🚨 I’ll be live at 11:30 AM ET with Jack Carter for Market Masters🚨
 Both Jack and I have significant positions in Tesla so we’ll cover earnings today, including some stats I have from the past decade of reports and more [tap to join us]!
There’s a massive wave of extremely large IPOs scheduled to kick off in the first half of this year — and the names involved aren’t your typical mid-cap tech hopefuls.
We’re talking about SpaceX, OpenAI, Anthropic and Databricks among others. These are the crown jewels of the AI and space tech boom.
Now, here’s where it gets interesting…
When these companies go public, there’s a six-month lockup period. That’s standard procedure — you take your company public, but you can’t immediately cash out. You’ve got to hold your shares for six months before you can start selling.
So let me ask you this: Why would some of the smartest people in tech and venture capital be racing to take their companies public right now, in the first half of 2026?
The Smart Money Exit Strategy?
Are all these very smart people trying to get their money back out of the system at the peak before something happens? Think about the timing. If they go public in the first half of this year, those lockup periods expire in the second half — right when they’d be free to liquidate at what might be maximum valuations.
Then they can deploy that cash back at the bottom if we see a correction or downturn. It’s a smart play if you believe we’re approaching a market top.
And there’s another layer here. Nvidia (NVDA) has become the undisputed king of the AI world because their chips are the picks and the shovels of this digital gold rush.
Everyone building AI depends on them. That dominance has pushed NVDA to towering heights — but it’s also created one of the biggest valuation pressure points in the entire market. NVDA is the obvious play.
But it’s trading at a nosebleed valuation, which raises the stakes even more if broader sentiment starts to shift.
We’ve Seen This Movie Before
The parallels are hard to ignore. Back then it was the internet revolution. Today it’s AI. Both transformative technologies. Both generating incredible hype and astronomical valuations. Both attracting every available dollar from investors desperate not to miss out.
We saw this pattern during the dot-com era. Lots of money flowed into all sorts of dot-com companies, valuations went screaming higher and then we hit the floor.
The companies driving the hype rushed to capitalize on peak enthusiasm — just like what we’re seeing with these AI IPOs.
I’m not saying we’re definitely at a market top. I’m not even saying these IPOs are a bad sign by themselves. What I am saying is that when you see a concentration of massive IPOs from the hottest sector in the market all rushing to go public in the same narrow window, it’s worth paying attention.
Smart money doesn’t move randomly. These aren’t mom and pop investors — these are people with access to information, resources and advisors that most of us can only dream about. When they make coordinated moves, there’s usually a reason.
So be careful out there. Keep your eyes open, watch your position sizes and don’t let FOMO drive your decisions just because everyone’s racing toward the AI IPO exit.
Jeffry Turnmire
Jeffry Turnmire Trading
I host my Morning Monster livestream at 9:15 a.m. ET each weekday on YouTube, and then 30 Minutes of Awesome at 5 p.m. ET each Tuesday!
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I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. We Haven’t Seen a Complete Metal Surge Like This in Decades
Industrial metals are moving like we haven’t seen in decades.
And from the numbers I’m seeing, the Metal Supercycle is only getting started.
So at 2:30 p.m. ET on Thursday, I’ll join the Metal Supercycle Roundtable with Alex Reid, Tom Busby, Geof Smith and Roger Scott.
Our goal is to show you the signals that actually matter, and how to position without chasing hype.
- The bullish structure in the metal market
- The key signals to watch over the next few weeks
- How to leverage this liquidity shift while managing risk.
There are no guarantees in the market of course…
But if you want to see how smart money is navigating this cycle…
