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0xNobler
@CryptoNobler
DeFi Researcher. My tweets aren't financial advices. Follow for alpha 📜
Joined April 2022
91 Following    395K Followers
🚨 WARNING: THIS IS HOW THE AI BUBBLE COLLAPSES!! The biggest market warning in 100+ years. This pattern has NEVER failed. Most people still don’t understand what this really means. But 99% will lose everything. If you hold any assets today, you MUST read this carefully: Three AI companies are entering the public markets with a combined valuation of $5 TRILLION: SpaceX. OpenAI. Anthropic. The BIGGEST liquidity drain in market history SpaceX has become the largest IPO in history. $75 billion raised. $2 TRILLION valuation. OpenAI has filed a confidential S-1 and is targeting a $1 TRILLION valuation. Anthropic is now preparing to go public at a $2 TRILLION valuation. That means AI companies with a combined valuation of $5 TRILLION are entering the public markets almost simultaneously. And that capital will come from somewhere. The S&P 500 is more concentrated than ever. The Magnificent Seven and AI-related stocks account for roughly 35% of the entire index: Nvidia. Microsoft. Google. Amazon. Meta. Apple. Tesla. Now the world's largest private companies are competing for the same pool of money. Funds cannot create hundreds of billions in new money overnight. They sell existing holdings. Lock in profits. Raise cash. And the first stocks to face selling pressure are usually the ones that performed the best. Every major market bubble ends with capital trapped in a handful of supposedly invincible companies. The Roaring Twenties had them. Japan's 1980s bubble had them. The Dot-Com Bubble had them. And every time, investors repeated the same mistake: “These companies are different.” “They are too big to fall.” “Surely, this time will be different.” Then the market collapsed. Today, tech and AI stocks once again dominate the market at historically extreme levels. And crowded markets do not need bad news to crash. They only need liquidity to disappear. And those IPOs give early investors the exit they have been waiting for. Venture funds. Private investors. Employees. Insiders. After years of holding private shares, they finally get the chance to cash out. Companies go public when public investors are willing to pay premium valuations. During the Dot-Com crash, even the strongest companies suffered catastrophic losses: Amazon: -95% Intel: -80% Microsoft: -65% Yahoo: -97% Oracle: -80% Now the EXACT same pattern is repeating. And this is how the bubble pops again. I've spent over 10 years studying markets and calling market tops and bottoms. If you want to be among the TOP 1% and survive the 2026-2027 cycle, follow me and turn on notifications. Many people will regret ignoring this warning.
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Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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