Global equities strategist. Daily charts, earnings and the week ahead, from Strategitz, my AI research system reading 200+ sources.
Miami, FL
Joined June 2010
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Strategitz retweeted
Preços de aluguel de GPUs.
Uma produção para ver se o mercado de AI está desacelerando são os novos índices de preços de aluguéis de GPUs. O índice para o modelo B200 atingiu um novo recorde de US$ 6,97, enquanto o H100 chegou a um novo patamar máximo de US$ 3,06. Os modelos B300 (US$ 7,68), H200 (US$ 3,48) e A100 (US$ 1,59) mantiveram-se estáveis, mas permanecem próximos de suas máximas históricas, com potencial para seguir a mesma tendência.
The whole IPO is one bet.
At $78, if the market pays 10x revenue in year 5 (what Microsoft and Alphabet get today), Anthropic needs ~$199bn of revenue.
At 15x, ~$133bn.
Run-rate today: ~$81bn.
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Special Report: Anthropic, What You Have to Believe at $1.4 Trillion (section 1 free):
strategitz.substack.com/p/sp…
Disclosure: I hold no Anthropic shares and may buy in or after the offering.
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Voters punished Republicans for failing to clean up the mess Democrats made… by electing more Democrats!
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"There were 40 referendums on the ballot on Tuesday on data centers. 38 of them went against the industry." Daniel Clifton, The Compound and Friends, 22:26. #1 in this week's top 10 podcasts.
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Chips bounced — $AMD +11%, $INTC +8% — after semis valuations fell to their lowest in years: the 2-year forward P/E is now ~11.3x. The rebound has a reason: price.
strategitz.substack.com/p/gl…
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The whole week, with the PDF to print: strategitz.com/week-ahead/
The edition: strategitz.substack.com/p/th…
The Week Ahead + CIO Brief: 7 days free strategitz.substack.com/subs…
The Week Ahead · Strategitz
The week's market calendar on one page, every Sunday. Free.
strategitz.com 81
Strategitz retweeted
In all 19 US midterm elections since 1950, the S&P 500 was higher 12 months after the vote. Median gain: 15.1%. Even the weakest year, 1986, gained 4.0%.
My read ahead of Tuesday: what markets want most is for November to be over.
On the ballot Nov 3: all 435 House seats, 35 Senate seats and 36 governorships. Since 1946 the president's party has lost House seats in 18 of 20 midterms, 26 on average. The exceptions were 1998 and 2002.
This year the pump is part of the story. The CPI gasoline index was up 34.2% in September from a year earlier. Regular gasoline averaged US$4.27 a gallon on Oct 26, against US$2.80 in early January.
Caveats: 19 midterms is a small sample, and these are price returns without dividends. A good average protects no single year. The risk I watch sits after the vote, in what oil does next.
Do you think the market has already priced Tuesday, or is it waiting for the count?
In all 19 US midterm elections since 1950, the S&P 500 was higher 12 months after the vote. Median gain: 15.1%. Even the weakest year, 1986, gained 4.0%.
My read ahead of Tuesday: what markets want most is for November to be over.
On the ballot Nov 3: all 435 House seats, 35 Senate seats and 36 governorships. Since 1946 the president's party has lost House seats in 18 of 20 midterms, 26 on average. The exceptions were 1998 and 2002.
This year the pump is part of the story. The CPI gasoline index was up 34.2% in September from a year earlier. Regular gasoline averaged US$4.27 a gallon on Oct 26, against US$2.80 in early January.
Caveats: 19 midterms is a small sample, and these are price returns without dividends. A good average protects no single year. The risk I watch sits after the vote, in what oil does next.
Do you think the market has already priced Tuesday, or is it waiting for the count?