🚨 SPACEX FELL 50% - EXACTLY WHAT I WANTED
I told you this drop was coming.
SpaceX is now down almost ~50% from its peak.
The $SPCX falling right now is actually the part I've been waiting for.
Everyone's screaming "failed IPO."
They're right about the price and wrong about what it means.
Here's what's actually happening:
~5% of SpaceX floats.
The rest unlocks in waves - 20% after Q2 earnings, then tranches through November.
Each wave dumps supply onto a stock that already stopped buying at $225.
That's the mechanic crushing it.
Not the company.
The plumbing.
And yes - the bears have real points.
Japan landed a reusable rocket.
Flight 13 slipped.
The valuation is stretched.
That's exactly why this keeps bleeding through every unlock.
But watch what happens on the other side.
Once the float is fat and the last locked shares hit the tape, the supply overhang is gone.
No more forced sellers.
That's the moment the sellers run dry - and that's when real size steps in, not before.
Institutions don't buy the hype at $225.
They buy the exhaustion after the final unlock, when the timeline has already left for dead.
The unlock schedule is the whole map.
I'm not buying yet.
The best entry of 2026 is on the far side of these waves. You'll know the moment I move.
NFA. Notifications on.
Sorry, but you WILL regret not following me earlier.
Top 15 onchain apps by protocol revenue: $HYPE, $PUMP, $CAKE, $SKY, $JUP, $AAVE, $AERO, $WLFI, $LDO, $MET, $ETHFI, $LIT, $CARDS, $UNI, $RAY
Some of the top onchain apps by revenue have real cash flows, low overhead, and single-digit multiples, and with the CLARITY Act potentially weeks away, we believe investors are facing an attractive entry point today.
Read more from @LowBeta's latest Stack article here: https://t.co/34NkjZuPJF
The altcoin portfolio in context:
- 20% is in $NEAR
- 17% is in $SEI
- 16% is in $W
- 13% is in $TAO
- 13% is in $EIGEN
- 11% is in $ONDO
I assume that these positions are going to be volatile over the course of the coming period, which means that if there's a technical reason for me to be selling the position, I'd rather want to do that.
I'm not planning on holding those positions for a 20-50x or whatsoever as in the previous cycle as I assume that this cycle will be more complex to trade than previous ones, therefore: defensive on my capital and just taking trades when they look comfortable.
Some of these positions have started to wake up nicely, as Wormhole and EIGEN are breaking up, while SEI is also ready for a new leg.
That's some good momentum, and remember, it only takes 1-3 weeks of altcoin momentum to be backin profits for me.
That's when the fun starts.
Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…
Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies.
These are the 6 best “dip-buy” opportunities within the AI theme:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $CRWV
4. Nvidia ~ $NVDA
5. Qualcomm ~ $QCOM
6. Oracle ~ $ORCL
If you missed the Iran-US war crash then don’t make the same mistake twice.
Prices this low won’t last long…
President Trump is pursuing funding deals with a group of drone companies to boost domestic production.
Another signal that U.S.-made drones are becoming a national security priority.
$ONDS, $AVAV, $KTOS, $AVEX, $UMAC, $RCAT, $DPRO
8 Altcoins To Watch This Week 👀
→ $QUBIC
→ $SUI
→ $RENDER
→ $XPL
→ $TAO
→ $NEAR
→ $INFRA
→ $DEUS
The past week was full of action and updates.
Now its time to monitor them.
Did we miss any?
👇
Breaking: The White House just said a major update on the U.S. Strategic Bitcoin Reserve is coming "within the next few weeks"
5 stocks worth watching if Crypto goes crazy
CleanSpark $CLSK
*Bitcoin miner running on low-cost energy
Riot Platforms $RIOT
*Bitcoin miner with one of the largest U.S operations
Marathon Digital $MARA
*One of the largest Bitcoin miners in the U.S
MicroStrategy $MSTR
*Holds 818,334+ Bitcoin on its balance sheet
Coinbase $COIN
*U.S.-listed exchange with institutional-grade custody
Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now up 3,200%
$BE at $18 & is now up 1,500%
$LITE at $59 & is now up 1,400%
This time around for 2026 he’s bullish on:
1. $TE ~ T1 Energy
2. $IREN ~ Iren Limited
3. $HIVE ~ Hive Digital
4. $CRWV ~ CoreWeave
5. $RIOT ~ Riot Platforms
6. $CLSK ~ CleanSpark
These stocks can easily be the next to 5-10x within months.
Don’t miss out again…
Best YouTube Channels to learn AI in 2026:
1. AI Explained
👉 https://t.co/fUyj4fO7kV…
2. Andrej Karpathy
👉 https://t.co/ez2jwJ7lFa…
3. Cole Medin
👉 https://t.co/vUizW4SAJ1
4. DeepLearningAI
👉 https://t.co/A7g7R2kXia…
5. Futurepedia
👉 https://t.co/PziWiTPvU5…
6. Matthew Berman
👉 https://t.co/94xiTOFVBn…
7. Skill Leap AI
👉 https://t.co/qqxpOVh5hG…
8. Tech With Tim
👉 https://t.co/DiuFY86G6G…
9. Tina Huang
👉 https://t.co/D7ev8T5lMG…
10. Two Minute Papers
👉 https://t.co/4cYnyttvIO…
Follow me @ashiqur_ai for more AI IDEA.
In 2024 I called out $TSLA at $140.
Then in 2025 I called out $AMD at $76.
Now for 2026 my next callout to change lives will be $NOW.
All while sitting at its LOWEST valuation ever ServiceNow has:
- Grown revenues +22% YoY.
- Partnered with Anthropic, Nvidia, Amazon & more.
- Improved FCF by +44% YoY.
- Built a $6B cash pile.
Even the $NOW CEO, Bill McDermott bought $3M worth of shares back in February.
Remember this post when you see $NOW squeeze later this year.
Don’t miss it…
If your looking to make generational wealth in 2026, then buy & hold these 8 names…
1. ServiceNow ~ $NOW
2. Nebius ~ $NBIS
3. Iren ~ $IREN
4. Rocket Lab ~ $RKLB
5. AST SpaceMobile ~ $ASTS
6. Microsoft ~ $MSFT
7. Ondas ~ $ONDS
8. One Stop Sys ~ $OSS
Come back to this post in 7 months, & you’ll thank yourself that you listened.
Don’t miss out…