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🚨 SOMETHING HAS BROKEN IN SEMICONDUCTOR STOCKS MICRON. SANDISK. INTEL. SK HYNIX. THESE STOCKS CARRIED THE ENTIRE S&P 500. NOW THEY'RE DRAGGING IT DOWN. FEW SAW THIS COMING. FEWER ARE READY FOR WHAT'S NEXT.

Rekt Fencer

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62,934 Aufrufe • vor 22 Tagen •via X (Twitter)

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🚨 THIS IS NOT GOOD SpaceX, OpenAI, and Anthropic are about to go public at the same time. That means the market will need to absorb over $200 BILLION in new supply. And money doesn’t appear out of nowhere. Funds will sell what already pumped: – NVIDIA – SK HYNIX – Micron – Intel If AI leaders dump, the S&P 500 dumps with them. We saw the SAME setup after COVID: Hype IPOs → liquidity drain → market drop. This AI trade is even more crowded now. Watch these IPOs closely. That’s where the forced selling may begin. 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.

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Tom Lee says the market will bottom this month. He also believes higher oil prices could actually be bullish for U.S. equities. If investors start worrying about slowing global growth, they may rotate into growth stocks — many of which are concentrated in the U.S. (MAG 7, software). Cathie Wood sees the current pullback as a major opportunity to buy highly volatile stocks. While the S&P 500 is down ~5%, many individual stocks are down 50% or more. Whether the market bottoms this month or not, one thing is clear: The market is starting to offer massive opportunities.

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