Toothfairy04

[Toothfairy04 @Toothfa1ry04]

There is nothing concealed that will not be disclosed, or hidden that will not be made known.

[Crypto Rover @cryptorover]

🚨 THIS MAY BE THE MOST MANIPULATED VALUATION THE STOCK MARKET HAS EVER SEEN.

Only 4% of SpaceX shares are actually trading right now.

The entire $2.5T valuation is being calculated from a tiny sliver of shares while 96% of the company remains locked up.

This is the stock market version of a crypto FDV scam.

In crypto, people separate:

• Circulating Market Cap
• Fully Diluted Valuation (FDV)

Because everyone knows a token with only 4% circulating supply can look massively overpriced once the rest unlocks.

SpaceX right now is being valued almost entirely on its FDV.

The real “circulating” value of SpaceX is closer to $90-120 billion based on the actual tradable float.

And the craziest part?

The rules were literally changed right before the IPO.

Nasdaq removed its 10% float requirement.
Cut seasoning periods to 15 days.
And added special float multipliers that massively boosted SpaceX’s index weight.

Then trillions of dollars in passive ETFs were forced to buy the stock regardless of valuation.

That created artificial demand for an artificially tiny float.

Now look at the fundamentals.

SpaceX generated just $18.7B in revenue last year.

Amazon generated $717B.

Yet SpaceX briefly traded near Amazon’s valuation.

SpaceX is valued like the 4th largest company on earth while not even ranking inside the top 100 globally by revenue.

And unlike Nvidia, Microsoft, or Amazon:

SpaceX is currently LOSING money.

The company went from an $8B profit in 2024 to a $4.9B loss after absorbing xAI’s massive cash burn.

The stock is trading at roughly 110-130x sales.

The S&P 500 average is 3.5x.

Nvidia trades around 20x.

And this is where it gets dangerous:

The current float structure does not last.

Between August and December, the float could expand roughly 13x as insider lockups begin expiring.

That means billions of additional shares may eventually hit the market after the current price was established using only 4% supply.

Crypto investors have seen this movie many times before.

And what comes after that is always a CRASH.

[Alex Mason 👁△ @AlexMasonCrypto]

🚨 THIS NUMBER SHOULD NOT EXIST

The U.S. housing market is now at the most unaffordable level in history.

Worse than the legendary 2006 housing bubble:

The median U.S. home now costs $436,000.

Five years ago? $270,000.

That’s a 61.5% price increase.

Wages over the same period? +29%.

To qualify for a mortgage on a median-priced home today, Americans need a minimum of $127,000 in household income.

The median household earns about $80,000.

That means 75% of homes on the market are unaffordable for the average American family.

3 out of 4.

Mortgage rates are the second punch.

They went from 2.7% to 6.3% in just five years.

Even if prices hadn’t moved, monthly payments would’ve nearly doubled.

And here’s the part nobody wants to say out loud:

On January 29th, Trump told his Cabinet he does not want housing prices to fall.

He wants them higher.

That’s great if you already own.

It’s brutal if you’re trying to buy your first home.

99% of U.S. counties are less affordable than their historical norms.

The country is short roughly 7.1 million homes.

And construction is slowing.

Existing home sales in 2025 are tracking around 4.1 million.

That’s near the lowest level in three decades.

Homeownership has fallen to 65%, down from 69% in 2004.

This is the largest affordability crisis in modern U.S. housing history.

Prices went up. Rates went up. Wages did not.

And politicians do not want prices to fall.

The average American family is not waiting for a better entry.

That is the trap. They are locked out of the market.

Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.

The next call will be even more important.

When I exit the markets completely, I’ll post it here publicly like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[Schmidt @schmidt1024]

Not Bitcoin Lightning
Not Zcash
Monero, for a reason

[bee🐝 @0xbeehive]

AI BUBBLE JUST BROKE THE DOT-COM RECORD

This chart strips out the Fed's money printing to show real value

When you remove the inflation effect, both bubbles become comparable

Dot-com peaked at this level in 2000 and never came back

The AI bubble didn't just match that level - it exceeded it

But we're still heading for the same fate - and the price line is already showing it

The first time this level was hit, it took 13 years to recover

This time we started distribution from even higher

Dot-com lost 86% from this level

You understand what this means now?

I called the $BTC crash from $126k before it happened - publicly, on this page

This is my next major call - and I'm putting the same conviction behind it

Follow now to not miss the update - turn on notifications to see it first

[Reflection🪩 @0xReflection]

🚨 THE US REGULATORY SYSTEM JUST BROKE

In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever

I've been trading for over a decade, and I have never seen them rewrite the rulebook like this

Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company

That doesn't happen by accident

Let me show you exactly what they did:

First, Fidelity dropped its minimum account size from $500,000 to $2,000

A 99.6% cut

Think about that:

The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.

Ask yourself one question

Why do they suddenly want YOU in?

Because somebody needs people to sell to.

SpaceX reserved 30% of the deal for retail

THREE TIMES the normal share

And even then, most people didn't get a full allocation.

So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.

That's half of the selling you're seeing.

The other half? The smart money front-running July.

Here's the trick:

SpaceX doesn't join the Nasdaq 100 on day one.

It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days

Just for this.

The moment it joins, every QQQ fund on Earth is FORCED to buy.

$22–27 billion in automatic buying.

Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.

The funds know the stampede is coming.

So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.

THAT is your selloff.

Now here's the part nobody will say out loud:

When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market…

That's NOT generosity

That's distribution at the top.

We've seen this movie twice:

➮ 2000 Dotcom
➮ 2021 SPAC mania

Insiders cash out at insane valuations while the crowd chases the hype.

The math ain't mathing.

So you've got two choices in the next 48 hours:

Chase the most expensive IPO in history at the open…

Or read the prospectus and realize you might BE the exit.

The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.

Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.

Many people are going to wish they followed me before June 12, 2026.

Soon, you'll understand why.

[Crypto Rover @cryptorover]

Don't worry guys.
Saylor only has 843,706 $BTC left.

He sold 32.
$BTC dropped 10.37% in 48 hours.

[Coin Bureau @coinbureau]

🚨 JUST IN: Zcash reportedly down after failing to produce any block in the past 4 hours, per InfinityHedge.

[Pirat_Nation 🔴 @Pirat_Nation]

The AI Industry Has Reportedly Spent $1.4 Trillion and Still Isn’t Profitable

A website called https://t.co/K0HJo0WWtq is tracking the economics of the AI boom to determine if it is profitable, and the answer is no.

As of May 2026, the AI industry has spent roughly $1.4 trillion on model development, data centers, chips, networking, and other AI infrastructure. Over the same period, it has generated about $613 billion in revenue.

The biggest losses belong to the leading companies:
- Amazon: -$291 billion
- Google: -$262 billion
- Microsoft: -$235 billion
- Meta: -$227 billion
- Oracle: -$39 billion
- OpenAI: -$27 billion
- Anthropic: -$26.5 billion
- xAI: -$19.2 billion

Only one company is profitable: Nvidia.

According to the dashboard, Nvidia has generated an estimated $478 billion in AI revenue against $225 billion in AI-related spending, for a profit of roughly $253 billion.

The figures are compiled from public filings, earnings reports, analyst estimates, leaks, and industry reporting. The site’s creator describes the project as a best-effort snapshot rather than a formal audit and updates the numbers monthly.

The estimates also exclude indirect benefits from AI, such as improved search, advertising, and software sales.

[Global Markets Investor @GlobalMktObserv]

🚨US equity markets are flashing warning signals RARELY seen in the past:

A composite measure of US equity market concentration, valuation, and rally magnitude currently ranks in the top 15% of all readings since 1925.

TAP IMAGE TO SEE FULL INSIGHT..👇
https://t.co/0VGXqg3FUS

[Hanzo ㊗️ @DeFi_Hanzo]

🚨 S&P 500 IS THE BIGGEST BUBBLE IN HISTORY

Here's why it could easily do -60-80% soon:

S&P 500 is an index representing the combined value of shares of public companies – Apple, Microsoft, Nvidia, etc.

Here's how it generally works:

> Companies sell products and services
> People buy them
> Companies make profit
> They reward shareholders via buybacks
> Share price grows
> So does S&P 500

Simple. And it worked for decades.

Now we're in an AI boom.

The problem isn't the boom itself.

It's what comes after.

Here's what's already happening:
> Companies fire people to cut costs and boost margins
> Those people lose income
> They spend less
> Companies sell less
> Profits shrink
> Share price stops growing

And here's why this time is different from every previous crisis:

Every industrial revolution replaced physical labor. People simply moved to cognitive jobs – offices, analytics, services.

AI replaces cognitive labor. Robots will replace physical labor.

There's nowhere to move.

Two possible outcomes:
1) AI stays mostly in labs – helps science, medicine, research. Most jobs remain untouched. Market recovers.
2) AI goes everywhere. Robots clean your house, deliver packages, stock shelves, teach your kids. Millions of jobs gone. No income, no spending, no profit, no S&P 500 growth.

In which outcome you believe the most?

[Levi Leatherberry @Levi_LCL]

THE AI SCAM IS COLLAPSING AND THEY'RE PANICKING 🔥

🤬🖥️ Jimmy Dore and Garland Nixon break down how the AI math isn't mathin'.

Data centers are bankrupting their own customers. Here's why:

Cloud AI = Corporate AI. Rent your brain back at 1000x markup. Tokens add up fast — faster than employee salaries. Scale up? The bill eats you alive.

Local AI = Independent AI. A $250 Nvidia card in your closet runs offline storage and private apps cheaper and better. No subscriptions. No surveillance. No scam.

But that doesn't make oligarchs trillions, does it?

Surprise — it's another wealth transfer. Trillions to a handful of companies who can't deliver what they sold us.

THE LIE:

For two years: "AI will slash payroll! Replace workers! Unleash productivity!"

Wall Street ate it up. Stocks pumped. Workers got canned. Execs cashed out.

THE REALITY:

Every. Query. Costs. Money.

Code reviews. "Helpful" suggestions. Background agents.

Multiply across thousands of employees making millions of requests.

The bill looks less like software and more like a ransom note.

THEY DON'T WANT YOU TO KNOW:

Cloud = handing your clients, secrets, and liabilities to a server farm that data-mines and resells everything.

Why would any business want that?

Because they rigged the game. Locked the infrastructure. Same five companies own every exit.

THE DATA CENTERS AREN'T FOR "BETTER AI."

They're for SURVEILLANCE.

Every prompt logged. Every conversation analyzed. You — legible, trackable, replaceable.

THE CRIME OF THE CENTURY:

They spent decades saying labor was "the problem."

Now compute is the problem.

More AI adoption = more tokens burned = bigger bills = harder to justify the layoffs.

That's not disruption. That's a bait-and-switch.

WHO PAYS? WHO PROFITS?

Workers lose jobs. Communities crumble. Investors lose.

The executives who sold this fairy tale? Already cashed out.

We've seen this movie:

🏠 Housing bubble — "Everyone gets rich!"
🌐 Globalization — "Endless prosperity!"
💰 Zero rates — "Permanent growth!"
💣 Neo-liberal order — "Peace through hegemony!"
Now: 🤖 AI — "It'll solve everything!"
Same scam. Different logo.
THE QUESTION THEY CAN'T ANSWER:

If AI is cheaper than humans...

WHY IS EVERY COMPANY PANICKING ABOUT AI COSTS?

Why throttle usage? Why "unlimited" plans getting limits? Why hire "AI efficiency consultants" after firing half the staff?

BECAUSE THE MATH DOESN'T MATH.

THE OFFLINE REBELLION:

While they build billion-dollar surveillance palaces, the real solution sits on a shelf:

$250 machine

Private storage

Your data stays YOURS

No subscription. No surveillance.
Independent computing = independent people.
And independent people are harder to milk.

FINAL THOUGHT:
When your "cost-saving technology" generates bills rivaling the payroll it replaced...

That's not a revolution. That's a warning sign.

The bubble is leaking. The execs are exiting. You're holding the bag.

Again.

@jimmy_dore @GarlandNixon

[Global Markets Investor @GlobalMktObserv]

⚠️There is NO market without AI:

The Goldman Sachs TMT AI Index is up +42% year-to-date, nearly 4 TIMES the S&P 500 return of +10.7%.

As a result, the S&P 500 excluding AI stocks is up just +3.5% so far in 2026.

Meanwhile, the S&P 500 excluding AI is essentially flat since the start of the Iran War on February 27.

At the same time, the AI UBS Winners Index is up nearly +50%.

This comes as AI stocks have delivered 11 record closes for the S&P 500 in May alone, carrying the entire index's return.

Strip out AI, and this bull market does not exist.

[Barchart @Barchart]

Shiller PE Ratio is now just 3.5% away from passing the Dot Com Bubble as the most expensive stock market valuation in history 🚨🚨🚨

[Hopper @zeroXhope]

🚨 S&P 500 MAX DRAWDOWN IN EVERY MIDTERM ELECTION YEAR:

1962: -28.0%
1966: -22.2%
1970: -36.1%
1974: -48.2%
1978: -14.1%
1982: -27.1%
1986: -9.4%
1990: -19.9%
1994: -8.9%
1998: -19.3%
2002: -33.8%
2006: -7.7%
2010: -16.0%
2014: -7.4%
2018: -10.2%
2022: -25.4%

NOT A SINGLE POSITIVE RETURN IN 60 YEARS

2026 WON'T BE DIFFERENT

[Uncle Milty’s Ghost @his_eminence_j]

I cannot stress this seriously enough.

[Barchart @Barchart]

AI Bubble hits same concentration level that resulted in the bursting of previous bubbles, including the Dot Com 🚨🚨🚨

[HealthRanger @HealthRanger]

I warned about the dot-com bubble beginning in 1998. People thought I was bonkers for not believing them when they said, "Earnings don't matter! The rules have changed!"

They were wrong, of course. And many lost their life savings.

This time around it's going to get even more interesting. A major, MAJOR crash is coming... and it will make the dot-com crash look like child's play.

[Crypto Rover @cryptorover]

🚨 THIS IS VERY DANGEROUS FOR EVERY STOCK MARKET IN THE WORLD.

Just 41 AI stocks have driven 70% of all S&P 500 gains since ChatGPT launched.

AI now makes up 45% of the index, exceeding the Dot-Com bubble peak of 41%.

If this trade breaks, it won't just hit the US. It will hit every market tied to the AI boom.

[Bull Theory @BullTheoryio]

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers.

Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake.

He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing.

Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor.

Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale.

Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models.

But here is what Burry is flagging.

Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory.

They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies.

Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle.

Now here is where American retirees enter the picture.

Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit.

Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene.

Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans.

When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center.

The numbers inside Athene are most alarming.

Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight.

Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets.

Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth.

The leverage sitting on top of those unpriced assets is 16 times.

Burry's says:
Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing.

- Nvidia books the revenue.
- Apollo collects the fees.
- xAI gets the computing power.
- And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

[Bull Theory @BullTheoryio]

BREAKING: Oil crashed 15.27% in May and posted the 2nd highest monthly loss in 4.5 years.