- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
$DXYZ - like $VCX with a larger float
Posted on 3/25/26 at 1:47 pm
Posted on 3/25/26 at 1:47 pm
Some of you may have seen $VCX take off this past week. IPO’d Thursday. It’s a private venture portfolio featuring companies like Anthropic, OpenAI, SpaceX, etc. Publicly traded - same concept as the recent Robinhood $RVI, but better holdings.
Market found $DXYZ yesterday/today. Up a decent amount but not a lot compared to $VCX. $DXYZ has a lot of similar stocks in its portfolio as VCX. SpaceX is the number 1 holding with exposure to Anthropic and OpenAI and EpicGames among other juicy private companies.
NAV is key to these stocks much like a SPAC, but NAV floats over time. NAV for VCX is ~$19, NAV for DXYZ is ~$20. VCX is nearly $500 right now, while DXYZ is $30. For this reason, DXYZ presents a huge value. We expect IPOs of these private companies to set a higher value for them, resulting in NAV increasing in these venture funds. SpaceX IPO news today, and Anthropic and OpenAI should be right behind it.
Anyway buy DXYZ
Edit: I note the larger float bc you shouldn’t expect as much squeeze from DXYZ. Takes a lot more buying to move it. But should still see significant upside if VCX continues
Market found $DXYZ yesterday/today. Up a decent amount but not a lot compared to $VCX. $DXYZ has a lot of similar stocks in its portfolio as VCX. SpaceX is the number 1 holding with exposure to Anthropic and OpenAI and EpicGames among other juicy private companies.
NAV is key to these stocks much like a SPAC, but NAV floats over time. NAV for VCX is ~$19, NAV for DXYZ is ~$20. VCX is nearly $500 right now, while DXYZ is $30. For this reason, DXYZ presents a huge value. We expect IPOs of these private companies to set a higher value for them, resulting in NAV increasing in these venture funds. SpaceX IPO news today, and Anthropic and OpenAI should be right behind it.
Anyway buy DXYZ
Edit: I note the larger float bc you shouldn’t expect as much squeeze from DXYZ. Takes a lot more buying to move it. But should still see significant upside if VCX continues
This post was edited on 3/25/26 at 1:53 pm
4
Posted on 3/25/26 at 2:54 pm to Upperdecker
Why not. I have enough bb88 gains to play with
Posted on 3/25/26 at 5:48 pm to Upperdecker
why is it trading at a discount to VCX?
Posted on 3/25/26 at 7:09 pm to astonvilla
quote:
why is it trading at a discount to VCX?
VCX IPO’d last week. IPO momentum. But DXYZ is a sympathy play
Posted on 3/25/26 at 7:11 pm to Upperdecker
Up 7% AH
Posted on 3/25/26 at 7:52 pm to Upperdecker
frick it, I'm in.
Posted on 4/1/26 at 11:22 am to Upperdecker
Stumping for this one a bit more. I added in $27 range - I think it dropped for a gap fill on VCX dropping, but SpaceX IPO will get this moving.
They ended their quarter so they will update their holdings and NAV soon. Probably in 2 weeks. I expect NAV to be $22+ soon
Edit: FWIW, I’ve done some updated NAV calcs with Gemini. Including new valuations for the various AI companies in the fund including OpenAI and Shield AI, plus Anthropic addition to the fund, plus SpaceX / xAI IPO valuation at $1.75T, Gemini has NAV at $28.73, slightly below current market price $28.40. That would imply paying 0% premium for the private companies in the fund.
They ended their quarter so they will update their holdings and NAV soon. Probably in 2 weeks. I expect NAV to be $22+ soon
Edit: FWIW, I’ve done some updated NAV calcs with Gemini. Including new valuations for the various AI companies in the fund including OpenAI and Shield AI, plus Anthropic addition to the fund, plus SpaceX / xAI IPO valuation at $1.75T, Gemini has NAV at $28.73, slightly below current market price $28.40. That would imply paying 0% premium for the private companies in the fund.
This post was edited on 4/1/26 at 11:57 am
Posted on 4/2/26 at 3:01 pm to Upperdecker
SpaceX now targeting $2T IPO valuation
New NAV estimate (by Gemini)
$29.88
New NAV estimate (by Gemini)
$29.88
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News