I’m 57 years old, happily married for 38 years to my high school sweetheart. We have three children and we’re all ULTRA MAGA and proud of it. 🇺🇸🇺🇸 NO DM’S!
Leopold Aschenbrenner’s fund just hit a new all-time high of $20 billion. 🚀
And he’s basically telling you exactly what to buy right now.
Pay attention, and you could make serious money.
Here’s the list:
Big long on Bloom Energy (BE) - fuel cells for
According to Vanda, retail investors bought as much SpaceX ($SPCX) in the last 3 days as they did in all of these stocks combined…
$NVDA $GOOGL $META $SPY $QQQ $AMZN $MSFT
People really want more SpaceX. 🔥
$SPCX could become one of the biggest liquidity tests of the year. 🚨
SpaceX’s IPO is approaching on June 12.
Right now, the market only sees one thing:
Elon Musk.
SpaceX.
Starlink.
One of the hottest IPO stories in history.
But the real risk is not the hype.
It is liquidity.
If $SPCX comes to market near a $1.75T valuation, this is not a normal IPO.
This is a massive capital reallocation event.
Funds that want exposure to $SPCX need cash first.
And where does that cash come from?
It does not appear from nowhere.
It comes from selling assets they already own.
High-beta tech stocks.
AI names.
Crypto.
Crowded trades.
Stocks that already ran too far.
That is the risk most people are ignoring.
Everyone sees the SpaceX story.
Very few people see the forced positioning behind it.
If the impact is mild, the market may only see short-term volatility.
If the funding pressure gets stronger, high-beta tech could be sold first, and Bitcoin or crypto assets could follow.
But if everyone rushes into $SPCX at the same time, the problem becomes much bigger:
Liquidity gets pulled out of the most crowded trades.
Stocks may not fall slowly.
Crypto may not fall slowly.
High-volatility assets usually get hit first.
That is the real risk I am watching.
The market is already crowded.
The AI trade is already hot.
Crypto is already showing weakness.
Liquidity is not as deep as most people think.
Now one of the most hyped IPOs in history is about to demand more capital.
Connect the dots:
If institutions want $SPCX,
they need dollars.
To get dollars,
they need to sell assets.
And when too many people sell at the same time,
the market does not adjust gently.
It reprices fast.
I am not saying $SPCX is not worth watching.
Exactly the opposite.
It is worth watching because it is too big, too hyped, and too attractive to ignore.
That is why it could become a liquidity stress test for the entire market.
Retail traders see the IPO dream.
Institutions see capital allocation.
The market eventually sees who sells first, who sells later, and who is forced to sell.
My view is simple:
Before $SPCX goes public, do not only ask how much SpaceX can rise.
Ask where the money will come from.
If capital starts leaving AI, tech stocks, and crypto, that is not normal volatility.
That is liquidity being pulled out.
Starting from the June 8 market open, positioning begins for real.
This is not panic.
This is risk management.
The crowd watches the hype.
I watch the money flow. 📊🔥
Not financial advice.
@josephcurl So the bottleneck isn't just chips now, it's basically everything from land to power. Feels like whoever locks down the infrastructure first wins the next decade.
@MissBehave2121 Interesting to see optimization finally getting attention over just scaling up. Wonder how much accuracy drops at that compression ratio though.
@LisaSongSutton Always felt like people underestimate how deep their ecosystem runs. Cloud and AI are the long game, but that cash machine keeps everything afloat.