#AISuperIPOSeason

The AI IPO wave just turned into a flood. Three of the most valuable private companies in the world filed S-1s within weeks of each other. The combined fundraising targets could exceed $200B before Q3 ends. Nothing in market history comes close. Here's what's in motion: · OpenAI: S-1 filed in May, Q4 listing target, $852B valuation. Revenue at $25B+ annualized. ChatGPT crossed 1B monthly users in May, fastest app in history to hit that mark. Still losing $1.22 per $1 earned, $14B in projected operating losses this year. Markets are pricing it toward $1 trillion anyway. · Anthropic: S-1 filed June 1, IPO targeting October 23, valuation at $965B after a $65B Series H. Expected raise exceeds $60B, which would make it the largest IPO in history, surpassing Saudi Aramco's $29.4B in 2019. · SpaceX: raising $75B at a $1.75T valuation. Orders hit $150B before books closed. Prices June 11, begins trading Nasdaq June 12. Musk's pay package worth up to $1.1T, tied to a $7.5T market cap and a Mars colony. · Cerebras: IPO'd at $185, opened at $350, surged 68% day one. Demand 20x oversubscribed. Market cap hit nearly $70B. Largest IPO of 2026 so far. · Perplexity: valued at $20B, $500M annualized revenue. CEO confirmed 2028 IPO plan unchanged, calling SpaceX's debut a bellwether for what's ahead. That's five AI companies stacking up for public markets, with three moving this quarter alone. Arthur Hayes isn't celebrating. He published a public warning that this wave of mega-IPOs will absorb so much capital that the broader market stalls and crypto takes the hit first. Every dollar flowing into an OpenAI or Anthropic IPO is a dollar not sitting in BTC or ETH. If all three land before October, the liquidity math gets uncomfortable fast. Do you think the AI IPO wave will pull capital away from crypto, or is there enough money in the market for both to run? #AISuperIPOSeason

#AISuperIPOSeason THE AI IPO ERA HAS OFFICIALLY BEGUN Something much bigger than crypto may be unfolding right now. A wave of AI giants is preparing to enter public markets, and the implications could reach far beyond Wall Street. OpenAI has reportedly filed a confidential S-1 draft with the SEC. SpaceX just delivered one of the most anticipated IPOs in modern history, attracting demand more than 2x larger than available shares. Meanwhile: - Cerebras exploded 68% on its debut and gained another 18%+ days later. - Perplexity continues targeting a 2028 IPO. - Anthropic and OpenAI are increasingly viewed as the next mega-listings. This isn't just a technology story anymore. It's becoming a liquidity story. Investors are chasing AI. Capital is concentrating into a handful of dominant names. Public markets are preparing for the largest wave of AI listings ever seen. And then there's Elon Musk. Through SpaceX's structure, Musk controls 1.3 billion super-voting shares. Future compensation packages could reach $1.1 trillion if ambitious valuation and Mars-colony milestones are achieved. Numbers that would have sounded absurd only a few years ago are now being discussed seriously. But not everyone is celebrating. Arthur Hayes warns that these mega-IPOs could become liquidity vacuums. Capital may be pulled out of risk assets to chase AI exposure. A speculative AI bubble could eventually burst and spill over into crypto markets. The irony is fascinating. The same AI revolution that helped fuel risk appetite across markets... May ultimately become the force that drains liquidity from everything else. The question is no longer whether AI will dominate markets. The question is: Will AI become the next great wealth creation cycle... Or the next great bubble? Because history has a habit of turning the most exciting narratives into the most crowded trades. And right now, AI is rapidly becoming the biggest narrative on Earth. $BTC $ETH $WLD

🚀 #AISuperIPOSeason The AI race is entering a new phase. Not a model race. Not a compute race. An IPO race. With Anthropic moving toward public markets and growing speculation around other frontier AI firms, Wall Street may be approaching the largest wave of AI listings in history. The significance goes far beyond fundraising. For the first time, public investors may gain direct exposure to companies building the foundation of the AI economy. The bull case is obvious: 🧠 Explosive enterprise adoption ⚡ Growing demand for compute 📈 Massive productivity gains The challenge is valuation. AI companies are increasingly being priced not on current earnings but on future economic transformation. That's a dangerous game. History shows that revolutionary technologies often change the world while simultaneously disappointing investors who overpay for growth. The internet changed everything. Many early internet stocks didn't survive. The next decade may belong to AI. But the biggest winners won't necessarily be the most famous companies. They'll be the ones that convert innovation into sustainable cash flow. The AI revolution is real. Now the market must decide what it's worth. $WLD $AI $IP

#AISuperIPOSeason 🚀 The AI IPO Wave Is Starting to Reshape Markets A major shift may be taking place—one that extends far beyond crypto. Several of the world's most influential AI companies are moving closer to public listings, setting the stage for what could become one of the largest capital-attraction events in recent market history. Reports suggest OpenAI has confidentially submitted draft IPO paperwork to regulators. At the same time, SpaceX's public market debut generated extraordinary demand, with investor interest reportedly far exceeding the available share allocation. Across the sector, momentum continues to build: • Cerebras surged sharply after listing, followed by additional gains in the days that followed. • Perplexity remains on a path toward a potential future IPO. • Anthropic and OpenAI are increasingly being viewed as future blockbuster listings. This is no longer just a story about innovation. It's becoming a story about where capital flows. Money is chasing AI. Investor attention is becoming increasingly concentrated. Public markets are preparing for a new generation of high-profile technology offerings. Then there's Elon Musk. Through his control structure in SpaceX, Musk maintains significant voting power, while future incentive packages tied to ambitious growth targets have sparked discussions around valuations that would have seemed unimaginable just a few years ago. The scale of these projections highlights how aggressively markets are pricing the future of AI and advanced technology. Yet concerns are beginning to emerge. Arthur Hayes has cautioned that large AI IPOs could absorb substantial liquidity from other sectors. As investors seek exposure to leading AI companies, capital may rotate away from alternative risk assets—including parts of the crypto market. If enthusiasm becomes excessive, today's AI boom could eventually face the same challenges that have accompanied past market manias. That's what makes this moment so interesting. The technology driving excitement across financial markets could also become

#SpaceXMuskControl SpaceX Goes Public. Shareholders Don't Go With It. SpaceX's IPO hit $150B+ in investor demand, priced at $135/share at a $1.77 trillion valuation. The business case is hard to argue with. The governance structure is harder to ignore. Musk holds Class B supervoting shares giving him 82.4% voting control post-IPO. Class B holders elect 51% of the board for as long as any Class B stock exists. SpaceX filed as a "controlled company," so the protections that apply to most large public companies simply don't apply here. Then there's the comp package. Musk can earn up to 1.3 billion additional Class B shares, potentially worth $1T+, by hitting 15 market cap milestones up to $7.5T, and establishing a million-person Mars colony. That's not a pay plan in any traditional sense. It's a civilisational mission with a stock component. NYC and NY State comptrollers, plus CalPERS, already sent a public letter flagging the concerns. Their point: retail investors are funding a mission they have almost no say over. My take: the demand is real, the moat is real, but this is a genuinely new category of public company. Worth understanding what you're actually buying into. What does "shareholder" actually mean in a company structured like this? Share your thoughts in the comments 👇 $SPCX $BTC $NVDA

#SpaceXMuskControl is putting corporate governance under the spotlight. SpaceX reportedly attracted $150B in IPO demand, double its fundraising target. At the center of the debate is Elon Musk’s control: 1.3B supervoting shares worth roughly $175B, with potential compensation exceeding $1T if ambitious milestones are achieved. Supporters argue concentrated control is exactly what enabled SpaceX to revolutionize spaceflight and pursue long-term goals like Mars colonization. Critics counter that ordinary shareholders would have limited influence, raising concerns about accountability and investor protections. The question isn’t whether SpaceX is innovative. It’s whether investors are willing to trade governance rights for exposure to one of the most ambitious growth stories ever created. Would you buy SpaceX shares under this structure? #SpaceXMuskControl $SPACE @OKX Orbit @OKX Orbit

🚨 The man who predicted the 2008 financial crisis just called out the SpaceX IPO and his AI short position is now over $1 billion. Michael Burry looked at SpaceX's S-1 filing and had a simple verdict. "Nothing in SpaceX's S-1 suggests it is worth $1 trillion, let alone $2 trillion. Any move up will be on hype." For context, SpaceX is listing at a $1.75 to $2 trillion valuation next week. Burry is saying publicly that the numbers in the filing do not support that price. The valuation is narrative, not fundamentals. And Burry has been putting serious money behind his AI skepticism since 2025. He currently holds a $912 million short on Palantir and a $187 million short on Nvidia. Combined that is over $1.1 billion betting against the AI trade. Burry was wrong on timing before. He called the market a sell in 2023 and it went up 130% before coming back down. He has been early on multiple calls. But in 2008, when everyone thought he was wrong, he was right. And the AI trade at current valuations has some uncomfortable parallels to the mortgage market he identified back then. Whether he is early again or right on time, the positioning is worth paying attention to. Not financial advice, just what the data is showing. #SpaceXIPOGoesRetail $SPCX

🚀 SpaceX Targets $135 Per Share in Historic IPO Move According to reports, $SPACEX is preparing one of the largest IPOs in financial history, with plans to offer approximately 555.6 million shares at a target price of $135 per share. If completed at that valuation, the offering could raise nearly $75 billion, placing SpaceX’s valuation around $1.75 trillion and making it one of the most valuable companies on the planet. But the bigger story isn’t the IPO itself. It’s what the market is saying about the future. Investors are no longer valuing SpaceX as just a rocket company. They are pricing: 🛰️ Satellite internet through Starlink 🚀 Space transportation 🌎 Global communications infrastructure 🤖 AI-enabled aerospace systems 🌕 Future lunar and deep-space economies A $1.75 trillion valuation would place SpaceX alongside the world’s largest technology giants, including names like $NVDA , $MSFT , $AAPL and $AMZN. The most interesting signal? The market appears willing to assign a premium usually reserved for dominant AI companies to a business built around space infrastructure. That suggests investors increasingly view space as the next multi-trillion-dollar growth industry. 📊 Market Take: The Space Economy narrative is accelerating. Watch closely: $SPACEX , $ASTS , $LUNR , $RDW , $RKLB , $PLTR Because if SpaceX successfully prices at these levels, it could trigger a major revaluation across the entire space ecosystem. ⚠️ Personal analysis only. DYOR #SpaceXIPONextWeek

SpaceX recently completed another tender offer at $185/share — its sixth in three years — allowing employees and early investors to cash out while the company stays private. But each round dilutes existing shareholders, including those holding SpaceX for its bitcoin treasury thesis. BTC is at $70.6K right now. SpaceX holds ~8,285 BTC, but as share count grows, the BTC-per-share drops. It's a subtle risk most people aren't pricing in when they talk about corporate bitcoin adoption — the unit economics can erode even as the headline BTC number stays flat. Does SpaceX's private structure make its bitcoin hoard more or less compelling as an investment angle? Just sharing my thoughts. Not financial advice. DYOR. #SpaceXDilutionRisk #OKXOrbit