shaylen

nfa | stocks & crypto since 2017

[shaylen @BlockchainGotti]

@hrdktwt Now dirtbike down the Turkish Lira

[shaylen @BlockchainGotti]

@nancy__offline Never miss 🎯

Lfg

[Seth @seth_fin]

I'm literally shaking...

[N @nancy__offline]

My top gainers this week:
$DELL +67% 🟢
$MU +27% 🟢
$ZETA +27% 🟢
$NOW +25% 🟢
$IONQ +22% 🟢

What's winning in your portfolio?

[shaylen @BlockchainGotti]

@nancy__offline In since $360

Nvidia deal on the table Monday 👀

[N @nancy__offline]

$MSFT has been setting up quietly.

Hit $555 last year. Sold off hard to March lows of $356. Now reclaimed the 200 day and building momentum.

Earnings beat. Azure growing 40% and accelerating into H2. Fundamentals never broke.

Watching closely 👀

[Crypto Rover @cryptorover]

🚨 SPACEX MAY BE THE BIGGEST INSIDER CASHOUT IN MARKET HISTORY!!!

SpaceX is expected to go public on June 12 at a valuation of $1.75-$2 TRILLION.

That would instantly make it larger than Microsoft and second only to Apple and Nvidia in the US market.

Yet the company lost $4.28 BILLION in Q1 2026 alone and has accumulated deficits of $41.3 BILLION since founding.

The real story is what happens after the IPO.

Insiders currently own 95% of all shares.

The public float is only 5%.

And insiders are sitting on $1.66 TRILLION of paper wealth that cannot currently be sold.

Most IPOs lock insiders up for 180 days.

SpaceX isn't doing that.

Just 60 days after listing, 20% of eligible insider shares can unlock.

If the stock rises 30% above the IPO price, another 10% unlocks.

Then five separate 7% unlocks hit between days 70 and 135.

By November 2026, 93% of early-release insider shares could already be free to sell.

This isn't just an IPO.

It's one of the biggest liquidity grab events Wall Street has ever seen.

[N @nancy__offline]

$DELL

Bought in early May.

AI server demand. Margin expansion. Obvious setup.

Avg entry ~$234. It touched $451 after a record earnings beat and is sitting at $413 now.

That’s +76% on the position.

[Josh Schafer @_JoshSchafer]

On today's @barronsonline Investor Circle live Q&A show I asked @DowJonesAl (who covers Tesla and all things mobility for us) the simple question lots of folks are pondering right now.

Should you buy the SpaceX IPO?

[JEFE TRADES 🔪 @JEFETRADES]

IF TRUMP SAYS TO BUY... YOU BUY🤝

$DELL reported earnings and is up 40% over $120 in the after hours... But this is just ANOTHER name Trump told you to buy. $INTC and $MU did even CRAZIER moves.

Now Trump is telling us the next sector he is buying into👇

[shah @shahh]

A gay dating app outperformed Ethereum this cycle

[Jukan @jukan05]

So JPM is using my tweets in their reports — I just found out today.

[shaylen @BlockchainGotti]

Bears have been wrong.

That doesn’t make bulls safe.

[Bull Theory @BullTheoryio]

🚨 MICHAEL BURRY WARNS THREE UPCOMING IPOs COULD COMPLETELY CRASH THE STOCK MARKET.

Michael Burry reported that the upcoming public listings for SpaceX, OpenAI, and Anthropic are going to pull more capital out of the market than the entire dot-com wave of 2000.

Adjusted for inflation, just these three companies will raise more money than the hundreds of tech firms that flooded the market at the peak of the 2000 bubble.

The historical data from 2000 shows exactly why this is dangerous for stocks.

That year, the market saw 446 IPOs raise a record $108.15 billion. The Nasdaq peaked on March 10, 2000, at the exact moment this massive supply of new shares hit the market, right before crashing 80%.

The crash happened because of a simple liquidity drain.

When giant companies go public, big institutional funds need cash to buy the new shares.

To get that cash, they have to sell their existing stock positions. This creates immediate selling pressure on the most expensive tech stocks.

Today, the setup is identical but much more concentrated. Instead of hundreds of small startups spreading out the drain, just three mega companies are absorbing the market's capital.

This directly impacts current market leaders.

Microsoft has 49% of its $627 billion cloud backlog tied to OpenAI, and Oracle has 54% of its pipeline dependent on it.

The same big funds that need to buy the new IPOs are the ones currently holding these tech giants.

In the first quarter of 2000, the average IPO nearly doubled on its first trading day because cash was easily available.

By the fourth quarter, capital markets dried up.

Gross IPO proceeds collapsed 63% in a single quarter, and average first-day gains dropped to just 14% as companies rushed into layoffs and bankruptcies.

When an unprecedented amount of money is pulled out of existing stocks to fund a single massive IPO wave, the broader market historically runs out of the liquidity needed to sustain its peak.

[Noah B. Price @TrueOnX]

🚨 EXTREMELY ALARMING: Bayer Executive
Just Admitted it ON STAGE! 🚨

"We would have had a 95% REFUSAL rate if we told people it was GENE THERAPY... so we called them "vaccines" instead."

mRNA shots = cell & gene therapy
rebranded to trick the public.

This isn't a conspiracy.

This is a Pharma exec at the World Health Summit spilling the truth while laughing about how they manipulated acceptance.

Bayer... the same company with the dark history...
playing God with your DNA and celebrating it.

If they had to lie about the name to get it into arms... what ELSE did they lie about?

How many "coincidences"
until you call it a crime against humanity?

Do you know anybody that was injured
by the vaccine bio-weapons?

WATCH THE FULL CLIP
BEFORE BIG TECH SCRUBS IT

Let me know what you think,
and SHARE THIS so that others may too!

and if you're not already following @TrueOnX...
What the heck are you doing?!

[Beardo @BeardoTrader]

Alright, here’s my $MU thesis:

In 100 years, Micron Technology invents time travel.

And right now, people from the future are coming back in time to buy the stock before it goes completely parabolic.

[🌋🌋 Deep₿lueCrypto 🌋🌋 @DeepBlueCrypto]

THEY STOLE BRITAIN FROM US

THEY IMPORTED IMMIGRANTS PRIORITIZED MINORITIES AND REPLACED THE NATIVES

A thread on failed Britain & Europe👇

[unusual_whales @unusual_whales]

BREAKING: These option traders have made more than one billion dollars IN PROFIT!

Yes, you read that right.

On March 31st, Micron $MU bulls placed nearly $50-$60 million on the $400 calls, expirying on June 18th.

Their trades at ask, urgent, all thirty minutes before close. They have not exited yet, in $1.43 billion of profit.

All caught with Unusual Whales.

[Alex Prompter @alex_prompter]

Let me trace the timeline here because nobody's connecting it.

Step 1: Scrape the entire internet. Every book, every article, every conversation, every piece of art, every forum post. Do it without asking. Do it without paying.

Step 2: Train a model on all of it. Call it "artificial intelligence."

Step 3: Go to BlackRock's Infrastructure Summit and announce: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter."

Step 3 is where you sell people's own knowledge back to them. On a meter.

They took the collective output of human thought, compressed it into a model, and now they want to charge you by the token to access a version of what you and everyone you know already created.

One Reddit user put it perfectly: "They stole all this data from us, the people, our life's work, creativity, art, by devouring the internet and blowing through all copyright laws. Now they want to sell it back to us in the form of a utility."

Imagine if someone photocopied every book in the public library, burned the library down, and then opened a subscription service for the copies.

That's the metered intelligence business model.

And they're pitching it to infrastructure investors as though they invented water.