Discord's SEC filing pins March 2026 IPO target with Goldman Sachs and JPMorgan underwriting—compressed 60-day window forces immediate investor allocation decisions. Market conditions remain the critical wildcard.

Jeff Bezos and peers converted paper gains to cash through pre-arranged plans in 2025. This is portfolio rebalancing, not market inflection—and investors need to stop conflating routine insider sales with risk signals.

A 50% DigitalBridge stock surge marks SoftBank's pivot from investment firm to consolidated infrastructure mega-cap—validating data centers as strategic AI-era assets. Timing is critical for mega-cap investors and enterprise builders planning 2026 infrastructure strategy.

A 450x valuation multiple hasn't stopped $8B in retail buying. The inflection: investor consensus has fractured into two pricing models. For institutions, this closes the window to enter; for believers, it signals vindication is near.

European antitrust blocking of Amazon's iRobot acquisition forces 35-year independent robotics company into bankruptcy, now acquired by its own supplier. This marks the inflection point where M&A regulation shifts from policy signal to enforced market reshaping.

Founder confirmation transforms SpaceX's 2026 IPO from rumor to roadmap. This timing inflection signals when space infrastructure moves from venture capital to public market scrutiny—and when investors must decide on entry points.

Venture capital is crossing from pure investment into operational ownership, embedding AI directly into services. Thrive's $100M+ Shield Technology play signals where AI value flows next: through the entire enterprise stack.