Short dot.com stocks (55% return), short subprime mortgages (Massive return), long Gamestop 2019, short ARKK 2021, The shorts on Palantir and NVDA are probably still running (PLTR 25% in profit, NVDA 20% loss).

Neither Anthropic, Open AI nor SpaceX in its current form is a good candidate for an IPO at valuations that all but guarantee hundreds of billions of dollars in "passive capital" aka pension funds and ETFs will have to buy in.

SpaceX might have been a candidate on its own core business (aka: launching spacecraft and Starlink), but ever since the weird side deals with all of the other companies in the Muskverse (Twitter, xAI, Tesla) it is far too contaminated.

Sooner or later the AI bubble will burst - and assuming that the pension funds and ETFs buy in as projected, they stand to lose a lot of money that will make Covid's first lockdown + dotcom + 2007 Lehman combined look pale.