"Bilony dolarów z IPO i podaży po wygaśnięciu lockupów trafią na rynki w 2026 roku. To ogromna ilość pieniędzy, która musi zostać wchłonięta przez rynek już i tak działający na oparach z powodu FOMO wśród inwestorów detalicznych. Wszyscy są zawsze zaangażowani na maksa." "Trillions of dollars of IPOs and lockup supply will be hitting the markets in 2026. That's an enormous amount of money that needs to be absorbed by a market already kind of running on fumes from retail FOMO. Everybody's all in all the time."
To twierdzenie oczekuje na weryfikację.
Wyłącznie w celach informacyjnych. Nie stanowi porady inwestycyjnej, finansowej, prawnej ani podatkowej. Pełne zastrzeżenia
… Anthropic is filed for an IPO, so they're coming relatively soon. Combine just the top three, SpaceX, OpenAI, and Anthropic are worth around $5 trillion. Where does the money come from? Where's that money come from? Google's also flipped from $60 billion a year in buybacks to $80 billion a year in net issuance in order to chase more capex. Trillions of dollars of IPOs and lockup supply will be hitting the markets in 2026. That's an enormous amount of money that needs to be absorbed by a market already kind of running on fumes from retail FOMO. Everybody's all in all the time. The next risk, of course, is the concentration of the market in a very, very specific sector. Semiconductors are currently trading 73% above their 200 day moving average. That's the largest stretch since March 2000. Now, if you know your market history, that sentence should make you uncomfortable. Micro, Palunteer, all of it. They're all showing t …
Zaloguj się, aby korzystać z tej funkcji
Zaloguj