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🚨 BREAKING MICHAEL BURRY JUST SAID WHAT EVERYONE ELSE IS MISSING ABOUT ANTHROPIC’S IPO “Adjusted for inflation, the SpaceX, Anthropic and OpenAI IPOs will raise as much or more than the 300 internet and TMT IPOs did in 2000” THE BIG SHORT GUY SAYS ANTHROPIC IS PART OF AN... show more

Leshka.eth ⛩

179,015 subscribers

22,926 просмотров • 1 месяц назад •via X (Twitter)

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Комментарии: 9

Фото профиля Oznaka

Oznaka1 месяц назад

bagholders are gonna print

Фото профиля Mark Reynolds

Mark Reynolds1 месяц назад

Great breakdown. The way you explain the bigger picture is what makes this valuable. I’ve also been following @GwenPoth’s insights.

Фото профиля StockIncubator

StockIncubator1 месяц назад

Burry could be getting somewhere

Фото профиля qstmarkets

qstmarkets1 месяц назад

NVIDIA just spent $13B buying Hugging Face. Strange moment to treat the closed labs’ IPOs like they’re the entire 2000 wave.

Фото профиля Adrian

Adrian1 месяц назад

Burry is stupid most of the time. Very few big winners and a lot of failures. JUST A CLOWN OF A PRESS

Фото профиля ProjectEquity

ProjectEquity1 месяц назад

Burry is wrong, yet again. I think he’s been predicting this crash for 2 or three years now.🤣 Your prediction is only valid for the cycle. Once the cycle ends, and your prediction didn’t happen; thats called being wrong. 😑

Фото профиля BrodyRiskLab

BrodyRiskLab1 месяц назад

Don't get distracted by the lab IPO circus, the true economic reality of AI lives and dies with hyperscaler ROI and enterprise deployment at scale

Фото профиля 🧠 Fred | PocketIQ | Free AI Trading

🧠 Fred | PocketIQ | Free AI Trading1 месяц назад

🔼 Guess what you’re doing.

Фото профиля Joshua Thomas

Joshua Thomas1 месяц назад

Yeah there's no volume on your video.

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🚨 THE US STOCK MARKET COULD COLLAPSE... he S&P 500 priced in money supply just hit the dotcom peak. Again. Last time we were here: 2000. What followed: -72% over the next 9 years. Michael Burry just said it out loud: "Adjusted for inflation, the SpaceX, Anthropic and OpenAI IPOs will raise as much or more than the 300 internet and TMT IPOs did in 2000." Three companies. Matching the entire dotcom bubble in capital raised. The chart and the legend agree. This is 2000 again.

🚨 THE US STOCK MARKET COULD COLLAPSE... he S&P 500 priced in money supply just hit the dotcom peak. Again. Last time we were here: 2000. What followed: -72% over the next 9 years. Michael Burry just said it out loud: "Adjusted for inflation, the SpaceX, Anthropic and OpenAI IPOs will raise as much or more than the 300 internet and TMT IPOs did in 2000." Three companies. Matching the entire dotcom bubble in capital raised. The chart and the legend agree. This is 2000 again.

Crypto Rover

88,969 просмотров • 4 месяцев назад

BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”

BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”

Vivek Sen

416,368 просмотров • 3 месяцев назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

Wimar.X

826,109 просмотров • 4 месяцев назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

583,374 просмотров • 3 месяцев назад

Is the SpaceX IPO going to redefine how much control one person can have over a public company? And what example does this set for OpenAI and Anthropic's highly anticipated IPOs? The latest episode of Equity sets the stage for what will be a wild summer for the public markets:

Is the SpaceX IPO going to redefine how much control one person can have over a public company? And what example does this set for OpenAI and Anthropic's highly anticipated IPOs? The latest episode of Equity sets the stage for what will be a wild summer for the public markets:

TechCrunch

18,126 просмотров • 3 месяцев назад

SpaceX $SPCX could suck the liquidity from other corners of the market as investors scramble to get into the new stock. James Seyffart says the combination of SpaceX, Anthropic, and OpenAI IPOs all happening the same year will be hard for markets absorb.

SpaceX $SPCX could suck the liquidity from other corners of the market as investors scramble to get into the new stock. James Seyffart says the combination of SpaceX, Anthropic, and OpenAI IPOs all happening the same year will be hard for markets absorb.

Phil Rosen

12,945 просмотров • 3 месяцев назад

🚨 SOMETHING VERY STRANGE IS HAPPENING S&P 500 keeps hitting new all-time highs. Meanwhile, Anthropic and OpenAI are rushing to go public. Most people think this is a coincidence. It's not. Here's what they're missing: Insiders bought into these companies years ago on private markets. Now, at the peak of market greed, they are selling at a 100x markup. These IPOs aren't opportunities for you. They are the final exit liquidity before the bubble pops. We've seen this movie before: 2000 (Dot-Com Bubble): Palm IPO → S&P 500 drops 50% 2007 (Housing Bubble): Blackstone IPO → S&P 500 drops 56% 2021 (COVID Peak): Rivian IPO → S&P 500 drops 27% 2026 (AI Bubble): SpaceX kicked off the final wave in June. Now OpenAI and Anthropic are rushing to follow. Same pattern. Same ending. The countdown has officially started. For the record: I've called every major market turn for the last 10 years, including Bitcoin's crash from $111K and the SpaceX drop. I'll post the warning BEFORE the next leg down begins. Stay close.

🚨 SOMETHING VERY STRANGE IS HAPPENING S&P 500 keeps hitting new all-time highs. Meanwhile, Anthropic and OpenAI are rushing to go public. Most people think this is a coincidence. It's not. Here's what they're missing: Insiders bought into these companies years ago on private markets. Now, at the peak of market greed, they are selling at a 100x markup. These IPOs aren't opportunities for you. They are the final exit liquidity before the bubble pops. We've seen this movie before: 2000 (Dot-Com Bubble): Palm IPO → S&P 500 drops 50% 2007 (Housing Bubble): Blackstone IPO → S&P 500 drops 56% 2021 (COVID Peak): Rivian IPO → S&P 500 drops 27% 2026 (AI Bubble): SpaceX kicked off the final wave in June. Now OpenAI and Anthropic are rushing to follow. Same pattern. Same ending. The countdown has officially started. For the record: I've called every major market turn for the last 10 years, including Bitcoin's crash from $111K and the SpaceX drop. I'll post the warning BEFORE the next leg down begins. Stay close.

MARMOT

56,970 просмотров • 1 месяц назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

974,567 просмотров • 4 месяцев назад

🚨 WARNING: SPACEX IPO WILL BE A MASSIVE STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Rocket Lab. $RKLB went public in 2021 with massive space stock hype. Then it dumped 82.8% from its 2021 high to its 2022 low. Retail bought the future. Then reality hit. Now the same setup is coming again, but much bigger. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Rocket Lab dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I will post the warning BEFORE it hits the headlines.

🚨 WARNING: SPACEX IPO WILL BE A MASSIVE STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Rocket Lab. $RKLB went public in 2021 with massive space stock hype. Then it dumped 82.8% from its 2021 high to its 2022 low. Retail bought the future. Then reality hit. Now the same setup is coming again, but much bigger. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Rocket Lab dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I will post the warning BEFORE it hits the headlines.

Wimar.X

676,379 просмотров • 4 месяцев назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,383 просмотров • 4 месяцев назад

.@Chamath is literally telling us likely what most VCs are thinking right now: SpaceX IPO and a potential Anthropic or OpenAI IPO is for early insiders to take chips off the table and dump on retail.

.@Chamath is literally telling us likely what most VCs are thinking right now: SpaceX IPO and a potential Anthropic or OpenAI IPO is for early insiders to take chips off the table and dump on retail.

Ted Zhang

169,035 просмотров • 5 месяцев назад

Jensen Huang says that investing in the IPOs of SpaceX, Anthropic, and OpenAI will be like buying $AMZN, $GOOGL, or $META in their early stages. Don't become a victim of FOMO. IPO day is not where the best opportunities are made. In many cases, there's a massive spike followed by a sharp decline that takes the stock below its IPO price. Just look at $META. After its 2012 IPO, the stock lost more than 50% of its value within three months. The best opportunities come when the hype is gone, sentiment turns negative, and nobody wants to touch the stock. That's when I'll be buying heavy.

Jensen Huang says that investing in the IPOs of SpaceX, Anthropic, and OpenAI will be like buying $AMZN, $GOOGL, or $META in their early stages. Don't become a victim of FOMO. IPO day is not where the best opportunities are made. In many cases, there's a massive spike followed by a sharp decline that takes the stock below its IPO price. Just look at $META. After its 2012 IPO, the stock lost more than 50% of its value within three months. The best opportunities come when the hype is gone, sentiment turns negative, and nobody wants to touch the stock. That's when I'll be buying heavy.

Daniel

642,018 просмотров • 4 месяцев назад

SPACEX IPO COUNTDOWN: In my own rounds with investors, it’s not about whether the IPOs will be successful for the big three looking to list this year. It’s about the lockups and whether big pre-IPO investors will meaningfully sell. It’s about how investors may have to rebalance, and what that means for the AI theme writ large. And it’s about earnings — how public market investors react as cash burn remains elevated. My view? I believe SpaceX, Anthropic and OpenAI will all likely have to raise even more money within six months of listing. They would look to equity and debt markets, both private and public. It’s going to be a big six months ahead!! A big thank you to Charles V Payne for having me on the show. Full interview here:

SPACEX IPO COUNTDOWN: In my own rounds with investors, it’s not about whether the IPOs will be successful for the big three looking to list this year. It’s about the lockups and whether big pre-IPO investors will meaningfully sell. It’s about how investors may have to rebalance, and what that means for the AI theme writ large. And it’s about earnings — how public market investors react as cash burn remains elevated. My view? I believe SpaceX, Anthropic and OpenAI will all likely have to raise even more money within six months of listing. They would look to equity and debt markets, both private and public. It’s going to be a big six months ahead!! A big thank you to Charles V Payne for having me on the show. Full interview here:

Sonali Basak

88,664 просмотров • 4 месяцев назад

🚨 $SPCX IPO IS THE BIGGEST LIQUIDITY TRAP IN MODERN HISTORY Everyone thinks SpaceX IPO is free money People said the exact same thing about Meta in 2012 However, after Meta went public, the stock dumped over 50% in the first 100 days Retail bought the hype, insiders got their exit Now the same scenario is repeating again SpaceX goes public June 12 at $135/share - $1.75 to $2 TRILLION valuation That would make it one of the 7 largest companies in the entire US market overnight But here's the problem: This is not an IPO but a $75 BILLION liquidity event 555 million shares × $135 = $75B that needs to be absorbed by someone Insiders own 95% of SpaceX right now, public float is 5% That means insiders are sitting on over $1.6 TRILLION in paper wealth After June 12, they will start converting it into real cash Lockup expires September–December 2026 That's when the real dumping begins Michael Burry already warned about this He said SpaceX, OpenAI and Anthropic could raise more capital than 300 dot-com IPOs in 2000 - COMBINED And this isn't just words: $912M in $PLTR puts + $186M in $NVDA puts extended into 2027 Connect the dots This could be the largest coordinated insider cashout in market history I've studied macro for 10 years and nailed the October BTC $126k ATH while everyone were screaming about supercycle Follow + notifs on, I will keep you updated

🚨 $SPCX IPO IS THE BIGGEST LIQUIDITY TRAP IN MODERN HISTORY Everyone thinks SpaceX IPO is free money People said the exact same thing about Meta in 2012 However, after Meta went public, the stock dumped over 50% in the first 100 days Retail bought the hype, insiders got their exit Now the same scenario is repeating again SpaceX goes public June 12 at $135/share - $1.75 to $2 TRILLION valuation That would make it one of the 7 largest companies in the entire US market overnight But here's the problem: This is not an IPO but a $75 BILLION liquidity event 555 million shares × $135 = $75B that needs to be absorbed by someone Insiders own 95% of SpaceX right now, public float is 5% That means insiders are sitting on over $1.6 TRILLION in paper wealth After June 12, they will start converting it into real cash Lockup expires September–December 2026 That's when the real dumping begins Michael Burry already warned about this He said SpaceX, OpenAI and Anthropic could raise more capital than 300 dot-com IPOs in 2000 - COMBINED And this isn't just words: $912M in $PLTR puts + $186M in $NVDA puts extended into 2027 Connect the dots This could be the largest coordinated insider cashout in market history I've studied macro for 10 years and nailed the October BTC $126k ATH while everyone were screaming about supercycle Follow + notifs on, I will keep you updated

Pepesso

1,046,701 просмотров • 4 месяцев назад

🚨 THE BIGGEST IPO IN HISTORY IS ABOUT TO MARK THE TOP. March 2000. Palm goes public. The most hyped IPO of its era. Days later, the dot com bubble peaked. The NASDAQ then collapsed 78% over the next two years. Now history is rhyming. SpaceX is going public at the peak of the AI bubble. The biggest IPO ever. They do not ring a bell at the top. They ring an IPO.

🚨 THE BIGGEST IPO IN HISTORY IS ABOUT TO MARK THE TOP. March 2000. Palm goes public. The most hyped IPO of its era. Days later, the dot com bubble peaked. The NASDAQ then collapsed 78% over the next two years. Now history is rhyming. SpaceX is going public at the peak of the AI bubble. The biggest IPO ever. They do not ring a bell at the top. They ring an IPO.

Mister Crypto

13,916 просмотров • 3 месяцев назад

David Sacks says Silicon Valley is starting to feel like 1998 in the dot-com bubble "With this Anthropic IPO coming up, I'm sure you guys have seen that home prices in San Francisco are going through the roof right now. It feels almost euphoric.” “I'm starting to wonder if this is 1998 or 1999. I think it's more 1998 than 99, because I don't think we've seen the peak yet." “There's an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is only one quarter the size of the Anthropic IPO.” “So just extrapolating from that, this Anthropic IPO is going to be four times the wealth generation event that all previous San Francisco IPOs were. And then you've got OpenAI coming on the heels of that." “It could get really nutty. And honestly, the thing we're seeing right now, with homes basically flying off the shelf selling for double or whatever, that's just based on the secondaries. The small cash outs people have been able to do anticipating some of these events."

David Sacks says Silicon Valley is starting to feel like 1998 in the dot-com bubble "With this Anthropic IPO coming up, I'm sure you guys have seen that home prices in San Francisco are going through the roof right now. It feels almost euphoric.” “I'm starting to wonder if this is 1998 or 1999. I think it's more 1998 than 99, because I don't think we've seen the peak yet." “There's an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is only one quarter the size of the Anthropic IPO.” “So just extrapolating from that, this Anthropic IPO is going to be four times the wealth generation event that all previous San Francisco IPOs were. And then you've got OpenAI coming on the heels of that." “It could get really nutty. And honestly, the thing we're seeing right now, with homes basically flying off the shelf selling for double or whatever, that's just based on the secondaries. The small cash outs people have been able to do anticipating some of these events."

dnap

37,067 просмотров • 29 дней назад

🚨 EVERY MEGA IPO HAS MARKED THE END OF A BUBBLE This pattern has repeated for almost 100 YEARS. 1928 → Goldman Sachs IPO → 1929 crash: -86% 1971 → Intel IPO → 1973 crash: -53% 2000 → AT&T Wireless IPO → dot-com crash: -51% 2026 → Anthropic IPO → 2026 crash: **% Every time, one of the biggest IPO of the era arrived near the peak of a major market cycle. Euphoria peaks → liquidity gets distributed → the market breaks. Now Anthropic is preparing to go public in the middle of the biggest AI boom in history. If this cycle repeats, the Anthropic IPO could be the FINAL liquidity event before the AI bubble breaks. And the old market cycle below is pointing at 2026 too. Coincidence? I don't think so. Turn notifications on. If you're not following yet, you'll understand why that was a mistake later.

🚨 EVERY MEGA IPO HAS MARKED THE END OF A BUBBLE This pattern has repeated for almost 100 YEARS. 1928 → Goldman Sachs IPO → 1929 crash: -86% 1971 → Intel IPO → 1973 crash: -53% 2000 → AT&T Wireless IPO → dot-com crash: -51% 2026 → Anthropic IPO → 2026 crash: **% Every time, one of the biggest IPO of the era arrived near the peak of a major market cycle. Euphoria peaks → liquidity gets distributed → the market breaks. Now Anthropic is preparing to go public in the middle of the biggest AI boom in history. If this cycle repeats, the Anthropic IPO could be the FINAL liquidity event before the AI bubble breaks. And the old market cycle below is pointing at 2026 too. Coincidence? I don't think so. Turn notifications on. If you're not following yet, you'll understand why that was a mistake later.

DANNY

77,454 просмотров • 1 месяц назад

Andreas Steno Larsen: the Anthropic IPO is four or five weeks out, and he's tempted to say it disappoints. His read is that Anthropic has clearly lost momentum since the end of June, and it's capacity constrained. Of the big three fighting for the podium in AI, that leaves it carrying the least momentum right now. Guess who isn't capacity constrained. SpaceX and OpenAI. He's never been more tempted by SpaceX than right now. Andreas Steno Larsen on Real Vision's Member Portfolio Review, September 4.

Andreas Steno Larsen: the Anthropic IPO is four or five weeks out, and he's tempted to say it disappoints. His read is that Anthropic has clearly lost momentum since the end of June, and it's capacity constrained. Of the big three fighting for the podium in AI, that leaves it carrying the least momentum right now. Guess who isn't capacity constrained. SpaceX and OpenAI. He's never been more tempted by SpaceX than right now. Andreas Steno Larsen on Real Vision's Member Portfolio Review, September 4.

Real Vision

13,208 просмотров • 25 дней назад

Anthropic could have the biggest IPO in history, right as the company sounds the alarm over the supposed power of their AI technology. Despite the alarm, Anthropic is racing ahead with going public, a move that could make their 300 investors very, very rich. These early investors have put $130 billion into the company already, and they're among richest people on Earth. So they won't settle for anything less than massive returns, a huge IPO, and endless growth from Anthropic.

Anthropic could have the biggest IPO in history, right as the company sounds the alarm over the supposed power of their AI technology. Despite the alarm, Anthropic is racing ahead with going public, a move that could make their 300 investors very, very rich. These early investors have put $130 billion into the company already, and they're among richest people on Earth. So they won't settle for anything less than massive returns, a huge IPO, and endless growth from Anthropic.

More Perfect Union

14,801 просмотров • 2 дней назад

David Sacks: the Anthropic IPO alone will be four times the wealth event of every San Francisco IPO in history combined and could push the SF ultra-luxury housing market to $5,000 a square foot "There was an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is only one quarter the size of the Anthropic IPO." "So just extrapolating from that, this Anthropic IPO is going to be four times the wealth generation event that all previous San Francisco IPOs were." "And then you've got OpenAI coming on the heels of that." "And, you know, San Francisco is not a big place, doesn't have a huge inventory of houses, so you're already seeing these houses are all going for, you know..." [$3,000 a square foot, twice asking] "I think the ultra-luxury market in San Francisco could easily go to $5,000 a foot."

David Sacks: the Anthropic IPO alone will be four times the wealth event of every San Francisco IPO in history combined and could push the SF ultra-luxury housing market to $5,000 a square foot "There was an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is only one quarter the size of the Anthropic IPO." "So just extrapolating from that, this Anthropic IPO is going to be four times the wealth generation event that all previous San Francisco IPOs were." "And then you've got OpenAI coming on the heels of that." "And, you know, San Francisco is not a big place, doesn't have a huge inventory of houses, so you're already seeing these houses are all going for, you know..." [$3,000 a square foot, twice asking] "I think the ultra-luxury market in San Francisco could easily go to $5,000 a foot."

Fireside Alpha

109,173 просмотров • 1 месяц назад