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AI investing is clearly splitting into two very different realities—and this week highlights both sides perfectly. On one hand, demand for SpaceX’s IPO has exploded, reportedly hitting $250B—almost 4x its $75B target. Pricing is set for June 11 at $135/share, implying a $1.75T valuation. At the same time, OpenAI has quietly filed for a potential $1T+ IPO in September, with Anthropic aiming for October. Three of the biggest AI players are lining up to go public in the same window. On the other hand, cracks are starting to show. A SemiAnalysis report flagged delays in Nvidia’s Co-Packaged Optics rollout, triggering sharp selloffs across optical and chip stocks: • AAOI -14% • Coherent -11% • Lumentum -8% • Marvell -15% • AMD -10% The Nasdaq dropped 3.5%, wiping out roughly $2T in market value in a single session. There’s also a crypto layer here. SpaceX revealed it holds 8,285 BTC on its balance sheet—meaning its IPO indirectly brings Bitcoin exposure into traditional markets. But at the same time, these massive IPOs are pulling liquidity away from crypto. Combined, SpaceX, OpenAI, and Anthropic could absorb over $240B this year, and BTC has already slipped below $60K as capital rotates. Primary markets are pricing in a flawless AI future. Secondary markets are starting to question the timeline. If you had to choose just one allocation—SpaceX, OpenAI, or Anthropic—which are you backing? #HumanityPrivKeyBreach #NoviceGrowthCamp #USGovAIEquity