Reddit's AI IPO Frenzy Is Real: OpenAI, SpaceX, and Anthropic Are All Racing to Your Brokerage Account
Three trillion-dollar AI companies filing for IPOs simultaneously — Reddit is obsessed, and honestly, same
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| GS GOLDMAN SACHS GROUP INC | buy | $983.96 | — | — | — |
| MS MORGAN STANLEY | buy | $197.97 | — | — | — |
| MBLY Mobileye Global Inc. | buy | $9.75 | — | — | — |
| INTC INTEL CORP | hold | $118.46 | — | — | — |
| ASML ASML HOLDING NV | buy | $1545.98 | — | — | — |
| INTU INTUIT INC. | sell | $329.22 | — | — | — |
| PLTR Palantir Technologies Inc. | buy | $136.18 | — | — | — |
| CAVA CAVA GROUP, INC. | buy | $80.24 | — | — | — |
| TJX TJX COMPANIES INC /DE/ | buy | $159.14 | — | — | — |
Reddit's investing communities are doing that thing where everyone talks about the same three stocks at once — except this time it's three companies that aren't even public yet. OpenAI is reportedly filing its IPO confidential paperwork as soon as this Friday, with Goldman Sachs and Morgan Stanley on deck. Meanwhile, SpaceX (post-xAI merger) is gunning for a $1.75 trillion debut — potentially the largest IPO in history — and Anthropic is eyeing an October slot at a $900B–$1T valuation. The r/investing and r/wallstreetbets threads are absolute chaos right now, and the most upvoted concern is the obvious one: can the market absorb all three?
The play Reddit keeps circling back to is the picks-and-shovels angle. Since you can't buy OpenAI today, high-upvote DD posts are pointing at $GS (lead underwriter on SpaceX) and $MS (OpenAI's banker) as the boring-but-real way to front-run the IPO fee bonanza. There's also renewed chatter around $MOBILEYE ($MBLY) as an under-the-radar AI adjacency play — quant systems flashing buy, PEG ratio at a 30% discount to sector, and forward EPS growth of 36% versus the sector's 11%.
Three frontier AI labs going public in the same quarter is either the greatest wealth creation event of the decade or the most spectacular case of market indigestion since the dot-com era — Reddit is split exactly 50/50, which means it's probably both.