Apr 1 SpaceX files for an IPO (expecting a valuation of over $1.75 Trillion) not Billion BTW

$NCNO $NKE

Market

“SpaceX filed confidentially for an IPO, and is expecting (per theInformation) to do $16B in Revenue for 2026. That’s 100X forward revenue, growing at 35% YoY, but what do I know” 😊 😋

Continued recovery for market indices

Over the last few months, secondary private company stock markets (such EquityZen, Forge, etc.) have been listing both shares in openAI and Anthropic. Surprisingly OpenAI shareholders are looking to sell, while more people want to buy Anthropic.

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Insights from the portfolio

Video of the day

Today’s video is on Ncino $NCNO ( ▲ 10.61% ) the banking vertical software company.

Deep dive of the day

Good setups for swing