Latest trends on
pre-IPO companies.
News on portfolio companies and sectors we cover.
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.
IPO CLUB Launches Advisor Desk
IPO CLUB launches Advisor Desk: live pre-IPO pipeline, quarterly valuations on 100+ companies, compliance-cleared DD pack, and a client-ready one-pager. Free for verified advisors. Six sectors: Defense, Energy, AI Infra, Robotics, Critical Minerals, Space.
Invest in SMR Companies - February 2026
The article summarizes each company’s jurisdiction, reactor technology, fuel type, development stage, and most recently disclosed valuation, based on publicly available information and industry disclosures as of 2024–2026.
SMR Stock Report
Comprehensive SMR investment analysis comparing Last Energy, Radiant, and Newcleo for private market investors. Last Energy leads with $32B commercial agreements, UK regulatory approval, and 2026 deployment timeline. Radiant secured $225M funding with DOE partnerships. Newcleo targets European markets with €535M raised. Includes funding comparison, risk assessment, and investment recommendations for the rapidly growing small modular reactor sector.
October Update on Live Investments, Covering the Previous 90 Days
October Update on Live Investments, Covering the Previous 90 Days
The U.S.-China AI Race: An Ecosystem Problem, Not Just a Technology Gap
We discuss two key sectors of the America 2030 fund that are connected with China.
China’s rapid industrialization is not just about manufacturing dominance—it’s about building an entire ecosystem that supports AI, from infrastructure to energy. With six times the U.S.‘s electrical grid expansion in 2023 alone, China is laying the foundation to dominate AI. This isn’t just a technology race; it’s a systemic shift.
2000 Years of Defense Spending
Explore 2000 years of defense spending trends, from ancient empires like the Song Dynasty and Roman Empire to modern post-WWII nations. This analysis reveals how military priorities have shaped economies and geopolitical strategies.
Betting on America Is the Winning Strategy for Investors
The U.S. stock market, driven by "animal spirits" and S&P 500 global exposure, remains the ultimate investment choice. Learn why historical data and expert insights, including Stanley Druckenmiller's comments, reinforce America's consistent market dominance.
#USMarkets #SP500 #Investing #StanleyDruckenmiller #AnimalSpirits #VanguardData #StockMarketPerformance #GlobalExposure #DollarStrength #JohnBogle #AmericanEconomy #InvestorProtections #StableRegulation #EmergingMarkets #MarketAnalysis
In Plain Sight, No Longer Invisible: Europe at a Crossroad
Europe's reliance on external powers for security, energy, and trade is unraveling, exposing vulnerabilities. IPO CLUB highlights investment opportunities in defense (Natilus) and energy (Newcleo) as critical to bridging the gap with global power blocs.
Automation and Technology Transforming Modern Warfare: The Future of Defense
Exploring the dual-use potential of AI models like Grok, ChatGPT, and Gemini in defense: from real-time data analysis and intelligence gathering to training simulations, each AI offers unique capabilities that could enhance military operations if adapted with ethical safeguards.