TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

$FORGE-GLOBAL

Forge Global
···
sign in to save
sentiment mix
bull 100%bear 0%neu 0%

Price chart

TradingView

signal summary

latest high-conviction thesis
Early investor in Forge (Equidate), the largest private secondary marketplace▾

Invested in Forge's Series A as both LP and first customer; used platform to source Stripe and Okta secondaries; Forge later went public via SPAC and was acquired by Charles Schwab for $700M.

nacho vilelaT1SeedRocket TV2026-01-21
confidence 88 / 100impact High
key themes
  • Private Markets100%
  • Public Markets & Valuation100%
  • AI Bubble / Capex Debate100%
  • Cybersecurity100%
  • Venture Capital100%
bull thesis · 1
bull score95 / 100
bear thesis · 0
  • — none —
bear score—