“OpenAI's $22 Billion Secret Partner: The #1 Project Stargate Stock to Buy Now” is the pitch from Karim Rahemtulla at Monument Traders Alliance, selling the paid publication Monument Trend Advisory.
The promotion says OpenAI's $500 billion Project Stargate buildout has a secret infrastructure partner with roughly $22 billion in contracts, and that this is the number-one stock to buy before OpenAI's supposed trillion-dollar IPO. We identify the main stock below. Confidence is high, but not absolute: 94/100.
Reading between the lines
The useful clues are unusually specific: OpenAI's four-year, $500 billion Stargate plan; a growing OpenAI infrastructure contract worth up to about $22.4 billion; Sam Altman's praise for the partner; NVIDIA's $2 billion investment; and a collaboration to build more than 5 gigawatts of AI factories by 2030.
The same pitch is also branded as “The #1 Project Stargate Stock,” “Project Stargate's Secret Supplier,” “OpenAI's secret $22 billion infrastructure partner,” and “Project Stargate Stock.” Those names refer to the same core idea. Two bonus reports add an OpenAI commerce partner and an American rare-earth supplier.
The stock behind OpenAI's $22 Billion Secret Partner
The three stocks in the offer are CoreWeave (CRWV), Shopify (SHOP), and MP Materials (MP). CoreWeave is the headline pick and the one carrying the Stargate thesis.
The clues converge cleanly. OpenAI's January 21, 2025 Stargate announcement set out a plan to invest $500 billion in U.S. AI infrastructure. CoreWeave's March 2025 announcement described its OpenAI relationship, quoted Sam Altman calling CoreWeave an important addition to OpenAI's infrastructure portfolio, and later disclosures increased the stated total contract value to up to approximately $22.4 billion.
The other two are lower-confidence bonus matches rather than equally strong identifications. Shopify fits OpenAI's Instant Checkout and Agentic Commerce announcements, while MP Materials fits the Apple rare-earth agreement and the Department of Defense investment. We rate those guesses 81/100 for SHOP and 80/100 for MP.
Also in this offer
The offer bundles 2 bonus reports that tease their own stocks. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|
| OpenAI’s Sales Partner: The New AI Amazon | SHOP — Shopify Inc. | 81/100 — solid |
| Project Stargate’s Critical Rare Earth Supplier | MP — MP Materials Corp. | 80/100 — solid |
What survives the paperwork
The claims need to be separated before the headline's drama overwhelms the facts. The claim-by-claim checks below compare the promotion with OpenAI announcements, company releases, SEC filings, and the relevant 10-K and 10-Q disclosures.
That distinction matters here. The central company match is strong, while words such as “secret,” “secured,” and the suggestion that Shopify's full merchant base is already available through ChatGPT stretch beyond what the documents say.
| The promotion claims | Verdict | What we found |
|---|
| OpenAI's Project Stargate plans $500 billion of AI infrastructure | Checks out | OpenAI's January 21, 2025 Stargate announcement says the project intends to invest $500 billion over four years building U.S. AI infrastructure. |
| CoreWeave is OpenAI's $22 billion infrastructure partner | Checks out | CoreWeave's September 24, 2025 investor release says successive OpenAI agreements brought the total contract value to approximately $22.4 billion, while its March announcement describes the relationship as delivering AI infrastructure to OpenAI. |
|
Claims the record contradicts
“CoreWeave's partnership with OpenAI is secret” — CoreWeave publicly announced its OpenAI agreement on March 10, 2025, and published Sam Altman's statement about it; the relationship was disclosed publicly rather than kept secret.
Where the pitch outran the record
“CoreWeave has secured $22.4 billion in contracts with OpenAI” — CoreWeave's September 24, 2025 release reports total OpenAI contract value of up to approximately $22.4 billion, so the figure is a maximum contract value rather than $22.4 billion already earned or unconditionally guaranteed.
“Shopify gives ChatGPT access to more than one million merchants” — OpenAI's September 29, 2025 commerce announcement refers to over one million Shopify merchants as coming soon, so the promotion presents announced future availability as existing access.
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About that deadline
The promotion attaches its deadline to getting the ticker before OpenAI's Trillion-Dollar IPO. No IPO date is supplied in the material checked, and the record is too thin to judge whether that deadline appeared across multiple separate mailings.
What we can say is that the cutoff isn't tied here to a dated CoreWeave filing, an earnings event, an FDA decision, or another checkable corporate milestone. It belongs to the IPO narrative.
What else this analyst is pushing
This is the fifth Karim Rahemtulla pitch we've identified. The earlier picks were APA Corporation, up 21.28% since we revealed it; Navitas Semiconductor, down 17.7%; Ur-Energy, down 6.08%; and Amentum Holdings, down 15.52%.
Is it actually worth owning?
The pitch's central claim is simple: OpenAI's $500 billion Stargate buildout will create enormous infrastructure demand, CoreWeave is the key beneficiary, and Shopify and MP Materials offer adjacent ways to ride the same AI boom. The first link holds. OpenAI publicly identifies CoreWeave as an ongoing data-center partner, and CoreWeave has disclosed multiple agreements with a stated total value of up to approximately $22.4 billion.
The weakest link is the packaging. CoreWeave's figure is a maximum contract value, not $22.4 billion already earned or unconditionally guaranteed. The relationship wasn't secret either: CoreWeave announced it publicly on March 10, 2025. The NVIDIA investment and the 5-gigawatt factory collaboration are real disclosures, but “#1” is a promotional ranking, not something those filings establish.
The basket isn't one trade. CoreWeave has the direct Stargate connection. Shopify has a real OpenAI commerce partnership, but the claim about more than one million merchants describes availability coming soon, while Shopify's $92 billion quarterly GMV is company-wide rather than ChatGPT-generated. MP Materials has genuine Apple and Defense Department deals, but the evidence here doesn't connect those contracts to Stargate.
On the merits, CoreWeave is the only member that directly carries the advertised thesis. Shopify and MP Materials may deserve separate analysis for their own disclosed relationships, but bundling them into one “secret partner” story makes the basket look more unified than it is. The identification survives. The hype needs trimming.
How confident are we? 94 out of 100. We identified CoreWeave, Inc. (CRWV) from the promotion's own clues and checked 15 of its claims against filings, earnings calls, ownership records, market data and public reporting. This is our analysis, not the publisher's disclosure — we have no relationship with them.
