Billionaires Are Gobbling Up These 2 Monster IPO Stocks That Will Define Tech’s Next Decade

Wall Street's titans are placing billion-dollar bets on the IPOs reshaping our technological landscape.

The Smart Money's Big Tech Gambit

Forget passive index funds—these billionaires are deploying capital with surgical precision into two specific public offerings. They're not just investing; they're building positions that could dominate portfolios for years. The moves signal a massive vote of confidence in technologies most investors haven't even grasped yet.

Why These IPOs Are Different

These aren't your typical flash-in-the-pan tech debuts. The fundamentals actually justify the hype—for once. We're talking about companies solving problems that don't even exist in current market analyses. Their tech stacks make legacy systems look like dial-up internet.

The Contrarian Play That's Actually Mainstream

When billionaires converge on the same opportunity, it's either the safest bet in town or the most crowded trade. Funny how those two things look identical until the music stops. But this time, the due diligence involves more than just following the herd—the underlying assets have revenue streams that would make traditional finance blush.

Positioning for the Inevitable Tech Shift

The real story isn't about getting rich quick. It's about securing exposure to infrastructures that will become as essential as electricity. These companies aren't just participating in the market—they're building the market itself. And the billionaires know it.

Sometimes the obvious play is obvious for a reason—even if Wall Street analysts need three quarters and three downgrades to figure it out.

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CoreWeave: Shaping the future of cloud computing

Cloud computing is not a new technology, but CoreWeave is reshaping the industry with data centers purpose-built for artificial intelligence (AI). The company provides infrastructure and software services designed to help customers train and fine-tune AI models, and develop AI applications. And its recent acquisition of Weights & Biases added popular developer tools to the platform.

CoreWeave has a close relationship withthat often means it is first to market with the latest chips. Also, its technology stack is specifically built for AI, which means its platform offers better performance than traditional clouds, which results in lower costs for customers. Indeed, CoreWeave typically outperforms its peers at the MLPerf benchmarks, objective tests seen as the industry standard in measuring AI systems.

Those advantages recently won CoreWeave recognition as the technology leader among AI cloud platforms. Research company SemiAnalysis awarded CoreWeave the highest score, rating it above larger competitors like,'s Google, and. Analysts commented, "We are starting to see some enterprises looking into renting from neoclouds, and most are gravitating toward CoreWeave."

CoreWeave has won several high-profile customers, including Google,, Microsoft, Nvidia, and OpenAI. In fact, the company recently expanded its agreement with OpenAI, bringing the total contract value to $22.4 billion, up from $11.9 billion when the deal was initially announced in March 2025. Further, another recently inked deal obligates Nvidia to purchase any unsold computing capacity through 2032.

Here's the big picture: The cloud computing market is worth about $940 billion today, but Grand View Research expects that figure to reach $2.4 trillion by 2030. CoreWeave is well positioned to benefit. The stock currently trades at 14 times sales, a reasonable valuation for a company whose revenue is forecast to increase at 90% annually through 2027.

Circle Internet Group: Shaping the future of global finance

Stablecoins blend the price stability of fiat currencies with the efficiency and security of blockchain to support fast and inexpensive transactions. Circle is the issuer ofand, stablecoins tied to the U.S. dollar and European euro, respectively. The company also provides adjacent developer tools that let businesses integrate digital asset storage and payments into applications.

The Circle Payments Network (CPN) could improve the global financial system by hastening settlement times and reducing costs for remittances, supplier payments, and payroll. Whereas traditional wire transfers via the SWIFT (Society for Worldwide Interbank Financial Telecommunications) system often incur high fees and take days to settle, CPN fees are usually lower and settlement happens almost instantly.

Circle reported encouraging second-quarter financial results. Revenue increased 53% to $658 million, due to strong growth in interest income -- which is earned on reserve assets invested in short-term U.S. Treasury bonds -- driven by an increase in the amount of circulating USDC. Adjusted EBITDA increased 52% to $126 million.

Congress earlier this year passed the Genius Act, legislation that could hasten stablecoin adoption by creating a federal regulatory framework. Shortly after President TRUMP signed the bill, Circle announced a partnership with, the world's second largest payment processor, that will offer domestic and cross-border stablecoin transactions to financial institutions.

Here's the big picture: The stablecoin market is worth about $300 billion today, but analysts anticipate rapid growth in the years ahead.thinks the stablecoin market could reach $1.9 trillion (base case) to $4 trillion (bull case) by 2030. Circle is likely to be a major winner as more stablecoins enter circulation. The stock currently trades at 14 times sales, a fair multiple when Wall Street expects revenue to increase at 40% annually through 2027.