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This year's investment scene can be described as a feast of technology stocks, with many tech giants that have emerged in recent years also beginning their IPO processes, achieving "successful entrepreneurship." Among many companies, I bet that SpaceX and OpenAI will complete their IPOs before 2027. The reasons are as follows:
1. SpaceX: Currently the most advanced, meeting the basic conditions for listing
Has completed the public offering submission, with a clear process for going public: SpaceX officially submitted its prospectus to regulators on May 20, 2026, and plans to list on Nasdaq in June 2026, aiming to raise about $75 billion, with a valuation of $1.75-1.8 trillion. All core procedures have been completed, only awaiting the final listing.
Widely recognized by the market, with a very high probability forecast: Market predictions give an 88% chance that SpaceX will go public before 2027, making it the most recognized among all pending IPO companies, with a strong consensus on funding expectations.
Meets regulatory listing requirements: Nasdaq has adjusted its listing rules, reducing the trading days required for inclusion in the index from 90 to 15, clearing regulatory hurdles for SpaceX’s rapid listing, with no regulatory obstacles.
2. OpenAI: Core preparations completed, high certainty of listing before 2027
Clear listing goal, planning to go public in 2027: OpenAI’s CFO explicitly set the listing target for 2027, with internal core preparations already finished. The final timing will be determined based on revenue and market conditions, fitting the requirement to complete before 2027.
Filing process about to start, market expectations high: According to market sources, OpenAI plans to submit its IPO application as early as the second half of 2026. Traders on the trading platform Kalshi give a 92% probability of filing within the year, and based on review cycles, it can fully complete the listing within 2027.
Strong support from capital side: OpenAI will need hundreds of billions of dollars in the coming years to build AI infrastructure. Going public is the CEO’s clearly identified optimal financing option. Core shareholders and management are aligned in pushing for the listing, with no decisive internal disagreements.
Based on this, my betting strategy is: heavily bet on SpaceX, lightly bet on OpenAI, to prevent unexpected events.