Options Master 🇺🇸 retweeted
Remember the bears that were predicting $250 and leaving hateful replies? Where are they at now? None of them will have enough balls to admit they were wrong $TSLA
Options Master 🇺🇸 retweeted
ANTHROPIC JUST PUBLISHED ITS S-1 FOR A U.S. IPO
Here's everything you need to know:
The Listing:
• Nasdaq Global Select Market, ticker $ANT
• Leads: Goldman Sachs, Morgan Stanley, J.P. Morgan
• Price range and share count: not disclosed yet
The Growth:
• H1'26 revenue: $16.3B vs. $1.16B in H1'25
• 2025 revenue: $4.59B vs. $386M in 2024
• $100K+ customers: 11,900+ vs. 950+ a year ago
• $1M+ customers: 1,900+
• $10M+ customers: ~250
• Consumption-based: $13.1B, 80% of H1 revenue
• Subscriptions: $3.2B, 20% of H1 revenue
The Losses:
• H1'26 operating loss: $693M vs. $2.14B
• H1'26 net loss: $80.7B
• $72.4B fair-value charge on convertible notes
• That charge tracks its rising valuation
• 2025 included a $1.5B Bartz copyright settlement
The Compute Bill:
• H1'26 compute & infrastructure: $8.9B
• Google: at least $114.5B through July 2033
• Amazon: at least $110.0B through April 2036
• Microsoft: at least $44.9B through May 2033
• ~$265.6B in total minimum commitments
• Owed regardless of actual usage
The Cash:
• $131.7B in cash & short-term investments
• Up to $77B more in note facilities:
- Google: $20B
- Amazon: $15B
- Broadcom: $42B
Who Controls It:
• Public benefit corporation
• Class F (Founder LLC): 50.1% of the vote
• Members: Dario & Daniela Amodei + 5 co-founders
• Long-Term Benefit Trust picks board majority
• Class A: 1 vote per share
• Class N (strategic partners): no vote
• Ownership caps: Amazon 12%, Google 14.99%
• 5% of shares to Anthropic Public Benefit Fund
The Risks They Flagged:
• Warns advanced AI could pose
"catastrophic or existential risks to humanity"
• Training-data copyright suits could hurt it
The Team:
• ~5,300 employees as of Sept. 30
Use of proceeds: compute, hiring, general purposes
Options Master 🇺🇸 retweeted
$SPCX SIGNS BINDING COMMITMENT FOR $40 BILLION GPU FINANCING DEAL WITH APOLLO
SpaceX has entered into a binding commitment letter with an Apollo Global Management-managed entity to finance GPU pods and related data center equipment.
Under the proposed agreement, Apollo's entity would acquire the equipment and lease it to SpaceX, with approximately $40 billion in aggregate principal payments over lease terms of five to 5.25 years.
The deal is expected to close before year-end, with GPU deliveries and lease payments beginning in the first half of 2027.
The $40 billion figure excludes interest and other costs, with the final financing rate still to be determined.
Options Master 🇺🇸 retweeted
Brazil ETF -25%
🚨🇧🇷 URGENTE: Lo que ACABA de pasar en Brasil es INSANO, primero Lula pide extensión de votaciones por dos horas más, su amigo y abogado (hoy Supremo Tribunal Federal) lo acepta, Bolsonaro estaba ganando cuando estaban en 50% de votos contados, en menos de media hora, Lula superó a Bolsonaro por más de 3 millones y con un conteo de más de 80% de votos, eso es imposible. Lo que acaba de pasar en Brasil es uno de los robos más nauseabundos en una democracia
Options Master 🇺🇸 retweeted
Replying to @Seniorstrategen @eliant_capital
At a minimum, I just ask that the good people don't short sell into the latest hole of death and destruction...
Options Master 🇺🇸 retweeted
U.S. DEPARTMENT OF ENERGY: ANNOUNCES AUTHORIZATION OF EMERGENCY EXCHANGE OF UP TO 400,000 BARRELS OF CRUDE OIL FROM SPR TO ADDRESS CRUDE OIL SUPPLY DISRUPTION AFFECTING PHILLIPS 66 LAKE CHARLES REFINERY IN LOUISIANA
Options Master 🇺🇸 retweeted
👀 $TSLA is still flying as net calls now lead puts by $14M+.
That crossover of calls on puts this morning was pivotal.
Options Master 🇺🇸 retweeted
JUST IN: JPMorgan more than doubles its SpaceX price target from $240 to $500, projecting a massive +209% upside after the company crushes earnings.
Today's LVLS — Tue, Oct 20
4 of the 38 charts posted to LVLS Members today:
NQ · ES · SPY · QQQ
Charts + levels in this thread 👇
Educational, not financial advice. Full board → getlvls.com/?utm_source=x&ut…
Options Master 🇺🇸 retweeted
Great start to the week 😼
TSLA 365C: the @itsCblast Challenge trade, +97%. AMZN 260C: a Discovery trade Fntasy called out in the @TradeEchoApp Discord, +340%. AAPL 340P: another Discovery trade came through and I took it, +120%. Not financial advice.
Options Master 🇺🇸 retweeted
$SPX
Pinned to the 50dma.
Pinned to 7,700.
Zero weakness to be found (at the index level). Less than 2% away from ATH’s.
The Maggy 7’s doing what they do best…
Carrying the boatload.
Options Master 🇺🇸 retweeted
Someone keeps buying $SPY puts into this gap-up...
$4M+ of Nov 20 730 & 732 puts in under 20 minutes
SPY is trading at 768 right now
Options Master 🇺🇸 retweeted
$TSLA has the most BULLISH flow so far today

































