3 numbers that mattered this week. Number two: 27%. Hyperscalers report this week. Are chips a buy here? Semis 27% off the high, sitting on the 200-day. Philip Deloughery on EP142: "i think it's a wait and see." General info only, not advice.

Should I buy the Anthropic IPO? 3 things to weigh: 1. Price: US$1.5-2tn valuations floated, ~22-30x revenue 2. Bills: ~US$417bn in compute obligations (per CNBC) 3. Supply: insiders can sell from day one, staggered lock-ups after Full checklist in the reply. #Anthropic #IPO General information only, not personal advice. Not a recommendation to buy or sell.

Alphabet and Microsoft report Tuesday US time. Meta is Wednesday, Apple and Amazon Thursday. Four days, the biggest names in the US index. Know which ones you actually own before the prints hit. General info only, not advice.

Should I buy the Anthropic IPO? The Claude maker filed its S-1 on Monday for a Nasdaq listing as ANT. No price range yet. H1 revenue: US$16.3bn, up ~1,300% (per CNBC). H1 net loss: US$80.7bn, mostly non-cash. Strong growth isn't the same as a good entry price. What to consider in the reply. #Anthropic #IPO #AI General information only, not personal advice. Not a recommendation to buy or sell.

Strategic importance alone doesn't pay shareholders. Lithium: long runway, but mines can still out-produce demand for two years. Rare earths: back profitable processing. Lynas is on the research list. Uranium: Cameco warrants research. Copper: BHP still favoured. Mark's latest for @livewiremarkets. Article and more in the reply. #ASX #RareEarths #Uranium General information only, not personal advice.

Megacap week. Tue (US): Alphabet, Microsoft, Coca-Cola, Boeing Wed (US): Meta, T-Mobile Thu (US): Apple, Amazon, Eli Lilly, Uber Fri (US): Chevron US dates. The biggest names in the index, in four days. General info only, not advice.

3 numbers that mattered this week. Number one: zero. Is everybody against data centres now? Lane Cove (a Goodman Group project, the panel pointed out) and Footscray (built, but "they couldn't get the power"). First up on Bulls vs Bears EP142. General info only, not advice.

Gold doesn't need an AI story. IMF: global public debt near 94% of output in 2025, heading to 100% by 2029. Central banks bought an estimated 863t of gold in 2025. The Silver Institute still sees a 46.3m oz silver deficit in 2026. Mark's latest for @livewiremarkets. Article and more in the reply. #Gold #Silver #CriticalMinerals General information only, not personal advice.

Four bears and no bulls. Is that the signal to be nervous, or to get ready? Whole panel bearish on EP142. Mark Gardner: "So I'm back, baby. It's my bears." JT: liquidity leaving Kai: no panic yet Philip: hyperscalers report Mark: Meta beat "and it just got smashed" Which way are you leaning? General info only, not advice.

Everybody hates data centres. So what happens to the AI trade if they don't get built? Texas power bills up to 2.5x, about $130b of projects stopped globally, NEXTDC smashed. We bust the myths and ask why chip makers on tiny PEs still get sold. EP142 Everybody Hates Datacenters is live. General info only, not advice.