economy
My guide to the IPOs of SpaceX, OpenAI and Anthropic
These three expected deals will define 2026 and maybe even 2027. Here's my advice on how to play them.
TL;DR
- SpaceX, OpenAI, and Anthropic are anticipated to have major IPOs in 2026-2027, with SpaceX expected to debut soon.
- The IPO process for these companies is described as chaotic, with potential for significant volatility, speculative trading, and investor losses, especially for those using market orders.
- SpaceX is aiming for a high valuation, but its money-losing status and erratic leadership present risks, while OpenAI also faces financial challenges and leadership uncertainty.
- Anthropic is presented as a potentially more stable investment due to its profitability and rapid growth, though access to shares may be limited.
- Investors are advised to use limit orders and avoid market orders to mitigate risks, with opportunities potentially arising after initial trading and index inclusions, or during market drawdowns caused by index rebalancing.