@PegasusFund + the combination of spacex and frontier IPOs getting rammed into index leading to years of poor returns and loss of trust in market... that road leads back to crypto
When I was a sensitive young man, I was dating this woman who spilled her trauma early on. She got beat, threatened with a weapon, sexually assaulted, all of it.
It broke my heart
Well, when I was a child, it happened to me too
I thought I could tell her. I was wrong
A couple months in we were sitting at the dinner table, I was getting ready to tell her, I had never told anyone. Before I could, and I don't remember how it got brought up, she said one of her ex boyfriends told her that he got SAed as a child. "It was gross" so she left him.
It was almost like she could read my mind and was trying to prevent me from telling her. So, in the moment I didn't. But, I thought I was different, so, a month later I told her anyway.
It felt like a weight off my shoulders, and, she began showing me some compassion. For about 30 seconds. Until she started talking about "her experience" and how "this affects her".
She started fighting with me, mainly, just her yelling, because I was sitting there dumbfounded.
Then she left, went HR mode and blocked me.
Because of this meme, which, I thought was just a joke, I learned this is pretty common. And, I mean, just look at how someone online reacted to me sharing my experience.
So, unless I find my wife on Twitter (🤞) and is reading this right now, my wife will never know the truth.
Jensen Huang says that investing in the IPOs of SpaceX, Anthropic, and OpenAI will be like buying $AMZN, $GOOGL, or $META in their early stages.
Don't become a victim of FOMO.
IPO day is not where the best opportunities are made.
In many cases, there's a massive spike followed by a sharp decline that takes the stock below its IPO price.
Just look at $META.
After its 2012 IPO, the stock lost more than 50% of its value within three months.
The best opportunities come when the hype is gone, sentiment turns negative, and nobody wants to touch the stock.
That's when I'll be buying heavy.
@PegasusFund funny how you see Sama scrambling to go public now... anthropic can prob stay private and be alright, but they know its the beginning of the end here.
He’s an attractive man, going from say 90 to 92 will have little impact on his life.
But he’s undergoing invasive surgery, putting himself at risk, for something that has little impact.
It makes no sense from a risk / reward standpoint, this is an insecurity and he should honestly go to therapy.