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Daily Missive

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

Loading ...Addison Wiggin

July 9, 2025 • 4 minute, 11 second read


private debtprivate equityPrivate investingTech Stocks

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…

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Greenland needs real protection. American protection.

Investors, take notice…

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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.


Matt Milner: Now You Can Buy SpaceX — Should You?

July 10, 2025 • Addison Wiggin

This new wave of tokenized shares is exciting. It has the potential to break down walls and democratize access to pre-IPO giants.

But at the moment, it’s also risky, opaque, and largely unregulated.

So while we applaud the innovation, we urge caution — especially if you’re being offered something that seems too good to be true.

Matt Milner: Now You Can Buy SpaceX — Should You?
Soaring Costs Are Ironically Tariff-Proofing the Economy

July 10, 2025 • Addison Wiggin

Should we be concerned about the economy – much less the stock market – as President Trump heats up his tariff rhetoric?

Perhaps, tongue-in-cheek, we should first look at the data. Where are Americans spending their money these days – and how resilient is that spending in a world of higher tariffs?

The latest troubling trend shows that Americans are spending more on healthcare – often in the form of “insurance” that doesn’t insure against anything – than on necessities like food and housing:

Soaring Costs Are Ironically Tariff-Proofing the Economy
Nvidia’s Moon Landing Moment

July 10, 2025 • Addison Wiggin

In 1969, Americans tuned in to watch a rocket land on the moon.

In 2025, we watched a chipmaker eclipse Exxon, Apple, and the Bank of England combined — and a copper tariff threaten to derail the next phase of the digital economy.

And a digital currency backed by energy sucking algos is challenging the once almighty dollar.

It’s a hell of a time to be an investor. Or a plumber.

Nvidia’s Moon Landing Moment
The Economy’s Top Doctor Is Under the Influence of Tariffs

July 9, 2025 • Addison Wiggin

With copper imports soaring going into the news, it’s a sign that prices may be rising on pre-tariff demand. Much like how Apple filled airplanes full of iPhones from China before Trump kicked up tariff rates on Chinese goods.

For now, it’s another sign of the economic distortions being caused by President Trump’s Great Reset plan.

While copper prices may continue to rise, it’s going to be a wild ride with many pullbacks along the way. And this is your economy on tariffs – where even the trusted doctor is uncertainty stumbling along

The Economy’s Top Doctor Is Under the Influence of Tariffs