Subscribe on our website www.gmgresearch.com to read the full article.REMEMBER, all of these names you see online is just beta exposure. Allocate wisely because return ALWAYS wants its risk payment. We called the bottom on March 30th so there is no need to chase.Equal weighted S&P and Small Caps hitting new highs = Breath is expandingSpace is the place. SpaceX looking to go public on June 12th. The Gallium nitride and silicon carbide (800V) trade is playing out.In a world of AI, we will see a HIGH GDP growth / very high unemployment environment.OpenAI’s investors watched Anthropic lap them in valuation in months. That changes the IPO from a victory lap into a liquidity event. OpenAI might push IPO back to 2027. Need to be VERY careful when these huge IPOs happen. A lot of equity coming onto the market during the unlock period. 5-6% of market cap. Look at their unlock schedule when published. On April 2024: “DELL GOING HIGHER. Jensen Huang said, “Everybody who is building these chatbots and generative AI, when you’re ready to run it, you’re going to need an AI factory, Nobody is better at building end-to-end systems of very large scale for the enterprise than Dell.”Return always wants its risk payment. Not Investment Advice, only entertainment.Contributor posts published on Zero Hedge do not necessarily represent the views and opinions of Zero Hedge, and are not selected, edited or screened by Zero Hedge editors.Loading...