LUST retweetledi
🚨 SOMETHING VERY STRANGE IS HAPPENING
The stock market keeps pushing to new all-time highs.
But nobody is paying attention to what’s actually happening.
OpenAI and Anthropic are now worth $2.7T.
That’s 7.2% of the entire Nasdaq.
Without being public companies.
Without proven profits at scale.
And investors are still bidding them higher.
Numbers don’t lie:
- $400B burned per year
- $50B in actual revenue
Here’s how the bubble feeds itself:
- Big players fund each other
- Partnerships create paper revenue
- Money circulates inside the same system
We’ve seen this before.
2000:
- Companies with no profits
- Massive valuations
- Narratives driving everything
Then reality hit. Nasdaq collapsed 80%.
Now we’re watching the same cycle again.
Only this time, it’s private AI companies.
Less transparency. Bigger valuations. Same ending.
For the record, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October.
If you missed those calls, don’t worry. I’ll call the next one too.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
Kalshi@Kalshi
JUST IN: OpenAI reportedly plans to file for IPO in "coming days or weeks"
English
