@ShardiB2 Iβm loving all these crybabies hating on Elon. Elon just created 4400 millionaires. How many politicians have created even 1 besides enriching themselves n then crying victim.
@SenWarren Shut the hell up and you go invent something instead of just complaining and being bought by the banksβ¦another corrupt politician who needs to retire
Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA β institutions sell liquid mega caps to fund IPO allocations
$AAPL β highest liquidity name dumped first during capital reallocation
$AMZN β mega cap growth sold to raise new IPO subscription capital
$DRAM β small ETF sees outflows as risk appetite shifts to IPOs
$SNDK β mid-cap storage name dropped as investors chase new listings
2. Kevin Warsh hawkish FOMC on June 17
$TSLA β high duration growth stock crushed by rising rate expectations
$IONQ β unprofitable quantum play reprices hard when discount rates rise
$RKLB β speculative space name hit hardest in risk-off rate environments
$BE β clean energy loses subsidy narrative appeal under hawkish Fed
$ASTS β pre-revenue satellite stock hammered when cost of capital rises
3. $MU $ORCL earnings is the peak of market
$MU β peak earnings historically precede 30-40% semiconductor drawdowns
$AMD β forward guidance cuts ripple across entire chip supply chain
$MRVL β data center demand narrative breaks on weak MU commentary
$NVDA β cycle top confirmed when memory peers signal inventory glut
$AAOI β optical interconnect demand collapses when AI capex narrative cracks
4. Midterm elections create market uncertainty
$NOW β enterprise SaaS multiples compress under policy and rate uncertainty
$VRT β data center infrastructure spending stalls on fiscal policy ambiguity
$LITE β optical component orders slow as capex decisions get delayed
$NBIS β small cap AI infrastructure name hit hardest by risk-off selling
$IREN β crypto mining equity crushed by regulatory uncertainty in midterms
$KEEL β low liquidity name sees outsized drawdown during election volatility
$TE β industrial connector demand weakens on macro uncertainty and delays
β»οΈ RESHARE this post and write 1 comment, I'll explain what the best $SPY put to take is.