Key insights
- The post discusses potential IPOs in 2026, highlighting SpaceX as a potentially safer investment due to its dominance in the rocket industry compared to AI companies. This signals continued investor interest in high-growth tech, but with a preference for companies with tangible assets and less reliance on hype. The overall impact on US equities is slightly positive, reflecting potential future market enthusiasm for well-established tech companies going public.
The 2026 IPO calendar is stacked with heavyweights like SpaceX, OpenAI, Anthropic, and Chime. After the X-Energy heat, I think the second half of the year will be a historic test for high-growth tech valuations.
Which 2026 IPO are you most excited for, and which one do you think is the most overrated?
I'm personally leaning on SpaceX. They essentially own the rocket industry. While others fight over AI code, SpaceX has hardware in the sky and zero real competition, making it feel way safer than a "hype-only" stock.