Daytrader not a Professional, do not take my posts as financial advice. I play short term options for large % gains. I swing Big.
Louisville, Kentucky
Joined April 2009
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The AI Trade!
ANTHROPIC FILES FOR NASDAQ IPO, REVEALS $80.7 BILLION LOSS
Anthropic has filed for a Nasdaq IPO under the proposed ticker $ANT, with Goldman Sachs and Morgan Stanley leading the offering.
First-half 2026 revenue surged to $16.3B from $1.2B a year earlier, but the company reported a staggering $80.7B net loss.
Anthropic lost $80 Billion but there is no Bubble?
GL!
Anthropic $2T IPO coming at the worst time?
Leaked S-1:
• H1 rev $16.3B, loss $80.7B • $2T valuation target
• Public filing expected this week (Oct 24-31)
For AI:
• Bull case: $2T proves AI demand real -> $CRWV $NVDA bounce
• Bear case: $80B loss + 2 customers = 25% rev -> AI bubble proof
With Nasdaq worst week since June and $BZ=F at $115, will investors still buy $2T AI story? Thoughts? $CRWV $NVDA
Trump has got to go!!!
U.S. Energy Execs Say They Quit Startup Over Undisclosed Russian Funding - WSJ
ooc.bz/l/118479
MWM retweeted
No hay señales que la IA esté mejorando la economía de ninguna empresa del S&P 500, según un reporte.
Excepto de 7: Apple, Google, Microsoft, Amazon, Meta, NVIDIA y Tesla. ¿Y qué pasa con las demás?
El revenue por trabajador, margen de beneficios y mejora de la productividad está plano, según un estudio de Apollo.
Tengo bastantes lecturas de esto. Primero, que hacer cosas muy rápido no significa monetizar más.
Eso lo veo todos los días, la gente crea muchas cosas, pero pocas realmente con impacto real.
Luego, que también hay muchas empresas que el cambio tecnológico todavía ni se ha asomado por ahí.
¿Cómo ves estos datos? ¿Cómo lo llevan en tu empresa?
El reporte de Apollo es este: apollo.com/insights-news/ins…
ALT Gráfico titulado Revenue per worker moving up for tech but not for the rest of the economy. Compara el ingreso por empleado de Magnificent 7, en verde, y S&P 493, en gris, entre 2019 y 2026; la línea verde sube con fuerza y la gris se mantiene casi estable. Ambas escalas están ajustadas por inflación.
MWM retweeted
The damage Elon has done to SpaceX with his actions and tweets about Starlink & Starshield is massive.
The board should step in.
MWM retweeted
$META announced plans to raise approximately $35 billion through two offerings:
> $22.5B in Class A common stock through forward sale agreements.
> $12.5B in depositary shares representing mandatory convertible preferred stock.
Interestingly, NVIDIA, AMD and Broadcom have expressed nonbinding interest in purchasing up to $5 billion of Meta shares combined.
Meta is also planning a potential $60 billion offering program for its new nonvoting Class C shares starting in Q1 2027.
Together, the plans could provide approximately $95 billion in equity financing capacity as Meta prepares to spend $135B to $145B on capital expenditures in 2026.
MWM retweeted
Ken Paxton got $158M from ONE man. Talarico got 97% of his money from donations under $100.
This isn't an election—it's an auction. Elon Musk isn't buying a senator; he's buying the referee who regulates his rockets.
Texas isn't for sale. Nov. 3, we prove it. 💰
