Sell NVDA by Sep 13, 2026.

Positions: 100% SGOV. Popcorn in hand. See you in Valhalla. SpaceX IPO: There literally isn't enough volume/money to get all the float of this company at this ridiculous valuation even if they liquidate and rotate their portfolios (btw which will lead to automated sell offs). OpenAI and Anthropic won't even get to ring the NYSE bell. Anthropic will survive tho openAI will be unable to raise further and do down rounds. So they're trapped. Nvidia's valuation will absolutely tank once …