Navigating this Months IPO Market

Breaking down the 4 major stocks set to IPO and how we are trading around them

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Welcome to our new subscribers! We’re excited to have you with us as we continue our journey to educate and highlight some of our favorite stock picks. Wanted to especially give a warm welcome to our new subscribers who saw the amazing analysis we did on Nebius AI just two weeks before the stock jumped 50% after hours on reports of a deal with Microsoft. This week, we are mixing things up a bit. As everyone probably already knows, stocks are right around all-time highs right now and in times like this it may seem very hard to squeeze that extra dollar out of the market. We are beginning to shift our strategy away from the big players like Nvidia and Microsoft, all though we think they have great growth potential they are already a large part of our portfolio sitting at all-time highs. This is why this week we want to help you guys navigate the IPO market and take advantage of the offers that SOFI and Robinhood are currently offering, a chance to get in before most investors.

A couple weeks back we invested into Bullish, a stock that we are not exactly high on, but we knew with the price we could get it at on Robinhood, this would be quick and easy gains that we could roll over into stocks that we talk about on here and love. That one day investment pulled in 90% gains before the stock fell back down to only up around 15% over the next couple of days. Some of the stocks below we think are also pump and dump potential, but two stocks we are looking to hold long term through the bumpy ride ahead, possibly taking profits along the way.

Klarna

Although the stock issued yesterday during the market time, we wanted to include this stock as our only stock on this list that we think is a great long term hold with almost all of our shares that we received in the pre-IPO market at 40$. The stock quickly shot up to 50$ shortly after IPO and ended the day still up around 5%, which is a great first day for an IPO.

What is Klarna?

Klarna is a Swedish fintech firm best known for its “buy now, pay later” service, which allows its users to buy something and then lend money with interest to pay for the item later. Im sure many of you have heard of this company through the viral meme about installment payments on your chipotle burrito. Why we really like the company is the fact that it has has evolved into a broader digital bank offering payment processing, credit solutions, and in-store cards, now embedded across e-commerce platforms and merchant sites. It generated approximately $2.81 billion in revenue in 2024, a 24% year-over-year increase, and reported $823 million in Q2 2025, marking its fifth consecutive quarter of adjusted profitability. Expansion in the U.S. has been a major driver behind this momentum. Publicly debuting via a 2025 IPO, Klarna raised $1.37 billion, unlocking a valuation between $15 and $20 billion.

Why we like Long-term:

Along with the partnership with Chipotle, the company has quietly been making amazing partnerships across the country with names like Target and Walmart, which generate billions in revenue every single year and have allowed consumers who come from the lower class to be able to purchase all of the things they may want and hopefully pay for them later. Obviously, the morals behind the whole company are not exactly something to write home about, often preying on people who may not have the money and want a way to pay for things they may not necessarily need. The is where our thesis actually comes into play. A major problem in our country is that people are consuming more than what they can afford, partially due to inflation which has been running rampant, and partially due to the fact that people are constantly bombarded with the next best thing that they need to have to show off to their friends and family. This along with the sky rocketing prices on “fast food” and the accessibility of apps like Uber Eats, Grub Hub, and Doordash have left consumers with too many options and not enough money to pay for it.

What drives customers in the door often has to be complimented with a way to keep a customer base. We have seen Robinhood and Sofi most notably take this approach when it comes to Fintech, and both have been wildly successful at doing so. Klarna moving towards banking as well as offering credit solutions and in store cards are a great way to keep consumers coming back for more. We don’t see any real competition with Klarna at the moment and think it could be a great buy long term once the IPO hype settles.

Gemini

A stock that we are actually looking to pump, and dump is Gemini. Often times when a company IPOs based off of crypto hype and the short-term possibility for a “meme stock” like run, people tend to hop on board and more often than not that run comes true. We recently saw this with Bullish a couple weeks ago, which we stated earlier in the video that this is generated over 80% gains for us in just a day.

What is Gemini and Where does the Hype come from:

Gemini is a U.S. based cryptocurrency exchange and digital asset custodian which allows both retail and institutional users to buy, sell, store, and stake cryptocurrencies, supporting over 70 digital coins across more than 60 countries, and also offers services like credit card rewards, custody, and staking. The company recently launched a credit card and has been quick to market this as a main component of the company.

Here is why we do not like it as a long-term hold:

The company is hoping to raise roughly $433 million by offering shares at $24–26, valuing the firm at around $3 billion. Gemini reported only $68.6 million in revenue for H1 2025, down 8% year-over-year, and logged a substantial $282.5 million net loss, a sharp deterioration from its prior-year results. These numbers are bad, and it seems like they are only getting worse, which worries us about the long-term future of the company. There are so many crypto exchange platforms out there like Coinbase and more recently Robinhood, we don’t see how this stock could work out long term in terms of not having anything that differentiates itself from the larger competitors. This seems like an opportunity to grab money from investors in a scramble to gain cash and we are planning on pumping and dumping this stock the day that it IPOs

Figure

A stock we are planning on pumping, dumping the principal and letting the profits ride is Figure Technology Group. We think the hype around this stock is real, but like Gemini is it very prone to a large bounce and then a sharp fall to levels that will make the stock more attractive to us to possibly buy back in with our principal.

What do they do:

Figure Technologies is a blockchain-native fintech platform that modernizes traditional lending through integrated loan origination, funding, and secondary market trading powered by its Provenance blockchain. The firm enables rapid, transparent digital lending, especially in home equity, reducing funding times dramatically from the industry norm of 42 days to just 10 days. Figure has launched on-chain consumer loan securitizations and an SEC-approved, interest-bearing stablecoin. This platform offers Figure Equity Solutions, enabling private companies to manage equity offerings and timestamps on the blockchain, eliminating intermediaries with instant settlement and fee savings Any time a direct user could see a benefit of a stock while integrating a blockchain native solution, we think that the hype around the company will be there and the use case for the stock is real and does not have many competitors.

Why we like long term after the bounce and fall:

The company posted revenue of approximately $191 million in the first half of 2025, a 22.4% year-over-year increase, and flipped to a $29 million profit, following a $13 million loss in the prior year period. Any time a company can flip profitable in the year they are planning to go public it is a great sign for the future of the company. This money could be used for more capital expenditure and will bring a sense of accountability to the company based on all of the regulations involved in going public. Flipping $40 million in the course of a year is a big sign for future growth and we are excited for this stock to go public.

StubHub

I’m sure many of our followers know what StubHub is or at least has heard of them. We are steering clear of this stock for the same reasons we have been steering clear of healthcare for the last couple of years. The bad signs seem to out weight the demand for ticket sales. For one, the amount of ticket companies that are competing in this space is huge and continues to grow. Ticketmaster, Tick picks, and others have all been fighting in the same space for some time now and it seems that if Ticketmaster is coming out as the clear winner in the space. They currently own a 61% market share, while Stubhub sits at just 21% market share, which is a massive difference. Another negative we have with the company is the huge controversy surrounding the Taylor Swift price gouging that was taking place with companies like Ticketmaster, who was getting a massive amount of money off of the tickets that they were given for super cheap and then resold to fans. This sparked an uproar that made its way all the way to stop all price gouging. In March 2025, President Trump, joined by Kid Rock in the Oval Office, signed an executive order targeting ticket scalping and "price-gouging" by middlemen.

The order tasks the FTC with enforcing fair practices and full fee disclosure and directs the Attorney General and Treasury Secretary to ensure compliance with tax and competition laws. Live Nation (Ticketmaster’s parent) publicly supported reforms and reinforced stronger enforcement against bots. Although Stubhub was not directly involved, it brings to light all the unethical things that ticket companies have been getting away with for years and it brings a tough regulatory environment into the company, which usually restricts growth and possible ideas for new revenue streams. We are steering clear and if we miss a pop, we miss a pop and we can be happy with ourselves knowing that we won’t be supporting this unethical price gauging.

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The information provided in this newsletter is for informational and educational purposes only and should not be considered financial, investment, or trading advice. While every effort has been made to ensure accuracy, we do not guarantee the completeness or reliability of the information. Past performance is not indicative of future results. You should conduct your own research or consult with a licensed financial advisor before making any investment decisions. We are not responsible for any losses that may occur from the use of this content.