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🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Microsoft gave OpenAI $13B. OpenAI sent it back through Azure. Microsoft booked it as revenue. Google committed $40B to Anthropic. Anthropic agreed to send it back through Google Cloud and chips. They all call this loop “revenue.”... Let's connect the dots: - Big Tech invests in the AI. - The AI buys Big Tech cloud. - Big Tech reports AI growth. - AI valuations explode. And Wall Street calls it demand. Ray Dalio warned that late-stage bubbles are driven by loops. That is what this looks like now. The technology is real. But the money is moving in circles. When holders finally ask how much of this “AI demand” is real, the bubble will burst. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.show more

WhaleTwits

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52,506 просмотров • 1 месяц назад •via X (Twitter)

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🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Microsoft gave OpenAI $13B. OpenAI sent it back through Azure. Microsoft booked it as revenue. Google committed $40B to Anthropic. Anthropic agreed to send it back through Google Cloud and chips. They all call this loop “revenue.” Let's connect the dots: - Big Tech invests in the AI. - The AI buys Big Tech cloud. - Big Tech reports AI growth. - AI valuations explode. And Wall Street calls it demand. Ray Dalio warned that late-stage bubbles are driven by loops. That is what this looks like now. The technology is real. But the money is moving in circles. When holders finally ask how much of this “AI demand” is real, the bubble will burst. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Microsoft gave OpenAI $13B. OpenAI sent it back through Azure. Microsoft booked it as revenue. Google committed $40B to Anthropic. Anthropic agreed to send it back through Google Cloud and chips. They all call this loop “revenue.” Let's connect the dots: - Big Tech invests in the AI. - The AI buys Big Tech cloud. - Big Tech reports AI growth. - AI valuations explode. And Wall Street calls it demand. Ray Dalio warned that late-stage bubbles are driven by loops. That is what this looks like now. The technology is real. But the money is moving in circles. When holders finally ask how much of this “AI demand” is real, the bubble will burst. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

Alex Mason 👁△

290,815 просмотров • 1 месяц назад

I warned you the S&P 500 crash is coming. Dot-com bubble → Today The final phase always looks the same. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

I warned you the S&P 500 crash is coming. Dot-com bubble → Today The final phase always looks the same. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

Alex Mason 👁△

95,247 просмотров • 2 месяцев назад

Bitcoin is preparing for the final dump before $200K. The bear market is 65% done. Now BTC is following the path I warned about: $73K → $68K → $62K → $55K → $200K Next stops: → $60K dump → Bear market bottom in October Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

Bitcoin is preparing for the final dump before $200K. The bear market is 65% done. Now BTC is following the path I warned about: $73K → $68K → $62K → $55K → $200K Next stops: → $60K dump → Bear market bottom in October Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

WhaleTwits

97,633 просмотров • 2 месяцев назад

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Read this carefully before buying stocks like $SPCX. S&P 500 keeps hitting new all-time highs. The crowd thinks they are buying a resilient index. In reality, they are holding a ticking time bomb. And Big Tech is the one lighting the fuse. Apple, Microsoft, Google, Meta are no longer cash machines. Now they are just massive factories drowning in debt. By end of 2026, every cent of profit burns on chips and data centers. Even worse: their own billions aren't enough anymore. Big Tech borrowing exploded 357% in a single year. They are literally begging the market for cash. Why? This is pure FOMO. They're buried in debt for infrastructure that may never turn a profit. If AI doesn't fix productivity, this will be the most expensive bubble in history. And when this bubble bursts, it won't just hit tech. It will drag the entire S&P 500 into the abyss. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Read this carefully before buying stocks like $SPCX. S&P 500 keeps hitting new all-time highs. The crowd thinks they are buying a resilient index. In reality, they are holding a ticking time bomb. And Big Tech is the one lighting the fuse. Apple, Microsoft, Google, Meta are no longer cash machines. Now they are just massive factories drowning in debt. By end of 2026, every cent of profit burns on chips and data centers. Even worse: their own billions aren't enough anymore. Big Tech borrowing exploded 357% in a single year. They are literally begging the market for cash. Why? This is pure FOMO. They're buried in debt for infrastructure that may never turn a profit. If AI doesn't fix productivity, this will be the most expensive bubble in history. And when this bubble bursts, it won't just hit tech. It will drag the entire S&P 500 into the abyss. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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

42,647 просмотров • 1 месяц назад

Everything is going according to the plan. 2018 → 2022 → 2026 Bitcoin cycle bottom will look exactly like this. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Everything is going according to the plan. 2018 → 2022 → 2026 Bitcoin cycle bottom will look exactly like this. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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

31,556 просмотров • 2 месяцев назад

Everything is going according to the plan. 2018 → 2022 → 2026 Bitcoin cycle bottom will look exactly like this. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Everything is going according to the plan. 2018 → 2022 → 2026 Bitcoin cycle bottom will look exactly like this. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Alex Mason 👁△

606,433 просмотров • 2 месяцев назад

I warned you about this dump. Bitcoin now follows the path to the market cycle bottom. All according to the plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

I warned you about this dump. Bitcoin now follows the path to the market cycle bottom. All according to the plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Alex Mason 👁△

1,157,974 просмотров • 2 месяцев назад

Bitcoin is preparing for the final dump before $400K The bear market is 80% done. Now BTC is following the path I warned about: $83K → $68K → $61K → $55K → $200K Next stops: → $55K dump → Bear market bottom in October Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000 The next call will be the most important When I exit the markets completely, I’ll post 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.

Bitcoin is preparing for the final dump before $400K The bear market is 80% done. Now BTC is following the path I warned about: $83K → $68K → $61K → $55K → $200K Next stops: → $55K dump → Bear market bottom in October Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000 The next call will be the most important When I exit the markets completely, I’ll post 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.

Hopper

77,585 просмотров • 2 месяцев назад

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

Rekt Fencer

262,664 просмотров • 2 месяцев назад

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

DANNY

107,082 просмотров • 15 дней назад

I warned you about this dump. SpaceX now follows the path to the post-IPO bottom. All according to the plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

I warned you about this dump. SpaceX now follows the path to the post-IPO bottom. All according to the plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Alex Mason 👁△

138,678 просмотров • 1 месяц назад

This is exactly what I told you would happen. Gold is now following the path I warned you about: $5,588 → $4,895 → $4,088 Next stop: → $3,500 1979 is repeating. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I start accumulating gold again, I’ll post 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.

This is exactly what I told you would happen. Gold is now following the path I warned you about: $5,588 → $4,895 → $4,088 Next stop: → $3,500 1979 is repeating. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I start accumulating gold again, I’ll post 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.

Alex Mason 👁△

371,647 просмотров • 1 месяц назад

I warned you about this dump. Silver is now following the path I outlined: $121 → $96 → $89 → $58 Next stop: → $40 This is 2011 repeating. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I start accumulating silver again, I’ll post 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.

I warned you about this dump. Silver is now following the path I outlined: $121 → $96 → $89 → $58 Next stop: → $40 This is 2011 repeating. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I start accumulating silver again, I’ll post 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.

Alex Mason 👁△

654,574 просмотров • 1 месяц назад

This is exactly what I told you would happen. The S&P 500 dump has started, but the real support level is still far below: 0.5 Fibonacci. 16 out of 17 ATHs ended there. This time won’t be the exception. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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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This is exactly what I told you would happen. The S&P 500 dump has started, but the real support level is still far below: 0.5 Fibonacci. 16 out of 17 ATHs ended there. This time won’t be the exception. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

Alex Mason 👁△

296,246 просмотров • 2 месяцев назад

I have perfectly predicted this pump. Now Bitcoin follows a descending channel pattern. $126K → $62K → $82K → $59K → $64K (fakeout). Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

I have perfectly predicted this pump. Now Bitcoin follows a descending channel pattern. $126K → $62K → $82K → $59K → $64K (fakeout). Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Alex Mason 👁△

663,963 просмотров • 1 месяц назад

This is exactly what I told you would happen. S&P 500 is at all-time highs, but the real macro support is still far below. 16 out of 17 midterm years proved one thing: Every pump before the 200 EMA touch ended the same way. Dump. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

This is exactly what I told you would happen. S&P 500 is at all-time highs, but the real macro support is still far below. 16 out of 17 midterm years proved one thing: Every pump before the 200 EMA touch ended the same way. Dump. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

Alex Mason 👁△

1,064,115 просмотров • 2 месяцев назад

This is exactly what I told you would happen. S&P 500 is at all-time highs, but the real macro support is still far below. 16 out of 17 midterm years proved one thing: Every pump before the 200 EMA touch ended the same way. DUMP. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

This is exactly what I told you would happen. S&P 500 is at all-time highs, but the real macro support is still far below. 16 out of 17 midterm years proved one thing: Every pump before the 200 EMA touch ended the same way. DUMP. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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

788,592 просмотров • 2 месяцев назад

I warned you about this dump. Bitcoin is now following the path to the market cycle bottom: June → Flat July → Relief bounce August → Dump to $50K September → Fake bounce October → Dump to $40K November → Market cycle bottom All according to plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

I warned you about this dump. Bitcoin is now following the path to the market cycle bottom: June → Flat July → Relief bounce August → Dump to $50K September → Fake bounce October → Dump to $40K November → Market cycle bottom All according to plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Alex Mason 👁△

168,034 просмотров • 2 месяцев назад

Everything is going according to plan. Bitcoin entered the final stage of the bear market where the cycle bottom forms. $59K → $61K → $65K → $55K → $47K → $200K Next stops: → Relief to $65K (happening) → Dump to $47K (next) Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Everything is going according to plan. Bitcoin entered the final stage of the bear market where the cycle bottom forms. $59K → $61K → $65K → $55K → $47K → $200K Next stops: → Relief to $65K (happening) → Dump to $47K (next) Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post 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.

Alex Mason 👁△

875,950 просмотров • 2 месяцев назад

This is exactly what I told you would happen. S&P 500 just hit $7,538, a new all-time high. Amid the worst geopolitical crisis of the century. Oil is at $94. The Strait of Hormuz is blockaded. The US has already begun the next round of war escalation. Nothing has been solved. No real objectives have been achieved. The escalation is only getting worse. And the market is rallying into it. I’ve seen this before. When equities rally during an unresolved energy shock, the drop that follows isn’t slow. It’s vertical. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

This is exactly what I told you would happen. S&P 500 just hit $7,538, a new all-time high. Amid the worst geopolitical crisis of the century. Oil is at $94. The Strait of Hormuz is blockaded. The US has already begun the next round of war escalation. Nothing has been solved. No real objectives have been achieved. The escalation is only getting worse. And the market is rallying into it. I’ve seen this before. When equities rally during an unresolved energy shock, the drop that follows isn’t slow. It’s vertical. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post 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.

WhaleTwits

114,280 просмотров • 2 месяцев назад