Galaxy Digital CEO Mike Novogratz stated SpaceX's market debut is the biggest initial public offering ever, potentially raising $75 billion if the greenshoe option is triggered, compared to roughly $25 billion for Saudi Aramco and other past giants. Speaking on All Things Market with SkyBridge

Arthur Hayes, former BitMEX chief, adopted a defensive stance on crypto markets in a recent interview, warning that an AI bubble is draining the liquidity Bitcoin needs to push higher. Hayes argued that capital has been rerouted away from digital assets toward artificial intelligence companies

BitMEX co-founder Arthur Hayes published a “Reality Test” blog post on June 9, confirming that the Maelstrom Fund has fully exited HYPE, NEAR, WLD, and ZEC, while continuing to hold Bitcoin and Ethereum. He also said he will set up long positions in energy stocks that are listed in the United States and short positions in AI stocks. Hayes warned in the piece that an AI bubble will hit the crypto market. Hayes’s Three AI Bubble Triggers: Confirmed Argument Points Based on the publicly available c

Bill Ackman, founder and CEO of Pershing Square Capital Management, said on June 3 on the “All In” podcast that the current market is replaying the investment psychology of the 2000 internet bubble. Funds are concentrating and flowing into hot sectors such as chips, semiconductors, and energy. He also opened new positions in February when Microsoft’s stock price fell after the release of its earnings, and said that Microsoft is one of the winners in the AI era. Ackman’s Confirmed Positioning and

NVIDIA CEO Jensen Huang, SoftBank CEO Masayoshi Son, and Amazon founder Jeff Bezos publicly commented around June 1 on the nature and scale of current AI investment. The three perspectives differ in their frameworks; meanwhile, Amazon reportedly issued an internal warning to employees, asking them to stop using AI for menial tasks. The estimated token-burning cost from the previous month was about $500 million. This year, AI-related capital inflows have reached about $380 billion. Three executiv

The S&P 500 hit 11 record closing highs in May, accounting for about half of all trading days in the month. Since the start of the year, it is up about 11%. Goldman Sachs and Morgan Stanley have recently raised their annual targets. Federated Hermes’ global equities deputy chief investment officer Steve Chiavarone said: “We don’t think we’re in a bubble. Based on historical data, long-term bull markets typically last 20 years.” Confirmed Market Data Gains in AI-related stocks were especially sig

The Wall Street Journal reported on May 26 that OpenAI plans to secretly file IPO paperwork within the coming weeks, aiming to complete the listing in September, with a target valuation of $1 trillion. BofA’s chief investment strategist Michael Hartnett confirmed that after SpaceXAI, Anthropic, and OpenAI complete their IPOs, the concentration of tech stocks in the S&P 500 index will reach 48%. 路透社與 WSJ 確認的 IPO 計畫細節 多份行業報告確認，高盛（Goldman Sachs）和摩根士丹利（Morgan Stanley）已在為 OpenAI 的 IPO 草案提供顧問服務。PitchB

NBA player Tristan Thompson disclosed in a podcast interview on May 15 with Market Bubble that he had invested in the AI company Anthropic early on. According to Thompson, the investment stemmed from his exposure to the tech startup circle during NBA-related dinners in Silicon Valley, where a Silicon Valley friend introduced him; after deep conversations, he decided to bet on the AI track. Confirmed Details of the Investment in Anthropic: From NBA Dinners to SPV Mode Investment Cause (Confirmed)

According to Investopedia, in a report dated May 12, investors Michael Burry, who is known for predicting the 2008 real estate market crash, published multiple posts on Substack over the weekend, saying that the recent rally in AI-related stocks “feels like the last few months of the 1999-2000 bubble,” and advising to “trim positions in stocks that are rising in a parabolic way.” Burry’s specific warnings and action recommendations According to Investopedia’s report, in his Substack article on S

The protagonist of the movie 《The Big Short》, the character prototype Michael Burry, has once again issued a stern warning about the stock market’s AI boom. He believes the current rally in tech stocks driven by artificial intelligence (AI) has pushed the market into an extremely dangerous speculative bubble, even highly similar to the period right before the dot-com bubble burst in 2000. Burry urged investors to “refuse greed,” reduce their holdings as much as possible, and increase their cash