Michael Burry - the investor who famously predicted the 2008 mortgage crisis - is warning about a potential liquidity crunch in the U.S. market amid an expected wave of mega-IPOs 👀
The focus is on possible listings from SpaceX, OpenAI, and Anthropic, whose combined market valuations could approach $5 trillion.
Adjusted for today’s dollars, that would rival the total value of U.S. IPOs over multiple decades.
👉 The issue is that the market is already overheated by AI-driven euphoria, while excess liquidity is becoming increasingly limited.
Funds and institutional investors may be forced to aggressively reallocate capital toward these new “star” IPOs by selling existing positions. Tech stocks appear especially vulnerable, as many are already trading at extreme valuations.
For retail investors, this could be a particularly dangerous moment.
In a potential liquidity shortage scenario, even minor panic could sharply increase volatility and trigger a chain sell-off.
So I continuing shorting those tech stocks 👇
