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Hyperliquid traders are valuing CXMT at $535 billion, 6x its actual IPO valuation "Crypto market offers pre-IPO bets on Chinese chip maker CXMT. I still have to sort of giggle to myself that we get Hyperliquid headlines on Bloomberg. But here you go, for the next 12 days nobody... on Wall Street can buy a single share of the biggest chip IPO of the year. Crypto traders are already trading it and they're pricing it at several times what the company says it's worth" "There's now a market where you can go long on a Chinese memory chip company that isn't public yet, in shares you'll never actually own, at three in the morning on Sunday, with leverage. If that sentence doesn't scare you, then congratulations, you're exactly the person this was built for" "CXMT is China's largest DRAM maker and the world's fourth largest memory manufacturer. They raised $8.5 billion at an $85.5 billion valuation, that is settled. Last I checked it was trading on Hyperliquid at a $535 billion valuation, roughly a 526% premium. We saw this with SpaceX and others, but not nearly at this high a valuation" "To be clear, this contract is synthetic. There's no shares, there's no ownership, it's a pure bet on where this basically opens in 12 days. This is crypto doing price discovery that Wall Street structurally can't. It's instant and it's permissionless. And imagine what happens when the billions of people in China find out that they can do this"show more

The Wolf Of All Streets

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20,280 Aufrufe • vor 1 Monat •via X (Twitter)

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🚨 SPACEX IS GETTING CRUSHED ON HYPERLIQUID BEFORE THE IPO EVEN HITS WALL STREET. $SPCX is down 31% from its perp listing high. From $230 to $159. This is the only place retail can trade SpaceX right now. Synthetic perps. No shares, no voting rights. Just a pure bet on the valuation. And the bet is cooling off hard ahead of the June 12 IPO. The market just told you what it thinks the IPO is worth.

🚨 SPACEX IS GETTING CRUSHED ON HYPERLIQUID BEFORE THE IPO EVEN HITS WALL STREET. $SPCX is down 31% from its perp listing high. From $230 to $159. This is the only place retail can trade SpaceX right now. Synthetic perps. No shares, no voting rights. Just a pure bet on the valuation. And the bet is cooling off hard ahead of the June 12 IPO. The market just told you what it thinks the IPO is worth.

CryptoGoos

1,213,930 Aufrufe • vor 2 Monaten

ONE DAY BEFORE THE BIGGEST IPO IN HISTORY, MUSK IS PITCHING A $119 BILLION CHIP FACTORY TO THE ONLY COMPANY THAT CAN BUILD IT. 🇺🇸 This week Musk speaks at ASML's private conference, the firm whose machines print every advanced chip on earth. No ASML, no Nvidia, no TSMC. The topic isn't a secret. It's Terafab, a SpaceX-Tesla-xAI plan for a 2nm fab in Texas. First phase $55 billion, total up to $119 billion. The timing isn't random. Days before SpaceX goes public, Musk is handing IPO investors a growth story beyond rockets: Custom silicon for orbital AI data centers. This is how you justify a $1,750,000,000,000 valuation.

ONE DAY BEFORE THE BIGGEST IPO IN HISTORY, MUSK IS PITCHING A $119 BILLION CHIP FACTORY TO THE ONLY COMPANY THAT CAN BUILD IT. 🇺🇸 This week Musk speaks at ASML's private conference, the firm whose machines print every advanced chip on earth. No ASML, no Nvidia, no TSMC. The topic isn't a secret. It's Terafab, a SpaceX-Tesla-xAI plan for a 2nm fab in Texas. First phase $55 billion, total up to $119 billion. The timing isn't random. Days before SpaceX goes public, Musk is handing IPO investors a growth story beyond rockets: Custom silicon for orbital AI data centers. This is how you justify a $1,750,000,000,000 valuation.

Merlijn The Trader

246,413 Aufrufe • vor 2 Monaten

🚨 SPACEX IS CRASHING ON HYPERLIQUID BEFORE IT EVEN HITS THE NASDAQ. The price is already down 25% since listing. This is the only place retail can actually trade SpaceX right now. Synthetic perps. No shares, no rights, just a bet on the valuation. And the bet is cooling off ahead of June 12. Wall Street locked you out. So this is where the risk went instead.

🚨 SPACEX IS CRASHING ON HYPERLIQUID BEFORE IT EVEN HITS THE NASDAQ. The price is already down 25% since listing. This is the only place retail can actually trade SpaceX right now. Synthetic perps. No shares, no rights, just a bet on the valuation. And the bet is cooling off ahead of June 12. Wall Street locked you out. So this is where the risk went instead.

CryptoGoos

470,774 Aufrufe • vor 2 Monaten

Former BlackRock fund manager Ed Dowd on what is and isn't "sus" about the SpaceX IPO "This... [is a] classic venture capital exit maneuver. The IPO is the liquidity event" "What's different... is they accelerated the timeline where the insiders can sell. That's a little... 'sus'" "[Also,] what is untoward about it, in many classic investors' viewpoints, is it's being priced at an outrageous multiple—about 95 [to] 100 times revenues. That's just absurd" "So I suspect this is going to do what a lot of IPOs do. It's going to deflate over the next six to 12 months and people will lose money who bought it here, as the insiders cash out" "[There's also] usually... a seasoning period for an IPO of at least up to a year [for the] NASDAQ[, but it] dispensed with that. The S&P was rumored to do the same thing, but the S&P decided, no, no, we're not changing our rules for Elon" "Also, the lockup period is accelerated way more than it typically is. So people are going to punch out of their shares" "What this means is people who have been in this company, employees, VCs, private, private family offices, they're going to get their liquidity" "I was talking to a guy on the Street a couple of weeks ago, and his fund sold it last year, and they thought it was already overpriced at $400 billion and so they're very mad at themselves because they got out before $1.5 trillion" "what's gone on here is absolutely absurd. It's worth $400 billion last year, now it's $1.7 trillion. What's changed? Nothing other than hype. So this is classic bubble behavior" "I have nothing to say about SpaceX the company per se... it could be a great stock at a much lower valuation, but it all depends. People have to separate the stock price from the company. Great companies and great stocks are two different things" Shannon Joy Edward Dowd

Former BlackRock fund manager Ed Dowd on what is and isn't "sus" about the SpaceX IPO "This... [is a] classic venture capital exit maneuver. The IPO is the liquidity event" "What's different... is they accelerated the timeline where the insiders can sell. That's a little... 'sus'" "[Also,] what is untoward about it, in many classic investors' viewpoints, is it's being priced at an outrageous multiple—about 95 [to] 100 times revenues. That's just absurd" "So I suspect this is going to do what a lot of IPOs do. It's going to deflate over the next six to 12 months and people will lose money who bought it here, as the insiders cash out" "[There's also] usually... a seasoning period for an IPO of at least up to a year [for the] NASDAQ[, but it] dispensed with that. The S&P was rumored to do the same thing, but the S&P decided, no, no, we're not changing our rules for Elon" "Also, the lockup period is accelerated way more than it typically is. So people are going to punch out of their shares" "What this means is people who have been in this company, employees, VCs, private, private family offices, they're going to get their liquidity" "I was talking to a guy on the Street a couple of weeks ago, and his fund sold it last year, and they thought it was already overpriced at $400 billion and so they're very mad at themselves because they got out before $1.5 trillion" "what's gone on here is absolutely absurd. It's worth $400 billion last year, now it's $1.7 trillion. What's changed? Nothing other than hype. So this is classic bubble behavior" "I have nothing to say about SpaceX the company per se... it could be a great stock at a much lower valuation, but it all depends. People have to separate the stock price from the company. Great companies and great stocks are two different things" Shannon Joy Edward Dowd

Sense Receptor

54,117 Aufrufe • vor 2 Monaten

🚨David Sacks on pre-product AI startups turning down billion-dollar acquisition offers: “There's a lot of people who've never been through a bust cycle before. And if they think that this is the normal state of the world, they're going to be sorely mistaken.” Sacks: “You are seeing founders turning down multi-billion dollar acquisition offers for startups that haven’t even released a product yet.” “As if those types of offers grow on trees. And they don't.” Jason: “You think Mira should have taken the billion dollar offer from Zuck, or Ilya should have taken the $30B, Sacks? I mean, these things never happen.” Sacks: “I guess it depends how much they have in the bank account. They're both OpenAI co-founders, so…” Chamath: “They probably sold a bunch of OpenAI equity at $300B and $500B. They seem like they're free rolling, so they have no incentive to sell.” Sacks: “Which is fine, it's just that there's a lot of people who've never been through a bust cycle before.” “And if they think that this is the normal state of the world, they're going to be sorely mistaken.” “Right now, we're in a part of the cycle where you can justify that valuation based on its strategic value to a multi-trillion dollar market cap company.” “But that only lasts while those companies are in the market for strategic acceleration.” “And if you turn that down, then you have to make your company work on its own as an actual business.” “And to get to a $30B valuation based on fundamentals, that is extraordinarily difficult.” “That implies multiple billions of revenue. Actual revenue.”

🚨David Sacks on pre-product AI startups turning down billion-dollar acquisition offers: “There's a lot of people who've never been through a bust cycle before. And if they think that this is the normal state of the world, they're going to be sorely mistaken.” Sacks: “You are seeing founders turning down multi-billion dollar acquisition offers for startups that haven’t even released a product yet.” “As if those types of offers grow on trees. And they don't.” Jason: “You think Mira should have taken the billion dollar offer from Zuck, or Ilya should have taken the $30B, Sacks? I mean, these things never happen.” Sacks: “I guess it depends how much they have in the bank account. They're both OpenAI co-founders, so…” Chamath: “They probably sold a bunch of OpenAI equity at $300B and $500B. They seem like they're free rolling, so they have no incentive to sell.” Sacks: “Which is fine, it's just that there's a lot of people who've never been through a bust cycle before.” “And if they think that this is the normal state of the world, they're going to be sorely mistaken.” “Right now, we're in a part of the cycle where you can justify that valuation based on its strategic value to a multi-trillion dollar market cap company.” “But that only lasts while those companies are in the market for strategic acceleration.” “And if you turn that down, then you have to make your company work on its own as an actual business.” “And to get to a $30B valuation based on fundamentals, that is extraordinarily difficult.” “That implies multiple billions of revenue. Actual revenue.”

The All-In Podcast

88,691 Aufrufe • vor 1 Jahr

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! This could turn into the BIGGEST insider cashout in market history. SpaceX is expected to go public on June 12 at a valuation of $1.75-$2 TRILLION. That would instantly make it larger than Microsoft and second only to Apple and Nvidia in the US market. Yet the company lost $4.28 BILLION in Q1 2026 alone and has accumulated deficits of $41.3 BILLION since founding. The real story is what happens after the IPO. Insiders currently own 95% of all shares. The public float is only 5%. And insiders are sitting on $1.66 TRILLION of paper wealth that cannot currently be sold. Most IPOs lock insiders up for 180 days. SpaceX isn't doing that. Just 60 days after listing, 20% of eligible insider shares can unlock. If the stock rises 30% above the IPO price, another 10% unlocks. Then five separate 7% unlocks hit between days 70 and 135. By November 2026, 93% of early-release insider shares could already be free to sell. This isn't just an IPO. It's one of the biggest liquidity grab events Wall Street has ever seen. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! This could turn into the BIGGEST insider cashout in market history. SpaceX is expected to go public on June 12 at a valuation of $1.75-$2 TRILLION. That would instantly make it larger than Microsoft and second only to Apple and Nvidia in the US market. Yet the company lost $4.28 BILLION in Q1 2026 alone and has accumulated deficits of $41.3 BILLION since founding. The real story is what happens after the IPO. Insiders currently own 95% of all shares. The public float is only 5%. And insiders are sitting on $1.66 TRILLION of paper wealth that cannot currently be sold. Most IPOs lock insiders up for 180 days. SpaceX isn't doing that. Just 60 days after listing, 20% of eligible insider shares can unlock. If the stock rises 30% above the IPO price, another 10% unlocks. Then five separate 7% unlocks hit between days 70 and 135. By November 2026, 93% of early-release insider shares could already be free to sell. This isn't just an IPO. It's one of the biggest liquidity grab events Wall Street has ever seen. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

2,299,385 Aufrufe • vor 2 Monaten

$120 BILLION IN SPACEX SHARES UNLOCK THIS WEEK The real event isn't earnings it's Thursday Up to 911 million insider and early investor shares become eligible to unlock on August 6 roughly $120 billion in value hitting the market at once Stock is already sitting at $105 down 20% from the $135 IPO price and 50% below the $225 peak Options are pricing a 13% move on earnings today after the US close SpaceX's first ever quarterly report as a public company But earnings are just the appetizer The main course is the largest single unlock event in IPO history landing 48 hours later You already know what that means

$120 BILLION IN SPACEX SHARES UNLOCK THIS WEEK The real event isn't earnings it's Thursday Up to 911 million insider and early investor shares become eligible to unlock on August 6 roughly $120 billion in value hitting the market at once Stock is already sitting at $105 down 20% from the $135 IPO price and 50% below the $225 peak Options are pricing a 13% move on earnings today after the US close SpaceX's first ever quarterly report as a public company But earnings are just the appetizer The main course is the largest single unlock event in IPO history landing 48 hours later You already know what that means

philarekt

23,436 Aufrufe • vor 18 Tagen

Ed, on today's show: "Do not buy this stock. SpaceX is going public at a $1.77 trillion valuation, which makes it the largest IPO of all time. My final message before the stock starts trading publicly: do not buy this IPO. The company is dramatically overvalued, and not only that, this is a rigged game, and the game is not rigged in your favor. Here's my prediction for what will happen as soon as it hits the market"...👇

Ed, on today's show: "Do not buy this stock. SpaceX is going public at a $1.77 trillion valuation, which makes it the largest IPO of all time. My final message before the stock starts trading publicly: do not buy this IPO. The company is dramatically overvalued, and not only that, this is a rigged game, and the game is not rigged in your favor. Here's my prediction for what will happen as soon as it hits the market"...👇

Prof G Markets

25,110 Aufrufe • vor 2 Monaten

🚨 SPACEX IPO IS LOADING THE BIGGEST INSIDER SELL EVENT IN A DECADE This could end up as the largest scheduled cash-out in modern market history SpaceX is set to list on June 12 at a $1.75-$2 trillion valuation That instantly makes it bigger than Microsoft, putting it behind only Apple and Nvidia in the entire US market Meanwhile the company posted a $4.28 billion loss in Q1 2026 alone. Total losses since founding: roughly $41.3 billion Insiders hold 95% of every share that exists - that's about $1.66 trillion of wealth sitting in private hands, waiting for the door to open Normally insiders are frozen for 180 days after a listing to stop a wave of selling from crushing the stock on day one SpaceX threw that rulebook out the window: > Around 60 days after listing: 20% of insider shares come unlocked > If the stock runs 30% above IPO price: another 10% unlocks automatically > Days 70, 90, 105, 120 and 135: a fresh 7% chunk releases at each step > After Q3 earnings hit: another 28% comes free By late November, roughly 93% of eligible insider shares can already be sold This isn't an IPO. It's the most carefully scheduled insider exit Wall Street has ever signed off on I've watched this exact movie play out before Every IPO that ran loose lockups looked beautiful until the supply started hitting, then bled for months Follow + notifs on, I will keep you updated on this one

🚨 SPACEX IPO IS LOADING THE BIGGEST INSIDER SELL EVENT IN A DECADE This could end up as the largest scheduled cash-out in modern market history SpaceX is set to list on June 12 at a $1.75-$2 trillion valuation That instantly makes it bigger than Microsoft, putting it behind only Apple and Nvidia in the entire US market Meanwhile the company posted a $4.28 billion loss in Q1 2026 alone. Total losses since founding: roughly $41.3 billion Insiders hold 95% of every share that exists - that's about $1.66 trillion of wealth sitting in private hands, waiting for the door to open Normally insiders are frozen for 180 days after a listing to stop a wave of selling from crushing the stock on day one SpaceX threw that rulebook out the window: > Around 60 days after listing: 20% of insider shares come unlocked > If the stock runs 30% above IPO price: another 10% unlocks automatically > Days 70, 90, 105, 120 and 135: a fresh 7% chunk releases at each step > After Q3 earnings hit: another 28% comes free By late November, roughly 93% of eligible insider shares can already be sold This isn't an IPO. It's the most carefully scheduled insider exit Wall Street has ever signed off on I've watched this exact movie play out before Every IPO that ran loose lockups looked beautiful until the supply started hitting, then bled for months Follow + notifs on, I will keep you updated on this one

Pepesso

2,662,033 Aufrufe • vor 2 Monaten

🚨 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

973,924 Aufrufe • vor 2 Monaten

Elon Musk’s xAI “is not in the game with OpenAI and Anthropic to the extent that he wishes they were”, Theo Wayt reports. “This is a company that was merged with SpaceX last month at a valuation of $250 billion… and here he is saying the company wasn't built right.”

Elon Musk’s xAI “is not in the game with OpenAI and Anthropic to the extent that he wishes they were”, Theo Wayt reports. “This is a company that was merged with SpaceX last month at a valuation of $250 billion… and here he is saying the company wasn't built right.”

The Information

19,101 Aufrufe • vor 5 Monaten

🚨WARNING: TODAY IS THE WORST DAY FOR MARKETS!! That’s not clickbait. Not fake. You MUST understand what just happened. $SPCX is now trading at $168. That means SpaceX is now worth around $2.3 TRILLION. A private space company just became one of the biggest companies on Earth in minutes. I’m not exaggerating. This is a serious problem for markets. → SpaceX valuation: $2.3 trillion, revenue: $18.7 billion. → Samsung valuation: $850 billion, revenue: $230 billion. The math does NOT make sense. To justify this valuation, SpaceX would need nearly impossible growth for an entire decade. → No slowdown. → No bad quarters. → No missed expectations. Now look at what’s really happening. Everyone wanted SpaceX. But money does NOT appear from nowhere. To buy $SPCX, people need cash. To get cash, they sell what they already own. → Stocks. → Crypto. → AI names. → High beta tech. → Everything. And that is exactly what we are seeing right now. This is NOT a normal IPO. This is one of the biggest liquidity events Wall Street has ever seen. We have seen this movie before. → 2000 Dotcom bubble. → 2021 SPAC mania. Massive hype. Massive demand. Then reality arrives. The question is simple. Are you buying the opportunity? Or are you becoming the exit liquidity? I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨WARNING: TODAY IS THE WORST DAY FOR MARKETS!! That’s not clickbait. Not fake. You MUST understand what just happened. $SPCX is now trading at $168. That means SpaceX is now worth around $2.3 TRILLION. A private space company just became one of the biggest companies on Earth in minutes. I’m not exaggerating. This is a serious problem for markets. → SpaceX valuation: $2.3 trillion, revenue: $18.7 billion. → Samsung valuation: $850 billion, revenue: $230 billion. The math does NOT make sense. To justify this valuation, SpaceX would need nearly impossible growth for an entire decade. → No slowdown. → No bad quarters. → No missed expectations. Now look at what’s really happening. Everyone wanted SpaceX. But money does NOT appear from nowhere. To buy $SPCX, people need cash. To get cash, they sell what they already own. → Stocks. → Crypto. → AI names. → High beta tech. → Everything. And that is exactly what we are seeing right now. This is NOT a normal IPO. This is one of the biggest liquidity events Wall Street has ever seen. We have seen this movie before. → 2000 Dotcom bubble. → 2021 SPAC mania. Massive hype. Massive demand. Then reality arrives. The question is simple. Are you buying the opportunity? Or are you becoming the exit liquidity? I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

44,950 Aufrufe • vor 2 Monaten

🇺🇸 NOBODY IS TALKING ABOUT IT BUT THIS $17 STOCK CAN LITERALLY CHANGE YOUR LIFE. Everyone is focused on the $SPCX IPO and that's exactly why you should look elsewhere. Because of the SpaceX IPO, investors are looking for public space exposure. $RDW offers avionics, sensors, solar power systems, in space manufacturing, defense tech and much more. The exact things that SpaceX actually needs and when it IPO's, this stock will go parabolic. It's only at a $3.5 billion market cap and there is room for $20+ billion in the future. These are the exact sub-stocks you should buy. Not the trillion dollar IPO stock. You've been warned now.

🇺🇸 NOBODY IS TALKING ABOUT IT BUT THIS $17 STOCK CAN LITERALLY CHANGE YOUR LIFE. Everyone is focused on the $SPCX IPO and that's exactly why you should look elsewhere. Because of the SpaceX IPO, investors are looking for public space exposure. $RDW offers avionics, sensors, solar power systems, in space manufacturing, defense tech and much more. The exact things that SpaceX actually needs and when it IPO's, this stock will go parabolic. It's only at a $3.5 billion market cap and there is room for $20+ billion in the future. These are the exact sub-stocks you should buy. Not the trillion dollar IPO stock. You've been warned now.

James🇺🇸

98,890 Aufrufe • vor 2 Monaten

Flood reveals he missed Thanksgiving with his family so he could buy Hyperliquid at launch “I told them, look, this is a once in a lifetime event and I gotta be here for the inception. I gotta be able to trade it because I feel like it's going to open too cheap and it did” “You could have bought Hyperliquid for a billion dollars. Of the hour one, day one volume, there was close to $100,000,000 of volume. You probably could have bought $20M to $30M worth of HYPE at $3” “People were selling first day because they're saying there's a bunch of money in my account. I gotta grab this and go. That’s been the psychology that has been rewarded in crypto because most crypto things have been totally fraudulent or not as promised” “With Hyperliquid, if you took a second and you thought about it, you're like wow, this exchange is not only good but it's going to get better because the team is actually unbelievable and they truly care about the product” “This is something where you're not just pricing in where it's at today, you're also pricing in growth. Crypto people forget the best assets grow. The best assets grow and compound”

Flood reveals he missed Thanksgiving with his family so he could buy Hyperliquid at launch “I told them, look, this is a once in a lifetime event and I gotta be here for the inception. I gotta be able to trade it because I feel like it's going to open too cheap and it did” “You could have bought Hyperliquid for a billion dollars. Of the hour one, day one volume, there was close to $100,000,000 of volume. You probably could have bought $20M to $30M worth of HYPE at $3” “People were selling first day because they're saying there's a bunch of money in my account. I gotta grab this and go. That’s been the psychology that has been rewarded in crypto because most crypto things have been totally fraudulent or not as promised” “With Hyperliquid, if you took a second and you thought about it, you're like wow, this exchange is not only good but it's going to get better because the team is actually unbelievable and they truly care about the product” “This is something where you're not just pricing in where it's at today, you're also pricing in growth. Crypto people forget the best assets grow. The best assets grow and compound”

Jack

74,580 Aufrufe • vor 2 Monaten

China’s biggest DRAM maker, CXMT, surged 466% on its Shanghai STAR Market debut today. The $8.6B IPO was Asia’s biggest of 2026 so far, and by the close, CXMT had become mainland China’s largest listed company by market cap. Trading that move in A-shares is another story, though. No overnight or weekend trading. Most retail traders can’t easily short it. And under T+1, shares bought today can’t be sold until the next trading day. On D0, $CXMT trades as a perp. 24/7. Long or short. No T+1. D0 picked up the catalyst and mapped the key levels outside cash-market hours. 👉

China’s biggest DRAM maker, CXMT, surged 466% on its Shanghai STAR Market debut today. The $8.6B IPO was Asia’s biggest of 2026 so far, and by the close, CXMT had become mainland China’s largest listed company by market cap. Trading that move in A-shares is another story, though. No overnight or weekend trading. Most retail traders can’t easily short it. And under T+1, shares bought today can’t be sold until the next trading day. On D0, $CXMT trades as a perp. 24/7. Long or short. No T+1. D0 picked up the catalyst and mapped the key levels outside cash-market hours. 👉

Donut

21,446 Aufrufe • vor 26 Tagen

Brian Chesky shares why the saddest day of his life happened the day after Airbnb went public at $100B: "We go public, we have a hundred billion dollar valuation. It's one of the best days of my life. The next day, I go on a Zoom meeting, and it was like it never happened." "It became like the saddest day of my life. Because I realized, I got all this adulation, and I don't feel any different." "Adulation is like a cup with a hole at the bottom. You keep filling it in, thinking it's love, except it just keeps coming out the bottom." "That made me reevaluate what I'm doing this for. I want to do things for pure intrinsic reasons. Do the work like you used to do, like when you were a kid. It was light. Just make stuff. Make it for yourself." "So many entrepreneurs focus on what they want to be. "I want to be a giant tech founder. I want to run a billion-dollar company." Instead of focusing on, "What do I want to make." There's no way to fail if you're making what you love."

Brian Chesky shares why the saddest day of his life happened the day after Airbnb went public at $100B: "We go public, we have a hundred billion dollar valuation. It's one of the best days of my life. The next day, I go on a Zoom meeting, and it was like it never happened." "It became like the saddest day of my life. Because I realized, I got all this adulation, and I don't feel any different." "Adulation is like a cup with a hole at the bottom. You keep filling it in, thinking it's love, except it just keeps coming out the bottom." "That made me reevaluate what I'm doing this for. I want to do things for pure intrinsic reasons. Do the work like you used to do, like when you were a kid. It was light. Just make stuff. Make it for yourself." "So many entrepreneurs focus on what they want to be. "I want to be a giant tech founder. I want to run a billion-dollar company." Instead of focusing on, "What do I want to make." There's no way to fail if you're making what you love."

Patrick OShaughnessy

989,628 Aufrufe • vor 3 Monaten

🚨 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 Aufrufe • vor 2 Monaten

Peter Thiel on the importance of pitching your startup as a “discount to the future” Most founders will pitch their startup valuation as a sort of premium on the last round (e.g. “Our valuation last year was X, we’ve made Y progress, and now we deserve a valuation 2x greater.”) But Thiel argues that this is “completely wrong.” “The value is never a premium on the past. It’s always a discount to the future. I think the way one should always try to pitch the value of a company is by explaining why it will be worth a lot more in the future and why investors are getting to invest at a point that it’s a lot cheaper.” He uses his experience fundraising for PayPal as an example. In March 2000, PayPal raised a round at a $500M pre-money valuation, which was a massive premium on the $45M valuation from their raise 3-months prior (note: PayPal also completed a 50/50 merger with Elon Musk’s x in this 3-month period). How did they get a 5x step up in 3 months? Thiel explains: “The way we presented the round was: this is going to be the last round before the IPO. We got people thinking the next round is going to be the IPO and this was going to be at a discount to the IPO. It doesn’t matter what happened three months ago—you’re getting it at a discount to the IPO.” He concludes: “Always think of it as a discount to the future. Never a premium on the past.”

Peter Thiel on the importance of pitching your startup as a “discount to the future” Most founders will pitch their startup valuation as a sort of premium on the last round (e.g. “Our valuation last year was X, we’ve made Y progress, and now we deserve a valuation 2x greater.”) But Thiel argues that this is “completely wrong.” “The value is never a premium on the past. It’s always a discount to the future. I think the way one should always try to pitch the value of a company is by explaining why it will be worth a lot more in the future and why investors are getting to invest at a point that it’s a lot cheaper.” He uses his experience fundraising for PayPal as an example. In March 2000, PayPal raised a round at a $500M pre-money valuation, which was a massive premium on the $45M valuation from their raise 3-months prior (note: PayPal also completed a 50/50 merger with Elon Musk’s x in this 3-month period). How did they get a 5x step up in 3 months? Thiel explains: “The way we presented the round was: this is going to be the last round before the IPO. We got people thinking the next round is going to be the IPO and this was going to be at a discount to the IPO. It doesn’t matter what happened three months ago—you’re getting it at a discount to the IPO.” He concludes: “Always think of it as a discount to the future. Never a premium on the past.”

Startup Archive

169,153 Aufrufe • vor 1 Jahr

🚨 THE SPACEX PUMP JUST ACTIVATED THE INSIDER SELL BUTTON And almost nobody buying at $159 understands what just happened: SpaceX IPO’d at $135 on June 12. Five days later, it peaked at $226. Everyone was calling it the trade of the decade. Almost nobody understands what is really happening. 95% of SpaceX shares are still locked. You are trading on just 5% of the total supply. A $2.35 trillion valuation was set by a tiny float that can be moved by thin volume. Thin liquidity pumps easily and dumps easily as well. Now the part that should concern everyone buying here: There is a clause buried in the lockup agreement. An early unlock can trigger if the stock holds 30% above the $135 IPO price. 30% above $135 is $175. SpaceX peaked at $226. It opened the door to an additional insider unlock. If this isn’t surprising you, the calendar will: In a month, the first insider shares can hit the market around Q2 earnings. December 8: the full 180-day lockup will be over. June 2027: Musk’s 6.4 billion personal shares unlock. This creates enormous selling pressure. I saw this movie before: Facebook IPO’d at $38 in 2012. Four months later, it was trading at $18. 60% of the value was erased. Now look at SpaceX. $2.35 trillion peak valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk’s own $1 trillion revenue target is still “maybe by 2030.” You are paying for that future today. So ask yourself one question: Who is selling into your buy today, at $159? People who got in at $20/$40/$60. Insiders sitting on 5x, 8x, 10x gains who have waited years for this window. They do not need the price higher. They need buyers. And right now, that buyer is you. The rockets are real. The company is real. The technology is real. The unlock calendar is real too. At $159 after the $226 ATH, you are the exit. Remember: I was the one who publicly called Bitcoin’s ATH in October and cycle bottom in 2022. And I will call it again. That’s literally my job. Make sure to follow and turn notifications on. If you are not following yet, you will regret it.

🚨 THE SPACEX PUMP JUST ACTIVATED THE INSIDER SELL BUTTON And almost nobody buying at $159 understands what just happened: SpaceX IPO’d at $135 on June 12. Five days later, it peaked at $226. Everyone was calling it the trade of the decade. Almost nobody understands what is really happening. 95% of SpaceX shares are still locked. You are trading on just 5% of the total supply. A $2.35 trillion valuation was set by a tiny float that can be moved by thin volume. Thin liquidity pumps easily and dumps easily as well. Now the part that should concern everyone buying here: There is a clause buried in the lockup agreement. An early unlock can trigger if the stock holds 30% above the $135 IPO price. 30% above $135 is $175. SpaceX peaked at $226. It opened the door to an additional insider unlock. If this isn’t surprising you, the calendar will: In a month, the first insider shares can hit the market around Q2 earnings. December 8: the full 180-day lockup will be over. June 2027: Musk’s 6.4 billion personal shares unlock. This creates enormous selling pressure. I saw this movie before: Facebook IPO’d at $38 in 2012. Four months later, it was trading at $18. 60% of the value was erased. Now look at SpaceX. $2.35 trillion peak valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk’s own $1 trillion revenue target is still “maybe by 2030.” You are paying for that future today. So ask yourself one question: Who is selling into your buy today, at $159? People who got in at $20/$40/$60. Insiders sitting on 5x, 8x, 10x gains who have waited years for this window. They do not need the price higher. They need buyers. And right now, that buyer is you. The rockets are real. The company is real. The technology is real. The unlock calendar is real too. At $159 after the $226 ATH, you are the exit. Remember: I was the one who publicly called Bitcoin’s ATH in October and cycle bottom in 2022. And I will call it again. That’s literally my job. Make sure to follow and turn notifications on. If you are not following yet, you will regret it.

Alex Mason 👁△

227,321 Aufrufe • vor 1 Monat

$The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.$

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.

George Noble

349,325 Aufrufe • vor 1 Monat