The first AI assistant people truly love will be the one that notices a bill went up and fixes it before they even see it.

What boring problem would make you trust an agent immediately?

South Korean President says his country's stock market is unstable 🚨 Ya don't say? 🤣

Semiconductor Stocks now account for 20% of the S&P 500, an all-time high 🚨 🚨

Top 10 S&P 500 stocks now make up 43% of the total $SPX, approaching the highest market concentration in history 🚨 🚨

Japanese Retail Traders have now built the largest U.S. Dollar short position since the Global Financial Crisis 🤯 👀

Stock Market Sell Signal has been triggered, warns Bank of America, after Fund Manager Cash Level falls to 3.6%, one of the lowest levels this century 🚨 🚨

SpaceX $SPCX is meant to separate retail investors from their money, warns former Fidelity Fund Manager George Noble

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history

SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you.

Let me walk you through why this IPO is built to separate retail investors from their money:

SpaceX has NEVER turned a profit and lost close to $5 billion last year.

At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x.

30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right.

But listen closely, because the valuation is not even the real story.

The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price.

Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more.

The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week.

Now watch what happens next, because this is the part they ain't explaining to you:

The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it.

In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report.

Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October.

Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time.

Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%.

All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%.

This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out?

Early holders are already loading up on puts to lock in what they have.

First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high.

When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account.

And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion.

Serious fair value work lands around $30 a share.

Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print.

I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative.

Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it.

SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR.

This is the most grossly overpriced stock at scale that I have ever seen.

Oracle $ORCL Free Cash Flow has plummeted to its lowest level in history 🚨🚨

The biggest lesson of the AI era: never get comfortable.

On June 2nd, IBM, $IBM, was up +13% for the year and trading at its highest level on record.

Today, just 42 days later, $IBM fell -25% posting its biggest daily decline since 1968.

The stock is now down -35% in 42 days erasing over -$100 billion in market cap.

AI is rapidly transforming the global economy.

Adapt or be left behind.

Hit me with the harshest reality truth.

“The hardest part of every journey is taking responsibility for where you are.”

#USTreasury is committed to disrupting and degrading Iran’s illicit financial activities, including its abuse of digital assets.  Today, Treasury’s Office of Foreign Assets Control sanctioned multiple wallets tied to the Central Bank of Iran, resulting in the freeze of over $130 million.

We will continue to aggressively follow the money and deny the Iranian regime access to the proceeds of its illicit revenue schemes.

The last great war was not decided by tanks or battleships. It was decided by attacks on the industrial systems, refineries, tankers....

🚨 NOW: Treasury Secretary Scott Bessent announces there is $1 TRILLION in confirmed gold at Fort Knox — the gold is still there

Q: Have you visited Fort Knox?

BESSENT: I am happy to say, all gold is present and accounted for! The US has the LARGEST pile of gold in the world, over $1 trillion. 🇺🇸

The US Treasury posted a $120 billion deficit in June, a sharp deterioration from a $27 billion surplus in June 2025.

This comes as government receipts dropped -$31 billion YoY, to $496 billion.

The decline was largely driven by a surge in tariff refund payments after the Supreme Court ruled the tariff increases illegal, resulting in a -$26 billion net decline in customs duty receipts.

At the same time, outlays surged +$117 billion YoY, to $616 billion.

In the first 9 months of FY2026, the US deficit rose +$29 billion YoY, to $1.37 trillion, the 3rd-highest deficit at this point in the fiscal year in history.

Over the same period, net interest expense rose +$78 billion YoY, to $827 billion, on track for the highest annual net interest expense on record.

The US deficit crisis is accelerating.

THE DOLLAR IS FAKE.

If the dollar's fake, what are we supposed to make of all those Monopoly games?

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