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Latest trends on
pre-IPO companies.
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What moved over the last two weeks
A short read on what moved this fortnight. Newcleo set a Nasdaq path via SPAC; Redwood paired with Waymo; Lightmatter joined NVIDIA's NVLink Fusion; Shield AI faced a safety flag; SpaceX prices its IPO. Our rare-earth thesis showed up hard, with DOE awards landing on names we already track, against a defense-tech funding surge that keeps validating where we concentrate diligence.