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$1.7 TRILLION of stock could hit the market next year. ✅ Goldman: $600 billion of new stock sold in 2027. $175 billion of it IPOs. ✅ Plus ~$1.7 trillion of locked-up shares that become tradable. ✅ The biggest jump in net stock supply since 2000, per Goldman. ➡️ 2000. Yep, that one. ➡️ Every dollar into a new IPO or raise is a dollar NOT buying the dip in what you own. ➡️ I've called it the AI money suck: ~$140b of raises in 10ish days. Hardware eats it first. 😇 the people who were highly leveraged ended up getting destroyed ✅ Paul Tudor Jones Tuesday: "I'll be short the whole year" in 2027. ✅ His reason: the most negative flow picture since 2002. ➡️ Are the bears right? 😇 Yeah, sure. In the future, but not now. ✅ Anthropic's IPO could land in November, per Reuters. Investors talk $1.5 to $2 trillion. ➡️ That's the next vacuum. OpenAI is the one after it. 😇 tech stocks do poorly with the exception of Apple because Apple doesn't raise capital ✅ $QQQ closed ~$710 Friday. 😇 I still have a belief that we go to 800 by the end of the year 😇 I'm buying the dip, but the volatility is going to "suck"