Everyone is wondering about how the market is moving rn. Energy prices are through the roof, the consumer is in bad shape and job numbers do not look great either, especially with AI related job insecurities around the corner. The fact that the US is fighting an actual hot war doesn't seem to matter much. So I am wondering whether pumping the market hard for an IPO window (SpaceX, Anthropic, OpenAi, etc.) is what we are seeing and potentially straight into a recession after given the hawkish fed signals. What is everyones timeline for the next months?
Pumping until the midterms or until the SpaceX IPO?
byu/makybo91 instocks
Posted by makybo91
7 Comments
buying alphabet till i die
McDonald us market came in short, ppl can’t afford McD anymore lol. Capex is o e hella of a drug lmao
Market feels more liquidity-driven than fundamentals-driven rn.
War, energy, weak consumer data… normally that would hurt sentiment way more. But if liquidity keeps flowing and AI hype stays alive, markets can stay irrational for a while.
Don’t think it’s some giant IPO conspiracy tbh, but companies definitely prefer launching IPOs into euphoric markets, not recessions. Biggest risk is probably liquidity rolling over while valuations are already stretched.
Its still very early for the first daily SpaceX post. BLOCK.
Honestly it is fake it will pump till spaceX ipo. They need liquidity BEFORE the ipo because they will be forced to buy spaceX as gets insta included in index due to new regulation… So expect a -3% anyday this week or next. Local top is in. Then pump might resume till ipo. And let’s see what will happend
Prob first day we see a sell off is space x.. butt.. it will have one more top before sept. Thats my guess
I will stick with “sell in May and go away”. We have had too many months of ATHs, for me it’s a signal to be in cash and wait for a real opportunity.