Upcoming listings, demand scoring and lifecycle signals, from private to public and beyond, written the way we'd want to read it.
Oura suspended its Nasdaq IPO on September 29, blaming "uncertainty in the IPO market." The S-1/A it had already filed told a more specific story: 73% of the offering was existing holders selling, the $924 million headline "loss" was a one-off charge paid to those same investors, and the $42 midpoint priced the company at over eight times annualized sales. What the record showed — dated September 27, two days before the halt — and what to watch for when the deal comes back.
September 29, 2026 6 min readThe smart-ring company put its S-1 on the public record on September 3 — Nasdaq, ticker OURA, revenue up 74% — and left the two lines that matter blank. No share count, no price range. Here is the exact sequence that turns a filer into a stock: the amendment that carries terms, the EFFECT notice, the pricing evening, and a First Print that is never scheduled.
8 min read Methodology September 9, 2026We counted every filing that reached our EDGAR tape over 27 days: 1,505 rows. 328 insider forms, 164 fund and trust launches, 37 Reg A offerings, 12 mortgage vehicles — and a mountain of 10-Qs and 8-Ks from companies that listed years ago. The four cuts we wrote down, why SPACs stayed behind a switch, and the one filing that still slips through.
7 min read Field Note August 7, 2026Four biotechs debuted this week. Not one traded at 9:30 — Latigo opened at 11:41 a.m., BlossomHill at 12:33 p.m., fifty-two minutes apart on the same exchange. Average wait: 2h 51m. Why broker price alerts (you get two, and watchlist alerts are off by default) and limit orders structurally fail on an IPO open — with every official open, price and correction on the record.
9 min read Deep Dive August 6, 2026Up to 911.5 million SpaceX shares unlocked Thursday — more than 140% of the stock available to trade after the IPO. Another 319 million on Aug. 12, another 319 million twenty days after that, more than 4 billion by year end, and Musk's 6.4 billion in June 2027. One date on your calendar is hiding five. How staged lockups actually work, and why our own SPCX row is going through the corrections ledger because of it.
7 min read Methodology July 30, 2026Bellipo Dossiers are written with the help of language models. Every figure inside them is not. The number lint that blocks a publish when a figure has no source row, the provenance ladder that decides which documents may carry a price, and the day we let a competitor be first rather than ship an unverified number. Plus how to check our work on any dossier.
7 min read Watchlist July 16, 2026The biotech IPO window has been closed for two years. The names that reopen it will not be the ones already trading. Neuralink, Altos Labs, Xaira, Isomorphic Labs, Retro Biosciences, Insitro, Formation Bio — seven private companies with the capital, science, and cultural gravity to headline the next window. Plus the three pre-filing signals that tell you when the clock actually starts.
9 min read Deep Dive July 14, 2026Brookfield's Csquare ($CSQR) is billed as a 'clean' 100% primary IPO — zero insiders selling. Then you flip past page 100. A promissory note owed to Brookfield, an annual services fee that loops right back to the sponsor, and a FINRA 5121 conflict inside the underwriting syndicate. The story is real. The plumbing is a loop. Decoded in plain English.
6 min read Deep Dive July 14, 2026No price range. No dinners in Boston. No greenshoe. The largest US listing since SpaceX cleared its Nasdaq open at $168.01 — and the process that got it there looked nothing like a book-built IPO. Live-tape anchor pricing off the KRX close, a 2.4% float by design, and a mechanical bid the moment a US ticker existed. The strangest mega-IPO of 2026, mechanically explained.
6 min read Deep Dive July 14, 2026Standard Nuclear ($STDN) is the only US company making TRISO reactor fuel at industrial scale — a genuinely important listing with a $245M backlog and ~$125M of cash. Then you open the governance section: Class B insiders hold 20 votes each, Class A buyers get one, and the risk factors disclose a material weakness in internal controls. The mission is real. So is the price of admission.
6 min read Deep Dive July 9, 2026Standard Nuclear lists on the NYSE as $STDN — the sole US maker of TRISO fuel at industrial scale, the pellet that feeds the next generation of reactors. It already shipped its first commercial batch, carries a $245M backlog and ~$125M cash, and pulled off a rare going-concern flip. But the most revealing lines aren't about the fuel — they're the 20-vote founder share and a disclosed material weakness. Here's what's really in the S-1/A.
7 min read Deep Dive July 9, 2026Brookfield is taking Csquare — a 64-site, ~389 MW data-center platform — public on the NYSE as $CSQR. It's 100% primary, so no insider cashes out. Sounds like the cleanest IPO there is. Then you follow the cash: roughly $1.17B of proceeds repays debt, including a note owed to Brookfield itself, with ~67% sponsor control and ~$5.4B of leverage. The AI data-center story is real — and so is the balance sheet. Here's the twist, in plain English.
7 min read Education July 7, 2026The biggest listings of the decade trade in New York — but the people who want in live in Singapore, Tokyo, Hong Kong, Dubai, Mumbai, and London. A plain-English guide to the brokerage access, the W-8BEN form, withholding tax, ADRs, currency, and the timezone reality of a first trade that runs on New York time.
9 min read Deep Dive July 7, 2026The memory-chip giant behind the AI buildout lists on Nasdaq July 10 as SKHY — the largest US listing since SpaceX. A ~$28 billion raise wrapped around a 2.4% float, priced not by a roadshow range but by negotiation off its live Korean price, with no greenshoe and record HBM-driven profits. Here's how the strangest mega-IPO of 2026 actually works, in plain English.
8 min read Analysis July 2, 2026A chatbot answers when you ask — then forgets you were there. An IPO doesn't wait. It files on a random Tuesday, prices after you've logged off, and opens whenever the auction clears. Here's why live, verified, accountable data — a demand score locked before the open and a public scoreboard of hits and misses — beats a model that keeps no memory and no record.
6 min read Demand Signal July 1, 2026The evening before it traded, our Demand Index scored $BSP 82 out of 100 — ELEVATED. Bending Spoons priced above its range at $29, opened at $31.93 (+10.1%), and closed its debut at $40.50 — up nearly 40%. Not a victory lap — the clearest example yet of what a demand signal is for, and what it isn't.
7 min read IPO Market June 29, 2026The mega-IPO wave hit the tape. SpaceX traded, Doncasters priced above range and ran +42%, Parabilis popped +58% — while ERock broke below its open. Kardigan is priced and primed to trade, a fresh batch is queued, and OpenAI, Anthropic, Stripe and Databricks are still ahead. The full late-June pipeline — charted, straight off the terminal.
9 min read The Dispatch June 12, 2026On the largest IPO in history, I got blindsided by the exact problem I'm building Bellipo to kill. The price thrashed across five tabs, the open got away from me — and it became the cleanest proof yet of why this needs to exist. The honest field note: my engine caught the real open at $152.65, but fired late. Detection passed. Speed didn't.
7 min read The Dispatch June 12, 2026A US mega-IPO can fire its first trade while Singapore is at dinner, Tokyo is asleep, and Dubai is winding down. Meet five global investors — and see how Bellipo's lifecycle engine keeps watch so you can rest while we do the staring.
8 min read IPO Signals June 12, 2026SpaceX priced at $135.00 and begins trading as SPCX today. But the stock won't open at the 9:30 a.m. ET bell — a mega-IPO's opening auction can run hours late, with no countdown. Here's how IPO day actually works and the words of wisdom that matter before the first trade.
8 min read IPO Signals June 11, 2026On June 1, 2026, Anthropic confirmed it confidentially submitted a draft S-1 to the SEC — getting ahead of OpenAI in the race to public markets. What the filing means at a ~$965B valuation, the sequence to a public S-1, and why the Bellipo Dossier generates the moment those numbers go public.
9 min read IPO Signals June 11, 2026On June 8, 2026, OpenAI confirmed it submitted a confidential draft S-1 to the SEC — a week after Anthropic. What a confidential filing actually means, the exact sequence to a public S-1, and why the Bellipo Dossier generates the moment those numbers go public.
9 min read Deep Dive June 9, 2026Everyone wants to buy the open — the data says it's the worst seat in the house. More than 90% of IPOs break below their first-day low. The trade that works is the base that forms weeks later, in the post-IPO window almost nobody watches.
9 min read The Dispatch May 28, 2026The S-1 is where the truth of an IPO lives, and almost nobody reads it. Here's what's inside every Bellipo Dossier — the financials, cap structure, insider selling, underwriters, comparable outcomes, BDI, and the risks that matter — and why we give it away free.
8 min read IPO Signals May 14, 2026Cerebras (CBRS) priced at $185, opened at $350, hit $385, and traded as a $100B AI chip company on day one. Why Robinhood, Fidelity, and Schwab left you in the dark — and what Bellipo would have done.
8 min read IPO Market April 5, 2026SpaceX, OpenAI, Anthropic, Stripe, Databricks. The 2026 IPO pipeline contains more combined valuation than any year since the dot-com era. Here's the full landscape.
10 min read IPO Market April 5, 2026Four companies worth $3.1 trillion are heading to public markets. The order they list matters enormously. Here's the likely sequence.
9 min read IPO Market April 5, 2026SpaceX filed confidentially with the SEC on April 1, 2026. Here's the exact timeline of events between now and the expected June listing.
9 min read IPO Market April 5, 2026SpaceX has never disclosed its financials publicly. When the public S-1 drops, it will be the most anticipated financial disclosure in IPO history.
9 min read IPO Market April 5, 2026SpaceX is targeting a June 2026 IPO at $1.77T+. A step-by-step preparation checklist for retail investors who want to be informed and present.
8 min read Whisper List April 5, 2026OpenAI must convert from a capped-profit nonprofit to a standard C-Corp before it can IPO. Here's what that restructuring means and why timing is uncertain.
10 min read Whisper List April 5, 2026Amazon owns 40% of Anthropic at a $380B valuation. That strategic stake reshapes the IPO structure, pricing, and what retail investors can expect.
10 min read Whisper List April 5, 2026Stripe processed over $1 trillion in payment volume in 2025. Its February 2026 tender offer valued it at $159 billion. Unlike others, Stripe doesn't need public capital.
10 min read Whisper List April 5, 2026Alphabet is considering a Waymo spinout. If it happens, it would create the first pure-play autonomous vehicle company available to public investors.
9 min read Whisper List April 5, 2026Canva is profitable, growing, and has 200M+ monthly users. It's one of the most underrated IPO candidates in the pipeline.
9 min read Whisper List April 5, 2026Shein's London IPO attempt collapsed under regulatory and political pressure. Now it's pivoting back to the US. Here's the timeline.
9 min read Whisper List April 5, 2026Epic Games' $58B valuation and the Apple App Store settlement create a new IPO calculus. Here's what Fortnite's revenue trajectory means for timing.
9 min read Whisper List April 5, 2026Fanatics' $31B valuation spans e-commerce, trading cards, and sports betting. The betting unit's losses are complicating the IPO story.
8 min read Whisper List April 5, 2026Discord turned down Microsoft at $12B, Sony, and Amazon. Three failed acquisitions later, a public listing may be the only path to liquidity.
8 min read Education April 5, 2026PING fires the moment an IPO is confirmed for trading day. Not when it prices. Not when the S-1 is filed. When the opening auction is happening today.
7 min read Education April 5, 2026STRIKE fires the instant a newly listed stock's opening auction completes and retail orders can execute. The moment the stock has a public price.
7 min read Education April 5, 2026ORBIT tracks post-IPO events that move stock prices — lockup expirations, quiet period endings, analyst initiations, and secondary offerings.
8 min read Education April 5, 2026The Whisper List tracks companies rumored to IPO before any S-1 is filed. Banking hires, media leaks, board reshuffles — Bellipo monitors them all.
8 min read Education April 5, 2026180 days after an IPO, insiders can sell. Historically, stocks drop 1-3% on average around lockup expiration. Here's why it matters.
8 min read Education April 5, 2026Five stages. One continuous timeline. RADAR, READY, PING, STRIKE, and ORBIT — here's how Bellipo tracks every IPO from first whisper to maturity.
10 min read Education April 5, 2026The Lockup Pressure Index (LPI) measures the likelihood and impact of insider selling after lockup expiration. Here's how it works.
8 min read Category Creation May 29, 2026Banks own the deal, news owns the headline, brokers own the trade. The lifecycle between them belonged to no one — so Bellipo built the category to own it.
8 min read Category Creation April 5, 2026Figma priced at $33, opened at $85 at 1:59 p.m. ET. By the time most retail investors saw a push notification, the stock had already moved.
8 min read Category Creation April 5, 2026IPOs open on average 3.5 hours after market open. No countdown. No alert. Here's why the gap exists and what it costs you.
7 min read Category Creation April 5, 2026The first 30 minutes of IPO trading historically see the largest price moves. Missing the open means missing the information window.
7 min read Deep Dive March 27, 2026You can pull 10 years of earnings history for any public stock in under a second. But try to find out when an IPO prices or what the lockup expiry date is — and you're stitching together seven different sources with no single answer.
10 min read Education June 12, 2026IPOs don't open at the bell. They print hours later — sometimes mid-afternoon — with no countdown, and the first 30 minutes is where the money moves. Here's how IPO timing really works, what the old way costs you in hours and dollars, and how PING and STRIKE hand you the window without chaining you to a screen.
11 min read Education March 21, 2026S-1 filings are 200+ pages of legal jargon. Here's exactly which 6 sections matter, what to look for in each, and the red flags that separate a strong IPO from a disaster — in 15 minutes flat.
12 min read Deep Dive March 21, 2026There's a FICO score for credit. A VIX for volatility. But there's no standardized way to measure demand for an IPO before the first trade. BDI changes that.
10 min read Deep Dive March 16, 2026Every year, 40-50 mega IPOs reshape markets. Whether you trade day one, set a limit order, or hold long-term — the infrastructure to prepare doesn't exist.
10 min read Deep Dive March 15, 2026Anthropic is heading for a $380B IPO. The first trade won't happen at market open — it'll happen hours later, without countdown, without alert, without warning.
8 min read Deep Dive March 15, 2026On IPO day, institutions watch real-time price indications during the auction. Retail investors see nothing — and set limit orders blind.
10 min read IPO Signals March 15, 2026Snowflake opened at $245 and I was stuck in traffic. Databricks is the sequel — $134B valuation, $5.4B revenue, and the same broken alert infrastructure.
9 min read IPO Signals March 15, 2026SpaceX targets a mid-2026 IPO at $1.77 trillion+. OpenAI closed at $840B valuation. Both will test retail investors like nothing before.
12 min read IPO Signals March 14, 2026No platform tracks the IPO lifecycle from S-1 to first trade. Here's what exists today, what's missing, and why Bellipo is building the infrastructure to change that.
10 min read Deep Dive March 12, 2026You get 46+ notifications a day. Your broker can't even guarantee delivery. Here's why price alerts fundamentally fail on IPO day — and what the missing layer looks like.
8 min read Analysis March 9, 2026The IPO market moves $2.3 trillion annually. Retail investors have zero purpose-built tools. Here's why that matters.
6 min readOura Inc.
Technology
ATTOAttovia Therapeutics, Inc.
Biotech
BRVEBraveheart Bio, Inc.
Biotech
VOGXVogenx, Inc.
Biotech
BLSMBlossomHill Therapeutics, Inc.
Biotech
LTGOLatigo Biotherapeutics, Inc.
Biotech
Real-time pipeline data, written dossiers, demand scoring, and the two signals that move a deal — built for those who move first.
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