Buy This Stock Before OpenAI & Anthropic Go Public
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| By Michael A. Robinson |
As a boomer of a certain age, I still recall one of the first real robot toys.
Debuting in 1964 (and still around today), Rock ‘Em Sock ‘Em Robots were built on something timeless: a simple boxing match.
Two robots. One ring. One winner.
Something akin to that is about to take place in the world of AI investing. Only this time, the robots aren’t plastic — they’re AI systems.
You see, two of AI’s biggest players — OpenAI and Anthropic — aim to go public this year.
That’s a $1.2 trillion prize fight before a single share even trades hands.
Wall Street is going to sell this prize fight hard, putting your wealth at risk of suffering a severe body blow.
That’s because buying new shares at the open on IPO day is a high-risk move.
With that in mind, I want to show you a stock that stands to win no matter who comes out on top.
It’s a supply firm that’s beaten the broader market sixfold over the past five years.
And there’s still plenty of upside ahead …
A Battle Royale
Let’s talk about our two fighters.
In one corner, OpenAI is the undisputed heavyweight champion. Its valuation is pushing toward $800 billion.
OpenAI is throwing big punches, pouring tens of billions into infrastructure and an ecosystem that stretches from ChatGPT to enterprise tools.
Its strategy? Bulk up, build everything and dominate the entire AI stack.
Across the ring stands Anthropic, weighing in at roughly $400 billion. Smaller, sure, but still a formidable challenger.
Instead of bulking up, Anthropic is taking a different training regimen.
It’s trimming down, focusing on efficiency and a clearer path to profitability.
The contrast here couldn’t be sharper.
- OpenAI is building a sprawling empire.
- Anthropic is creating a more disciplined, streamlined operation.
That’s what makes this battle royale so interesting.
It’s not just a battle of size — it’s a clash of strategies.
- One is betting that scale wins.
- The other is betting that focus wins.
Meanwhile, both are aiming to go public very soon.
Here’s why I wouldn’t recommend betting on either fighter right now.
Not So Fast
When these companies eventually go public, Wall Street will roll out the red carpet.
Hype will be everywhere.
You’ll see glowing headlines, bold price targets and sky-high expectations.
But history shows this is often when everyday investors get burned.
Take Peloton (PTON), for example …
The cycling company surged after its 2019 IPO, only to lose more than 90% of its value from its peak levels.
Ride-sharing company Lyft (LYFT) dropped nearly 20% within months of going public that same year.
Even Facebook (META) stumbled out of the gate, falling more than 50% after its IPO in 2012.
This isn’t a coincidence. Early IPO prices are often inflated by excitement, not fundamentals.
Insiders and early investors may use the moment to cash out, while public investors are left holding the bag.
That’s why seasoned investors wait about six months. By then, the hype fades and a more realistic price starts to emerge.
But there’s an even smarter angle here.
One that gets you into the game much sooner, too.
Instead of betting on which AI giant wins when they go public — you could look at the companies supplying them.
The firms providing the critical “picks and shovels” for this AI boom could profit no matter who comes out on top.
Including this one …
Introducing KLA
Most people have never heard of KLA Corp. (KLAC). And that’s what makes it interesting.
KLA is one of the quiet giants powering the entire semiconductor industry.
Instead of making chips like Nvidia (NVDA) or Intel (INTC), it builds the tools that make sure those chips actually work.
Its systems inspect wafers (the foundation of every chip). And those systems detect microscopic defects before they turn into costly problems.
That role is incredibly valuable.
A single defect in a semiconductor can ruin an entire batch, costing manufacturers millions.
KLA’s inspection and measurement tools help prevent that, improving “yield” — industry-speak for how many usable chips come off the line.
And here’s the key: KLA operates mostly behind the scenes.
It doesn’t run splashy ad campaigns or make headlines.
But its tech is used across nearly every stage of chip production, from early R&D to full-scale manufacturing.
And it’s been doing so for the past 50 years.
A Wide Range of Tools
At its core, KLA’s technology is about spotting problems the human eye can’t see. But now, AI is taking that to another level.
Its systems use AI to analyze massive amounts of manufacturing data, identify patterns and detect defects in real time.
In some cases, this includes predictive analytics that can flag issues before they happen, helping chipmakers avoid costly mistakes.
And this is where KLA’s product lineup really shines.
The company offers a range of tools across the chipmaking process.
There are defect inspection systems that scan wafers for tiny flaws …
Metrology tools that measure things like thickness, alignment and electrical properties …
And software platforms that pull all that data together into actionable insights.
Some tools even use electron beams or advanced optics to detect defects at incredibly small scales, down to just a few nanometers.
Importantly, KLA doesn’t rely on just one product or market. It sells into multiple areas.
These include wafer manufacturing, advanced packaging, circuit boards and more. That gives it multiple “shots on goal.”
And with a diverse stream of products and customers, KLA is positioned to benefit no matter where the biggest breakthroughs in AI — or semiconductors — happen next.
The Real Winner
At the end of the day, it may not matter when — or even if — OpenAI or Anthropic go public.
The real winner could already be hiding in plain sight: KLA.
While investors wait for splashy IPOs, KLA has been quietly delivering, with its stock crushing the broader market by more than 6x over the past five years.
That’s the power of owning the “picks and shovels” behind a massive trend.
And as demand for chips and AI keeps growing, this is the kind of company you can count on to ride profitable trends for years to come.
Best,
Michael A. Robinson
P.S. Of course, there’s another titan that’s set to go public soon: SpaceX. Again, I’d apply the same caution about getting in on day one.
More importantly, I also found the suppliers you need to own before shares trade hands. I even put together a special video.
I urge you to watch it before the next SpaceX headline hits the front page.
