Kash
924 posts

Kash
@kashv100
journaling my day trades here
Not Financial Advice Katılım Aralık 2010
581 Takip Edilen305 Takipçiler

@PaperGainsInc thanks for teaching me how to trade bb i went short as soon as i woke up and made some $$$
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bro it’s not the jobs report.
It’s the IPO 💀
$75 BILLION. Biggest listing in history prices in days. You think that cash just appears??
Funds SELL what they hold to make room.
THAT’S your red.
172k jobs BEAT couldn’t lift us because it was never about the data
it’s not fundamentals.
it’s MECHANICS.
Apparently POTUS doesn’t even understand…. The same names people are panicking over are getting sold to fund the biggest debuts ever
Open your eyes
SpaceX
~$75B
Anthropic
~ $60B
OpenAI
~ $60B +
Today is a knee jerk reaction.
Things will get too cheap. Sooner than later. Things will go too far too fast.
Then cash that didn’t get an allocation will be redeployed

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$CBRS will soon join that list. And unfortunately, so will SpaceX. The latest wave of IPOs are bloated pigs dressed up as growth stories, with every rule stretched to create liquidity for insiders. Welcome to the Golden Age of Grift.
Josh Schafer@_JoshSchafer
Truist's Keith Lerner took a look at 30 major IPOs. The Year 1 max drawdown column stands out.
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