Every few years, Wall Street gives us a new obsession.
This year?
IPOs.
Everybody suddenly has a hot stock tip, your finance bro is tweeting about valuations, and somebody on TikTok swears they just found "the next Nvidia."
Let's not lose money trying to be first.
🚨 Before You Buy Any IPO...
Here's the part nobody talks about.
Most of these companies have already spent years raising billions of dollars through private funding rounds. Series A. Series B. Series C...sometimes all the way to Series L.
That means investors have been waiting 5 to 10 years to cash out.
When the IPO lock-up period expires, many of them finally do.
So if a stock drops 20%, 30%, or even 40% a few months after its IPO, it doesn't automatically mean the company is bad.
It might just mean the early investors got paid.
My rule? If I really believe in a company, I'm usually waiting 6 to 12 months before buying.
The business isn't going anywhere.
The hype usually is.
🤍 The AI IPO I'm Actually Watching
Everybody is talking about OpenAI.
I'm watching Anthropic.
Their revenue has exploded, they're moving toward profitability faster than most people expected, and they're building one of the strongest businesses in AI.
Would I buy it on Day 1?
Absolutely not.
Even a great company can become a bad investment if you pay too much.
I'll happily let someone else buy the hype while I wait for the valuation to make sense.
What you need to watch for is the governemnt, they are in bed deep with Open Ai. I mean look what they did to Fable 5.... we will regroup and look at this closer to the IPO.
🚩 The IPO I'd Personally Skip
OpenAI.
Before y'all start typing...
I love ChatGPT.
I use it all the time.
But I don't confuse loving a product with loving the investment.
The company is still burning billions of dollars every year, and at the valuation being discussed, almost everything has to go perfectly.
That's not my kind of trade.
If I still love the business a year after the IPO...
I'll buy it then...all the PRIVATE MARKET is coming for their coins
🔥 My Hot Take: Canva
I already know this is going to make some people mad.
If Canva IPOs...
I wouldn't buy it.
I'd honestly be looking for an opportunity to short it.
Here's why.
AI is coming for design faster than almost any other industry.
The thing that made Canva revolutionary a few years ago is becoming a feature inside almost every major AI platform.
Can Canva adapt?
Maybe.
But if I were them, I'd stay private.
Why invite Wall Street into your business while your entire industry is being rewritten by AI?
That's just my opinion.
Stripe.........
Every single year somebody says...
"Stripe is definitely IPO-ing this year."
Baby...
We've been hearing that since skinny jeans were in style.
At this point, Stripe is like Rihanna's next album.
When it happens...
We'll all celebrate.
Until then, I'm not holding my breath. but when they do they are an amazinggg company.
Let me know in the comments below what's your thoughts on my analysis.....
Stay financially dangerous.
Tiffany
The Wealth Edit
This newsletter is for educational purposes only and reflects my personal opinions, not financial advice. Always do your own research before making investment decisions.
Responses