SINCE THE TOKENS LAUNCHED · JAN 20+107.0%Live since Sep 25: +11.7%

Interest up 7% this week176k Wikipedia reads about these companies

thesisNO. 06

Before they go publicA piece of OpenAI and Anthropic, before the IPO.

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Before they go public

A piece of OpenAI and Anthropic, before the IPO.

OpenAIAnthropicNVIDIAOPENAI · ANTHROPIC · NVDA

Pre-IPO Private companies through PreStocks’ tokens: no public share price, and the issuer can freeze or buy back holdings.

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PAST 12 MONTHS+12.3%Live since Sep 25: +1.8%

Interest down 12% this week137k Wikipedia reads about these companies

thesisNO. 01

The AI optimistThe chips and clouds every AI app rents.

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The AI optimist

The chips and clouds every AI app rents.

NVIDIAMicrosoftAmazon.comNVDA · MSFT · AMZN

From a post by amit @amitisinvesting

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PAST 12 MONTHS+18.2%Live since Sep 25: +0.4%

Interest steady this week103k Wikipedia reads about these companies

thesisNO. 03

Made for the internetThe businesses behind the scroll.

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Made for the internet

The businesses behind the scroll.

AlphabetMeta PlatformsAmazon.comGOOGL · META · AMZN

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PAST 12 MONTHS+14.4%Live since Sep 25: −2.1%

Interest down 9% this week10k Wikipedia reads about these companies

thesisNO. 05

The new medicineThe two companies behind the appetite drugs.

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The new medicine

The two companies behind the appetite drugs.

Eli LillyNovo NordiskLLY · NVO

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PAST 12 MONTHS+18.1%Live since Sep 25: −0.3%

Interest down 2% this week83k Wikipedia reads about these companies

thesisNO. 04

The long gameOwn a little of everything.

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The long game

Own a little of everything.

Nasdaq 100 ETFS&P 500 ETFGold ETFQQQ · SPY · GLD

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PAST 12 MONTHS+17.2%Live since Sep 25: +1.9%

Interest down 14% this week117k Wikipedia reads about these companies

thesisNO. 07

Big enough to blameThe three clouds big enough to carry AI's risk.

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Big enough to blame

The three clouds big enough to carry AI's risk.

MicrosoftAlphabetAmazon.comMSFT · GOOGL · AMZN

From a post by Naval @naval

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PAST 12 MONTHS+16.3%Live since Sep 25: +1.9%

Interest down 14% this week117k Wikipedia reads about these companies

thesisNO. 08

Deep pocketsThe clouds that can carry a trillion in spending.

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Deep pockets

The clouds that can carry a trillion in spending.

MicrosoftAlphabetAmazon.comMSFT · GOOGL · AMZN

From a post by Epoch AI @EpochAIResearch

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12-month returns: each pack’s current holdings at its current weights, held from Sep 30, 2025 to Sep 29, 2026, from daily closing prices, before fees. The S&P 500 returned 16.0% over the same days. Pre-IPO packs: token prices on Solana exchanges since the tokens began trading, not share prices, which don’t exist for private companies. “Live” is each thesis’s public record since its call opened. “Interest” is human page views of each company’s English Wikipedia article, the last 7 days against the 7 before; it measures attention, not returns. Past performance isn’t a promise; tokenized stocks can lose value.