Tony Chotibhongs

Architectural Designer

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[WhaleTwits @WhaleTwits]

🚨 WARNING: THE NEXT 24 HOURS WILL CRASH GLOBAL MARKETS!!

Most investors don't see what's coming.

Read this before buying stocks.

3 AI and space giants are going public in the same year with a combined valuation approaching $4 trillion:

1. The biggest IPO wave in decades

- SpaceX could become the largest IPO in history, raising up to $75 billion($SPCX will debut on Nasdaq on June 12)

- OpenAI has already filed a confidential S-1 and is targeting a valuation above $1 trillion

- Anthropic is also considering a public listing at a valuation of around $1 trillion

2. The S&P 500 is currently being carried mostly by the Mag 7 and AI-related stocks (Nvidia, Microsoft, Google, Amazon, etc.), which make up roughly 33-35% of the index

These 3 IPO could create a massive liquidity drain as investors move $75-200+ billion into SpaceX, OpenAI, and Anthropic shares

Funds and investors would likely sell existing positions in today's market leaders to free up capital, with Nvidia, Microsoft, and Google among the first likely to feel the pressure

On top of that, the S&P 500 has so far resisted fast-tracking these unprofitable giants into the index, meaning the capital rotation effect could put even more pressure on existing index components

3. History shows a concerning pattern

At the peak of every major market bubble, capital became concentrated in a small group of "can't lose" companies:

- The Roaring Twenties
- The Nifty Fifty era
- Japan's 1980s asset bubble
- The Dot-Com Bubble of 1999-2000

Today, capital concentration in the tech sector is once again near historical extremes

4. After an IPO, early investors get the opportunity to lock in profits

Historically, lock-up expirations have often increased selling pressure on newly public stocks

During the Dot-Com era, even some of the highest-quality companies suffered massive drawdowns:

- Amazon: -95%
- Microsoft: -65%
- Intel: -80%
- Oracle: -80%
- Yahoo: -97%

A great business doesn't protect investors from overvaluation

IPOs at these kinds of valuations, while many AI companies are still deeply unprofitable, are often a sign of market euphoria

I've said this before, and the cycle is still playing out exactly according to plan

Turn on notifications and drop your thoughts below

The next phase is gonna be very important

[James¹⁷¹⁸🎌 @ShotimeLAD]

😊⛰️

[Barstool Sports @barstoolsports]

This video will be engraved in Knicks fans’ heads for years

[MLB @MLB]

Shohei Ohtani's home run makes it a 1-run game in the 9th 💪

[【MLB速報】放送地区【大谷速報】 @MLB_comment]

ドジャース 大谷翔平

先制の第13号ホームラン🔥

打球速度：107.7マイル（約173.3キロ）
飛距離：391フィート（約119.2メートル）
打球角度：21度

打率.302 本塁打13 打点40 OPS.958

#Dodgers Shohei Ohtani 🎥:©SportsNetLA

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[NBA @NBA]

It's even better in slow motion 😏

[Tony Chotibhongs @khuntone]

@Aestheticsn1 Sos

[EquityExplorer @SatyazalaZala]

Stocks to Watch Before June
Not a guess — based on fundamentals, trend, and valuation.
$CRWV — 100 → 184
$NBIS — 201 → 292
$IREN — 62 → 102
$HIMS — 25 → 48
$PL — 49 → 72
$RCAT — 11 → 24
$SERV — 9 → 21
$SATL — 9 → 24
$SOUN — 8 → 22
$CIFR — 23 → 46

[MLB @MLB]

Shohei Ohtani clubs his second homer in as many games!

[Jason @aimee_ericksen]

My favourite stocks in each sector right now:

Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX
ETF Memory: $DRAM
ETF Space: $SATL & $VELO
Solar: $CSIQ , $TE & $ENPH
Drones: $ONDS & $KRKNF (UUVs)
Neoclouds: $IREN $NUAI & $KEEL
Health/Bio Tech: $HIMS , $IBRX ,$PRME

[MLB @MLB]

Another scoreless outing for Shohei Ohtani!

He’s allowed just 1 ER across 24 IP over his last 4 starts 👀

[Prof @TheProfInvestor]

I have been saying it for a while, and I will repeat it again for all my new friends:

Uranium ( $CCJ $DNN $URA $UEC $NXE )
Nuclear ( $LEU $OKLO $NNE $SMR )
Solar ( $FSLR $TAN $SEDG $CSIQ $ARRY $TE )
Softwares ( $MSFT $IGV $PANW $CRWD $NOW $TEAM $SNOW $DDOG $DOCN )
Drones ( $UMAC $RCAT $RDW $ONDS $KTOS )

If you dont have exposure to them, start considering.

Everyone who follows me makes money by being in the right stocks at the right time.

[Mark Sterling @MarkSterling0]

NVIDIA $NVDA CEO Jensen Huang just said on CNBC live:
Investing in SpaceX, Anthropic, and OpenAI is like buying$AVGO, $AMD, or $MU in their early days.

A week ago, I gave you:
$MRVL from $195 to $290 (48.72%)

$MU from $821 to $1,064 (29.60%)

$NOK from $14 to $16 (14.29%)

$LITE from $823 to $1,029 (25.03%)

$AVGO from $415 to $481 (15.90%)

$AAOI from $154 to $202 (31.17%)

$ARM from $301 to $402 (33.55%)

Next alert dropping soon!
If you are not following us with notifications turned on, you might miss our next alerts.

[Mark Sterling @MarkSterling0]

I’m 44 years old and used to work at JPMorgan Chase. My monthly income is $110,000.
My June advice:
$LITE (Lumentum) — Don’t buy
$ASTC (Astrotech) — Don’t buy
$CRWV (CoreWeave) — Don’t buy
$IBM (IBM Corp) — Buy at $285–$293
$MSFT (Microsoft) — Buy at $442–$448
$ARM (Arm Holdings) — Buy at $348–$353
$MU (Micron Technologys) — Buy at $977–$985
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.