Key insights
- The author speculates that major tech investors, backing companies like SpaceX, Anthropic, and OpenAI, may push for their IPOs during the current market highs to secure favorable exit liquidity. This suggests a potential near-term bullish sentiment driven by the need for these large exits, but also implies a possible market downturn once these IPOs are completed and investors seek to liquidate.
I’ve been lately thinking and from my experience in the past that stood out, there were countless tech IPOs just before the market tanked. Given how influential these folks are who invest in big tech, they want their money back and will do whatever they can to make sure market stays ATH for sweet exit liquidity conditions
Market is another ATH and for IPOs to make the most money, right now are the ideal conditions. For example, you will never see IPO to happen of big names when market is really down.
So, you guys can see where I’m getting at, does this mean it’s not a bad time to yolo money in and good way to exit which I will not say, timing the market but can really be timing the market is once all three companies have IPOed and made ridiculous money from the market is when to liquidate your portfolios and see what the big dogs do afterwards.
I’m sure as well these investor will sell their shares with fat profit and look for new areas to put their money.
Or I’m looking over certain aspects and totally wrong. With oil crisis looming, it’s basically race against time to get these companies to IPO and GTFO