10 MONOPOLIES SHAPING THE FUTURE
1. $NVDA powers AI
2. $PLTR is AI’s OS
3. $META rules social
4. $GOOGL owns search
5. $AXON runs public safety
6. $TSLA leads real-world AI
7. $AMZN built global logistics
8. $ASML controls chipmaking
9. $TSM controls chip production
10. $MSFT…
Dumped my $PLTR today. I believe in it long term but I think it will have a reset soon.
Decided to take some profits from that and roll it into $UNH … probably a 2-3 year hold….
Let’s see what happens
The demand for IPOs is insane.
Here are some of the biggest private companies that could go public next:
Space: SpaceX
Defense: Anduril
Drones: DJI
Artificial Intelligence: OpenAI, Anthropic, xAI, Scale AI, Mistral AI
Cloud: Databricks
Chips: Groq, Cerebras
FinTech: Stripe,…
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