2026: The Year of Mega-IPOs?

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• Management indicates the tank rupture was intentional testing to find hardware limits

  80% confidence

• Palmer Luckey reminds me of Elon Musk in being driven by mission with incredible clarity and urgency

  80% confidence

• Rocket Lab is increasingly showing this is a sustainable, substantial and real business

  80% confidence

• Companies like OpenAI and Anthropic have committed tens of billions of dollars in CapEx with plans to accelerate in the future

  80% confidence

• Look for longest term financial results possible when analyzing IPOs, avoid pre-IPO glow up

  80% confidence

• Delays and incidents are part of the course for all space companies

  80% confidence

• This is like the fifth delay with the neutron rocket

  80% confidence

• We're seeing a perfect storm forming in the IPO market

  80% confidence

• Stripe leadership team has made it clear they're in no rush to go public anytime soon

  80% confidence

• Companies do push their equipment to the limit to see where the limit is, it's called test to failure

  80% confidence

• $1,000 invested in Netflix on December 17, 2004 would be worth $448,476

  80% confidence

• Not interested in buying newly public companies that are unproven and unprofitable with inconsistent results relying on sustained rapid growth

  80% confidence

• There is a good chance we're going to see the surge of IPO activity in 2026

  80% confidence

• $1,000 invested in Nvidia on April 15, 2005 would be worth $1,180,126

  80% confidence

• I think it's closer to hundreds of billions in commitments for AI companies

  80% confidence

• Stock Advisor's total average return is 945% compared to 197% for the S&P 500

  80% confidence

• Construction industry has had worst productivity gains of all major US industries over past 30-40 years

  80% confidence