
My watchlist: OpenAI, Stripe, Anthropic, Databricks.
Everyone is chasing the loud headlines while the biggest opportunities are being built quietly in the background. AI infrastructure, enterprise software, and data platforms are becoming the new rails of the global economy.
OpenAI feels inevitable. Stripe remains the payments giant waiting for the right window. Anthropic and Databricks could become the names people wish they bought into earlier.
By the time retail investors start debating valuations on social media, institutional capital will already be positioned.
The next generation of mega IPOs won't be consumer apps or viral trends — it will be the companies powering businesses behind the scenes.
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