المنشور

#SpaceXIPOvsOpticsCrash SpaceX IPO demand hit $250B — 4x its $75B target. Pricing June 12. OpenAI filed its secret S-1. Anthropic closed a $35B private credit round 🚀 AI primary markets: absolute frenzy. Then SemiAnalysis dropped a report on Nvidia 800VDC power delivery delays and Co-Packaged Optics commercialization setbacks 💀 Marvell -15%. AAOI -16%. Coherent -15%. AMD -10%. Nasdaq -3.5%. Markets shed ~$2T in a single session 📉 One research report. $2 trillion gone. That's the power of independent technical analysis hitting a market that was priced for perfection 👀 The split is almost surreal: IPO investors are throwing $250B at SpaceX while public market investors are panic-selling the infrastructure that makes the SpaceX thesis work 🫠 If you're holding both AI stocks and crypto right now — how are you thinking about this divergence? Primary market euphoria vs secondary market reality check can't both be right forever 🤔