To The Moon

Look, after years of false starts and tepid activity, I'm convinced 2026 is going to be a breakout year for initial public offerings. The stars are aligning: interest rates are easing, investor appetite for growth stories is returning, and there's a massive backlog of mature, high-profile companies itching to tap public markets. We've seen glimpses of momentum in 2025, but next year feels different—like the dam is about to break.

I believe we're on the cusp of a genuine resurgence, driven by megadeals in AI, space, and fintech. Sure, not every IPO will be a home run, and volatility could derail things, but the potential upside is enormous. Investors who position themselves wisely could ride some truly transformative waves.

The Case for a 2026 IPO BoomIn my view, the IPO drought of recent years was overdue for a correction. Companies stayed private longer, gorging on cheap venture capital, but that's changing. Lower borrowing costs make going public more attractive, and private valuations are starting to look stretched. Add in a stabilizing economy and renewed enthusiasm for tech innovation, and you've got the recipe for a flood of listings.AI is the undeniable catalyst here—it's not just hype anymore; it's reshaping industries and generating real revenue. Throw in space exploration and crypto's comeback, and 2026 could deliver the kind of blockbuster debuts we haven't seen since 2021. I'm optimistic that we'll see 200-plus IPOs raising serious capital, led by a handful of giants that redefine what's possible.Of course, risks abound: overinflated expectations could lead to post-IPO slumps, and any macroeconomic hiccup might slam the window shut again. But right now, the momentum feels unstoppable.

The IPOs I'm Most Excited About in 2026Here are the ones that, in my opinion, could steal the show. These aren't just big—they represent the future of technology and could create massive wealth for early public investors.SpaceX

Elon Musk's rocket empire is the one I'm betting will be the crown jewel. With Starlink revolutionizing global internet and ambitions stretching to Mars (and even space-based data centers), SpaceX embodies frontier innovation. A potential $1.5 trillion valuation sounds insane, but if anyone can pull it off, it's Musk. This could be the largest IPO ever, and I wouldn't be surprised if it ignites a broader space tech rally.

OpenAI

The ChatGPT creator going public would be poetic—turning the AI revolution into investable reality. OpenAI's growth has been explosive, and a debut around $800 billion to $1 trillion would cement it as a tech titan overnight. I'm bullish because generative AI is only getting started; enterprises are pouring billions into it. If they time this right, it could be one of the most hyped listings in history.

Anthropic

Don't sleep on this AI contender. Backed by heavyweights and focused on safe, enterprise-grade models, Anthropic could fetch $350 billion or more. In a world increasingly wary of AI risks, their emphasis on alignment gives them a unique edge. I see this as a smarter, more defensible play than pure hype-driven rivals.

Databricks

The unsung hero of AI infrastructure. Databricks powers the data lakes and analytics behind so many AI deployments—it's the picks-and-shovels winner in this gold rush. With revenue surging and a valuation north of $130 billion, this feels like a "when, not if" IPO in early 2026. I'm particularly excited about its profitability path; in a maturing market, that's gold.

Kraken

Crypto is back, and Kraken's exchange could ride the wave perfectly. With regulatory clarity improving and Bitcoin hitting new highs, a strong debut here would signal the sector's mainstream arrival. Valued around $20 billion privately, this one has serious upside if digital assets keep rallying.

Honorable mentions go to Canva for creative tech dominance and perhaps Stripe if it finally pulls the trigger on fintech supremacy. But the big four above—SpaceX, OpenAI, Anthropic, and Databricks—are the ones that could truly move markets.Final Thoughts: Opportunity Knocks, But Choose WiselyI'm genuinely thrilled about 2026's IPO pipeline—it's packed with companies poised to dominate the next decade. That said, not all will live up to the hype; we've seen plenty of post-debut flameouts before. My advice? Focus on fundamentals: real revenue growth, defensible moats, and visionary (yet executable) leadership.If these megadeals deliver, 2026 won't just be a good year for IPOs—it could mark the start of a new bull era in tech investing. Buckle up; this ride is going to be wild.