
Rekt Fencer
@rektfencer • 343,414 subscribers
Professional rekter | Pronouns: rekt/degen | Founder of X DAO. Follow for alpha threads
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🚨 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 Fencer246,666 просмотров • 1 день назад

🚨 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 Fencer2,352,790 просмотров • 11 дней назад

BUY ANY STOCK NOW If you want to get trapped in the BIGGEST DUMP of the year.
Rekt Fencer216,653 просмотров • 7 дней назад

June: Down July: Flat August: Up September: Down October: Bottom November: Bull market starts Bookmark this 🔖
Rekt Fencer61,676 просмотров • 7 дней назад

WE ARE NOT IN A BUBBLE. KOSPI just hit $8,455, a new all-time high. The South Korean version of the S&P 500 is being driven mostly by AI and memory stocks. This is happening while: - The Strait of Hormuz is closed - Oil is at $92 - The US-Iran conflict is still not cooling down Nothing has been solved. But the most crowded part of the market keeps going higher anyway. We have seen this before. Markets ignore obvious risk and hide in the same trade now. This will have only a violent ending. Ask yourself: Does this feel like a bubble?
Rekt Fencer53,847 просмотров • 9 дней назад
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