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 dominates as The $1.5 Trillion Interstellar Hegemon by controlling global communications via Starlink; however, heavy capital needs and government dependency remain notable risks
OpenAI serves as The "Microsoft" of the AI Era by spearheading the generative revolution; despite competition and scrutiny, its ubiquitous presence signals immense long-term growth
Anthropic thrives as The Strategic "Second Choice" by prioritizing safety and alignment; its major tech backing and ethical positioning offer high-upside for cautious investors
Pick SpaceX if trusting Musk’s execution and viewing Starlink as the ultimate moat; choose OpenAI if believing generative AI is the decade’s only primary theme; or select Anthropic for its big-tech backing, reasonable valuation, and massive upside
太空探索仍然是最有远见的长期赌注。它的发射主导地位和Starlink的经常性现金流使得万亿美元的估值似乎是合理的,但这是一个资本密集型、对监管敏感的游戏,需要耐心和近乎完美的执行。好处是巨大的,但复杂性也是巨大的。
人为的是战略黑马。在谷歌和亚马逊的支持下,它为机构提供了OpenAI的可靠替代方案,并可能具有更好的估值纪律。尽管如此,如果被迫只选择一个,我会坚持使用OpenAI——同时希望我能拥有这三个,作为多元化人工智能超级周期投资组合的一部分。
@Tiger_comments @TigerClub @Tiger_SG @TigerStars
Do your own research and Not financial advice.
邊緣:憑藉ChatGPT佔據絕對主導地位,營收增長率同比增長兩倍。
牛市案例:計劃於2026年底進行IPO,估值目標爲1萬億美元。
Space X:它的护城河是轨道的。好的一面是星际的,它的故事是代际的。因为如果我要全押,我还不如选择一个能真正离开地球的。
如果Space X IPO,它将不仅仅是一只股票。Space X将是一部包裹在科幻叙事中的全球基础设施剧。
@Tiger_SG @Tiger_comments @TigerClub @TigerStars @CaptainTiger