Two Pre-IPO Windows Close This Month. Trump’s NEDC Plans the Largest Power Buildout in U.S. History

Two Pre-IPO Windows Stack Against the Same Calendar — And a Bigger Story Sits Behind Them

Two Reg A+ rounds are filling and closing simultaneously this month. Immersed at $0.79 per share has 8,000+ investors already in and the round is closing on the issuer’s schedule. Mode Mobile’s $0.52 round opened on May 29 after the $0.50 window closed on time. Behind both sits a third thread most retirement investors haven’t connected: the largest planned buildout of American electrical infrastructure since the postwar era is being framed inside the Trump administration’s National Energy Dominance Council as the foundation of the next decade of economic policy. The three threads aren’t unrelated. AI compute demand, hyperscaler data centers, and pre-IPO software/hardware companies that ride spatial computing and reward economies all depend on the same electrical grid — and that grid is the constraint.

What this means for your retirement accounts: Three discrete questions land on the same desk this month. Two pre-IPO rounds where the calendar is set by the issuing company; one infrastructure thesis where the calendar is set by a federal executive order and the physical reality of grid demand. Each rewards a different sizing decision, but the underlying discipline is identical: read the documentation, understand the mechanic, decide where you stand before the calendar does the deciding.

Hardware-Agnostic Software Has the Quiet Asymmetric Position in Spatial Computing

Apple shipped the Vision Pro. Meta has shipped multiple generations of Quest. Samsung is shipping the Galaxy XR. Google, Microsoft, and ByteDance all have hardware programs. And every one of those companies wants its headset to be the platform users live in. The investor question underneath that turf war is which software actually runs everywhere — because the software that runs everywhere is the software that captures the user regardless of which hardware war eventually wins. Immersed runs across all of them. That isn’t marketing. It’s the company’s deployed reality, documented across every major XR platform review.

Why this matters if you’re retired or near retirement: Sixty hours per week of in-headset engagement is not a beta-product metric. That is daily-driver behavior — the kind that signals real product-market fit before the public market ever assigns it a multiple. Combined with hardware-agnostic deployment across every major XR vendor, the position is unusual: a Reg A+ offering on a company whose operating metrics are already what most pre-IPO software companies are still trying to manufacture. The round closes on the issuer’s calendar, not yours.

The Profitable Reg A+ Company Most Investors Aren’t Tracking Yet

Mode Mobile is the rarer animal in the Reg A+ category: a private company at the pre-IPO stage that is already profitable. The 2025 EBITDA figure is $11.8 million — not projected, actual, audited. The company turned profitable last year, and the trajectory underneath that profitability is what carries the weight of the $0.52 share price. EarnOS, Mode’s platform, pays users for everyday smartphone activity (music, games, shopping, fitness, even charging their devices). 490 million users have engaged with the platform across 170+ countries. Hardware products are sold at Amazon, Best Buy, Walmart, and Target. Google Play five-star reviews total more than two million. Deloitte ranked Mode the #1 fastest-growing software company in North America with 32,481% three-year revenue growth.

What this means for your retirement accounts: Reg A+ rounds in this category typically sell out before the issuer reaches the timing window they originally communicated. Mode’s previous two rounds both closed early. The $0.52 entry exists on a calendar set by the company; the next reprice will happen when the company decides it’s warranted. The bonus-share structure rewards higher commitment tiers and shows where the issuer wants the round to fill from. The offering documents lay out every step.

Two Reg A+ Rounds. Two Sizing Decisions. One Identical Discipline

Both rounds reward the investor who reads the offering documents before the timer runs. Immersed’s thesis is hardware-agnostic spatial computing software with the deployed user behavior to back the next public-market multiple. Mode’s thesis is already-profitable Reg A+ infrastructure with $1 billion paid out via EarnOS and the regional retail distribution that mid-cap public companies spend years building. The investor question isn’t which company to choose. It’s how much capital to size into each, and how that sizing reflects the time horizon you’re actually operating on.

What this means for your portfolio: Forget the hot picks — protect what you’ve already built. Both windows are issuer-set calendars, not market-driven ones. Neither one waits for the broader stock market to align. The sizing discipline is the same: a small, sized position in each lets you participate in both spatial computing and reward-economy growth without staking the portfolio on either single thesis.

4,000% valuation growth and still pre-IPO. Are you in?

Immersed’s Reg A+ round is filling: $0.79/share, 1.5M users, 8,000+ investors already in, $32M+ raised, $71M projected revenue, $IMRS Nasdaq ticker reserved, Intel and Samsung as strategic partners. Three verticals — software, hardware, AI — one pre-IPO entry point. The previous Intel CEO held Visor on stage at Intel Innovation and then backed it with his own money.

Behind Every Pre-IPO Software Thesis Sits the Same Physical Constraint

Both Immersed and Mode Mobile depend on the same underlying infrastructure as every hyperscaler, every AI training cluster, every spatial computing platform: the U.S. electric grid. And that grid has been the subject of escalating federal concern across 2025 and 2026. On day one of his administration, President Trump declared a national energy emergency. Executive Order 14262, “Strengthening the Reliability and Security of the United States Electric Grid,” followed shortly after. Throughout the winter of 2025-2026 and into spring, the Department of Energy issued multiple Section 202(c) emergency orders to ISO-NE, PJM Interconnection, and Duke Energy Carolinas to authorize generating units to run beyond their normal environmental limits. NERC’s 2025-2026 Winter Reliability Assessment warned of an elevated blackout risk across multiple regional grids.

On January 15, 2026, the National Energy Dominance Council announced what the Department of Energy itself called “the single largest development of power plants in U.S.” history. The PJM region alone has lost 17 gigawatts of baseload power generation between 2020 and 2025; another 40 gigawatts of installed capacity is at risk of retirement by 2030. Power outages cost the American economy approximately $44 billion per year, according to DOE National Laboratories. The investor question this raises sits one layer underneath the software thesis: which specific generation, transmission, and grid-modernization companies are positioned to benefit from a federal program of this scale.

Why the Grid Thesis Is Also a Hyperscaler Thesis — And the Quiet Company Layer Underneath It

Three of the most consequential figures in the AI buildout have publicly engaged on the energy question: Nvidia’s Jensen Huang on the AI compute demand that drives the grid stress; Elon Musk on the Memphis Colossus power requirements that drove the multi-month gas-turbine procurement saga; Sam Altman on the OpenAI Stargate project’s electricity needs and the necessity of new generation capacity to support frontier AI. Whether the eventual technology that resolves this constraint is small modular reactors, advanced nuclear, geothermal, large-scale natural gas, or something else, the structural question is the same: a handful of companies in the generation, transmission, and grid-modernization supply chain will get repriced by federal demand of historic scale. A publisher has just released a briefing identifying three specific names they believe sit at the heart of that thesis.

What this means for your retirement accounts: The pattern in every previous federal infrastructure buildout — from rural electrification in the 1930s to the interstate highway system in the 1950s to the GPS rollout of the 1980s — was the same: the visible names captured headlines, but the asymmetric returns went to the one-step-deeper companies whose components and services the visible names couldn’t scale without. The buildout that Trump’s NEDC announced in January is shaping up to follow the same pattern.

Trump Takes Emergency Action — 67 Million Americans at Risk of Blackouts

To avoid 67 million Americans losing power, President Trump is taking drastic action.

Using emergency executive powers, he has paved the way for a new technology 326 times more powerful than the most advanced power generators used by hospitals.

This tech could power the entire country without ever touching oil — and save our crumbling grid from collapse.

It’s now also backed by Nvidia CEO Jensen Huang, Elon Musk, and Sam Altman.

But the rights to this tech are cornered by companies most people have never heard of.

And virtually overnight, 3 little-known stocks could soar higher as the public learns how they’re involved.

Bottom Line

Three threads landed on the same calendar this week, and the durable point is that each one rewards investors who decide where they stand before the broader market does. Immersed, the hardware-agnostic spatial computing company with 1.5 million users, a Visor headset with 75,000+ on the waitlist, Intel and Samsung as strategic partners, and the $IMRS Nasdaq ticker reserved, is closing its $0.79/share Reg A+ round soon, with 8,000+ investors already in. Mode Mobile, Deloitte’s #1 fastest-growing software company in North America with 490 million users, $11.8 million in 2025 EBITDA, and the $MODE Nasdaq ticker reserved, is open at $0.52/share following the May 29 reprice, with 59,000+ investors already committed and the previous two rounds having sold out entirely. And on the federal infrastructure side, the National Energy Dominance Council announced on January 15, 2026, what the Department of Energy itself called the single largest development of power plants in U.S. history — a buildout that reshapes the entire generation, transmission, and grid-modernization supply chain over the next decade.

On the Immersed side: most companies pitch growth; Immersed already has it. 4,000% in valuation, 8,000+ investors, NASDAQ ticker reserved. They built the #1 productivity app in AR/VR with 1.5 million users and power users working up to 60 hours a week. Then they built the hardware: Visor, lighter, sharper, significantly more affordable, with 75,000+ on the waitlist before shipping. Now they’re adding AI through Curator, the meeting-summarizing day-organizing assistant in early access beta. Three verticals, one platform, one pre-IPO entry point. The previous Intel CEO held Visor on stage at Intel Innovation and then backed it with his own money.

On the Mode Mobile side: 490 million users, still pre-IPO at $0.52 per share. Deloitte ranked it #1 fastest-growing software company in North America with 32,481% three-year revenue growth. Mode built EarnOS, a platform that pays users for everyday smartphone activity — music, games, shopping, fitness, even charging their phones. 170+ countries. Hardware sold at Amazon, Best Buy, Walmart, and Target. Over 2 million five-star Google Play reviews. $11.8 million in actual 2025 EBITDA — not projected, actual. $MODE Nasdaq ticker reserved. IPO targeted within 18 months. 59,000+ investors already committed, and the previous two rounds sold out entirely. Up to 20% bonus shares at higher commitment tiers. Shares available at $0.52 until soon.

And on the grid side: to avoid 67 million Americans losing power, the Trump administration is taking drastic action. Using emergency executive powers, the path has been paved for new technology described by one publisher as 326 times more powerful than the most advanced hospital backup generators — the kind of technology that could power the entire country without touching oil and save a crumbling grid from collapse. The thesis is publicly engaged with by Nvidia’s Jensen Huang, Elon Musk, and Sam Altman. But the rights to the underlying technology, the briefing argues, are cornered by companies most investors have never heard of. Three little-known stocks could soar as the public learns how they’re involved. Forget the hot picks — protect what you’ve already built. Read the offering documents, read the executive orders, decide where you stand before the calendar decides for you. Because the best trade you’ll ever make is the loss you never took.