G.L.A INVE$T RE$ERARCH
The Infinite Innovation Newsletter
20 Stocks To Own For The Second Half of 2026
Publication Date: August 4, 2026
Author: G.L.A. INVEST RESEARCH
Coach Kyle’s Note — The Setup Into Year-End 2026
We are entering the second half of 2026 with a stacked deck of tailwinds that historically produce a running tape into year-end. Earnings season has continued to trounce expectations across the AI infrastructure, defense-tech, and financial-innovation cohorts, with names like Palantir, Bloom Energy, Monolithic Power, IREN, and SK hynix printing record quarters and raising full-year guidance. The macro overhang that dominated much of the last two years is finally lifting: the war is winding down, inflation is meaningfully backing off its post-pandemic peaks, and the Fed is positioned to remain accommodative into the election cycle. Add in the largest IPO in U.S. history (SpaceX) reshaping the innovation-cap-table and a $1+ trillion Blackwell/Vera Rubin AI order pipeline pulling forward capex, and the setup for a broadening rally into December is as good as we have seen since 2020.
This issue is our high-conviction concentrated list — 20 tickers we believe are best positioned to work between now and year-end. Every stat below is sourced. Nothing in this letter is a recommendation to buy or sell — do your own work, size appropriately, and manage risk.
A quick note on tickers: four of the symbols in this list are recent additions or specialty instruments. CBRS is Cerebras Systems (IPO’d May 14, 2026). SKHY is the SK hynix ADR (Nasdaq debut July 10, 2026). SPCX is SpaceX common stock (IPO’d June 12, 2026 — the largest U.S. IPO ever). STRC is Strategy’s Variable Rate Series A Perpetual Stretch Preferred. ARKVX is the ARK Venture Fund (interval fund with SpaceX/OpenAI/Anthropic exposure).
DISCLAIMER: THIS IS NOT INVESTMENT ADVICE
1. TSLA — Tesla, Inc.
Business: Tesla manufactures electric vehicles (Model 3/Y/S/X, Cybercab, Semi), operates energy generation and storage, sells Full Self-Driving subscriptions, runs a robotaxi service, owns the Supercharger network, and is developing Optimus humanoid robots.
Recent Positive News: Q2 2026 revenue of $28.24 billion, up 26% year over year, beating the $25.71 billion consensus . A record 480,126 vehicles delivered in Q2 (+25% YoY) plus 13.5 GWh of energy storage deployed. Active FSD subscriptions hit 1.48 million (+56% YoY) and robotaxi is now live in seven major metros .
H2 2026 Catalysts: Tesla Semi and Megapack 3 on schedule for 2026 production . First-generation Optimus production lines being installed with production expected to start soon . Musk expects robotaxis in dozens of major cities by year-end pending regulatory approval .
Problem Solved: EVs as an alternative to gasoline vehicles, solar/battery storage for grid resilience, and driverless ride-hailing at a lower cost per mile than human-driven alternatives.
Moat: Vertically integrated ecosystem — in-house FSD trained on billions of fleet miles, OTA updates, manufacturing scale, the Supercharger network, and the growing Energy business. Camera-only autonomy approach plus installed fleet gives Tesla a data advantage no competitor can quickly replicate.
TAM: Morgan Stanley estimates the U.S. autonomous-ridesharing TAM at $1 trillion+, up to $2 trillion if pricing drops two-thirds .
Leadership & Backers: Elon Musk (CEO, ~717M shares as of April 2026), Robyn Denholm (Chair). Top institutional holders are Vanguard and BlackRock
2. PLTR — Palantir Technologies
Business: AI and data-analytics software (AIP, Gotham, Foundry, Apollo) for U.S. government, military, and commercial customers .
Recent Positive News: Q2 2026 revenue up 93% YoY to ~$1.94 billion vs $1.80B expected; adjusted EPS $0.41 vs $0.35. FY2026 revenue guidance raised to $8.15–8.16 billion. U.S. commercial revenue +149% to $764M and U.S. commercial TCV bookings $2.13B (+153%).
H2 2026 Catalysts: Q3 2026 revenue guided to $2.16B vs ~$2.0B consensus FY U.S. commercial expected to grow at least 134%. GAAP profitability every quarter and $4.5–4.7B FY adjusted FCF
Problem Solved: Turns enterprise and government AI usage into measurable operational and economic outcomes while keeping data, logic, and security under customer control.
Moat: AIP integrates data, ontology, actions, workflows, agent orchestration, evals and post-training inside the customer’s security boundary — model weights compound in-place, creating deep switching costs.
TAM: $385 billion per Wolfe Research.
Leadership & Backers: Alex Karp (CEO), Peter Thiel (Chairman/Founder), Stephen Cohen (President). CIA/In-Q-Tel was the original seed investor.
3. SPCX — SpaceX
Business: Falcon 9 launches, Starship, Starlink satellite internet (~9,600 satellites / ~10.3M users), Pentagon missile-warning/tracking constellations, and AI infrastructure post its February 2026 acquisition of xAI, X.com (#1. NEWS)
Recent Positive News: $1.6 billion U.S. Space Force order on July 29 for 18 Falcon 9 missions through 2027; at least $7B in 2026 Pentagon contracts. Starship’s 13th test flight (July 24) ended with an intact soft splashdown and deployed 20 Starlink V3 satellites . IPO priced June 11 at $135/share, raising $75 billion at a $1.77 trillion valuation — the largest U.S. IPO ever .
H2 2026 Catalysts: Alphabet’s $920 million-per-month payments for ~110,000 Nvidia GPUs begin October 2026 . 18 contracted Falcon 9 Space Force missions extending launch cadence visibility through 2027 . Investors will assess further Starlink, Starship, and AI-infrastructure milestones through year-end.
Problem Solved: Global satellite internet, national defense missile warning, low-cost orbital access, and now AI compute distribution via xAI/Alphabet.
Moat: Reusable rockets, owned launch complexes and satellite factories, unmatched Pentagon relationships, and a Starlink flywheel that gets cheaper with each launch. No competitor is remotely close on launch cadence or unit economics.
TAM: $28.5 trillion per SpaceX’s IPO prospectus — $26.5T AI, $1.6T connectivity, $370B space-enabled solutions (WSJ).
Leadership & Backers: Elon Musk (Founder/CEO, expected Chairman, ~42% equity / 82.4% voting), Gwynne Shotwell (President/COO), Antonio Gracias, Luke Nosek (board). Investors: Alphabet, Fidelity, Founders Fund, Sequoia, a16z, Valor Equity, Nvidia, Qatar Investment Authority (Yahoo Finance).
4. HOOD — Robinhood Markets
Business: A multi-product financial ecosystem spanning brokerage, options, crypto, prediction markets, banking, credit cards, retirement, tokenized stocks, and private-market access (Yahoo Finance).
Recent Positive News: Q2 2026 revenue a record $1.31 billion (+32% YoY) with diluted EPS +48% to $0.62 . Record $22B net deposits, record 4.8M Gold subscribers, and platform assets +32% to $369B . Prediction-market revenue up more than 10x YoY to $156 million on 13.6B event contracts .
H2 2026 Catalysts: Management expects prediction-market activity to accelerate into football season and the U.S. midterms . Chain roadmap targets tokenized U.S. stocks in 120+ countries 24/7 . Additional $100M 2026 investment in Trump Accounts UI and standalone app .
Problem Solved: Democratizes finance — brokerage, crypto, banking, retirement, private markets — and now extends U.S. equity access globally via tokenization.
Moat: 27.4M funded customers and $307B platform assets ; regulated Rothera venue for prediction markets raises the barrier for entrants, with near-zero incremental CAC .
TAM: Bernstein sees a $70 billion+ fee pool across prediction markets, perps, tokenized equities, and compute-linked contracts .
Leadership & Backers: Vlad Tenev (Chairman/CEO), Shiv Verma (CFO). Rothera prediction-market JV includes Susquehanna International Group; historical backers include Index Ventures, a16z, Sequoia, DST Global, NEA ().
5. MSTR — Strategy (formerly MicroStrategy)
Business: The world’s first and largest Bitcoin Treasury Company — funds BTC purchases with a stack of preferred stock, convertibles, and ATM common issuance while also running an enterprise analytics software business .
Recent Positive News: Held 843,775 bitcoin as of July 26, 2026 (+25% YTD), the largest institutional holder globally . Raised $17.06 billion of capital YTD; USD Reserve grew to $3.75B, covering 2.1+ years of preferred dividends/interest (. Q2 2026 software revenue $122.4M with 66.6% gross margin .
H2 2026 Catalysts: Continued disciplined STRC repurchases while it trades below $100 (~$975M left of the $1B program) . Board authorized up to $1.25B of bitcoin monetization to fund the USD Reserve and preferred dividends . STRC dividend raised to 12.00%.
Problem Solved: Gives investors leveraged and yield-bearing BTC exposure through tradable, transparent public securities.
Moat: Holds ~4% of all Bitcoin that will ever exist. Deep capital-markets access, a growing digital-credit platform (STRC, STRD, STRK), and unmatched brand recognition in the BTC treasury category.
TAM: Saylor’s late-June 2026 estimate of the Bitcoin-backed digital-credit market: $11 billion+ near-term, with a $130B path to 2030 .
Leadership & Backers: Phong Le (President/CEO), Michael Saylor (Founder/Executive Chairman), Andrew Kang (CFO). STRC allocators include Strive ($50M), Prevalon Energy, Anchorage Digital.
6. CBRS — Cerebras Systems
Business: Designs and sells wafer-scale AI inference systems (Wafer-Scale Engine, CS-3) delivered on-prem, via Cerebras Cloud, and through partner clouds .
Recent Positive News: $20+ billion multi-year OpenAI agreement to deploy 750 MW of Cerebras inference compute . Raised $1 billion at a $23B valuation in February 2026 led by Tiger Global with Nvidia and AMD participating . Q1 FY26 revenue $193.4M (+94% YoY) .
H2 2026 Catalysts: Q2 2026 earnings August 12 — first full public report . Combined AMD Helios + Cerebras WSE offering hits Cerebras Cloud in H2 2026 . FY2026 core revenue guided $855–865M (~69% growth) .
Problem Solved: Ultra-low-latency AI inference for coding copilots, live virtual agents, and agentic workflows where GPU-based inference is too slow.
Moat: The only commercial wafer-scale AI processor — architecture, compiler, and inference serving are co-designed. Marketed at up to 15x GPU inference speed on public benchmarks .
TAM: AI inference market $106.15B in 2025 → $255B by 2030 (19.2% CAGR) per MarketsandMarkets .
Leadership & Backers: Andrew Feldman (CEO/co-founder), Sean Lie (CTO/co-founder), Robert Komin (CFO), Dhiraj Mallick (COO). Investors: Tiger Global, Benchmark, Coatue, 1789 Capital, Nvidia, AMD, Fidelity, Foundation Capital, Eclipse.
7. NVDA — NVIDIA
Business: The world’s dominant supplier of GPUs, AI accelerators, networking, rack-scale systems, and CUDA software for AI training and inference, autonomous vehicles, robotics, and gaming (.
Recent Positive News: Q1 FY27 Data Center revenue +85.2% YoY to $75.25 billion; networking +199% . $1 trillion order pipeline for Blackwell and Vera Rubin architectures spanning 2026–2027 (. Vera Rubin NVL72 production is ramping across 350+ factory sites in 30 countries .
H2 2026 Catalysts: Vera Rubin platform (including NVIDIA’s first stand-alone CPU) launches in H2 2026 . FY27 Q2 earnings August 26. Competitive checkpoint: Groq 3 LPU ships Q3 2026 .
Problem Solved: Supplies the compute, networking, and software stack that makes training and serving frontier AI models economically viable.
Moat: CUDA lock-in + GPUs + networking + rack-scale reference designs + developer tools — every major cloud runs on it. 350+ factory sites in 30 countries and every hyperscaler as a customer .
TAM: ~$1.7 trillion for AI data-center systems by 2030 per Bank of America .
Leadership & Backers: Jensen Huang (Founder/CEO), Colette Kress (CFO). Board: Mark Stevens, Harvey Jones, Tench Coxe, Brooke Seawell. Original venture backers: Sequoia Capital, Sutter Hill Ventures .
8. AMD — Advanced Micro Devices
Business: CPUs (EPYC, Ryzen), GPUs (Instinct MI), AI accelerators, networking, and AI PC silicon across Data Center, Client, Gaming, and Embedded segments .
Recent Positive News: Q1 2026 revenue +38% to $10.3 billion with Data Center +57% to $5.8B . Second-gen Helios AI servers in full production with “extremely strong” demand; OpenAI to deploy Helios racks at massive scale from late 2026 . Partnerships covering up to 2 GW of Instinct MI450 GPUs with Anthropic, plus expanded Microsoft deal .
H2 2026 Catalysts: Helios shipments start end of Q3 2026, OpenAI usage begins later in the year . Q2 2026 earnings August 4. Meta deployment of up to 6 GW of custom MI450-based silicon and Venice EPYCs .
Problem Solved: The credible #2 in AI accelerators, giving hyperscalers a supply-chain alternative to Nvidia at 30–50% lower price per GPU.
Moat: Full-stack CPU/GPU/networking/software portfolio, reported 46% server-CPU revenue share, and price-performance advantage vs Nvidia .
TAM: AMD’s own estimate: $2 trillion total compute market by 2030 — $1.4T AI accelerators + $220B CPUs .
Leadership & Backers: Dr. Lisa Su (Chair/CEO). Top institutional holders: BlackRock 8.93%, Vanguard 6.50%, State Street 4.59%, T. Rowe Price 2.23%
9. CRWD — CrowdStrike Holdings
Business: The cloud-native Falcon platform protects endpoints, cloud workloads, identities, and data; new Falcon AI Detection and Response and FalconID modules extend coverage into agentic AI (.
Recent Positive News: Ending ARR $5.25 billion (+24% YoY) with record Q4 net new ARR of $331M . FY2026 revenue +22% to $4.81B; full-year FCF $1.24B (SEC). Perfect 100% detection with zero false positives in the 2025 MITRE ATT&CK Enterprise Evaluations .
H2 2026 Catalysts: Fal.Con 2026 August 31 – September 3 in Las Vegas — sold out at record pace, 10,000+ attendees, 4,000 organizations from 71 countries . FY2027 guidance: $6.47–6.52B ending ARR, $5.87–5.93B revenue . New regional clouds live in Saudi Arabia, India, and the UAE.
Problem Solved: Reduces breach risk across endpoints, cloud, identity, and now AI agents through a single lightweight sensor and correlated telemetry.
Moat: Threat Graph correlates 1+ trillion security events daily across ~2 trillion vertices — a data flywheel competitors cannot replicate .
TAM: $149 billion in 2026 → $325 billion by 2030 per CrowdStrike.
Leadership & Backers: George Kurtz (Founder/CEO), Burt Podbere (CFO). Vanguard 8.9%, BlackRock 7.5%, Accel Partners 4.1% .
10. CRCL — Circle Internet Group
Business: Issues USDC and EURC stablecoins and runs Circle Payments Network and the Arc programmable-blockchain infrastructure .
Recent Positive News: July 10, 2026: OCC final approval to establish a national trust bank (shares +10% premarket) . Q1 2026 USDC circulation $77.0 billion (+28% YoY), onchain volume $21.5 trillion (+263%), revenue $694M (+20%) . $222M ARC Token presale at $3B FDV backed by a16z crypto, Apollo, ARK, BlackRock, General Catalyst, Standard Chartered .
H2 2026 Catalysts: Q2 2026 earnings August 5 . Multi-year 40% CAGR USDC-circulation outlook reaffirmed . USDC growth expected to reaccelerate in H2 2026 .
Problem Solved: Replaces slow, fragmented cross-border finance with programmable, 24/7, near-instant settlement using regulated dollar-denominated stablecoins.
Moat: Regulated status, national trust bank charter, world’s largest stablecoin network by transaction volume, and cross-chain interoperability across every major L1/L2 .
TAM: Citi base case $1.9 trillion stablecoin market by 2030, $4.2T bull case ).
Leadership & Backers: Jeremy Allaire (Co-founder/CEO/Chairman). ARC consortium: a16z crypto, Apollo, ARK, BlackRock, Bullish, General Catalyst, Haun Ventures, ICE, IDG, Janus Henderson, Marshall Wace, SBI Group, Standard Chartered .
11. MPWR — Monolithic Power Systems
Business: Semiconductor power-management ICs and vertical-power modules for AI servers, optical modules, switches, memory, ADAS, and industrial customers .
Recent Positive News: Record Q2 2026 revenue $980.6M (+47.6% YoY) on July 30 with non-GAAP net income +58.3% to $320.1M ($6.50 EPS) . Enterprise Data +44.8% sequentially to $380.6M; full-year enterprise-data growth floor raised from 85% to 130% ). Initial DDR5 memory orders, 800V AC-to-DC sampling, and 1,500+ new automotive sockets in 2026 .
H2 2026 Catalysts: Q3 2026 revenue guided $1.14–1.16B (. Automotive expected to ramp to mid-teens FY growth. DDR5 controller orders expand serviceable market into 2027 (.
Problem Solved: Converts, regulates, and monitors electrical power — the underappreciated silicon that lets AI GPUs and data centers actually operate efficiently at high density.
Moat: 2,200+ filed patents, 4,000+ products, 30,000+ end customers, and 13 foundry partners . Proprietary process and system-integration expertise are hard to replicate.
TAM: Power-management IC market $44.4B in 2026 → $72.5B by 2034 per Fortune Business Insights .
Leadership & Backers: Michael Hsing (Chairman/President/CEO), Tony Balow (CFO). Board authorized an incremental $500M buyback (total $1B). FMR LLC and Royal Bank of Canada were meaningful Q1 2026 accumulators (.
12. CRWV — CoreWeave
Business: AI-focused hyperscaler (“neocloud”) providing GPU compute, storage, networking, orchestration, and developer tooling for training, inference, and agentic workloads .
Recent Positive News: Record Q1 2026 revenue $2.078 billion (vs $982M a year earlier) with a $99.4 billion revenue backlog (). New $21 billion Meta commitment in March 2026 plus a multi-year Anthropic Claude deal . NVIDIA invested $2 billion in Class A stock; secured an $8.5B delayed-draw term loan .
H2 2026 Catalysts: Q2 2026 earnings August 11 with revenue guided $2.45–2.6B . Expects to exit 2026 at $18–19B annualized run-rate revenue; margins inflect Q2→Q3 into low double digits . Among the first to deploy Vera Rubin NVL72 in production .
Problem Solved: Delivers scarce, specialized, purpose-built AI infrastructure — GPUs plus networking plus software — at hyperscaler quality without waiting on hyperscaler queues.
Moat: Vertically integrated stack, deep NVIDIA/Meta/Anthropic relationships, and 1+ GW active with 3.5+ GW contracted power — extremely hard to replicate on today’s grid ).
TAM: $267 billion AI cloud market by 2030 per Gartner, with neoclouds expected to take ~20% .
Leadership & Backers: Michael Intrator (Co-founder/Chairman/CEO). NVIDIA invested $2B; Jane Street invested $1B alongside a $6B AI cloud agreement (.
13. BE — Bloom Energy
Business: Manufactures solid oxide fuel-cell systems providing resilient onsite electricity (and hydrogen via electrolyzers) for data centers, semi fabs, utilities, hospitals, and enterprise campuses (.
Recent Positive News: Record Q2 revenue $1.065 billion (+166% YoY) with $240M operating income and $175M FCF . FY2026 outlook raised to $3.9–4.2B revenue with $2.55–2.85 adjusted EPS ). Brookfield expanded its Bloom financing framework 5x from $5B to $25B; all major U.S. hyperscalers plus a dozen-plus neoclouds and colos have approved Bloom .
H2 2026 Catalysts: Reaches 2 GW annual production capacity by end-2026 . Backlog conversion for customers needing power in months rather than years. Raised FY guidance implies operating cash flow above $375M.
Problem Solved: Fast, clean, reliable onsite power for AI data centers stuck in multi-year grid-interconnection queues.
Moat: Proprietary solid oxide technology, standardized “copy-exact” system design, native 800V DC output ideal for AI racks, and high switching costs once physically integrated with a customer’s power infrastructure.
TAM: ~$30 billion by 2030 for data-center fuel cells per Rystad Energy.
Leadership & Backers: K.R. Sridhar (Founder/Chairman/CEO), Simon Edwards (CFO). Brookfield anchors a $25B financing framework; Oracle has an MSA for up to 2.8 GW plus a $400M stock warrant; IDF and Oaktree committed $1.7B for Nebius-related deployments .
14. IREN — IREN Limited
Business: Vertically integrated AI Cloud provider transitioning from Bitcoin mining — builds and operates data centers with GPU clusters for AI training and inference in renewable-rich regions across North America, Europe, and APAC .
Recent Positive News: July 20: $2.8 billion of new multi-year AI Cloud contracts; 2026 ARR target raised to >$4 billion with ~85% under contract (. Five-year $3.4B AI Cloud contract with NVIDIA plus a partnership for up to 5 GW of NVIDIA-aligned infrastructure (. $3.6B of GPU financing at sub-6% covered 95% of Microsoft-contract GPU capex ).
H2 2026 Catalysts: Delivery of ~480 MW of AI Cloud capacity supporting the $4B+ ARR target . Childress Horizon 1 supercluster handoff to Microsoft in Q3 2026, Horizons 2–4 by year-end (I.
Problem Solved: Solves the AI compute shortage by securing scarce power, developing land, building purpose-built data centers, and delivering ready-to-use GPU capacity to hyperscalers and AI labs.
Moat: End-to-end vertical integration from power procurement through GPU deployment; 5+ GW secured power portfolio; ~4-year average contract length with prepayments covering ~45% of recent GPU capex.
TAM: AI data center market $471.6B in 2026 → $2,024B by 2032
Leadership & Backers: Daniel and William Roberts (Co-CEOs/co-founders), David Bartholomew . NVIDIA holds a 5-year right to buy up to 30M shares at $70 (~$2.1B) . Institutional holders include Amundi, Defiance ETFs, Citigroup Global Markets, SSgA (.
15. SKHY — SK hynix (ADR)
Business: World-leading memory manufacturer producing DRAM, NAND, HBM (High Bandwidth Memory), and enterprise SSDs. DRAM was 73% of Q2 2026 revenue with NAND at 27% .
Recent Positive News: Q2 2026 record revenue KRW 79.32 trillion and record operating profit KRW 60.54 trillion (+257% / +557% YoY) (. Began mass shipments of HBM4 in Q2 2026 . Multi-year technology partnership with NVIDIA announced June 7, 2026 to advance memory for AI factories).
H2 2026 Catalysts: Full HBM4 production ramp planned for H2 2026 . 2026 capex in the high-KRW40T range with M15X mass production accelerated in H2 . Shareholder-return policy update expected later in 2026.
Problem Solved: HBM relieves the AI memory bottleneck — moving massive datasets between memory and GPU without becoming the rate-limiting step.
Moat: 58% HBM market share in Q1 2026 per Counterpoint, HBM4 leadership, close NVIDIA relationship, and ~10 long-term (typically 5-year) customer supply agreements providing multi-year visibility.
TAM: HBM TAM from $35B in 2025 to $100B in 2028 per Micron .
Leadership & Backers: Kwak Noh-jung (CEO/President). SK Group chairman Chey Tae-won personally bought 3,620 shares for ~KRW 4.79B on July 30, 2026. SK Square owns ~20% .
16. RBRK — Rubrik
Business: Security and AI Operations Company; Rubrik Security Cloud delivers cyber resilience across on-prem, cloud, SaaS, and identity, while Rubrik Agent Cloud monitors and secures AI agents .
Recent Positive News: Record fiscal Q1 2027 (June 4, 2026): subscription ARR $1.57B (+32%), revenue $387M (+39%), FCF $74M ). Named a Leader and furthest in Vision in the 2026 Gartner Magic Quadrant for Backup and Data Protection Platforms (7th consecutive year) and launched Rubrik AI . Launched Data Protection for Google Workspace with immutable backups.
H2 2026 Catalysts: Fiscal Q2 2027 earnings September 8, 2026 . FY27 subscription ARR guided $1.85–1.86B with $293–303M FCF . International expansion continues (already 32% of mix).
Problem Solved: Recovers organizations from ransomware, breaches, operational disruption, and now compromised AI agents.
Moat: Preemptive Recovery Engine precomputes clean recovery points before an attack; 6,600+ customers, ~120% net retention, and >75% of customers on multiple product categories .
TAM: >$125 billion by 2029 across data protection, identity resilience, and AI security per Rubrik.
Leadership & Backers: Bipul Sinha (CEO/Chairman/Co-founder), Kiran Choudary (CFO). Former Microsoft chairman John W. Thompson sits on the board. Backers: Lightspeed, Greylock, Bain Capital Ventures, Khosla Ventures, IVP .
17. ARKVX — ARK Venture Fund
Business: Cathie Wood’s actively managed closed-end interval fund investing in private and public disruptive-innovation companies — AI, robotics, energy storage, multiomics, and blockchain — with a $500 minimum investment.
Recent Positive News: AUM up ~167% to $554M as of January 31, 2026 ). Led its first-ever early-stage round — Lucra’s $20M Series B in April 2026 . Invested in Hydra Host’s $100M Series A alongside NVIDIA and Comcast Ventures in June).
H2 2026 Catalysts: Hydra Host expanding GPU-as-a-Service globally with the Series A proceeds. Starship progress accelerating Starlink deployment (largest fund holding). ARK flagged anticipated 2026 mega-IPOs from OpenAI and Anthropic — note: not confirmed by either company.
Problem Solved: Removes accreditation barriers to private/pre-IPO investing (only $500 minimum) with quarterly ~5% NAV liquidity.
Moat: ARK’s deal network, co-investor relationships, and direct-to-cap-table access. Evergreen crossover structure avoids the SPV/secondary intermediary drag .
TAM: Nearly $7 trillion by 2030 for frontier model developers, per ARK .
Leadership & Backers: Catherine D. Wood (CIO/CEO of adviser ARK Investment Management). Notable holdings: SpaceX, OpenAI, Anthropic, Hydra Host, Lucra, and more.
For Non Accredited Investors that want Pre-IPO exposure this fund is your huckleberry.
18. OKLO — Oklo Inc.
Business: Develops advanced fission “Aurora” powerhouses delivering clean baseload electricity and industrial heat; integrated platform spans power generation, fuel fabrication and recycling, and radioisotope production .
Recent Positive News: July 23: DOE startup authorization for the Groves Reactor, clearing fuel loading and first criticality. July 21: selected with X-Energy for a $200M program to accelerate reactors for AI data centers — Microsoft and NVIDIA among partners ). DOE selected Oklo for advanced negotiations under the Surplus Plutonium Utilization Program .
H2 2026 Catalysts: Fuel loading and first criticality at Groves following DOE authorization ). Aurora Fuel Fabrication Facility construction contract award. Early commercial isotope revenue from the Idaho Radiochemistry Lab possible in 2026 .
Problem Solved: Clean, reliable baseload power for hyperscale data centers, industrial buyers, and government facilities — plus a domestic advanced-nuclear fuel supply chain.
Moat: Vertically integrated platform (fuel fabrication + power production + recycling + isotopes) with partnerships spanning ARMEC, Standard Nuclear, and Centrus. Sam Altman brand and network.
TAM: ~$10 trillion global nuclear opportunity per Bank of America analysts .
Leadership & Backers: Jacob DeWitte (Co-founder/CEO), Craig Bealmear (CFO). Sam Altman is Chairman and a seed/Series A investor. ARK Invest added 100,854 Oklo shares to ARKQ on July 14, 2026 ).
19. ASTS — AST SpaceMobile
Business: Building the first global space-based cellular broadband network connecting directly to standard, unmodified smartphones via BlueBird satellites and MNO partnerships. Expects $150–200M of 2026 revenue .
Recent Positive News: FCC authorized commercial SpaceMobile Service in the U.S. via Supplemental Coverage from Space. Achieved 98.9 Mbps peak from an in-orbit Block 1 BlueBird to an unmodified smartphone. MNO ecosystem expanded to nearly 60 partners covering 3+ billion subscribers.
H2 2026 Catalysts: Targeting ~45 BlueBird satellites in orbit during 2026 with BlueBird 11–33 in advanced production . BlueBird 11–13 launch targeted August 5, 2026; Q2 earnings August 10 . AI edge-computing and spectrum-management features on BlueBirds by year-end.
Problem Solved: Eliminates mobile coverage gaps and brings broadband to unconnected users worldwide — no specialized terminals or handset modifications required.
Moat: First-mover in direct-to-phone satellite broadband. Global spectrum portfolio, ~3,900 patent and patent-pending claims, ~60 MNO partners covering 3+ billion subscribers, and 500,000+ sq ft of vertically integrated manufacturing.
TAM: $1.4T (2025) → $2.8T (2035) global wireless telecom services per Future Market Insights.
Leadership & Backers: Abel Avellan (Founder/Chairman/CEO). Board includes Adriana Cisneros, Luke Ibbetson (Vodafone), Ed Knapp (American Tower), Richard Sarnoff (KKR), Keith Larson (Intel Capital). Strategic investors: AT&T, Google, Vodafone, American Tower, Rakuten.
20. STRC — Strategy Variable Rate Series A Perpetual Stretch Preferred
Business: Nasdaq-listed perpetual preferred stock from Strategy (MSTR) paying variable cash dividends semi-monthly. Gives investors Bitcoin-linked economic exposure through a fixed-income-style instrument with a $100 stated amount
Recent Positive News: $7.53B of STRC issued YTD (+254%) through July 26, 2026 with the USD Reserve at $3.75B, covering 2.1+ years of preferred obligations . July 27: repurchased 288,930 STRC shares for ~$25M at ~$86.52 avg; USD Reserve increased $525M to $3.75B . For August 2026 record dates the annualized dividend rate was set to 12.00% on the $100 stated amount.
H2 2026 Catalysts: Continued regular repurchases while STRC trades below $100 — larger at deeper discounts, tapering near par (Strategy). Cash dividend payout August 31, 2026 with the rate reset monthly. Up to $1.0B of Digital Credit Securities repurchases (prioritizing STRC) and up to $1.25B of BTC monetization authorized.
Problem Solved: Short-duration high-yield income exposure to Bitcoin’s treasury economics — with monthly rate resets designed to encourage trading around par and reduce volatility.
Moat: Backed by the world’s largest corporate Bitcoin treasury (843,775 BTC), Strategy’s capital-markets machine, and reported liquidity of $409M daily volume with 3% 30-day volatility.
TAM: $130 billion Bitcoin-backed preferred equity market by 2030 per
Leadership & Backers: Phong Le (President/CEO), Michael Saylor (Founder/Executive Chairman), Andrew Kang (CFO). Disclosed STRC allocators: Strive ($50M — over a third of its corporate treasury), Prevalon Energy, Anchorage Digital, OranjeBTC
The G.L.A. Bottom Line
Every single name on this list is levered to one or more of the four themes we believe define the next 24 months of alpha creation:
AI infrastructure buildout — NVDA, AMD, CBRS, CRWV, MPWR, SKHY, IREN, BE, OKLO
Defense-tech and space — PLTR, SPCX, ASTS, ARKVX
Financial innovation and tokenization — HOOD, CRCL, MSTR, STRC
Cyber resilience for the AI era — CRWD, RBRK
-We are still in the early stages of the largest innovation boom in history, the companies that solve the largest problems will produce the largest returns. – Coach Kyle
— G.L.A. INVEST RESEARCH & COACH KYLE
The Infinite Innovation Newsletter
Disclaimer: This newsletter is for informational and educational purposes only and does not constitute investment advice, an offer to sell, or a solicitation to buy any security. G.L.A. Invest Research and its affiliates may hold positions in the securities mentioned. Past performance does not guarantee future results. All investors should conduct their own research and consult a licensed financial advisor before making any investment decisions. All figures cited are as of the date of publication and are drawn from the sources linked inline.