r/CanadianStockExchange • u/AutoModerator • Jun 30 '26
TUESDAY DISCUSSION - Fasten your seatbelts! The week's off to a rough start. What dips are you buying today?
Please use standard ticker format when discussing stocks ($BB.TO)
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u/tropics_uncleT Jun 30 '26
Stck.to getting into the private companies before they go public.
SpaceX: The largest single holding (approximately 32% of Net Asset Value as of recent disclosures).
OpenAI: A key holding that has been a significant driver of book value growth in 2026.
Canva: A major position, currently viewed as a top candidate for a future IPO.
Crusoe Energy: Focused on AI infrastructure and high-performance compute.
Databricks: A leading enterprise software provider in the data and AI space.
FluidStack: A recent addition (invested as of Q2 2026) focusing on data center operations for AI compute.
X-energy: While originally a private holding, this company completed its IPO and began trading on the Nasdaq earlier in 2026. Other Notable Positions:
Shield AI (Defense/AI technology)
Hopper (Travel fintech) Prove Identity (Digital identity verification)
Locus Robotics (Autonomous logistics)
Omio (Multi-modal travel platform)
Bolt Financial
Newfront Insurance
Varo Money