
Rekt Fencer
@rektfencer • 345,098 subscribers
Professional rekter | Pronouns: rekt/degen | Founder of X DAO. Follow for alpha threads
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One final shakeout left. Next bull run loading: [█████████░] 90%
Rekt Fencer1,232,497 Aufrufe • vor 11 Tagen

🚨 THIS IS NOT LOOKING GOOD SpaceX, OpenAI, and Anthropic will go public at the same time. That will force the market to absorb $200 BILLION of new supply. When that happens, funds don't find new money out of thin air. They sell what has already gone up. NVIDIA, SK HYNIX, Micron, INTEL: those are the bags that will get cut first. And if the leaders dump, the S&P 500 dumps with them. We saw the same pattern after COVID. Hype IPOs flooded the market --> liquidity got tighter --> air came out fast This time, the AI bottleneck trade looks even more crowded. Watch the upcoming IPOs closely. That's where you may first see what the market is forced to sell.
Rekt Fencer2,378,090 Aufrufe • vor 1 Monat

🚨 THE STOCK MARKET WILL CRASH ON MONDAY Something EXTREMELY BAD is happening with the S&P 500. Gold is DUMPING. Silver is DUMPING. Crypto is DUMPING. Bonds are DUMPING. Even Oil is DUMPING. Now the S&P 500 looks next. The last time stocks went vertical like this, it was Black Monday in 1987. The chart doesn't care what you want to believe. Right now, we are still in Euphoria. The next targets: 7,250 ➜ 6,750 ➜ 6,250 ➜ 5,500 Follow me and turn notifications on. I will post the warning before the headlines catch up.
Rekt Fencer720,205 Aufrufe • vor 1 Monat

🚨 THIS IS LOOKING VERY SUSPICIOUS In 48 hours, SpaceX goes public at a $1.77 TRILLION valuation. THE BIGGEST IPO IN HISTORY. And right before the IPO, Fidelity cuts its min account size from $500K to $2K. THAT'S A 250x REDUCTION. Think about how insane that is. One of Wall Street’s most guarded gates suddenly opens to everyone just days before the biggest IPO. That doesn’t happen by accident. That doesn’t happen out of generosity. Ask yourself one question: That happens when someone needs MORE BUYERS. And this looks so well timed, engineered, and suspiciously perfect.
Rekt Fencer439,563 Aufrufe • vor 1 Monat

🚨 WARNING: SPACEX WILL DUMP BELOW IPO PRICE SpaceX just went public. I won't be surprised if $SPCX will be below IPO price within the next 3-6 months. Buying here feels like chasing peak hype, not fundamentals. I might buy after the market finishes the real valuation process. But right now this looks like EXIT LIQUIDITY for early investors. There is always an Elon Musk effect. There isn't a $2T business today. This is what peak EUPHORIA looks like. The valuation is ABSURD. Everyone loves it at the top. Nobody will want it after the repricing.
Rekt Fencer329,420 Aufrufe • vor 1 Monat

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.
Rekt Fencer262,173 Aufrufe • vor 1 Monat