January 11, 2026 | Read Online​

🔥 IPO Hype in 2026

Learn how to filter the winners from the losers

👋 Happy Sunday! Markets are (mostly) in the green, investor sentiment is neutral, and there's a bunch of exciting IPOs planned for 2026.

The setup is looking pretty good.
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What we've got in this edition:

• 🚨 Market News Highlights.
• 💬 AI Prompts. Which Tech IPO Wins in 2026?
• 🤫 Secret Pre-IPO Markets. How retail investors can keep up with "Smart Money" with proxy-investing.

🏁 Google's Gemini is catching up to OpenAI's ChatGPT. Gemini has gone from 450 million monthly users in July 2025 to 650 million in October 2025. ChatGPT still leads the pack with over 800 million monthly users.

☢️ US Energy Department awards $2.7B to nuclear fuel makers. The government wants to restart domestic uranium enrichment to reduce reliance on Russian supplies and provide power for the AI boom.

🔥 Are AI stocks over-crowded now? Analysts predict money will flow into small caps, healthcare, and financials in 2026 as investors become more wary of the AI bubble narrative.

🏦 6 big surprises from 2025 that you should keep in mind for 2026. Sneak preview: Surprise #1 is that only two of the Mag 7 outperformed the S&P 500.

📈 6 signals for where the stock market might be heading in 2026. One key takeaway is that investors should watch the pace of spending on AI infrastructure and its impact on semiconductor company profits to see if the stock market can keep climbing.

EARNINGS

Companies Reporting Earnings, Week of January 11th, 2026:

🚀 IPO Watchlist: Which Tech IPO Wins in 2026?

Big Tech IPOs are coming in 2026 (SpaceX, OpenAI, Anthropic, Databricks, Discord), but not all of them will outperform the market.

Hype can push an IPO into the stratosphere in the short-term, but hype alone doesn't determine long-term (6 months+) IPO performance.

⬇️ Here’s a simple framework you can use to evaluate which upcoming IPO has the best chance to outperform the market in the long-term:

⚙️ PROMPT: IPO WINNER FRAMEWORK

💡 Why This Matters

This prompt framework does 3 critical things for you:

1️⃣ It filters out hype early

• You'll be able to spot weak IPOs before you hit that "Buy" button.

2️⃣ It protects you from asymmetric downside

• By focusing on fundamentals and valuation, you'll avoid IPOs where most of the upside is already priced in.

3️⃣ It reduces FOMO

• Not every explosive IPO turns into a great company. This framework helps you decide if and when to get involved.

🤫 The Secret Pre-IPO Markets

The Movement: Big banks and other institutional investors are getting first dibs on IPOs by buying private shares of companies like SpaceX.

Smart Money Analysis: Institutions are using platforms like Hiive and Forge Global to "snipe" shares of SpaceX (and other companies planning their IPO) before the S-1 filings.

• They are betting that the "IPO Pop" in middle/late 2026 will be so huge that buying at current private valuations ($800B–$1T for SpaceX) still offers a 2x–3x return on the first day of IPO.

Actionable Tips:

• Keep a close eye on Rocket Lab ($RKLB). As the SpaceX IPO hype grows, $RKLB often acts as the "public proxy" and catches the overflow of investor enthusiasm.

• Accumulate $RKLB on any "pre-IPO" dips. Since the stock has a high correlation to SpaceX news headlines, expect a rally the week the SpaceX S-1 filing becomes public.

• How to hedge against potential SpaceX IPO flop:
  • Use the Q2 2026 Neutron Maiden Flight as your guide (stay invested or get out). If Neutron flies, Rocket Lab’s stock will pop regardless of what SpaceX does. If it fails and SpaceX IPO flops, the space sector will likely see a correction.

Whenever you're ready to take the next step

• Check out our Top 20 Investment Research Tools​

• Get better at investing with our Top 10 Stock Analysis AI Prompts​

• We're building a free paper trading tool you can use to practice investing with virtual money. Join the waitlist for early access.

😎 Vibe Check

Thoughts on this week's newsletter?

​ 🤑🤑🤑 Keep 'Em Coming, Big Boy ​

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​ 🤑🤑 Not Great, Not Terrible ​

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​ 🤑 Weak Sauce ​
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As always, thanks for reading and stay tuned for next week's edition!

Tech Fizz Team, signing off 🫡

DISCLAIMER: The content in this newsletter is not financial advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.