Here is the non-obvious trade. Microsoft - $MSFT already holds its own separate power purchase agreement with Helion dating back to 2023, meaning it stands to benefit from the same fusion breakthrough Altman is personally betting on. If Helion actually succeeds in delivering commercial fusion power on anything close to its stated timeline, both Microsoft and OpenAI gain access to a genuinely novel, low-cost energy source for their AI data center operations. That makes Microsoft a way to gain indirect exposure to Helion's fusion bet without needing access to the private startup itself.

However, here’s the non-obvious trade. DocuSign - $DOCU now integrates World's identity verification directly into its legal document signing platform, adding a real security layer against increasingly sophisticated AI-generated fraud. As deepfake technology keeps improving, demand for exactly this kind of identity verification layer grows across every platform DocuSign already serves at enterprise scale. That partnership gives DocuSign a genuine security upgrade tied to one of Silicon Valley's most closely watched founders, without needing any direct crypto exposure itself.