Wimar.X
Wimar.X|6月 27, 2026 08:46
🚨 THIS IS HOW AI BUBBLE WILL CRASH S&P 500 Read this carefully before buying stocks. Three AI and space giants are entering public markets in the same cycle with a combined valuation approaching $4 trillion. 1. THE BIGGEST IPO WAVE IN DECADES → SpaceX has already gone public with $1.7 trillion valuation SPCX debuted on Nasdaq on June 12 and become one of the largest public listings in history. → OpenAI has already filed a confidential S-1 and is targeting a valuation above $1 trillion. → Anthropic is also considering an IPO at a valuation of around $1 trillion. 2. THE LIQUIDITY DRAIN The S&P 500 is now carried mostly by the Mag 7 and AI stocks. Nvidia, Microsoft, Google, Amazon and others make up roughly 33% to 35% of the entire index. These three listings could pull $200 billion or more from the market. Funds may need to sell existing positions to buy SpaceX, OpenAI and Anthropic. Nvidia, Microsoft and Google could be the first to feel the pressure. The S&P 500 has also resisted fast tracking these unprofitable giants into the index. That means the rotation could hit existing index leaders even harder. 3. HISTORY IS REPEATING At the peak of every major bubble, capital became concentrated in a small group of “can’t lose” companies. → The Roaring Twenties → The Nifty Fifty era → Japan’s 1980s bubble → The Dot-Com Bubble of 1999 to 2000 Today, tech concentration is once again near historical extremes. 4. THE REAL SELLING STARTS AFTER THE IPO After an IPO, early investors finally get the chance to lock in profits. Lockup expirations have historically increased selling pressure. During the Dot Com crash, even the strongest companies got destroyed. → Amazon: 95% dump → Microsoft: 65% dump → Intel: 80% dump → Oracle: 80% dump → Yahoo: 97% dump A great business does NOT protect investors from extreme overvaluation. Massive listings at these valuations, while many AI companies are still deeply unprofitable, are a clear sign of market euphoria. I’ve said this before. And the cycle is still playing out exactly according to plan. Turn notifications on. I’ll post the warning BEFORE it hits the headlines.(Wimar.X)
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