Postar

AI investing is splitting into two completely different stories — and this week is showing both sides at once. On one side: peak optimism. SpaceX’s IPO reportedly pulled in $250B in demand, nearly 4x its $75B target. Pricing is expected June 11 at $135/share, implying a valuation near $1.75T. At the same time, OpenAI has reportedly filed confidentially for a $1T+ IPO, targeting September, while Anthropic is said to be preparing for an October debut. Three of the biggest AI names may hit public markets in the same cycle. On the other side: reality checks. A SemiAnalysis report flagged delays in Nvidia’s Co-Packaged Optics rollout, triggering sharp selloffs across optical and semiconductor names: • AAOI −14% • Coherent −11% • Lumentum −8% • Marvell −15% • AMD −10% The Nasdaq dropped 3.5%, wiping out roughly $2T in market value in a single session. There’s also a crypto angle here. SpaceX’s filing reportedly reveals 8,285 BTC on its balance sheet, bringing Bitcoin exposure into TradFi markets in a new way. But at the same time, this IPO boom may be draining liquidity from crypto. With SpaceX, OpenAI, and Anthropic potentially absorbing $240B+ by year-end, capital rotation concerns are growing — especially after $BTC dipped below $60K last week. The takeaway? Primary markets are pricing perfection. Secondary markets are questioning the timeline. If you only had allocation in one: SpaceX, OpenAI, or Anthropic — what are you choosing? 👀 #SpaceXIPOvsOpticsCrash