Strategic Wealth Partners

Tony Zabiegala made a really important point on Schwab Network about the upcoming wave of IPOs.

SpaceX, OpenAI, and Anthropic may come to the market with instant momentum, huge hype, and massive valuations.

But that does not automatically make them good investments on day one.

A lot of traditional IPOs are easier to evaluate after investors see how the stock actually performs in the market. These names are different because they could enter the market with major index weight, huge attention, and a lot of investor FOMO before the fundamentals fully support the price.

Tony’s message was simple.

Having exposure is one thing.

Being overexposed to hype is another.

Sometimes the smarter move is to watch, wait, and avoid letting excitement make the decision for you.

Tony Zabiegala joined Schwab Network to talk about the buzz around SpaceX, OpenAI, and Anthropic potentially heading toward IPOs.

SpaceX has the U.S. government as a major customer.

OpenAI has ChatGPT and the consumer attention.

But Anthropic may be the most interesting from a business standpoint.

Tony pointed out that Anthropic is winning 70% of first-time AI business customers and has passed OpenAI in enterprise market share.

That matters because business adoption is where a lot of the long-term money could be.

The big question now is whether these companies are truly changing market leadership, or whether investors are chasing the next wave of hype.

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