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Friends, as we noted last week, the IPO party’s been dead quiet these last couple weeks.

Everyone’s been waiting for that spark, that one explosive IPO to get the party started…

But since the end of December 2025, filings were thinner than leftover holiday pie. Why?

Rates stayed sticky, markets jittered over every Fed whisper and tariff threat, and founders who’d lined up roadshows just, well, paused. 

If you remember, around November and into December, we had one last good push before the quiet. But for the most part, it’s been a no-show event since. 

But that quiet is about to end. Thanks to Goldman Sachs.

See, Goldman seemingly never disappoints when it comes to getting things going. When they're out, we're out. But when they're in, you bet your behind, we're in. 

Get this…

Four heavyweights, all set to ring the bell within weeks of each other, and every prospectus stamped with that red-gold logo. Yes, they’re all Goldman backed.

IPO Premium subscribers, check your inbox around 6pm eastern tonight. You’ll be receiving more detailed info, with trade ideas on each of the four companies mentioned below.

First up is that crypto custody shop everyone’s been eyeing. Remember when bitcoin custodians were just nerds in basements? 

Now they’re trillion-dollar gatekeepers, holding the keys while regulators finally draft rules that set the crypto markets straight. 

A.I. Drug Gets $4 Billion Takeover

On December 13, 2022, a Big Pharma giant quietly bought one AI-designed drug for $4 billion.

It's the biggest deal for an AI-designed drug in history.

But very few people even know about it...yet.

And they don't know that this tiny AI-biotech

Goldman isn’t just underwriting. No. They’re offering a white-glove polish so institutional buyers can forget the exchange hacks from 2018 ever happened. 

Expect a valuation north of $8 billion.

Right behind them rolls the construction-tech crew. 

Think labor meets inventory, on steroids. Machines that track every bolt on site and feed data back to cloud dashboards so foremen can text “out of rebar” while sipping coffee in the cab. 

Investors love it because labor’s still a wild card in megaprojects, and this outfit’s promising to shave 12% off timelines. 

Goldman’s tagline in the S-1 reads almost poetic: “turning dirt into pixels, profitably.”

Then there’s an insurance play. A major company you may know from social media.

Life policies used to mean 90-minute phone interviews with actuaries who asked if grandma ever smoked cigars on Tuesdays. Home visits with scales, plastic cups for “samples” … you get the idea.

These guys do it in seven minutes via app: selfie, heartbeat scan, done. 

Goldman likes the math; underwriting costs down 70%, claims risk sliced by machine learning that spots fibbers before they exhale. 

Finally, the space hardware squad. Not rockets, those are SpaceX’s toy aisle. 

This one’s building the parking garages, the modular satellites, orbital factories, laser relays that pipe Netflix to Mars rovers. 

Goldman flew engineers in from Palo Alto last week, ran mock roadshows in a Manhattan conference room that looked more NASA than a three piece suit exhibit. 

When the final number hits (call it $12 billion) … it’s basically betting on Starlink’s grandkids before the kids graduate.

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People keep asking why Goldman hoovered these up. Simple: they smell the rebound. They see the opportunity.

Tech’s bruised, sure, but not broken. Rates might dip by spring, and every pension fund’s chasing yield after two years of practically zero. 

Plus, these four cover the hot “quadfecta.” 

Crypto for the gamblers, construction for an infrastructure boom, insurance for the safety crowd, space for the next-decade dreamers. 

No overlap, no turf wars, just a clean sweep of sectors nobody can ignore.

Expect fireworks. 

Bottom line: the freeze is over, Goldman’s flying its flag, and whoever rips first sets the tone for 2026. 

Buckle up. Wall Street’s about to do what it does best, and Goldman just drew the map.

IPO Premium subscribers, check your inbox around 6pm eastern tonight.

You’ll be getting more detailed info, with trade ideas on each of the four companies mentioned above.

Including expected debut dates, expected pricing and where I believe you should set your limit orders for each one…

Tim

KEEP READING

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