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With companies like SpaceX, Anthropic, and OpenAI potentially heading toward IPOs, investors are already debating which one will be the biggest winner. My view is that trying to pick a single champion is a mistake. SpaceX gives you exposure to Elon Musk and the success of Starlink, which is... already a highly profitable business. Anthropic has impressed me personally after rolling out Claude across my organization, it quickly became a tool I use every day. And OpenAI remains one of the most important players in the space. The reality is nobody knows how this race will play out once these companies are public. That’s why I’d rather own all of them on a diversified basis instead of trying to predict a winner. When a sector is moving this fast, the smarter bet is often on the entire trend, not a single stock.show more

Kevin O'Leary aka Mr. Wonderful

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34,397 Aufrufe • vor 1 Monat •via X (Twitter)

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Elon Musk Elon Musk shows how his companies work for the benefit of humanity: "SpaceX, Tesla, Neuralink, and The Boring Company are philanthropy. If you say philanthropy is love of humanity, they are philanthropy. Tesla is accelerating sustainable energy; this is philanthropy. SpaceX is trying to ensure the long-term survival of humanity as a multiplanet species; this is the love of humanity. Neuralink is here to help solve brain injuries and existential risk with AI–love of humanity. The Boring Company is trying to solve traffic, which is hell for most people, that also is a love of humanity. If you care about the reality of goodness instead of the perception of it, philanthropy is extremely difficult.

Elon Musk Elon Musk shows how his companies work for the benefit of humanity: "SpaceX, Tesla, Neuralink, and The Boring Company are philanthropy. If you say philanthropy is love of humanity, they are philanthropy. Tesla is accelerating sustainable energy; this is philanthropy. SpaceX is trying to ensure the long-term survival of humanity as a multiplanet species; this is the love of humanity. Neuralink is here to help solve brain injuries and existential risk with AI–love of humanity. The Boring Company is trying to solve traffic, which is hell for most people, that also is a love of humanity. If you care about the reality of goodness instead of the perception of it, philanthropy is extremely difficult.

Beanie👾

10,977,255 Aufrufe • vor 9 Monaten

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

416,007 Aufrufe • vor 29 Tagen

This level for the stock market and $BTC looks like the most obvious bear signal of my life Everyone is convinced tomorrow will be a green day for AI stocks, indexes will surge and every rat on this show will be rich again But why? What reason? Trump only mentioned his intent to get a stake in AI firms Some are calling this a government bailout I'm more on that side too There are literally no good signs for markets to go even higher Previously I thought 8k was a good target to start selling But now, man, this shit is scary SpaceX + Anthropic + OpenAI IPOs to extract >$200 billion Nvidia CEO shilling other stocks like it's Ansem on a random podcast SEC lowering the limit to participate in IPOs The Iran peace deal is not even close, we will probably see at least a few more military actions FED will almost certainly hike rates The whole fucking world is struggling because of oil prices that are starting to shock manufacturers Musk is setting up a strangely promising and expensive deal with Google (which owns 5% of SpaceX) right before the IPO And on top of that we have Saylor, who is literally forced to sell and has already proved that he will I might be crazy, but this feels like the best time to get out of the markets

This level for the stock market and $BTC looks like the most obvious bear signal of my life Everyone is convinced tomorrow will be a green day for AI stocks, indexes will surge and every rat on this show will be rich again But why? What reason? Trump only mentioned his intent to get a stake in AI firms Some are calling this a government bailout I'm more on that side too There are literally no good signs for markets to go even higher Previously I thought 8k was a good target to start selling But now, man, this shit is scary SpaceX + Anthropic + OpenAI IPOs to extract >$200 billion Nvidia CEO shilling other stocks like it's Ansem on a random podcast SEC lowering the limit to participate in IPOs The Iran peace deal is not even close, we will probably see at least a few more military actions FED will almost certainly hike rates The whole fucking world is struggling because of oil prices that are starting to shock manufacturers Musk is setting up a strangely promising and expensive deal with Google (which owns 5% of SpaceX) right before the IPO And on top of that we have Saylor, who is literally forced to sell and has already proved that he will I might be crazy, but this feels like the best time to get out of the markets

Leshka.eth ⛩

50,902 Aufrufe • vor 1 Monat

Jensen Huang just validated Elon Musk’s entire ecosystem in a single breath. Not one product. All of it. Huang: “The work he’s doing in Grok, self-driving cars, and Optimus. These are all world-class. Every single one of them is revolutionary. Every single one of them is going to be a gigantic opportunity.” To the public, a chatbot, a car, and a robot look like three separate bets. They are one project. The total automation of human cognition and physical labor. A digital brain. A spatial nervous system. A physical body. Musk is building all three simultaneously. Huang is supplying the compute to fuse them. Huang: “We do a lot of business with Tesla and xAI. Elon is an extraordinary engineer, and I love working with him. We’ve built some amazing computers together, and we’re going to build many more.” This is not a vendor relationship. It is the most consequential technological alliance in history and most people think it is a business partnership. Then Huang said what should end every debate about Optimus. Huang: “This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology.” Huang: “Right around the corner. Likely to be the next multi-trillion dollar industry.” The humanoid robot race will not be won in a research lab. It will be won on the manufacturing floor. Every other robotics company on earth can build a robot. Tesla can flood the planet with them. Because Tesla already knows how to stamp metal, build batteries, and deploy autonomous inference at global scale. The rest of the industry has prototypes. Tesla has the most sophisticated manufacturing operation on earth. When the world’s leading chipmaker calls your robot the next multi-trillion dollar industry, the debate is over. One supplies the chips. One builds everything the chips make possible. When that infrastructure scales across Grok, FSD, and Optimus simultaneously, the question stops being whether this changes everything. It becomes how fast.

Jensen Huang just validated Elon Musk’s entire ecosystem in a single breath. Not one product. All of it. Huang: “The work he’s doing in Grok, self-driving cars, and Optimus. These are all world-class. Every single one of them is revolutionary. Every single one of them is going to be a gigantic opportunity.” To the public, a chatbot, a car, and a robot look like three separate bets. They are one project. The total automation of human cognition and physical labor. A digital brain. A spatial nervous system. A physical body. Musk is building all three simultaneously. Huang is supplying the compute to fuse them. Huang: “We do a lot of business with Tesla and xAI. Elon is an extraordinary engineer, and I love working with him. We’ve built some amazing computers together, and we’re going to build many more.” This is not a vendor relationship. It is the most consequential technological alliance in history and most people think it is a business partnership. Then Huang said what should end every debate about Optimus. Huang: “This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology.” Huang: “Right around the corner. Likely to be the next multi-trillion dollar industry.” The humanoid robot race will not be won in a research lab. It will be won on the manufacturing floor. Every other robotics company on earth can build a robot. Tesla can flood the planet with them. Because Tesla already knows how to stamp metal, build batteries, and deploy autonomous inference at global scale. The rest of the industry has prototypes. Tesla has the most sophisticated manufacturing operation on earth. When the world’s leading chipmaker calls your robot the next multi-trillion dollar industry, the debate is over. One supplies the chips. One builds everything the chips make possible. When that infrastructure scales across Grok, FSD, and Optimus simultaneously, the question stops being whether this changes everything. It becomes how fast.

Dustin

66,374 Aufrufe • vor 4 Monaten

Chamath was given a simple choice, 100 shares of Anthropic, 100 shares of OpenAI, 100 shares of SpaceX, pick one stack (Save this). He picked SpaceX without hesitation, and his reasoning is worth unpacking fully because it cuts to the heart of how the best investors think about technology bets. His take on OpenAI and Anthropic was actually generous. He acknowledged that Anthropic is the superior enterprise product, his own fund uses it as their foundational model and that ChatGPT has built one of the most powerful consumer brands in the history of technology. But the case for SpaceX is built on something completely different, it is not one business, but rather a platform for multiple businesses that compound off each other. Start with what Starlink already is today. Starlink generated $11.4 billion in revenue in 2025, growing roughly 50% year over year, and represented 61% of SpaceX's total $18.7 billion in revenue. The EBITDA margin on the connectivity segment hit 63%, compared to 38–39% for the largest traditional telecom companies on earth. Subscriber count went from 2.3 million in 2023 to over 10.3 million by Q1 2026, spanning more than 160 countries, and revenue is projected to reach $15.5 billion in 2026. Chamath Palihapitiya core insight is that the global communications infrastructure is profoundly broken and he is right. Roughly 2.6 billion people globally still lack reliable internet access, and even in developed markets, rural connectivity is patchy, expensive, and controlled by legacy monopolies with no incentive to upgrade. Starlink is a replacement cycle for an entire layer of global infrastructure that has barely changed in 30 years. Every maritime vessel, every commercial aircraft, every military unit, every rural hospital, every developing-world government that wants connectivity now has one viable option that didn't exist five years ago. The maritime and aviation segments alone carry ARPUs of $250 to $25,000 per month per customer, orders of magnitude above the consumer subscription. But Chamath's most interesting point is what he called embedded optionality, the idea that SpaceX's business model doesn't stop at earth. SpaceX now has the only fully reusable heavy-lift rocket system in the world with Starship, and it is the only company currently capable of launching the next generation of Starlink V3 satellites that carry roughly 10 times more capacity than the current constellation. Every new market SpaceX opens on earth, direct-to-cell with T-Mobile, enterprise contracts, government agreements becomes a template that can theoretically be replicated the moment humans establish a permanent presence elsewhere. A Starlink-equivalent for a lunar base, a Mars colony, or an orbital station is the same product with a different launch address. Anthropic and OpenAI are betting on winning a model race where the finish line keeps moving. SpaceX is betting on owning the physical infrastructure layer of the next era of human civilization, on earth and eventually beyond it. One of those bets has a floor and the other doesn't. That is why Chamath picked SpaceX and Elon Musk

Chamath was given a simple choice, 100 shares of Anthropic, 100 shares of OpenAI, 100 shares of SpaceX, pick one stack (Save this). He picked SpaceX without hesitation, and his reasoning is worth unpacking fully because it cuts to the heart of how the best investors think about technology bets. His take on OpenAI and Anthropic was actually generous. He acknowledged that Anthropic is the superior enterprise product, his own fund uses it as their foundational model and that ChatGPT has built one of the most powerful consumer brands in the history of technology. But the case for SpaceX is built on something completely different, it is not one business, but rather a platform for multiple businesses that compound off each other. Start with what Starlink already is today. Starlink generated $11.4 billion in revenue in 2025, growing roughly 50% year over year, and represented 61% of SpaceX's total $18.7 billion in revenue. The EBITDA margin on the connectivity segment hit 63%, compared to 38–39% for the largest traditional telecom companies on earth. Subscriber count went from 2.3 million in 2023 to over 10.3 million by Q1 2026, spanning more than 160 countries, and revenue is projected to reach $15.5 billion in 2026. Chamath Palihapitiya core insight is that the global communications infrastructure is profoundly broken and he is right. Roughly 2.6 billion people globally still lack reliable internet access, and even in developed markets, rural connectivity is patchy, expensive, and controlled by legacy monopolies with no incentive to upgrade. Starlink is a replacement cycle for an entire layer of global infrastructure that has barely changed in 30 years. Every maritime vessel, every commercial aircraft, every military unit, every rural hospital, every developing-world government that wants connectivity now has one viable option that didn't exist five years ago. The maritime and aviation segments alone carry ARPUs of $250 to $25,000 per month per customer, orders of magnitude above the consumer subscription. But Chamath's most interesting point is what he called embedded optionality, the idea that SpaceX's business model doesn't stop at earth. SpaceX now has the only fully reusable heavy-lift rocket system in the world with Starship, and it is the only company currently capable of launching the next generation of Starlink V3 satellites that carry roughly 10 times more capacity than the current constellation. Every new market SpaceX opens on earth, direct-to-cell with T-Mobile, enterprise contracts, government agreements becomes a template that can theoretically be replicated the moment humans establish a permanent presence elsewhere. A Starlink-equivalent for a lunar base, a Mars colony, or an orbital station is the same product with a different launch address. Anthropic and OpenAI are betting on winning a model race where the finish line keeps moving. SpaceX is betting on owning the physical infrastructure layer of the next era of human civilization, on earth and eventually beyond it. One of those bets has a floor and the other doesn't. That is why Chamath picked SpaceX and Elon Musk

Milk Road AI

112,874 Aufrufe • vor 22 Tagen

🚨 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

973,361 Aufrufe • vor 1 Monat

🚨 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

675,723 Aufrufe • vor 1 Monat

today I discussed the state of all my favorite markets and how I plan to make money moving forward 🎙️ let’s call this a podcast episode from the car while getting coffee ✌️ ➡️ is the crypto bottom in, and is there still money to be made in memecoins? ➡️ is the Pokemon market in a bubble, and is there still money to be made in TCGs? ➡️ will IPOs of SpaceX, OpenAI, and Anthropic be the local top? ➡️ being early to trends and identifying them on your own is the way you will truly make it, but how do you “be early”? no timestamps since I did this in one take and was all over the place

today I discussed the state of all my favorite markets and how I plan to make money moving forward 🎙️ let’s call this a podcast episode from the car while getting coffee ✌️ ➡️ is the crypto bottom in, and is there still money to be made in memecoins? ➡️ is the Pokemon market in a bubble, and is there still money to be made in TCGs? ➡️ will IPOs of SpaceX, OpenAI, and Anthropic be the local top? ➡️ being early to trends and identifying them on your own is the way you will truly make it, but how do you “be early”? no timestamps since I did this in one take and was all over the place

Ash Robin

15,420 Aufrufe • vor 2 Monaten

KAYLEIGH MCENANY: “I want to emphasize Elon Musk and what he has done for the world. “I stood alongside President Trump as SpaceX achieved America’s first crewed rocket launch in nearly a decade. It was SpaceX. “When Butch Wilmore and his crew were stranded, who saved them? It wasn’t the public sector — it was the private sector. It was SpaceX. “Elon Musk’s companies — SpaceX, X, and Neuralink — are pushing humanity forward. “Neuralink is already helping restore communication and mobility for people with paralysis. That is Elon Musk. That is innovation. “And with innovation comes profit, and with profit comes the creation of millionaires and opportunity inside companies. That’s how capitalism works. It is not the great evil Bernie Sanders wants you to believe it is.”

KAYLEIGH MCENANY: “I want to emphasize Elon Musk and what he has done for the world. “I stood alongside President Trump as SpaceX achieved America’s first crewed rocket launch in nearly a decade. It was SpaceX. “When Butch Wilmore and his crew were stranded, who saved them? It wasn’t the public sector — it was the private sector. It was SpaceX. “Elon Musk’s companies — SpaceX, X, and Neuralink — are pushing humanity forward. “Neuralink is already helping restore communication and mobility for people with paralysis. That is Elon Musk. That is innovation. “And with innovation comes profit, and with profit comes the creation of millionaires and opportunity inside companies. That’s how capitalism works. It is not the great evil Bernie Sanders wants you to believe it is.”

Katie Miller

87,424 Aufrufe • vor 25 Tagen

🚨 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

825,803 Aufrufe • vor 1 Monat

🚨 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

582,462 Aufrufe • vor 1 Monat

🚨 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 1 Monat

.Anish Acharya says the future of AI isn’t one model to rule them all—and explains why platforms that integrate multiple models will benefit the most: "I think we're going to need and rely on all of the models." "It's sort of like if you have a team of people... if you have five people, they could all do a basic set of things pretty capably." "But then they all have their specializations. Maybe one of them is really good at closing a customer who doesn't want to sign the deal, and one of them is really good at culture and getting the best out of the team." "There are some areas in which they are going to build apps, and that will be a threat to app companies. But there are many areas in which app companies are advantaged. Cursor and Krea are great examples of this—products where you benefit from being multi-model." "When you actually use a creative tool, you don't want to just use Nano Banana, you want to have access to OpenAI, Nano Banana, Kling—all of them—Qwen, you name it. So using a single interface to access all the models is powerful." Anish Acharya on BILLIONS with Guillaume Moubeche

.Anish Acharya says the future of AI isn’t one model to rule them all—and explains why platforms that integrate multiple models will benefit the most: "I think we're going to need and rely on all of the models." "It's sort of like if you have a team of people... if you have five people, they could all do a basic set of things pretty capably." "But then they all have their specializations. Maybe one of them is really good at closing a customer who doesn't want to sign the deal, and one of them is really good at culture and getting the best out of the team." "There are some areas in which they are going to build apps, and that will be a threat to app companies. But there are many areas in which app companies are advantaged. Cursor and Krea are great examples of this—products where you benefit from being multi-model." "When you actually use a creative tool, you don't want to just use Nano Banana, you want to have access to OpenAI, Nano Banana, Kling—all of them—Qwen, you name it. So using a single interface to access all the models is powerful." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

33,175 Aufrufe • vor 4 Monaten

THIS IS HOW AI BUBBLE ENDS. SpaceX, OpenAI, and Anthropic are all racing to IPO at the same time. The market needs to come up with $200 BILLION in fresh capital to absorb them. That money has to come from somewhere. Large funds will start selling their biggest tech positions to free up cash. NVIDIA, Microsoft, Google will be the first to get sold. The problem is, those three names are carrying the entire S&P 500. When they drop, everything drops. This exact setup played out during the COVID-era IPO wave. Rivian, Coinbase, Robinhood all went public at absurd valuations. When the Fed tightened and liquidity disappeared, every single one crashed over 80%. AI and tech are already stretched thin. A $200B capital drain on top of that creates a forced liquidation event. If you've been following me, you already caught the $16k bottom and the $126k top. Missed those calls? The next one is coming. Follow me and turn notifications on.

THIS IS HOW AI BUBBLE ENDS. SpaceX, OpenAI, and Anthropic are all racing to IPO at the same time. The market needs to come up with $200 BILLION in fresh capital to absorb them. That money has to come from somewhere. Large funds will start selling their biggest tech positions to free up cash. NVIDIA, Microsoft, Google will be the first to get sold. The problem is, those three names are carrying the entire S&P 500. When they drop, everything drops. This exact setup played out during the COVID-era IPO wave. Rivian, Coinbase, Robinhood all went public at absurd valuations. When the Fed tightened and liquidity disappeared, every single one crashed over 80%. AI and tech are already stretched thin. A $200B capital drain on top of that creates a forced liquidation event. If you've been following me, you already caught the $16k bottom and the $126k top. Missed those calls? The next one is coming. Follow me and turn notifications on.

Nonzee

967,582 Aufrufe • vor 1 Monat

Former BlackRock fund manager Ed Dowd on the AI bubble "pop" "we're at maximum AI hype right now" "they're [punching] out three IPOs, SpaceX, Anthropic and OpenAI" "a lot of these companies... [are] not going to go away" "[But] OpenAI may go to zero and Anthropic may go to zero, [and] their assets will be bought up for pennies on the dollar" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on May 29, 2026. ----------------Partial transcription of clip--------------- "What it means is eventually all this CapEx spending stops because the credit markets and I suspect— we're at maximum AI hype right now because they're trying to punch out three IPOs, SpaceX, Anthropic and OpenAI. And these guys are not making enough money to justify the amount of CapEx they're doing. "The other thing that I think is going to potentially blow up the AI bubble is they don't have enough power to plug in all this CapEx into. "So they're announcing all this CapEx, they're pre-buying equipment and chips but they can't plug it into the power grid. We just don't have enough power to justify all these data center buildouts. The constraining factor is power. "And look, there's a disconnect. I think Wall Street is less focused on the public outrage that's going on that you can see happening all across the country. People are protesting these data centers. College, students are booing commencement speakers that talk about AI. "There seems to be a very, very large anti AI sentiment going on out there which will muck up the works and slow down the data center buildouts politically. "And if you slow down the capex build out, the valuations of all these companies go a lot lower because they rely on you know, exponential growth and when the growth doesn't show up at these valuations they'll pop... "And look a lot of these companies that are doing the AI, Microsoft, Oracle, Google, they're not going to go away. They'll just cut back their CapEx. They won't go bankrupt but their valuations and their earnings will go lower as they write off all these mal investments. So it's not like a lot of companies are going to go bankrupt. I mean, OpenAI may go to zero and Anthropic may go to zero, but their assets will be bought up for pennies on the dollar."

Former BlackRock fund manager Ed Dowd on the AI bubble "pop" "we're at maximum AI hype right now" "they're [punching] out three IPOs, SpaceX, Anthropic and OpenAI" "a lot of these companies... [are] not going to go away" "[But] OpenAI may go to zero and Anthropic may go to zero, [and] their assets will be bought up for pennies on the dollar" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on May 29, 2026. ----------------Partial transcription of clip--------------- "What it means is eventually all this CapEx spending stops because the credit markets and I suspect— we're at maximum AI hype right now because they're trying to punch out three IPOs, SpaceX, Anthropic and OpenAI. And these guys are not making enough money to justify the amount of CapEx they're doing. "The other thing that I think is going to potentially blow up the AI bubble is they don't have enough power to plug in all this CapEx into. "So they're announcing all this CapEx, they're pre-buying equipment and chips but they can't plug it into the power grid. We just don't have enough power to justify all these data center buildouts. The constraining factor is power. "And look, there's a disconnect. I think Wall Street is less focused on the public outrage that's going on that you can see happening all across the country. People are protesting these data centers. College, students are booing commencement speakers that talk about AI. "There seems to be a very, very large anti AI sentiment going on out there which will muck up the works and slow down the data center buildouts politically. "And if you slow down the capex build out, the valuations of all these companies go a lot lower because they rely on you know, exponential growth and when the growth doesn't show up at these valuations they'll pop... "And look a lot of these companies that are doing the AI, Microsoft, Oracle, Google, they're not going to go away. They'll just cut back their CapEx. They won't go bankrupt but their valuations and their earnings will go lower as they write off all these mal investments. So it's not like a lot of companies are going to go bankrupt. I mean, OpenAI may go to zero and Anthropic may go to zero, but their assets will be bought up for pennies on the dollar."

Sense Receptor

44,740 Aufrufe • vor 1 Monat

Katherine Boyle says SpaceX’s legacy will be the thousands of companies that spawn from the school of Elon Musk: "What we've learned from the SpaceX story is that these kinds of companies can be built." "It is one of the most important companies in America. It's beloved by Americans across the country for what it's been able to achieve." "The legacy of SpaceX is going to be hundreds, if not thousands of companies—people who've gone to the school of Elon Musk, they've learned manufacturing and they've built companies, and built products in a way that they can take to new companies in manufacturing and defense, and drones and hypersonics—all of these other categories that SpaceX doesn't do." "We're incredibly excited about SpaceX. We're incredibly excited for what it's achieved for the American people and what it's going to lead to over the next 25 years." Katherine Boyle on FOX Business

Katherine Boyle says SpaceX’s legacy will be the thousands of companies that spawn from the school of Elon Musk: "What we've learned from the SpaceX story is that these kinds of companies can be built." "It is one of the most important companies in America. It's beloved by Americans across the country for what it's been able to achieve." "The legacy of SpaceX is going to be hundreds, if not thousands of companies—people who've gone to the school of Elon Musk, they've learned manufacturing and they've built companies, and built products in a way that they can take to new companies in manufacturing and defense, and drones and hypersonics—all of these other categories that SpaceX doesn't do." "We're incredibly excited about SpaceX. We're incredibly excited for what it's achieved for the American people and what it's going to lead to over the next 25 years." Katherine Boyle on FOX Business

a16z

658,860 Aufrufe • vor 4 Monaten

Elon Musk on why he built SpaceX and Tesla: “SpaceX and Tesla are fundamentally intended to improve the probability that the future is good They will do more than anything I do from a charitable standpoint in terms of usefulness to humanity Tesla is about accelerating sustainable energy. SpaceX is about making life multi-planetary and providing global internet through Starlink These are fundamental goods. The good of those companies will far exceed anything that I do from a charitable standpoint”

Elon Musk on why he built SpaceX and Tesla: “SpaceX and Tesla are fundamentally intended to improve the probability that the future is good They will do more than anything I do from a charitable standpoint in terms of usefulness to humanity Tesla is about accelerating sustainable energy. SpaceX is about making life multi-planetary and providing global internet through Starlink These are fundamental goods. The good of those companies will far exceed anything that I do from a charitable standpoint”

X Freeze

31,008 Aufrufe • vor 1 Monat

The CFOs of OpenAI and Anthropic are going on X saying they will not honor unauthorized secondary transactions. On top of that, some of those shares have been double, triple, quadruple sold. A reckoning is coming. "I actually think some people will go to jail." That's not a hot take – that's rehypothecation. And the retail investors left holding those bags are going to find out the hard way. The CFO of OpenAI or Anthropic is not going to spend political capital managing the fallout from a grandmother who lost her life savings. Jared Carmel of Manhattan Venture Partners saw the same thing: "$25,000 checks are going to sue you a lot quicker than your million dollar check when it doesn't hurt as much for them." 92% of secondary transactions today are already institutional. The 8% that's retail is where all the published data comes from – and where all the fraud is concentrated. When the reckoning hits, institutional capital will be there to buy. It always is.

The CFOs of OpenAI and Anthropic are going on X saying they will not honor unauthorized secondary transactions. On top of that, some of those shares have been double, triple, quadruple sold. A reckoning is coming. "I actually think some people will go to jail." That's not a hot take – that's rehypothecation. And the retail investors left holding those bags are going to find out the hard way. The CFO of OpenAI or Anthropic is not going to spend political capital managing the fallout from a grandmother who lost her life savings. Jared Carmel of Manhattan Venture Partners saw the same thing: "$25,000 checks are going to sue you a lot quicker than your million dollar check when it doesn't hurt as much for them." 92% of secondary transactions today are already institutional. The 8% that's retail is where all the published data comes from – and where all the fraud is concentrated. When the reckoning hits, institutional capital will be there to buy. It always is.

David Weisburd 🚀

22,896 Aufrufe • vor 1 Monat

The next Mag 7 may still be private: "All of us in this room would probably think of.. SpaceX, OpenAI, Anthropic, Revolut, Databricks.” “If you're going to outperform the index over a long period of time, you're going to need exposure to these companies.” Thomas Laffont, Coatue COATUE coatue.thomas Upfront Ventures "Regardless, if you think about the innovation of these late-stage private companies—or one thing we kind of look at is the Mag 7, which has been a significant driver of returns in the public market over the past few years—has essentially kind of been flat over the past year-ish. And that's because Microsoft, as an example, I think has lost almost a trillion dollars of value over that timeframe as people are questioning their positioning kind of in AI. So then that leads you to think, “Well, what would the next Mag 7 look like?” Or who would be other candidates to kind of fit into the index of the future? And I think the names that all of us in this room would probably think of are names like SpaceX, or names like OpenAI, Anthropic, Revolut, Databricks. So I do think it's a really important class of companies. I do think if you're going to want to outperform the index over a long period of time, you're going to need exposure to these companies. Some of them will probably go public in the next 12 to 24 months, so that'll be kind of one impact of it. But it is unbelievable the amount of innovation that is now coming from this group of companies."

The next Mag 7 may still be private: "All of us in this room would probably think of.. SpaceX, OpenAI, Anthropic, Revolut, Databricks.” “If you're going to outperform the index over a long period of time, you're going to need exposure to these companies.” Thomas Laffont, Coatue COATUE coatue.thomas Upfront Ventures "Regardless, if you think about the innovation of these late-stage private companies—or one thing we kind of look at is the Mag 7, which has been a significant driver of returns in the public market over the past few years—has essentially kind of been flat over the past year-ish. And that's because Microsoft, as an example, I think has lost almost a trillion dollars of value over that timeframe as people are questioning their positioning kind of in AI. So then that leads you to think, “Well, what would the next Mag 7 look like?” Or who would be other candidates to kind of fit into the index of the future? And I think the names that all of us in this room would probably think of are names like SpaceX, or names like OpenAI, Anthropic, Revolut, Databricks. So I do think it's a really important class of companies. I do think if you're going to want to outperform the index over a long period of time, you're going to need exposure to these companies. Some of them will probably go public in the next 12 to 24 months, so that'll be kind of one impact of it. But it is unbelievable the amount of innovation that is now coming from this group of companies."

Molly O’Shea

15,258 Aufrufe • vor 4 Monaten