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🚨 BREAKING: AI IS OFFICIALLY A BUBBLE 2000 (DOTcom bubble): 70-75% buy rating 2026 (AI bubble): 60% buy rating NOW SAME AS IN 2000: > overheated markets > bad P/E > market cap to GDP at 238% > S&P 500 Shiller CAPE at 38x turn notifs on, what I... show more

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🚨 THIS IS HOW AI BUBBLE WILL CRASH S&P 500 Read this carefully before buying stocks. Three AI and space giants are entering public markets in the same cycle with a combined valuation approaching $4 trillion. 1. THE BIGGEST IPO WAVE IN DECADES → SpaceX has already gone public with $1.7 trillion valuation $SPCX debuted on Nasdaq on June 12 and become one of the largest public listings in history. → OpenAI has already filed a confidential S-1 and is targeting a valuation above $1 trillion. → Anthropic is also considering an IPO at a valuation of around $1 trillion. 2. THE LIQUIDITY DRAIN The S&P 500 is now carried mostly by the Mag 7 and AI stocks. Nvidia, Microsoft, Google, Amazon and others make up roughly 33% to 35% of the entire index. These three listings could pull $200 billion or more from the market. Funds may need to sell existing positions to buy SpaceX, OpenAI and Anthropic. Nvidia, Microsoft and Google could be the first to feel the pressure. The S&P 500 has also resisted fast tracking these unprofitable giants into the index. That means the rotation could hit existing index leaders even harder. 3. HISTORY IS REPEATING At the peak of every major bubble, capital became concentrated in a small group of “can’t lose” companies. → The Roaring Twenties → The Nifty Fifty era → Japan’s 1980s bubble → The Dot-Com Bubble of 1999 to 2000 Today, tech concentration is once again near historical extremes. 4. THE REAL SELLING STARTS AFTER THE IPO After an IPO, early investors finally get the chance to lock in profits. Lockup expirations have historically increased selling pressure. During the Dot Com crash, even the strongest companies got destroyed. → Amazon: 95% dump → Microsoft: 65% dump → Intel: 80% dump → Oracle: 80% dump → Yahoo: 97% dump A great business does NOT protect investors from extreme overvaluation. Massive listings at these valuations, while many AI companies are still deeply unprofitable, are a clear sign of market euphoria. I’ve said this before. And the cycle is still playing out exactly according to plan. Turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 THIS IS HOW AI BUBBLE WILL CRASH S&P 500 Read this carefully before buying stocks. Three AI and space giants are entering public markets in the same cycle with a combined valuation approaching $4 trillion. 1. THE BIGGEST IPO WAVE IN DECADES → SpaceX has already gone public with $1.7 trillion valuation $SPCX debuted on Nasdaq on June 12 and become one of the largest public listings in history. → OpenAI has already filed a confidential S-1 and is targeting a valuation above $1 trillion. → Anthropic is also considering an IPO at a valuation of around $1 trillion. 2. THE LIQUIDITY DRAIN The S&P 500 is now carried mostly by the Mag 7 and AI stocks. Nvidia, Microsoft, Google, Amazon and others make up roughly 33% to 35% of the entire index. These three listings could pull $200 billion or more from the market. Funds may need to sell existing positions to buy SpaceX, OpenAI and Anthropic. Nvidia, Microsoft and Google could be the first to feel the pressure. The S&P 500 has also resisted fast tracking these unprofitable giants into the index. That means the rotation could hit existing index leaders even harder. 3. HISTORY IS REPEATING At the peak of every major bubble, capital became concentrated in a small group of “can’t lose” companies. → The Roaring Twenties → The Nifty Fifty era → Japan’s 1980s bubble → The Dot-Com Bubble of 1999 to 2000 Today, tech concentration is once again near historical extremes. 4. THE REAL SELLING STARTS AFTER THE IPO After an IPO, early investors finally get the chance to lock in profits. Lockup expirations have historically increased selling pressure. During the Dot Com crash, even the strongest companies got destroyed. → Amazon: 95% dump → Microsoft: 65% dump → Intel: 80% dump → Oracle: 80% dump → Yahoo: 97% dump A great business does NOT protect investors from extreme overvaluation. Massive listings at these valuations, while many AI companies are still deeply unprofitable, are a clear sign of market euphoria. I’ve said this before. And the cycle is still playing out exactly according to plan. Turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

54,068 Aufrufe • vor 1 Monat

🚨THIS IS INSANE This is the Dot-Com crash overlaid on today’s S&P 500. And the overlap is almost PERFECT. Every week, I come back expecting the pattern to finally break. It does NOT. The market keeps following the same structure: → Same final pump → Same rejection → Same first correction → Same weak recovery → Same setup before the real crash Now look at the numbers. Dot-Com crash: → S&P 500 dropped around 49% → Nasdaq dropped around 78% → The collapse lasted more than 2 years Today: → AI stocks dominate the index → Valuations are near extreme levels → Retail is fully bullish → Everyone believes the rally will continue That is exactly how the last bubble ended. I’m not saying the S&P 500 must repeat the Dot-Com crash tick for tick. But when two market structures track this closely for this long, ignoring it becomes dangerous. People will say this time is different. They always do. What are your thoughts on this? Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨THIS IS INSANE This is the Dot-Com crash overlaid on today’s S&P 500. And the overlap is almost PERFECT. Every week, I come back expecting the pattern to finally break. It does NOT. The market keeps following the same structure: → Same final pump → Same rejection → Same first correction → Same weak recovery → Same setup before the real crash Now look at the numbers. Dot-Com crash: → S&P 500 dropped around 49% → Nasdaq dropped around 78% → The collapse lasted more than 2 years Today: → AI stocks dominate the index → Valuations are near extreme levels → Retail is fully bullish → Everyone believes the rally will continue That is exactly how the last bubble ended. I’m not saying the S&P 500 must repeat the Dot-Com crash tick for tick. But when two market structures track this closely for this long, ignoring it becomes dangerous. People will say this time is different. They always do. What are your thoughts on this? Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

366,555 Aufrufe • vor 1 Monat

🚨THIS IS INSANE This is the Dot-Com crash overlaid on today’s S&P 500. And the overlap is PERFECT. Every week, I come back expecting the pattern to finally break. It does NOT. The market keeps following the same structure: → Same final pump → Same rejection → Same first correction → Same weak recovery → Same setup before the real crash Now look at the numbers. Dot-Com crash: → S&P 500 dropped 49% → Nasdaq dropped 78% → The collapse lasted more than 2 years Today: → AI stocks dominate the index → Valuations are near extreme levels → Retail is fully bullish → Everyone believes the rally will continue That is exactly how the last bubble ended. I’m not saying the S&P 500 must repeat the Dot-Com crash tick for tick. But when two market structures track this closely for this long, ignoring it becomes dangerous. People will say this time is different. They always do. What are your thoughts on this? Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨THIS IS INSANE This is the Dot-Com crash overlaid on today’s S&P 500. And the overlap is PERFECT. Every week, I come back expecting the pattern to finally break. It does NOT. The market keeps following the same structure: → Same final pump → Same rejection → Same first correction → Same weak recovery → Same setup before the real crash Now look at the numbers. Dot-Com crash: → S&P 500 dropped 49% → Nasdaq dropped 78% → The collapse lasted more than 2 years Today: → AI stocks dominate the index → Valuations are near extreme levels → Retail is fully bullish → Everyone believes the rally will continue That is exactly how the last bubble ended. I’m not saying the S&P 500 must repeat the Dot-Com crash tick for tick. But when two market structures track this closely for this long, ignoring it becomes dangerous. People will say this time is different. They always do. What are your thoughts on this? Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

202,669 Aufrufe • vor 9 Tagen

🚨 THIS IS END OF AI BUBBLE The S&P 500 keeps hitting all-time highs. But almost nobody sees the systemic crisis brewing. Wall Street has built a giant debt pyramid. Just like in 2000. How it works: Companies borrow billions using inflated assets as collateral. Then they give that money right back to buy more of the same assets. On paper, it's a masterpiece: Stocks report record valuations. Buybacks show explosive returns. Markets keep skyrocketing. In reality, a big part of the demand is fake. It's a circular loop. And it only works as long as cheap money keeps flowing. When rates stay high long enough, the collateral loses value fast. Even worse: most companies still aren't making enough to justify these huge costs. This is not "if". It's already starting. Remember, I warned about the last three major reversals before they happened. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

🚨 THIS IS END OF AI BUBBLE The S&P 500 keeps hitting all-time highs. But almost nobody sees the systemic crisis brewing. Wall Street has built a giant debt pyramid. Just like in 2000. How it works: Companies borrow billions using inflated assets as collateral. Then they give that money right back to buy more of the same assets. On paper, it's a masterpiece: Stocks report record valuations. Buybacks show explosive returns. Markets keep skyrocketing. In reality, a big part of the demand is fake. It's a circular loop. And it only works as long as cheap money keeps flowing. When rates stay high long enough, the collateral loses value fast. Even worse: most companies still aren't making enough to justify these huge costs. This is not "if". It's already starting. Remember, I warned about the last three major reversals before they happened. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

Wimar.X

66,459 Aufrufe • vor 2 Monaten

Warren Buffett is sitting on $373 billion in cash. That is the most bearish macro signal I have ever seen. I don’t need charts. I don’t need indicators. I watch what the greatest investor alive does with his money. And right now he’s telling you everything without saying a single word. - sold 75% of his Apple position - dumped billions in Bank of America - net seller of stocks for 12 straight quarters - retired with the largest cash pile in corporate history - parked it all in US Treasuries while everyone else chased AI - the S&P 500 is down 11% in 2026. - Berkshire is up 12%. His cash position is now worth more than 477 of the 500 companies in the S&P 500. Wall Street called his cash pile a mistake. Now every fund manager in the world wishes they had done the same. Every single time Buffett hoards cash, markets bleed. 2000. 2008. 2020. Now 2026. The pattern never changes because human greed never changes. He waits. They panic. He buys the bottom. They buy the top. This is not panic. The greatest investor of all time is moving in silence.

Warren Buffett is sitting on $373 billion in cash. That is the most bearish macro signal I have ever seen. I don’t need charts. I don’t need indicators. I watch what the greatest investor alive does with his money. And right now he’s telling you everything without saying a single word. - sold 75% of his Apple position - dumped billions in Bank of America - net seller of stocks for 12 straight quarters - retired with the largest cash pile in corporate history - parked it all in US Treasuries while everyone else chased AI - the S&P 500 is down 11% in 2026. - Berkshire is up 12%. His cash position is now worth more than 477 of the 500 companies in the S&P 500. Wall Street called his cash pile a mistake. Now every fund manager in the world wishes they had done the same. Every single time Buffett hoards cash, markets bleed. 2000. 2008. 2020. Now 2026. The pattern never changes because human greed never changes. He waits. They panic. He buys the bottom. They buy the top. This is not panic. The greatest investor of all time is moving in silence.

cape

22,805 Aufrufe • vor 4 Monaten

🚨 EVERYTHING IS UNFOLDING JUST LIKE I WARNED YOU I posted the S&P 500 top at 7,540. Look where we are now. First leg already played out: 7,540 → 7,375. Exactly as called. And this is just the pinprick - the whole thing is a bubble, and bubbles don't leak. They pop. Where it goes next: 7,375 → 7,180 → 6,950 6,950 → 6,600 → 6,750 6,750 → 6,100 → 5,500 Down hard first. Then the dead-cat bounce that traps everyone. Then the real flush. This was never "strength." It was record valuations, a hawkish Fed, and a market held up by a handful of names - air dressed up as a rally. Now the air's coming out. I've read this index candle by candle - same way I called the SPCX top at $225 before the crowd. The day I flip long, this feed sees it first. Notifications on.

🚨 EVERYTHING IS UNFOLDING JUST LIKE I WARNED YOU I posted the S&P 500 top at 7,540. Look where we are now. First leg already played out: 7,540 → 7,375. Exactly as called. And this is just the pinprick - the whole thing is a bubble, and bubbles don't leak. They pop. Where it goes next: 7,375 → 7,180 → 6,950 6,950 → 6,600 → 6,750 6,750 → 6,100 → 5,500 Down hard first. Then the dead-cat bounce that traps everyone. Then the real flush. This was never "strength." It was record valuations, a hawkish Fed, and a market held up by a handful of names - air dressed up as a rally. Now the air's coming out. I've read this index candle by candle - same way I called the SPCX top at $225 before the crowd. The day I flip long, this feed sees it first. Notifications on.

Shelpid.WI3M

93,461 Aufrufe • vor 1 Monat

"Pros won’t use generative AI, and when the bubble pops, nobody will ever talk about it again." No. That’s delusional. 1/ Generative AI is already being used professionally at the level of big studios like Disney ($1B to OpenAI), and there’s zero doubt that studios like Industrial Light & Magic, Netflix, Hollywood VFX experts, etc. are already experimenting with it too. Or do you think they’re idiots? They’re not idiots at all. They have the experience and, more importantly, the DISTRIBUTION POWER. The point is: someone with taste, judgment, and storytelling experience, basically from their living room, will have access to (almost, or not even almost) the same capability as the big guys, because the pure "making stuff" skills have been commoditized, and the new way to create is just NATURAL LANGUAGE. What hasn’t been commoditized is good taste, the ability to create great stories that move people, and the ability to get them in front of people. So in the end, what wins is story quality and distribution. Having good taste, making a name for yourself, and owning strong IP (Marvel, etc.) will still matter. That’ll be true right up until AI is genuinely opinionated and can create by itself: if it comes to that, with zero human direction, stuff as good as (or better than) the very best human experts today, and on top of that, interactive in real time... Because yeah: there’s nothing in this universe that actually prevents that from happening. BUT WE’RE NOT THERE. For now, generative AI is a tool that needs direction and taste to make anything decent. And I hope it stays that way for a long time, because otherwise that’s going to be a brutal hit to humanity’s ego. 2/ On the "bubble": you have to distinguish between a stock valuation bubble (possible, I actually believe it) vs a bubble like some people imagine where it "pops" and we never hear about AI again. That obviously makes no sense given how insanely useful it is. It can only grow, and it’s going to grow fast, regardless of any stock market drawdowns (the internet kept growing even when valuations got nuked in 2000). Either way, the near future is going to be extremely interesting.

"Pros won’t use generative AI, and when the bubble pops, nobody will ever talk about it again." No. That’s delusional. 1/ Generative AI is already being used professionally at the level of big studios like Disney ($1B to OpenAI), and there’s zero doubt that studios like Industrial Light & Magic, Netflix, Hollywood VFX experts, etc. are already experimenting with it too. Or do you think they’re idiots? They’re not idiots at all. They have the experience and, more importantly, the DISTRIBUTION POWER. The point is: someone with taste, judgment, and storytelling experience, basically from their living room, will have access to (almost, or not even almost) the same capability as the big guys, because the pure "making stuff" skills have been commoditized, and the new way to create is just NATURAL LANGUAGE. What hasn’t been commoditized is good taste, the ability to create great stories that move people, and the ability to get them in front of people. So in the end, what wins is story quality and distribution. Having good taste, making a name for yourself, and owning strong IP (Marvel, etc.) will still matter. That’ll be true right up until AI is genuinely opinionated and can create by itself: if it comes to that, with zero human direction, stuff as good as (or better than) the very best human experts today, and on top of that, interactive in real time... Because yeah: there’s nothing in this universe that actually prevents that from happening. BUT WE’RE NOT THERE. For now, generative AI is a tool that needs direction and taste to make anything decent. And I hope it stays that way for a long time, because otherwise that’s going to be a brutal hit to humanity’s ego. 2/ On the "bubble": you have to distinguish between a stock valuation bubble (possible, I actually believe it) vs a bubble like some people imagine where it "pops" and we never hear about AI again. That obviously makes no sense given how insanely useful it is. It can only grow, and it’s going to grow fast, regardless of any stock market drawdowns (the internet kept growing even when valuations got nuked in 2000). Either way, the near future is going to be extremely interesting.

Javi Lopez ⛩️

75,190 Aufrufe • vor 6 Monaten

Three of the biggest companies in the world are going public at the same time. The market has never seen anything like this. And this is how major bubbles peak. SpaceX is targeting a June 2026 IPO raising up to $75 billion at a $1.5 trillion valuation, the largest IPO in human history, bigger than Saudi Aramco's $29 billion raise in 2019. OpenAI is filing with the SEC targeting September 2026, raising at least $60 billion at a $1 trillion valuation. The company is losing $14 billion this year alone and won't be profitable until 2029. Anthropic just raised $30 billion in February 2026 at a $380 billion valuation. Its valuation has increased 15x in just 14 months. It is now preparing what could be a $900 billion private round before going public. Combined, these three IPOs could pull $200 billion from global capital markets. That is real. That is unprecedented. And here's the real risk. OpenAI is projected to lose $44 billion cumulatively before reaching profitability. Anthropic's valuation has risen 15x in 14 months on the same underlying business. Both companies are being priced for perfection at a moment when the first companies to actually deploy their products at scale are blowing their AI budgets and cancelling licenses. The real liquidation pressure from these IPOs doesn't even arrive at listing day. It arrives 180 days later when lock-up periods expire and early investors and employees can finally sell. That is when the real rotation happens. The S&P 500 concentration risk is genuine. The Magnificent 7 now represent 36% of the entire index, higher than the dot-com peak in 2000. If any of these companies disappoint, the index follows. That is not a conspiracy. That is basic math. Three historically unprecedented IPOs. $44 billion in projected OpenAI losses. An AI capex cycle that must deliver ROI. Lock-up expirations six months after listing. That combination is what you must pay attention to, as it often break cycles.

Three of the biggest companies in the world are going public at the same time. The market has never seen anything like this. And this is how major bubbles peak. SpaceX is targeting a June 2026 IPO raising up to $75 billion at a $1.5 trillion valuation, the largest IPO in human history, bigger than Saudi Aramco's $29 billion raise in 2019. OpenAI is filing with the SEC targeting September 2026, raising at least $60 billion at a $1 trillion valuation. The company is losing $14 billion this year alone and won't be profitable until 2029. Anthropic just raised $30 billion in February 2026 at a $380 billion valuation. Its valuation has increased 15x in just 14 months. It is now preparing what could be a $900 billion private round before going public. Combined, these three IPOs could pull $200 billion from global capital markets. That is real. That is unprecedented. And here's the real risk. OpenAI is projected to lose $44 billion cumulatively before reaching profitability. Anthropic's valuation has risen 15x in 14 months on the same underlying business. Both companies are being priced for perfection at a moment when the first companies to actually deploy their products at scale are blowing their AI budgets and cancelling licenses. The real liquidation pressure from these IPOs doesn't even arrive at listing day. It arrives 180 days later when lock-up periods expire and early investors and employees can finally sell. That is when the real rotation happens. The S&P 500 concentration risk is genuine. The Magnificent 7 now represent 36% of the entire index, higher than the dot-com peak in 2000. If any of these companies disappoint, the index follows. That is not a conspiracy. That is basic math. Three historically unprecedented IPOs. $44 billion in projected OpenAI losses. An AI capex cycle that must deliver ROI. Lock-up expirations six months after listing. That combination is what you must pay attention to, as it often break cycles.

Crypto Rover

69,902 Aufrufe • vor 2 Monaten

🚨 WARNING: $SPX IS ONE MOVE AWAY FROM A CRASH The S&P 500 has been DUMPING for three consecutive weeks. Most people still think this is just another healthy pullback. They have NO idea what will happen next. Wave 6 has already marked the local top. The final melt-up could be over. But the biggest warning is market concentration. Only five stocks have been carrying the entire index: → Apple → Nvidia → Amazon → Microsoft → Meta Now that weakness is spreading across mega caps, the entire structure is becoming extremely fragile. Meta has already dumped more than 15% in one month. If the remaining leaders follow: → Index concentration breaks → Dip buyers get trapped → Selling pressure accelerates → The correction turns into a major crash When the AI bubble finally bursts, there may be nothing left holding $SPX at these levels. I’ve studied macro for 10 years and called almost every major market top, including the October Bitcoin ATH. Follow and turn notifications on. I’ll post the next major move BEFORE it becomes obvious.

🚨 WARNING: $SPX IS ONE MOVE AWAY FROM A CRASH The S&P 500 has been DUMPING for three consecutive weeks. Most people still think this is just another healthy pullback. They have NO idea what will happen next. Wave 6 has already marked the local top. The final melt-up could be over. But the biggest warning is market concentration. Only five stocks have been carrying the entire index: → Apple → Nvidia → Amazon → Microsoft → Meta Now that weakness is spreading across mega caps, the entire structure is becoming extremely fragile. Meta has already dumped more than 15% in one month. If the remaining leaders follow: → Index concentration breaks → Dip buyers get trapped → Selling pressure accelerates → The correction turns into a major crash When the AI bubble finally bursts, there may be nothing left holding $SPX at these levels. I’ve studied macro for 10 years and called almost every major market top, including the October Bitcoin ATH. Follow and turn notifications on. I’ll post the next major move BEFORE it becomes obvious.

Wimar.X

186,485 Aufrufe • vor 16 Tagen

Okay I think it's time for the Green Monday! This is a post for people who don't sleep (assuming investors even sleep) during the GLOBEX session PS. You must see the image in the comment! Friday was ugly. S&P 500 dumped 2.64% to 7,383.74, worst day since October, VIX up nearly 40% as the hedging machine kicked in. Everyone's asking the same thing into Sunday's open: fade it or buy it? I'm buying it - just not at 6pm ET like the dip can't get deeper. It all keys off 7350, where futures settled in GLOBEX. Two ways we open. The likely one: we gap up. Don't chase the first candle - after a 40% VIX pop you get a squeeze (S&P 500 goes up like crazy 2pm ET GLOBEX open), then a dip. Let the squeeze run, buy the first real pullback between 8pm and 3am ET. The other: we leak toward 7300 on lingering VIX hedging. Don't catch the knife - wait for it to base, a clean hold of 7300 or clear 5-minute support, then buy the rebound that usually shows late GLOBEX or 3-4am pre-market. Same plan either way: I buy the dip, not the rip. If you are bull, be smart bull. Where I want the close: 7400 is the floor, 7450 my base case, and 7500 is very much in play (though less probable than 7450) - about 2% off the GLOBEX pivot, with the Nasdaq roughly 2.5% higher (If S&P 500 hits 7500) on a chip snapback. Friday was a volatility event, those almost always make the whole market rebound a day or two after.

Okay I think it's time for the Green Monday! This is a post for people who don't sleep (assuming investors even sleep) during the GLOBEX session PS. You must see the image in the comment! Friday was ugly. S&P 500 dumped 2.64% to 7,383.74, worst day since October, VIX up nearly 40% as the hedging machine kicked in. Everyone's asking the same thing into Sunday's open: fade it or buy it? I'm buying it - just not at 6pm ET like the dip can't get deeper. It all keys off 7350, where futures settled in GLOBEX. Two ways we open. The likely one: we gap up. Don't chase the first candle - after a 40% VIX pop you get a squeeze (S&P 500 goes up like crazy 2pm ET GLOBEX open), then a dip. Let the squeeze run, buy the first real pullback between 8pm and 3am ET. The other: we leak toward 7300 on lingering VIX hedging. Don't catch the knife - wait for it to base, a clean hold of 7300 or clear 5-minute support, then buy the rebound that usually shows late GLOBEX or 3-4am pre-market. Same plan either way: I buy the dip, not the rip. If you are bull, be smart bull. Where I want the close: 7400 is the floor, 7450 my base case, and 7500 is very much in play (though less probable than 7450) - about 2% off the GLOBEX pivot, with the Nasdaq roughly 2.5% higher (If S&P 500 hits 7500) on a chip snapback. Friday was a volatility event, those almost always make the whole market rebound a day or two after.

Data Driven Stocks

66,734 Aufrufe • vor 2 Monaten

🚨GOLD JUST CHANGED ITS PRICING MODEL! It's already pricing huge crash - bigger than Dot Com bubble I've been trading for over a decade and warned you about this dump, but what's coming next is even worse: Iran conflict is what disrupted oil flows and pushed energy prices higher Higher oil means higher inflation and that is less room to cut rates, higher yields and that's why gold is dumping Also cause it was at peak attention, just overheated But what's interesting is that retail is skipping gold right now They prefer sending their money to cash or short-duration Treasuries As it is said: People buy gold when they're worried about the future People sell gold when they're worried about today And that's what leads us to further crash cause... Higher rates don't just affect gold, they determine the cost of capital for every long-duration asset Today's equity market is increasingly concentrated in a small group of AI leaders It shifts the market from AI to cash flows under higher discount rates War -> Inflation -> Higher real yields -> Gold reprices -> Cost of capital rises -> AI comes under pressure Like it or not, but I called you about this Gold dump exactly, you can see it in my old post below And now I am calling this too, many people are going to wish they followed me soon You'll understand why when it comes

🚨GOLD JUST CHANGED ITS PRICING MODEL! It's already pricing huge crash - bigger than Dot Com bubble I've been trading for over a decade and warned you about this dump, but what's coming next is even worse: Iran conflict is what disrupted oil flows and pushed energy prices higher Higher oil means higher inflation and that is less room to cut rates, higher yields and that's why gold is dumping Also cause it was at peak attention, just overheated But what's interesting is that retail is skipping gold right now They prefer sending their money to cash or short-duration Treasuries As it is said: People buy gold when they're worried about the future People sell gold when they're worried about today And that's what leads us to further crash cause... Higher rates don't just affect gold, they determine the cost of capital for every long-duration asset Today's equity market is increasingly concentrated in a small group of AI leaders It shifts the market from AI to cash flows under higher discount rates War -> Inflation -> Higher real yields -> Gold reprices -> Cost of capital rises -> AI comes under pressure Like it or not, but I called you about this Gold dump exactly, you can see it in my old post below And now I am calling this too, many people are going to wish they followed me soon You'll understand why when it comes

symbiote

95,772 Aufrufe • vor 1 Monat

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! → Fed confirmed interest rate HIKES. → U.S.-Iran peace deal is CANCELLED. → China and Japan are dumping U.S. Treasuries. → Funds are selling stocks amid AI bubble fears. If you're holding any assets right now, you MUST know this: When markets open next week, this won't be "just another dip." Stocks will dump Metals will dump. Bitcoin and crypto will dump even harder. Large institutions and major funds are already cutting exposure. They're not chasing upside. They're reducing risk and preparing for a market crash. At the same time, pressure is building across the global financial system. The Federal Reserve has made it clear that interest rates are likely to remain higher for longer. Japan has officially stepped into the market with yen intervention. Meanwhile, China and Japan continue reducing their U.S. Treasury holdings, adding even more pressure to the world's largest bond market. When the largest foreign holders of U.S. debt pull back, liquidity starts to disappear. → Interest rates are likely to stay elevated. → Japan is actively supporting the yen. → China and Japan continue reducing U.S. Treasury holdings. → The U.S.-Iran ceasefire is officially cancelled. → Liquidity conditions are tightening across financial markets. → Bond market volatility is continuing to rise. → Funds are reducing equity exposure. → The AI-driven rally is rapidly losing momentum. → Risk appetite is fading across multiple asset classes. This is no longer just a single-market story. Several sources of stress are unfolding at the same time. That's how financial chain reactions begin. As liquidity tightens and capital flows reverse, fear can spread rapidly across every major asset class. This is no longer just about market positioning. It's about systemic pressure building beneath the surface. I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like these. That's how I knew Bitcoin would top out in October 2025 and called the $126K top. I'll share my next call here first. Follow and turn on notifications.

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! → Fed confirmed interest rate HIKES. → U.S.-Iran peace deal is CANCELLED. → China and Japan are dumping U.S. Treasuries. → Funds are selling stocks amid AI bubble fears. If you're holding any assets right now, you MUST know this: When markets open next week, this won't be "just another dip." Stocks will dump Metals will dump. Bitcoin and crypto will dump even harder. Large institutions and major funds are already cutting exposure. They're not chasing upside. They're reducing risk and preparing for a market crash. At the same time, pressure is building across the global financial system. The Federal Reserve has made it clear that interest rates are likely to remain higher for longer. Japan has officially stepped into the market with yen intervention. Meanwhile, China and Japan continue reducing their U.S. Treasury holdings, adding even more pressure to the world's largest bond market. When the largest foreign holders of U.S. debt pull back, liquidity starts to disappear. → Interest rates are likely to stay elevated. → Japan is actively supporting the yen. → China and Japan continue reducing U.S. Treasury holdings. → The U.S.-Iran ceasefire is officially cancelled. → Liquidity conditions are tightening across financial markets. → Bond market volatility is continuing to rise. → Funds are reducing equity exposure. → The AI-driven rally is rapidly losing momentum. → Risk appetite is fading across multiple asset classes. This is no longer just a single-market story. Several sources of stress are unfolding at the same time. That's how financial chain reactions begin. As liquidity tightens and capital flows reverse, fear can spread rapidly across every major asset class. This is no longer just about market positioning. It's about systemic pressure building beneath the surface. I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like these. That's how I knew Bitcoin would top out in October 2025 and called the $126K top. I'll share my next call here first. Follow and turn on notifications.

0xNobler

81,592 Aufrufe • vor 1 Monat

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! → Fed confirmed interest rate hikes. → Japan officially began YEN INTERVENTION. → China is nonstop dumping U.S. Treasuries. → Funds are selling stocks as the AI-bubble collapses. If you're holding assets right now, you MUST read this: When markets open next week, this won't be "just another dip." Stocks will dump. Bonds will dump. Metals will dump. Bitcoin and crypto will dump even harder. Insiders and big funds are already selling EVERYTHING. They're not chasing rallies. They're cutting exposure and preparing for increased volatility. At the same time, pressure is building across the global financial system. The Federal Reserve has signaled that higher interest rates are here to stay. Japan has officially entered the market with yen intervention. Meanwhile, both China and Japan continue reducing their U.S. Treasury holdings, putting additional pressure on the world's largest bond market. When the biggest foreign holders of U.S. debt step back, liquidity vanishes. → Interest rates are staying higher for longer. → Japan is actively defending the yen. → China and Japan are nonstop dumping U.S. Treasuries. → Liquidity conditions are tightening across financial markets. → Bond market volatility continues to increase. → Funds are reducing equity exposure. → The AI-driven rally is rapidly losing momentum. → Risk appetite is fading across multiple asset classes. This is no longer a single-market story. Multiple sources of stress are converging at the same time. That's how financial chain reactions begin. As liquidity disappears and capital flows reverse, fear spreads quickly across every major asset class. This is no longer just about positioning. It's about systemic pressure building beneath the surface. When liquidity dries up, markets don't correct gradually. They crash fast. I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like this. That's how I knew Bitcoin would top out in October 2025 and called the $126K top. When the next move becomes clear, I will share it here first. Follow and turn on notifications. By the time mainstream media starts reporting it, it's already too late.

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! → Fed confirmed interest rate hikes. → Japan officially began YEN INTERVENTION. → China is nonstop dumping U.S. Treasuries. → Funds are selling stocks as the AI-bubble collapses. If you're holding assets right now, you MUST read this: When markets open next week, this won't be "just another dip." Stocks will dump. Bonds will dump. Metals will dump. Bitcoin and crypto will dump even harder. Insiders and big funds are already selling EVERYTHING. They're not chasing rallies. They're cutting exposure and preparing for increased volatility. At the same time, pressure is building across the global financial system. The Federal Reserve has signaled that higher interest rates are here to stay. Japan has officially entered the market with yen intervention. Meanwhile, both China and Japan continue reducing their U.S. Treasury holdings, putting additional pressure on the world's largest bond market. When the biggest foreign holders of U.S. debt step back, liquidity vanishes. → Interest rates are staying higher for longer. → Japan is actively defending the yen. → China and Japan are nonstop dumping U.S. Treasuries. → Liquidity conditions are tightening across financial markets. → Bond market volatility continues to increase. → Funds are reducing equity exposure. → The AI-driven rally is rapidly losing momentum. → Risk appetite is fading across multiple asset classes. This is no longer a single-market story. Multiple sources of stress are converging at the same time. That's how financial chain reactions begin. As liquidity disappears and capital flows reverse, fear spreads quickly across every major asset class. This is no longer just about positioning. It's about systemic pressure building beneath the surface. When liquidity dries up, markets don't correct gradually. They crash fast. I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like this. That's how I knew Bitcoin would top out in October 2025 and called the $126K top. When the next move becomes clear, I will share it here first. Follow and turn on notifications. By the time mainstream media starts reporting it, it's already too late.

0xNobler

109,495 Aufrufe • vor 1 Monat

I got fired from my job, because I was caught using my phone at work So I decided to lock myself in for 3 months and made over $2,000,000+ from prediction markets & perps using Claude AI My system scans Polymarket events, perps prices on different platforms, mispriced probabilities to send me a message when to enter The thing is, I have no idea where crypto prices are going to be in the future and I don't need to. I just wait for YES and NO prices buy the cheap side and hedge with others I close when the spread normalizes → basically arbitrage trading with an algorithm watching a lot markets at once As a result, I traded more than $100,000,000+ volume an amount unreal to me months ago If you are still not using AI tools in 2026, your sleeping. BILLION dollar businesses will be cooking entirely run by a single person and AI agents So I decided to close my community now and will no longer accept new members. It takes too much time managing a lot members, I want hungry people! Anyway thanking everyone who was with me and printing together❤️❤️

I got fired from my job, because I was caught using my phone at work So I decided to lock myself in for 3 months and made over $2,000,000+ from prediction markets & perps using Claude AI My system scans Polymarket events, perps prices on different platforms, mispriced probabilities to send me a message when to enter The thing is, I have no idea where crypto prices are going to be in the future and I don't need to. I just wait for YES and NO prices buy the cheap side and hedge with others I close when the spread normalizes → basically arbitrage trading with an algorithm watching a lot markets at once As a result, I traded more than $100,000,000+ volume an amount unreal to me months ago If you are still not using AI tools in 2026, your sleeping. BILLION dollar businesses will be cooking entirely run by a single person and AI agents So I decided to close my community now and will no longer accept new members. It takes too much time managing a lot members, I want hungry people! Anyway thanking everyone who was with me and printing together❤️❤️

Brain Master

25,237 Aufrufe • vor 2 Monaten

BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?

BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?

Shanaka Anslem Perera ⚡

235,744 Aufrufe • vor 1 Monat

🚨MONDAY COULD CHANGE EVERYTHING Most people still think this is just another dip - another red candle - another buying opportunity - another chance to front-run the next rally But what if the market is already telling us something nobody wants to hear? The S&P 500 is sitting near record highs while stress is building across multiple parts of the global financial system at the same time Bond yields remain elevated Japan's bond market is facing its biggest challenges in decades China continues reducing its exposure to U.S. debt And geopolitical risks are rising faster than most investors realize Now add the uncertainty surrounding the U.S.-Iran situation and the possibility of higher oil prices If energy starts moving higher, inflation comes back into focus And if inflation stays elevated, central banks have less room to support markets That's where things get dangerous Because markets don't need one massive event to crash They need several smaller risks to collide at the same time And that's exactly what's happening right now At the same time, one of the biggest IPOs in history is absorbing enormous amounts of capital and attention - liquidity is being pulled from every corner of the market - funds are rotating - positions are being reduced - volatility is starting to return Most investors are watching price Smart money watches liquidity And liquidity is rarely this important unless something bigger is developing beneath the surface We may be looking at the exact moment investors realize the easy money phase is over NOTIFS ON

🚨MONDAY COULD CHANGE EVERYTHING Most people still think this is just another dip - another red candle - another buying opportunity - another chance to front-run the next rally But what if the market is already telling us something nobody wants to hear? The S&P 500 is sitting near record highs while stress is building across multiple parts of the global financial system at the same time Bond yields remain elevated Japan's bond market is facing its biggest challenges in decades China continues reducing its exposure to U.S. debt And geopolitical risks are rising faster than most investors realize Now add the uncertainty surrounding the U.S.-Iran situation and the possibility of higher oil prices If energy starts moving higher, inflation comes back into focus And if inflation stays elevated, central banks have less room to support markets That's where things get dangerous Because markets don't need one massive event to crash They need several smaller risks to collide at the same time And that's exactly what's happening right now At the same time, one of the biggest IPOs in history is absorbing enormous amounts of capital and attention - liquidity is being pulled from every corner of the market - funds are rotating - positions are being reduced - volatility is starting to return Most investors are watching price Smart money watches liquidity And liquidity is rarely this important unless something bigger is developing beneath the surface We may be looking at the exact moment investors realize the easy money phase is over NOTIFS ON

BLADE

14,671 Aufrufe • vor 2 Monaten

🚨 $1 TRILLION OPENAI IPO IS COMING BEFORE ANTHROPIC!! Two of the most hyped companies in history are racing to go public. - Both burning BILLIONS. - NOT profitable at all right now. - Valued at TRILLIONS OF DOLLARS. Let's talk about what you're actually buying: OpenAI current valuation: $852,000,000,000 Revenue: $24,000,000,000 per year Losses: growing faster than revenue Anthropic current valuation: $965,000,000,000 Revenue: $47,000,000,000 per year Losses: billions every single quarter Combined, they're valued at over $1,817,000,000,000. They haven't had a single profitable year between them. OpenAI needs to justify its valuation by growing revenue 75x from here. For Anthropic, the math is even worse. It would need a market cap larger than global GDP to match Google's returns. Now think about the timing. The SpaceX IPO just opened the floodgates, and institutional capital is stretched thin. Two more TRILLION DOLLAR offerings hitting the same market. Competing for the same capital at the same time. Google was profitable at IPO. Amazon was growing at insane rates at IPO. Neither asked you to fund a company losing money at this scale. The early investors got in at $5B, $10B, $20B. They need public markets at $300B-$965B to make their returns real. You're not buying the future of AI. You're buying the exit for the people who built it. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

🚨 $1 TRILLION OPENAI IPO IS COMING BEFORE ANTHROPIC!! Two of the most hyped companies in history are racing to go public. - Both burning BILLIONS. - NOT profitable at all right now. - Valued at TRILLIONS OF DOLLARS. Let's talk about what you're actually buying: OpenAI current valuation: $852,000,000,000 Revenue: $24,000,000,000 per year Losses: growing faster than revenue Anthropic current valuation: $965,000,000,000 Revenue: $47,000,000,000 per year Losses: billions every single quarter Combined, they're valued at over $1,817,000,000,000. They haven't had a single profitable year between them. OpenAI needs to justify its valuation by growing revenue 75x from here. For Anthropic, the math is even worse. It would need a market cap larger than global GDP to match Google's returns. Now think about the timing. The SpaceX IPO just opened the floodgates, and institutional capital is stretched thin. Two more TRILLION DOLLAR offerings hitting the same market. Competing for the same capital at the same time. Google was profitable at IPO. Amazon was growing at insane rates at IPO. Neither asked you to fund a company losing money at this scale. The early investors got in at $5B, $10B, $20B. They need public markets at $300B-$965B to make their returns real. You're not buying the future of AI. You're buying the exit for the people who built it. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

56,267 Aufrufe • vor 2 Monaten

🚨 WARNING: SOMETHING EXTREMELY BAD IS ABOUT HAPPEN... South Korean stock market just lost over ₩500,000,000,000,000. KOSPI crashed -8%, and trading was halted. Asia fell first. Tech is dumping. But this is just the beginning. Wall Street is coming next. This is how it always starts: not with a US headline. Not with a Fed announcement. Not with a single, clean catalyst. It starts at the edges. Asian markets close before Wall Street opens. By this time, U.S. traders will read the morning news. The damage is already priced in on the other side of the world. Global tech followed in the same session. The names everyone said were untouchable started cracking quietly. Now look at what the S&P 500 is actually sitting on: 8 stocks → 35% of the entire index All of them tech → all showing cracks All of them → priced for a world where nothing goes wrong Something just went wrong. Asian indices sell off and tech follows in the same session—that’s not noise. That’s the leading indicator the US market has been ignoring. The rotation out of risk is already happening everywhere except Wall Street. That is about to change today. Smart money is already positioned. Retail will read about this tomorrow and wonder why nobody warned them. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

🚨 WARNING: SOMETHING EXTREMELY BAD IS ABOUT HAPPEN... South Korean stock market just lost over ₩500,000,000,000,000. KOSPI crashed -8%, and trading was halted. Asia fell first. Tech is dumping. But this is just the beginning. Wall Street is coming next. This is how it always starts: not with a US headline. Not with a Fed announcement. Not with a single, clean catalyst. It starts at the edges. Asian markets close before Wall Street opens. By this time, U.S. traders will read the morning news. The damage is already priced in on the other side of the world. Global tech followed in the same session. The names everyone said were untouchable started cracking quietly. Now look at what the S&P 500 is actually sitting on: 8 stocks → 35% of the entire index All of them tech → all showing cracks All of them → priced for a world where nothing goes wrong Something just went wrong. Asian indices sell off and tech follows in the same session—that’s not noise. That’s the leading indicator the US market has been ignoring. The rotation out of risk is already happening everywhere except Wall Street. That is about to change today. Smart money is already positioned. Retail will read about this tomorrow and wonder why nobody warned them. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

147,314 Aufrufe • vor 1 Monat

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS! The $MURAD airdrop is now LIVE for $ANSEM and #SPX6900 holders. And this could be one of the BIGGEST opportunities of the past year. $ANSEM has around 122,000 holders. #SPX6900 has around 49,000 holders. That's up to 171,000 eligible wallets. Now imagine if each eligible holder bought just $5 worth of $MURAD. That's up to $855,000 in potential buy pressure. Based on the current liquidity, even limited participation could have a major impact: 100% → $855,000 in buys → ~$272M market cap 50% → $427,500 → ~$136M market cap 25% → $213,750 → ~$68M market cap 12.5% → $106,875 → ~$34M market cap And that is only the airdrop side. The first $15,000 buyback has already been completed. Another $15,000 buyback will happen at every $1 MILLION increase in market cap. Every token bought back will be sent directly to Murad’s wallet, which already holds 40% of the total supply. What happens if Murad buys $MURAD or posts about it publicly. #SPX6900 grew into a $2 BILLION memecoin while Murad became one of its biggest public supporters. $MURAD does NOT need to reach those levels for the upside to become massive. From a $2M market cap: → $10M = 5x → $50M = 25x → $100M = 50x → $500M = 250x → $1B = 500x One post does NOT guarantee any of this. But if Murad publicly supports the project, the entire narrative changes instantly. I’m doubling my first target for $MURAD to a $10 MILLION market cap. And I’ve already bought more. Most people will wait until the next rally before paying attention. I would rather buy $MURAD before that happens. Do NOT miss the same setup twice.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS! The $MURAD airdrop is now LIVE for $ANSEM and #SPX6900 holders. And this could be one of the BIGGEST opportunities of the past year. $ANSEM has around 122,000 holders. #SPX6900 has around 49,000 holders. That's up to 171,000 eligible wallets. Now imagine if each eligible holder bought just $5 worth of $MURAD. That's up to $855,000 in potential buy pressure. Based on the current liquidity, even limited participation could have a major impact: 100% → $855,000 in buys → ~$272M market cap 50% → $427,500 → ~$136M market cap 25% → $213,750 → ~$68M market cap 12.5% → $106,875 → ~$34M market cap And that is only the airdrop side. The first $15,000 buyback has already been completed. Another $15,000 buyback will happen at every $1 MILLION increase in market cap. Every token bought back will be sent directly to Murad’s wallet, which already holds 40% of the total supply. What happens if Murad buys $MURAD or posts about it publicly. #SPX6900 grew into a $2 BILLION memecoin while Murad became one of its biggest public supporters. $MURAD does NOT need to reach those levels for the upside to become massive. From a $2M market cap: → $10M = 5x → $50M = 25x → $100M = 50x → $500M = 250x → $1B = 500x One post does NOT guarantee any of this. But if Murad publicly supports the project, the entire narrative changes instantly. I’m doubling my first target for $MURAD to a $10 MILLION market cap. And I’ve already bought more. Most people will wait until the next rally before paying attention. I would rather buy $MURAD before that happens. Do NOT miss the same setup twice.

Wimar.X

36,708 Aufrufe • vor 1 Monat

AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

Kyle Reidhead | Milk Road

28,123 Aufrufe • vor 3 Tagen