The article recalls Amazon's 1997 IPO at $18 per share and calls its later growth a rare outlier. It recommends five smaller companies with similar potential: Rocket Lab (RKLB), IonQ (IONQ), Oklo (OKLO), Archer Aviation (ACHR) and AST SpaceMobile (ASTS). Rocket Lab holds about $2.1 billion in cash but used $134.4 million in operating cash in the first half of 2026, and its share count rose about 10%. IonQ reported a $608.8 million operating loss and its share count has climbed about 72% since the end of 2024, while Oklo has not completed any commercial reactor and its share count rose about 15%. AST SpaceMobile has about $2.3 billion in cash, but the author says it lacks a funded path to a fully deployed commercial network.
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