Matt Milner: The Next Decade’s “Fantastic 40” Tech Stocks

“Computer science is no more about computers
than astronomy is about telescopes.”

~ E. W. Dijkstra

Turn Your Images On

Looking beyond the “Magnificent Seven” of the early A.I. boom to see
a whole new future for the markets in the decade ahead

July 9, 2025 — Every few decades, Wall Street changes the rules.

First it was blue-chip stocks.

Then it was tech stocks.

More recently, it’s been private startups.

But now the shift is accelerating, fast — toward the Fantastic 40.

Let me explain.

A Glimpse into 2030

At its recent “East Meets West” investor conference, $70 billion investment firm Coatue released a fascinating report.

It wasn’t about interest rates, fund flows, or politics.

Instead, it was a clear-eyed forecast about where the biggest growth will come from over the next five years.

Turn Your Images On

According to Coatue, a handful of giants like Microsoft will continue to grow steadily. But the biggest gains won’t come from companies in the public markets.

Instead, they’ll come from startups in the private market — pre-IPO companies like SpaceX, OpenAI, xAI, Stripe, Anthropic, and DataBricks.

Coatue believes private firms like these will become the dominant companies of the future — and provide the biggest financial returns.

Wall Street Knows the Game Has Changed

It’s not just Coatue making these calls.

Behind closed doors, the smartest money in the world is chasing the same playbook.

Venture-capital firms, sovereign wealth funds, hedge funds — they’re all piling into pre-IPO opportunities, often years before these startups consider going public.

Why? Because that’s where the returns are.

Over the last decade, the average length of time a startup stays private has doubled. That means more of its explosive growth is happening before its IPO.

Bottom line: If you’re only investing in the stock market, you’re missing the party.

Continued Below…

September 9: Denmark’s Last Gasp…

The Arctic’s vast abundance of riches — shipping lanes, resources, and space ports — makes it an economic and geopolitical Holy Grail, which is why Denmark’s stewardship of Greenland must end.

Greenland needs real protection. American protection.

Investors, take notice…

As the United Nations General Assembly approaches (on September 9), the potential exists for a bombshell announcement regarding Greenland. We mapped Greenland’s five major profit zones, which could boom any minute.

Click here to view our presentation, ASAP >>

The Growth Is Going Private

To be clear — the stock market isn’t going away.

But if you look at recent IPOs (Instacart, Reddit, even Stripe’s partial tender), you’ll notice something striking:

These companies are going public later — at vastly higher valuations, and with slower near-term growth prospects. Much of their best growth is already behind them.

It’s the investors who got in five or ten years ago, during the private funding rounds, who captured the biggest upside.

That’s why Coatue’s forecasts are so telling. They’re not just painting a rosy picture of the future. They’re hinting at where the real money will be made.

How You Can Get Involved

Historically, investing in the private markets was reserved for institutions or ultra-wealthy insiders.

But that’s changing.

For example, Coatue just launched its CTEK Innovation Fund to help investors capture the growth of the future, regardless of whether it comes from public stocks or private startups.

Unfortunately, it has a $50,000 minimum investment.

Not ready to invest $50k? Even if you’re starting with just $100, you now have more ways than ever to access private markets.

Yes, risks are higher.

Yes, due diligence is incredibly important.

But for investors willing to look beyond the traditional 60/40 portfolio, the rewards can be well worth it.

The Bottom Line

The next Microsoft or Uber isn’t listed on the NASDAQ — not yet, anyway.

It’s probably a private company, growing at 100%+ per year, out of reach of most investors.

But that’s where we come in.

At Crowdability, our mission is to educate you and show you where the highest-potential startup opportunities can be found — before they go public.

Because this isn’t just the future…

It’s where the smartest money is going today.

Best Regards,

Turn Your Images On

Founder Crowdability.com and Grey Swan

P.S. From Addison: Paid members, please join us for Grey Swan Live! with Matt Milner this Thursday, July 10 at 11 a.m. ET.

We’ll introduce you to Matt more formally and discuss several of the private offerings we’ve emailed you about in the past several weeks. You may recall having read about Matt’s back door offerings for Elon Musk’s SpaceX, Starlink and xAi offerings? If you’re interested in learning more, please join us and ask questions.

With both private credit and private equity markets gaining pop trend status in the investment markets, we’ll dig deeper into private placements. We’ll explore the new opportunities being offered to individual investors in this environment and lay bare the pitfalls and sand traps to avoid as the market opens up.

Join Matt Milner, Andrew Packer and I on Grey Swan Live! Thursday, July 10 at 11 a.m. ET.

“Computer science is no more about computers
than astronomy is about telescopes.”

~ E. W. Dijkstra

Turn Your Images On

Looking beyond the “Magnificent Seven” of the early A.I. boom to see
a whole new future for the markets in the decade ahead

July 9, 2025 — Every few decades, Wall Street changes the rules.

First it was blue-chip stocks.

Then it was tech stocks.

More recently, it’s been private startups.

But now the shift is accelerating, fast — toward the Fantastic 40.

Let me explain.

A Glimpse into 2030

At its recent “East Meets West” investor conference, $70 billion investment firm Coatue released a fascinating report.

It wasn’t about interest rates, fund flows, or politics.

Instead, it was a clear-eyed forecast about where the biggest growth will come from over the next five years.

Turn Your Images On

According to Coatue, a handful of giants like Microsoft will continue to grow steadily. But the biggest gains won’t come from companies in the public markets.

Instead, they’ll come from startups in the private market — pre-IPO companies like SpaceX, OpenAI, xAI, Stripe, Anthropic, and DataBricks.

Coatue believes private firms like these will become the dominant companies of the future — and provide the biggest financial returns.

Wall Street Knows the Game Has Changed

It’s not just Coatue making these calls.

Behind closed doors, the smartest money in the world is chasing the same playbook.

Venture-capital firms, sovereign wealth funds, hedge funds — they’re all piling into pre-IPO opportunities, often years before these startups consider going public.

Why? Because that’s where the returns are.

Over the last decade, the average length of time a startup stays private has doubled. That means more of its explosive growth is happening before its IPO.

Bottom line: If you’re only investing in the stock market, you’re missing the party.

Continued Below…

September 9: Denmark’s Last Gasp…

Greenland needs real protection. American protection.

Investors, take notice…

Click here to view our presentation, ASAP >>

The Growth Is Going Private

To be clear — the stock market isn’t going away.

But if you look at recent IPOs (Instacart, Reddit, even Stripe’s partial tender), you’ll notice something striking:

These companies are going public later — at vastly higher valuations, and with slower near-term growth prospects. Much of their best growth is already behind them.

It’s the investors who got in five or ten years ago, during the private funding rounds, who captured the biggest upside.

That’s why Coatue’s forecasts are so telling. They’re not just painting a rosy picture of the future. They’re hinting at where the real money will be made.

How You Can Get Involved

Historically, investing in the private markets was reserved for institutions or ultra-wealthy insiders.

But that’s changing.

For example, Coatue just launched its CTEK Innovation Fund to help investors capture the growth of the future, regardless of whether it comes from public stocks or private startups.

Unfortunately, it has a $50,000 minimum investment.

Not ready to invest $50k? Even if you’re starting with just $100, you now have more ways than ever to access private markets.

Yes, risks are higher.

Yes, due diligence is incredibly important.

But for investors willing to look beyond the traditional 60/40 portfolio, the rewards can be well worth it.

The Bottom Line

The next Microsoft or Uber isn’t listed on the NASDAQ — not yet, anyway.

It’s probably a private company, growing at 100%+ per year, out of reach of most investors.

But that’s where we come in.

At Crowdability, our mission is to educate you and show you where the highest-potential startup opportunities can be found — before they go public.

Because this isn’t just the future…

It’s where the smartest money is going today.

Best Regards,

Turn Your Images On

Founder Crowdability.com and Grey Swan

P.S. From Addison: Paid members, please join us for Grey Swan Live! with Matt Milner this Thursday, July 10 at 11 a.m. ET.

Join Matt Milner, Andrew Packer and I on Grey Swan Live! Thursday, July 10 at 11 a.m. ET.

The narrative for BTC and other cryptocurrencies is that every government around the world has high debt-to-GDP ratios. It means they are going to print more currency. It means there is a need for alternative currency. In the past, this alternative currency was gold.

Gold is not very portable. It’s a good store of value. It’s not as great of a store of value as BTC in terms of actually storing it. BTC, you can store it on a hard drive or at Coinbase. Gold, if you have bars you have to keep them in a bank or you have to dig a hole in your backyard. And you can’t send gold around the world as easily as you can send BTC.

I still think this rally has legs. If you go back to where the breakout happened, we were really in November of 2024 that was the beginning of this bull market in my mind because that was the first time we hit an all-time high in a couple years. Then we rallied. We pulled back. We tested that level again.

The uptrend, in my mind and with what I’m seeing, is still intact. We’re just in an oversold condition right now.

Nvidia’s $900 billion round-trip this week wasn’t about some revelation in Jensen Huang’s chip factory. The business is firing on all cylinders – and may yet be one more reason for the market to soar higher into 2026.

The culprit was the macro — one gust of wind from the labor market and trillions in valuation shifted like sand dunes.

Nvidia’s earnings lifted the market at the open, but the jobs report’s undertow snapped sentiment like a dry twig. As we pointed out this morning, the S&P notched its biggest intraday reversal since April.

The first half of the move was classic Wall Street choreography: blowout earnings, analysts breathless with adjectives, and every fund manager terrified of underweighting the patron saint of AI.

In April, following the “Liberation Day” low, the indexes took off in the morning only to crash later in the day. The first and only other time in history we have seen a strong bullish opening followed by a sharp bearish close was during the 2020 recovery from the Covid shock.

In both cases, the markets were rebounding from exogenous shocks.

That’s not where we are today. The index-level charts may look composed, but underneath plenty of individual stocks are trading as if they’ve already slipped into a private bear market of their own.

We’ll see how the day unfolds. It’s options-expiration Friday — the monthly opex ritual when traders roll positions forward, unwind old bets, and generally yank prices around like terriers with a chew toy.

Every major tech shift has followed a similar pattern. As information moves faster, the money follows.

The telegraph made news global and opened up a world of investment opportunities. Radio, and then television, ignited a new wave of prosperity for investors. And the internet made communication instant, creating fortunes for those who saw what was coming.

Now standards like x402 are doing the same for AI and digital payments, potentially putting Jamie Dimon’s empire in jeopardy.

If you have Coinbase building the payment rails, Circle handling settlement and projects like Worldcoin and Particle Network solving for identity and wallets — do you really need a bank to validate transactions and keep track of who owns what?

All of these companies are helping to build a new layer of fintech infrastructure. And they’re all working toward an economy that runs continuously, without the need for corporate scaffolding.

The uptrend, in my mind and with what I’m seeing, is still intact. We’re just in an oversold condition right now.

The culprit was the macro — one gust of wind from the labor market and trillions in valuation shifted like sand dunes.

The first half of the move was classic Wall Street choreography: blowout earnings, analysts breathless with adjectives, and every fund manager terrified of underweighting the patron saint of AI.

In both cases, the markets were rebounding from exogenous shocks.

Every major tech shift has followed a similar pattern. As information moves faster, the money follows.

Now standards like x402 are doing the same for AI and digital payments, potentially putting Jamie Dimon’s empire in jeopardy.

All of these companies are helping to build a new layer of fintech infrastructure. And they’re all working toward an economy that runs continuously, without the need for corporate scaffolding.