Alain Delance, CFA

Financiero de Profesión y Economista por Pasión

[unusual_whales @unusual_whales]

BREAKING: AI companies are privately predicting a catastrophic AI-driven event is highly possible within the next 6 to 12 months, per YF

[Nithya Shri @Nithya_Shrii]

The sooner you realize your job is a paycheck and not your social life, the less drama you’ll deal with.

[Nithya Shri @Nithya_Shrii]

Stop asking people to value what you keep giving away for free.

[NoLimit @NoLimitGains]

We are in the part of the cycle where retail investors no longer know what they hold or why they hold it.

[NoLimit @NoLimitGains]

Funny how a stock gets zero attention while it bottoms, then everyone rushes in at the peak.

Humans are fascinating.

[James E. Thorne @DrJStrategy]

Ignore the noise.

The next move in rates by the Fed will be a cut.

Have a nice day.

[NoLimit @NoLimitGains]

Do you realize how insane this is?

SPCX

[Cassandra Unchained @michaeljburry]

It has been ridiculous for a very very long time.

[Alain Delance, CFA @alain_delance]

@0xklarck @gilpellerano

[Klarck @0xklarck]

🚨 SPACEX IPO IS THE BIGGEST BULL TRAP IN U.S. HISTORY...

And it may mark the top

SpaceX lists June 12

$135 a share
~555 million shares
~$75 BILLION raised
A $1.75 TRILLION valuation

This isn't just an IPO
It's the largest capital raise markets have ever seen

More than 2.5x Saudi Aramco's old record
Bigger than Aramco and Alibaba combined

Here's what market isn't pricing in

That $75B doesn't appear from nowhere

To buy $SPCX, funds sell something else

- Megacap tech
- Index names
- Whatever's liquid

$75 billion pulled OUT of existing positions to fund ONE name
The biggest liquidity drain in market history. In one week

Now look at track record of "record" IPOs

1999–2000 - dot-com IPO frenzy. Peak greed
→ S&P 500 fell ~49% into 2002

June 2007 - Blackstone. The biggest deal in 5 years
→ Credit crunch within months. S&P 500 down ~57% into 2009

Dec 2019 - Saudi Aramco. The largest IPO ever… until now
→ Weeks later, the fastest bear market in history. S&P 500 -34%

Nov 2021 - Rivian. Biggest US IPO since Alibaba. Barely any revenue, ~$100B
→ The S&P 500 topped that January. A ~25% bear market followed

Four times the "biggest IPO" printed at moment of maximum greed
Four times S&P paid the bill

Now SpaceX is the biggest of them all

There's more

~30% of deal - about $22.5B - is going to RETAIL
Triple normal allocation

When they hand top to crowd, ask who's selling to them

Let that sink in

Not calling an exact top
But every ingredient of one is on the table this week

Watch the tape June 12
Watch what $SPX does the day after the champagne

Turn on notifications. I'll post warning before it hits headlines

[Alain Delance, CFA @alain_delance]

@rektfencer And the music stops

[Rekt Fencer @rektfencer]

🚨 WARNING: THIS IPO WILL CRACK THE S&P 500

Apple IPO: under $2B.
SpaceX IPO: nearly $2T.

And people still think this is normal.

Retail is being pulled into one of the most expensive IPOs in market history.

Right as insiders sit on MASSIVE private ownership and future sell pressure.

Fidelity minimized the investment barrier for everyone.

Billions of retail cash are rushing in.

Meanwhile, the cash to buy this hype has to come from somewhere.

That means people are selling other assets to chase it:

Retail selling.
Institutions selling.
Liquidity draining.

One IPO doesn’t create new demand ➜ It pulls money out of everything else.

Over the next few days, I’ll break down my full strategy for how I’m planning to profit from it.

Follow me and turn notifications on.

You don’t want to miss this.

[Alain Delance, CFA @alain_delance]

Así arrancamos con el OTC

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

INSIDERS AGGRESSIVELY DUMPING RISK ASSETS RIGHT AFTER THE U.S. MARKET CLOSE

ALMOST EVERY INSIDER IS SELLING BILLIONS NOW:

10 BUYS. 413 SELLS. $6.48B IN VOLUME.

THEY KNOW SOMETHING BAD IS COMING TOMORROW...

[Alain Delance, CFA @alain_delance]

Con esta emisión de SpaceX, existe liquidez en el mercado para aguantarlo? @gilpellerano

Inflación 4.2% interanual
Lowest Buy Back volumen en 20yrs
New FED Chairman
Guerra en Iran
GDP creciendo en gran medida por inversión privada (Capital Allocation)

[Alain Delance, CFA @alain_delance]

Valuación de USD$1.8 Trillones, con ingresos de USD$17bn, a 100x 😂

Las empresas suelen empujar los IPOs por varios temas, entre ellos la posibilidad de que exista una peor valuación mañana, AKA Inflation = Hawkish FED Chairman.

El mercado hoy no aguantará 3 IPOs de este nivel

[Kalshi @Kalshi]

JUST IN: Elizabeth Warren urges the SEC to halt SpaceX IPO

[Alain Delance, CFA @alain_delance]

@unusual_whales Gran mielda

[NoName @WhaleNoName]

🚨 MY PREDICTIONS FOR THE NEXT 3 YEARS 🚨

2026:

1. BTC drops to $52,000
2. S&P falls to 5,800
3. Oil stays above $110 for two quarters
4. First G7 country enters technical recession
5. Fed Chair transition triggers the most volatile quarter in a decade

2027:

1. Fed pivots - 3 cuts in 12 months
2. BTC bottoms in Q1, doubles by Q4
3. Dollar reserve currency debate hits mainstream media
4. Real estate crashes in at least 2 major US cities
5. People who accumulated in 2026 go completely silent on social media

2028:

1. BTC crosses $280,000
2. S&P pushes to 9,500
3. Fed balance sheet hits $12 trillion
4. AI boom starts showing up in actual GDP numbers
5. The people who bought in 2026 will be the new 2017 legends

Bookmark this

Come back in 2028

[Nithya Shri @Nithya_Shrii]

Once you realize everybody come and go. You’ll be okay with losing bonds.

[Grant Cardone @GrantCardone]

Even if you don’t like Trump, you gotta admit he gets the job done. He negotiated and negotiated, believed he had a deal done… they pulled out and he followed through. Don’t f*ck with @realDonaldTrump

[Andrew Tate @Cobratate]

Every retweet of this post will equal a dollar given to children with Leukemia.