2026 US Stock “Hall of Fame”: Could These Three IPOs Capture World’s Capital?
The 2026 US stock market is destined to be the year of the "Unicorn Terminators." With SpaceX completing its acquisition of xAI and OpenAI’s IPO rumors intensifying for year-end, we are likely witnessing the largest wealth creation event in history.
These three giants are more than just companies; they are entities capable of shifting entire index weightings. Would you bet on Elon Musk’s "Multi-planetary" vision or the "New Microsoft" of the AI era?
1️⃣ SpaceX: The $1.5 Trillion Interstellar Hegemon
SpaceX has recently integrated xAI (valued at $250B) into its ecosystem, a masterstroke that has paved the way for a staggering $1.5 trillion IPO valuation.
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The Edge: Dominating 50% of global rocket launches with monopoly-level reusable technology.
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The Bull Case: "Starlink" is no longer just a concept; it’s a high-margin "money printer." If it goes public, it will shatter Saudi Aramco’s record to become the largest IPO in human history. $Tesla Motors(TSLA)$ $Destiny Tech100 Inc(DXYZ)$
2️⃣ OpenAI: The "Microsoft" of the AI Era
If SpaceX represents the pinnacle of hardware, OpenAI is the gateway to the digital future. $Microsoft(MSFT)$
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The Edge: Absolute dominance with ChatGPT and a revenue growth rate that has tripled year-over-year.
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The Bull Case: With a planned IPO in late 2026 and a valuation targeting $1 trillion.
3️⃣ Anthropic: The Strategic "Second Choice"
As the developer of Claude, Anthropic’s identity is rooted in "AI Safety" and strategic balance.
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The Edge: Backed by giants like $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ .
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The Bull Case: Capital markets always demand a "Plan B" to hedge against an OpenAI monopoly. Anthropic serves as the primary strategic alternative for institutional risk management.
📊 Financial Showdown (2025-2026 Projections)
🔥 Join the Discussion
If these three titans launch their IPOs simultaneously in 2026, but you only have enough capital to "All-In" on one, which would it be?
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Pick SpaceX: Trust in Musk’s execution; Starlink is the ultimate moat.
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Pick OpenAI: Generative AI is the only primary theme for the next decade.
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Pick Anthropic: Backed by big tech, reasonable valuation, and massive upside.
Drop your pick in the comments below!
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SpaceX remains the most visionary long-term bet. Its launch dominance and Starlink’s recurring cash flows make the trillion-dollar valuation plausible, but it’s a capital-intensive, regulation-sensitive play that requires patience and near-flawless execution. The upside is enormous, but so is the complexity.
Anthropic is the strategic dark horse. Backed by Google and Amazon, it offers institutions a credible alternative to OpenAI with potentially better valuation discipline. Still, if forced to choose just one, I’d stick with OpenAI — while wishing I could own all three as part of a diversified AI super-cycle portfolio.
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