.

The progress is real, the timeline is moving fast, and this business is definitely not reflected in the stock today.

Read more about my thoughts here.

I just saw your email on Leo. Is there a ticker symbol for Leo or does your email mean to buy Amazon stock and hold it long term because Leo will be doing great things eventually? – Laura

Leo is a wholly-owned subsidiary of Amazon!

Although Amazon is a $2.5 trillion behemoth, I think the massive upside of Leo (in addition to Amazon’s other fantastic businesses) warrants owning the stock. 

How do we invest in SpaceX before its IPO? – Sandra

Unfortunately this isn’t very easy. In short, you either need to “know someone” or you need to be extremely wealthy (and also know someone).

There are two options that I think are best in the stock market.

The first is EchoStar (SATS), which I wrote about previously.

This company sold key spectrum licenses to SpaceX in both September and November of last year in exchange for approximately $8.5 billion in cash and up to $11 billion in SpaceX equity.

Therefore, SATS will likely move in line with SpaceX’s private valuation.

The second is Destiny Tech100 (DXYZ)

This is a publicly traded fund that has 23.3% of its portfolio invested in SpaceX.

This is by far its largest position which means DXYZ will also move roughly in line with SpaceX’s private valuation.

There are a few issues with DXYZ as well, however. Read more here.

Will you be adding shares to any of your current positions in FNMA, NAK or UBER? Or are you holding with the initial amount of shares purchased? – Bob

I’m holding steady for now, Bob!

Bill Ackman and others have stated that it looks like Fannie Mae (FNMA) is less likely to be taken public anytime soon. Your opinion? – Michael

Hi, Michael! The roadmap for Fannie Mae is anything but straightforward.

I’m holding on to the stock until an announcement is made.

There’s speculation that this might even come in the next 1-2 months.

As for Bill Ackman, he’s been vocal about this uncertainty, but he also just called FNMA his best stock pick for 2026.

I will be following you all year. Will any of your trades this year be options trades or will you only be buying stock? – Anna

Yes! I will have options trades.

I’ve got one options position open now… Time decay is slowly draining it though.

Stay tuned for more.

Important Update: Follow The Million Mission on Twitter/X

Big news: I just launched a Twitter/X account so you can follow along with The Million Mission in real time. If you want quicker insights, early reactions to breaking news, and a closer look at how I’m navigating the road to $1 million – this is where I’ll be.

Come hang out, ask questions, and follow the Mission as it happens @DavisPWilson.

Another Important Update: The Million Mission website is live!

I’ve gotten plenty of feedback regarding where to find previous alerts. Well, The Million Mission website is finally live and you can check out archived alerts here.

Portfolio Overview

Here’s what I’m currently holding in The Million Mission portfolio:

Fannie Mae (FNMA) – 2,500 shares @ $7.25/share.

Northern Dynasty (NAK) – 5,000 shares @ $1.11/share

Nvidia (NVDA) call options – $200 strike price expiring February 20, 2026

Uber Technologies (UBER) – 140 shares @ $82/share