The Dow just hit a new all-time high above 49,000. Tech stocks continue climbing. And we're heading into what could be the biggest IPO year ever: OpenAI, SpaceX, and Anthropic all preparing to go public.

But here's the thing: those IPOs will likely hit the market at insane valuations, leaving little room for growth. The real money won't be made buying the IPOs themselves—it'll be made in the companies that rise alongside them.

We identified 20 tickers positioned to benefit from the OpenAI and Anthropic IPOs.

In today's edition:

Let’s get into it.

In partnership with Masterworks

The WSJ just reported the highest price ever paid for modern art at auction.

While equities, gold, bitcoin hover near highs, the art market is showing signs of early recovery after one of the longest downturns since the 1990s.

Here’s where it gets interesting→

Each investing environment is unique, but after the dot com crash, contemporary and post-war art grew ~24% a year for a decade, and after 2008, it grew ~11% annually for 12 years.*

Overall, the segment has outpaced the S&P by 15 percent with near-zero correlation from 1995 to 2025.

Now, Masterworks lets you invest in shares of artworks featuring legends like Banksy, Basquiat, and Picasso. Since 2019, investors have deployed $1.25 billion across 500+ artworks.

Masterworks has sold 25 works with net annualized returns like 14.6%, 17.6%, and 17.8%.

Shares can sell quickly, but my subscribers skip the waitlist:

Skip waitlist

_{*Per Masterworks data. Investing involves risk. Past performance not indicative of future returns. Important Reg A disclosures: masterworks.com/cd}

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US stocks surged on Monday after the military strike in Venezuela sparked a rally in energy stocks, while fresh optimism around AI demand lifted tech names.

OpenAI and Anthropic: two of the biggest private companies in the world, set to IPO this year. That’s great, but they’re probably going to hit the market at crazy-high valuations, meaning that there might not be much room for growth.

Interesting: do you use ETFs or mutual funds, and why? A lot of people focus on the fees that index funds save, but that’s not all that’s at play here. Moreover, there’s a key way to save on fees no matter what: sticking to the same provider. And how much money does a 1% fee eat away at your gains over the decades? See the full ETF rundown here.

In light of the US’s Venezuelan takeover, Michael Burry has highlighted a pretty key ticker in the oil industry (a stock that he’s been in since 2020!). The Big Short investor wrote in his blog yesterday: “Realize that many Gulf Coast refineries were purpose-built for Venezuelan heavy crude… I have owned [the stock] since 2020, and I am more resolved to holding it even longer after this weekend.”

President Trump's tax stimulus is set to juice consumer spending in the first half of 2026. Economists at Goldman Sachs estimate taxpayers will receive an extra $100 billion in refunds, with individual checks averaging $300 to $1,000 more than usual. The bill also extends business investment incentives, which could lift GDP by 0.3% this year, according to EY-Parthenon's chief economist.

Gold spiked 2.9% and silver jumped 7% as geopolitical risks intensified. Investors piled into safe havens after the US military action in Venezuela and President Trump's renewed push for Greenland, which prompted Denmark's prime minister to warn that any annexation attempt "would mean the end of the NATO alliance."

In partnership with Masterworks

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Brandon & Blake of Invested Inc