2026 IPO Run-Up: SpaceX, OpenAI, and Big Tech Tailwinds
Nothing in the last 25 years comes close to the potential 2026 IPO lineup.Combined with AI possibly being the greatest technological breakthrough since the internet...We are looking at the single most important IPO year of the modern era...maybe ever.I've thought long & hard about this, and here's how I plan to position myself during the "run-up": First? The behemoth...SpaceX.Tracking to be one of the largest IPOs ever (!!!), valuation looking to break over $1T.This re-ignites all things space. Rockets, satellites, communication infrastructure, deep space...everything.The theme has already started, but plenty of room to accelerate into IPO day.Current space-adjacent ideas that can continue to explode from the anticipation of a SpaceX IPO include:
ARKK Investment Tracker position change: Decreased position in Meta Platforms, Inc. by 715 shares, the number of shares held decreased 0.6% compared to the previous period and now represents 1.08% of the total position.
$META $AMZN $NVDA $TSLA Mega-Cap Tech Still on Track
1. $Meta Platforms, Inc.(META)$ META had a solid bounce off that 810M share volume block about 6 weeks ago.I still think we get one more selloff back into true discount / Smart Money range in the next couple months.I think 2026 gives us an insane long setup here – but we need to be patient, not early. 2. $Amazon.com(AMZN)$ AMZN is up 11% since I posted the breakdown on Dec 20 and it’s moving exactly as planned.My May calls are up 49% and I’m still expecting this breakout to continue.Worst case we get one more pullback toward 236, but so far the structure looks clean. 3. $NVIDIA(NVDA)$ NVDA is doing exactly what we mapped out in December.Broke out, pulled back, an
ARKK Investment Tracker position change: Increased position in Meta Platforms, Inc. by 1,170 shares, the number of shares held increased 0.99% compared to the previous period and now represents 1.08% of the total position.
Facebook, Inc. develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices worldwide. The company's products include Facebook that enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers; Instagram, a community for sharing photos, videos, and private messages; Messenger, a messaging application for people to connect with friends, family, groups, and businesses across platforms and devices; and WhatsApp, a messaging application that is used by people and businesses to communicate in a private way. It also provides Facebook Reality Labs, an augmented and virtual reality product that help people feel connected, anytime, and anywhere. The company was formerly known as Facebook, and changed its name to Meta Platforms, Inc. and changed its name to Meta Platforms, Inc. in October 2021. Meta Platforms, Inc. was incorporated in 2004 and is headquartered in Menlo Park, California.
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Proposed Sale Of Securities
Form 144 | Meta Platforms' Former Affiliate Newstead Jennifer proposes to sell 519 Shares, with a total value of approximately $342.54 Thousand.