Jay

[Reflection🪩 @0xReflection]

🚨 THE LARGEST IPO IN HISTORY ISN'T A WIN

It's the bell at the top!

SpaceX is raising $75B . At a $1.75T valuation

Three times bigger than previous record IPO

Bigger than the GDP of most countries

And every major index is racing to rewrite its rules to absorb it

That's not coincidence!

That's a synchronized push to force trillions in passive money into one listing

At the most fragile setup for markets in two decades

Let me walk you through the convergence:

Index providers aren't quietly tweaking rules in the background.

They're proposing wholesale rewrites RIGHT NOW:

➮ S&P Dow Jones is reviewing the profitability requirement that's stood since 2002. Up for waiver.

➮ Nasdaq is cutting seasoning windows from 90 trading days down to 15.

➮ FTSE Russell is going further. Down to 5.

The S&P 500 public comment window closes May 28.

Potential implementation? June 8.

Four days before SpaceX trades

Three of the most important benchmarks on Earth. Restructured in the same window. For the same listing.

That's the setup!

Now look at what happens next:

When you force a $1.75 trillion stock into an index, the index doesn't print new money to buy it.

It sells other names to make room.

That means mechanical selling of NVDA, AAPL, MSFT, AMZN.

The current leaders absorb a forced sell-pressure the moment SPCX enters.

But that's just the warmup

SpaceX is floating only about 5% of its shares.

Everything else stays with insiders, early investors, employees.

The lockup expires in two stages:

➮ 90 days post-IPO: early September
➮ 180 days post-IPO: early December

Now look at where those dates land:

September falls inside the worst statistical window in the entire 4-year cycle.

May through October.

15 of the last 16 midterm election years went red in that window.

September is the deep end of it.

December lands right after the November midterm vote - when policy uncertainty resolves one way or another, and big money rotates fast.

And remember: none of this is happening in a healthy market.

This is landing on top of:

➮ A 30-year Treasury yield above 5%. Last time that level showed up was July 2007 (3 months before the market peak, 12 months before Lehman)

➮ A $2 trillion AI cloud backlog where over half of "demand" is OpenAI and Anthropic recycling investor money back to Microsoft, Google, Amazon.

➮ Equities at the most overvalued level in history. Not close to it. Actually there.

So here's the sequence I see loading:

June 12 - SPCX prints. Forced passive buying overwhelms reality.
Late June - mechanical rebalancing starts selling everything else in Nasdaq 100.
Early September - first lockup expires. Insiders sell into the artificially inflated bid.
October - middle of the historically worst window for stocks in midterm years.
Early December - second lockup expires. Bigger wave.

Four catalysts. One direction

This isn't a forecast. It's a calendar

The setup couldn't be more loaded if it tried.

So what do you actually do?

You can't fight the IPO.

SPCX will probably rip on day one - the passive bid is too mechanical to stop.

But you can stop being long everything else.

Don't worry though - my system flags the exact moment the market shifts from CAUTION to DANGER.

You'll be warned before it hits, like always.

Many people will wish they had followed me sooner

[Dividend Growth Investor @DividendGrowth]

Your portfolio is like a bar of soap

The more you handle it

The smaller it gets

[Jay @TitaniumTrader9]

@_Ash_Trades_ It's great, man that you challenge yourself. Followed you for your great market posts. This post is just noise for the ones who follow you for the market. Not putting you down or something, maybe post it a new channel like Ash fitness with the right audience

[Jay @TitaniumTrader9]

@TradeZella Yes

[Watcher.Guru @WatcherGuru]

JUST IN: $4,700 $ETH

[Chief Nerd @TheChiefNerd]

“Drivers of cars manufactured by General Motors, Ford, Honda and other popular brands say that their insurance rates went up after the companies sent data about their driving behavior to issuers without their knowledge.

Dahl said that his insurance agent told him the price increase was based on data collected by LexisNexis, which compiled a report tracking each and every time he and his wife drove their Chevy Bolt over a six-month period.

According to Dahl, the 258-page report contained information about the start and end times of his trips, distance driven and other data detailing possible instances of speeding, hard braking and sharp accelerations.

The LexisNexis report indicated that the details it had cobbled together were gleaned from the OnStar Smart Driver, the GM-owned subscription service that records driver information such as total miles driven, hard braking incident and other aspects of driver behavior.”

[Paul A. Szypula 🇺🇸 @Bubblebathgirl]

WARNING GRAPHIC: White girl from Hazelwood East High School in St. Louis, Missouri got mųrdered Friday by a black girl.

The Soros-backed DA for the district will undoubtedly treat the assailant with kid gloves.

You didn’t hear about this because it doesn’t fit the narrative.

[Gia Macool @GiaMMacool]

5 years old - Dad knows everything!

7 years old - Dad knows.

10 years old - Maybe dad doesn’t know?!

12 years old - Dad doesn’t know.

14 years old - Dads gone crazy!

16 years old - Can’t take dad seriously.

18 years old - What does dad know?!

22 years old - Dads talking rubbish!

24 years old - I know more than dad!

26 years old - Dad seems to know some things after all.

30 years old - Think I should ask dad about this?!

40 years old - It’s amazing how dad went through all this!

45 years old - Dads been right all along.

50 years old - If dad was here, I could have learned a lot.

[Kray @killerpandapa]

1/2 Just a snippet of education for everyone. There are too many “experts” that appeared out of this crypto market, most of which probably never experienced a real market cycle. Economists agree that North America is in a mid cycle currently.

[Sanjeev S @TradingInTheNow]

Part of becoming a successful trader requires thinking differently.

The only way to do this is to start to unpack your limiting beliefs and how they are holding you back.

The parable of the elephant and the rope will help you understand how to do this 👇🧵

[Vivek Ramaswamy @VivekGRamaswamy]

BlackRock, State Street, and Vanguard represent the most powerful cartel in human history: they’re the largest shareholders of nearly every major public company (even of each other). They use your own money to create a country that you never voted for. As President I will cut off the real hand that guides the ESG movement - not the invisible hand of the free market, but the invisible fist of government itself.

[Robby Starbuck @robbystarbuck]

Understand what time it is in America:

• Trump is being prosecuted by Biden’s regime + multiple state level Democrats

• Every agency in government has been weaponized to investigate @elonmusk because he’s trying to level the playing field online to empower citizens

• Newsweek just broke the story that the FBI is both investigating Trump voters and treating them like terrorists by using the same types of tools they used against ISIS

• DHS and CISA used proxies to censor influencers like me and @charliekirk11 for opposing Democrats too effectively

• Grandma’s (including one with cancer) who thought they were allowed in the Capitol after police waved them in were thrown in prison over January 6th despite zero violence

• Soros DA’s are releasing pedophiles and criminals to carry out record crime

• Over 7 MILLION illegal immigrants have entered our country under Biden — Only 14 states have populations > 7.4M

• Schools are grooming kids about so called social justice, gender identity and sexual topics (including books with porn in them) while hiding all of it from parents

• People fear saying they vote Republican despite Republicans winning the 2022 popular vote because they know they can lose their jobs over it or be ostracized

• Doctors are giving kids sex changes with the full support of the White House including on children of our troops

• Doctors lose their licenses over disagreeing with the narrative of the Democrats

• Banks, Big Tech and online transaction services have banned prominent influencers for the crime of being conservative

• Inflation and interest rates are destroying our economy in ways that we’ll be dealing with for over a decade

• 80-90% of Congress represent their own interests and lobbyists instead of people

• Big Tech companies manipulate what the public sees to sell the Democrats narrative

• Soldiers were fired by the thousands for being conservatives who didn’t want the COVID jab — They even denied chaplains religious exemptions

• People are put through public struggle sessions if they say men can’t be women

• The DOJ and Democrat DA’s are deploying lawfare to bankrupt prominent Trump officials and supporters — "the process is the punishment"

• College kids won’t get into schools if they express any conservative views and many will be failed in classes if professors find out they’re conservative

• Parents were treated like terrorists by Merrick Garland and the DOJ for protesting school boards over COVID and the sexualization of children

• Professional programs to become doctors and nurses are adding steps to screen for ideology to eliminate conservatives: Many do it in sneaky ways (doctors do this with requirements to get the COVID vax in order to get a residency)

• Some states passed laws to take custody from parents who don’t affirm the new gender identity of their kids and even legalized kids running away to their state to get an abortion or sex change

• BLM and Antifa members received multi million dollar settlements after burning down cities with riots and looting for a year because they’re modern day brown shirts that the Democrats had to reward to ensure they do it again in the future

Our future is closer to Russia under Stalin, Cuba under Castro, China under Mao or Venezuela under Maduro than we are to the ideals of our constitution. We’re living through the intentional destruction of the country we know and love. Why? Because communism never becomes reality without chaos, destruction and separating kids from their parents.

America won’t survive unless Republican politicians get serious and recognize how far down the road to hell we are. It’s not time for Fox News hits where you get the one liner off that you hope to fundraise off of. It’s not time for another hearing that goes nowhere. It’s time to use EVERY lever of power you have to crush these new age communists and yes I mean communists.

It’s time to be ruthless.

(Continued in next post)

[Donald J. Trump @realDonaldTrump]

https://t.co/MlIKklPSJT

[Watcher.Guru @WatcherGuru]

JUST IN: Former Celsius CEO Alex Mashinsky has been arrested.

[Coffeezilla @coffeebreak_YT]

NEW VIDEO: Logan Paul's Scam Isn't Over, His Lawyers Reached Out To Me.

[Elon Musk @elonmusk]

@WhiteHouse You are the government.

They are NOT your kids.

[db @tier10k]

[DB] SEC Allege the Following Coins Are Securities in Coinbase Lawsuit

SOL, ADA, MATIC, FIL, SAND, AXS, CHZ, FLOW, ICP, NEAR, VGX, DASH, and NEXO

[The Vigilant Fox 🦊 @VigilantFox]

.@ElonMusk Takes Aim at Advertisers for Undermining and Corrupting Democracy

“We have ... seen roughly half of our advertising disappear overnight simply because we insist on free speech,” shared @ElonMusk.

“I think the public does not realize the magnitude of the pressure, extreme financial pressure, that is placed upon organizations to toe the line by advertisers,” he continued.

“And I think this is a fundamental corruption of democracy, and the public should be absolutely outraged by this. And something’s got to be done about it. It’s insane. They’re literally trying to drive Twitter bankrupt.”

[Benny Johnson @bennyjohnson]

🚨 TARGET IS LYING TO YOU🚨

TARGET: “We removed Satanic items”

Reality: Here they are

TARGET: “PRIDE section is for Adults only”

Reality: Groomer child mannequins, toddler onsies, books

TARGET: “We relocated the PRIDE display”

Reality: Front of store, KIDS Section

WATCH:

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Ron DeSantis vows to protect #Bitcoin rights as president.