The upcoming AI IPO wave is going to bring a 2 trillion dollar opportunity for all of us. You probably heard some news about big tech companies going on the stock market, right?

This amount of money is huge, it is the same as the value of the biggest companies today. I think this is a very special time because before, only big investment funds could join, but now normal people like you and me can start to learn and look for chances.

If you look at the recent numbers, you will be very shocked. In just the first three months of 2026, investment funds put nearly 300 billion dollars into the market.

One strange thing is that 80% of that money only went to companies doing artificial intelligence. You can imagine that money is focusing all in one place.

Most of that huge money does not go to everyone. It focuses on the four biggest names: OpenAI, Anthropic, xAI, and Waymo.

These companies are holding the technologies that the whole world wants. When they decide to do an AI IPO, which means selling shares to the public for the first time, it will create a very big push for the economy.

Investment funds put money into these companies many years ago. Now is the time they want to get their profit back. To do that, these companies have to go on the stock market. This helps old investors sell their shares and also helps the company have a lot more capital to keep fighting in this tech race.

Before, if you wanted to buy shares of SpaceX or $OPENAI ( 0.0% ) when they were not on the market yet, you had to be a millionaire or have very wide connections. But now everything is different. There are many ways you can step into this game without needing too much money.

This is the safest and easiest way I see. For example, Microsoft is holding about 27% shares of OpenAI. When you buy Microsoft shares, you also indirectly own a part of OpenAI.

Similarly, Alphabet owns Waymo and Google DeepMind. You buy one but actually you are owning a whole system.

Currently, there are a few investment funds that allow you to buy shares of these private companies indirectly.

However, you need to be careful because their management fees are usually quite high. I have looked at a few funds like Destiny Tech100 or ARK Venture Fund.

They buy shares of $SPACEX ( 0.0% ) first and then divide them for you to buy back. This way is convenient but you have to accept paying an extra service fee.

To not lose money, you need to understand clearly that AI companies are divided into a few types. I usually divide them into three main groups to easily follow and evaluate.

These are companies that create the brain for AI like OpenAI or Anthropic. They spend a lot of money to train big models.

The good point is if they win, they will win very big. But the bad point is they spend money very fast. You need to watch if their revenue can catch up with the cost of running.

I find this group very interesting. They don't make the brain for everything, they only focus on doing AI for one specific industry.

For example, AI for law, AI for medicine, or AI to support coding like Cursor. These companies usually have very stable revenue because businesses need them to work more effectively.

This is a very important extension. Physical AI is the combination between artificial intelligence and real machines. Instead of just a chatbot on the screen, Physical AI appears in self-driving cars of Waymo or rockets that land themselves from SpaceX.

You can see them working in the real world. This is a long-term game because making hardware is always harder than software, but once successful, it's very hard for rivals to jump in.

Based on what I have followed for many months, there are two names you should especially watch because they have very different foundations compared to the rest.

Databricks isn’t too noisy like other companies, but I really appreciate them. They help big companies manage data to do AI.

The most important thing is they have started to have profit and grow very steadily. If you like safety and persistence, this is the name worth putting at the top of your watch list.

Even though many people only know SpaceX through rockets, they are actually building a global internet network and data centers in space.

They have stable income from launching satellites and Starlink services. I believe when they do an IPO, it will be a historic event because they own physical assets that no software AI company has.

To become a smart investor, you shouldn't just listen to rumors. You can use AI tools yourself to find out. I usually use Perplexity or Claude to summarize news every day. Here are three detailed prompts you can use right away.

You should copy this part into Perplexity:

You should use this sentence to update news:

Try using this sentence with Claude:

Investing in an AI IPO is not always pink. There are a few traps that I want you to be really awake to recognize.

I realized a quite strange thing: $NVDA ( ▲ 4.39% ) invests money in OpenAI, then OpenAI uses that same money to buy chips from NVIDIA.

Then Microsoft puts money in OpenAI for OpenAI to rent cloud services from Microsoft. It's like a circle where money just runs back and forth between a few big men. If one link in this circle has a problem, the whole system can be affected.

Many companies are being valued based on expectation more than real business results. When a company does an IPO, they usually advertise very loudly to push the price up. If you buy on the first day, it's very easy to buy at the peak.

My experience is to patiently watch for a few weeks after they go on the market to see what level the price stabilizes at before thinking about buying.

In the AI industry, everything changes very fast. A technology today is exclusive but tomorrow can be created by a group of students for a free version.

This is the reason I advise you to pay attention to companies with real assets or long-term business customers instead of just following chatbots that are famous on the internet.

After all, the appearance of the AI IPO wave is a big chance for us to change how we look at investment. You don't need to be a financial expert to start, just work hard to read news and use AI to support searching for info.

We’ll watch together to see what these giants will do next. If you don't feel confident, start by following big companies like Microsoft or NVIDIA first, because they are the ones leading this game.

Don't forget to try the prompts I shared to check the info on the market yourself. Wish you have very smart investment decisions!

⚠️ Disclaimer: This newsletter is for informational purposes only, just for fun and knowledge. This is not investment advice. Your money, your responsibility!