Where Data Tells the Story
© Voronoi 2026. All rights reserved.
Most people avoid saying this directly, but I will:
SpaceX broke IPO records because Elon Musk spent years turning rocket launches into something people could believe in.
They bought the spectacle of a booster landing itself on a drone ship, as if gravity didn’t matter.
56% of all retail buying last Friday went to one stock.
SpaceX attracted $117.6 million in retail investments in just one day.
Coinbase benefited from the crypto craze. Uber grew during years of app obsession. ARM took advantage of the AI chip boom.
SpaceX tapped into something deeper and harder to create: the hope that humanity might actually be alright.
This is the part that should catch the attention of Anthropic and OpenAI.
If belief can turn into market value on the first day, then these two companies have the strongest belief in tech right now. It’s not about rockets.
It’s about something people truly worry about: AI that can reason, create, and that many believe could either save or destroy us.
The SpaceX debut didn’t just break a record. It created a new example of what retail investor demand can look like.
2026 still has more in store for us, and so does this market.