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.

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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.

“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.

I’m obviously very biased against socialism. I don’t think socialism has solutions to these problems. I don’t think Mamdani particularly has solutions. I don’t think you can socialize housing. If you just impose rent controls, then you probably have even less housing, and eventually, it’s even more expensive.

But to Mamdani’s credit, he at least talked about these problems. So my cop-out answer is always to say: The first step is to talk about the problems, even if you don’t know what to do about them. There’s been a failure of, let’s say, the center left-center right establishment to even talk about them.

According to Global Markets Investor, 655 large U.S. companies have already gone bankrupt this year, the most in 15 years. Not yet a “recession,” per se, but a perceptibly slow tightening of the vise.

Credit conditions are stiff. Debt is heavy. Tariffs are pushing up costs. Consumers are fatigued. The Fed may pause in December.

Industrials lead the pack, followed by consumer discretionary and healthcare.

Stocks have developed a habit of selling off into the weekend before rebounding this year.

One big explanation might be that traders don’t want to be leveraged going into two days where the market’s closed in New York – but stay open online.

Any random Trump tweet can and has moved the market!

Ostensibly, if the weekend is quiet, stocks can recoup their Thursday/Friday declines.

What we’ve seen since 2008 is nothing short of a theft of the commons. Except it happened in little pieces that seemed unrelated at the time. But if we look at the story holistically, it all comes together.

When we step back and view the entire picture, what emerges is not just a story of market excesses and economic shifts. What we see is the gutting of middle America – be it intentional or otherwise.

Now the question is – are we going to see the restoration of the American middle class in the coming years… or are we going to watch everything devolve into a modern redux of the War Between the States, more commonly but mistakenly known as the American Civil War?

Credit conditions are stiff. Debt is heavy. Tariffs are pushing up costs. Consumers are fatigued. The Fed may pause in December.

Industrials lead the pack, followed by consumer discretionary and healthcare.

Stocks have developed a habit of selling off into the weekend before rebounding this year.

One big explanation might be that traders don’t want to be leveraged going into two days where the market’s closed in New York – but stay open online.

Any random Trump tweet can and has moved the market!

Ostensibly, if the weekend is quiet, stocks can recoup their Thursday/Friday declines.