Jerry Capital retweeted
Had Home Alone (1990) on tonight
They get 10 pizzas delivered for $122.50
I can get 10 pizzas 🍕 delivered from Domino's today, 36yrs later, for almost the same price, £93.40 ($124.60)
What inflation?
Jerry Capital retweeted
$NFLX down to 17x 2027 PE as short form video and youtube take time share.
Jerry Capital retweeted
I wonder if the the buyback tax as a revenue source is running a little dry nowadays?
Jerry Capital retweeted
Meta's FRL segment lost >$90 billion over the past six years $META
Jerry Capital retweeted
$ANT - LEVERAGED ANTHROPIC ETFS FILED AHEAD OF IPO
Anthropic could see leveraged ETFs launch shortly after its Nasdaq debut.
🔸 $ANTT: 2x Long Anthropic ETF
🔸 $ANTZ: 2x Short Anthropic ETF
Both products aim to deliver twice the daily performance, in opposite directions.
The key takeaway: Traders are preparing for significant volatility around Anthropic's IPO. These ETFs are designed for short-term trading, not long-term holding.
Jerry Capital retweeted
Will the Anthropic $ANT IPO crash the entire market? Would be poetic tbh
Jerry Capital retweeted
I want to hate on Anthropic, but that S-1 is incredible.
Is it actually cash flow positive?
Not really, but close.
Is the governance fair?
No. You should vomit on it. Reject it with every bone in your body.
Do I trust them?
No.
THAT SAID, what an unbelievable business.
Jerry Capital retweeted
Replying to @negligible_cap
We are doing stock sales while we lock down 50.1% of the vote in perpetuity.
Jerry Capital retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Jerry Capital retweeted
In Cyberpunk AI becomes so powerful the Internet has to be ran on local networks cause the rogue AI’s mutated into dangerous entities so humanity has to trap them within The Blackwall.
Which is a AI barrier that protects our world from the old network. I guarantee you this will be the plot of the next game.
Seems like that’s where we’re headed tbh in real life too
Jerry Capital retweeted
Holy smokes. Brazilian equities have lost a quarter of their value, small caps a third. $EWZS $EWZ $NU
I don’t think the election materially impairs the earnings power or capital stewardship at $NU
It does expose US investors to a higher risk of currency loss, which is probably priced in with tonight’s 10% loss to the real, 13% loss on Nu shares
Will consider a position this week










































