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.

America has consistently reinvented itself in times of crisis. The founders survived monarchy. Lincoln survived disunion. We’ve survived bank panics, oil shocks, stagflation, and disco. We’ll survive deplatforming, too.

The Second American Revolution won’t be fought with muskets or manifestos. It won’t be fought with petty violence and street demonstrations. It will be written into code. And available to those who wish to take advantage of it.

Russell Kirk called the first American Revolution “a revolution not made, but prevented.” The second will be the same. We’re not tearing down the house — we’re going to rewire it in code.

The result may not be utopia. But it will be freedom you can bank on.

Treasury Secretary Scott Bessent has called stablecoins, including USDC, “a pillar of dollar strength,” estimating a $2 trillion market within five years. U.S. Treasuries back every coin.

Bessent’s formula even suggests that a broader, more efficient market for US dollars will help retain its best use case as the reserve currency of global finance… and, perhaps, help the current administration address the nation’s $37 trillion mountain of debt.

In trying to cancel a man, the establishment accidentally reinforced the dollar, and may add decades to its life as a useful currency.

As we approach the 250th anniversary of the United States, it’s worth recalling that our first Revolution wasn’t waged to destroy an order — it was fought to preserve one.

Political philosopher Russell Kirk called it “a revolution not made but prevented.” The colonists sought not chaos but continuity — the defense of their “chartered rights as Englishmen,” not the birth of an entirely new world. Kirk wrote:

“The American Revolution was a preventive movement, intended to preserve an old constitutional structure. The French Revolution meant the destruction of the fabric of society.”

The difference, Kirk argued, was moral. The American Revolution was rooted in ordered liberty; the French in ideological frenzy. The first produced a Constitution; the second, a guillotine.

Two and a half centuries later, the argument continues — only now, the battlefield is financial. Who controls access to money? Who defines legitimacy? Can a citizen’s ability to transact depend on their politics?

Trump and Powell are no buddies. They’ve been fighting over rate cuts all year—Trump demanding more, Powell holding back. Even after cutting twice, Trump called him “grossly incompetent” and said he’d “love to fire” him. The tension has been building for months.

And Trump now seems ready to install someone who shares his appetite for lower rates and easier money.

Trump has been dropping hints for weeks—saying on November 18, “I think I already know my choice,” and then doubling down last Sunday aboard Air Force One with, “I know who I am going to pick… we’ll be announcing it.”

He was referring to one Kevin Hassett, who—according to a recent Bloomberg report—has emerged as the overwhelming favorite to become the next Fed chair.