Buy DXYZ by Dec 1, 2026.

Thesis: DXYZ just disclosed NAV of $34.30 today (7% upside from current price). Much of that is Anthropic and OpenAI. Scenario 1 (realistic cut as of today): Anthropic at $1T, OpenAI at $850B, SPCX at its current price - $35.31 NAV, with 46% cash, 18% Anthropic, 12% OpenAI. Scenario 2: Anthropic at $1.5T, OpenAI at $1T - $39.23 NAV, with 41% cash, 25% Anthropic, 12% OpenAI. Scenario 3: Anthropic at $2.0T, OpenAI at $1.3T - $43.86 NAV, with 37% cash, …