Mega-IPO Investment Thesis Builder

Structures a rigorous, decision-ready investment thesis for the 2026 AI/tech mega-IPO wave (SpaceX, OpenAI, Anthropic, Stripe, Databricks) — covering S-1 red flags, private-to-public valuation gaps, cash burn vs. path to profit, lockup/float dynamics, and index rebalancing knock-on effects on incumbents. Turns headline hype into an underwritten position sizing plan.