Market Baron

[siobhan @siobhan1437154]

Right! Let's see if this attempt falls upon deaf ears again. I won't be silenced & i won't stop ..

[Market Baron @BaronMarket]

@RupertLowe10 Not a single UK newsapper has reported on the findings of the inquiry

[Market Baron @BaronMarket]

@RupertLowe10 Not a single UK newspaper has reported on the findings of the inquiry

[Thaïs d’Escufon @ThaisEscufon]

Europeans and American patriots!

Tomorrow, the courts of my country, France, may decide to send me to prison for daring to say on television that “the main danger to women in France is Black African and Arab immigrant men.”

Meanwhile, my own attacker, a Tunisian migrant, is still at large.

I need your help to generate media pressure and hope to be acquitted.

They cannot silence the truth!

Thank you for your support 💪🏻🇫🇷

[Market Baron @BaronMarket]

@hkuppy @BobertBedford @BradDunkley Are you still bearish ai since last year?

[Lin @Speculator_io]

This is not a bubble!

[unusual_whales @unusual_whales]

McKinsey is projecting that global AI-driven data center spend will reach $5 trillion by 2030.

[Rohan Paul @rohanpaul_ai]

Demis Hassabis’s “Einstein test” for defining AGI:

Train a model on all human knowledge but cut it off at 1911, then see if it can independently discover general relativity (as Einstein did by 1915);

if yes, it’s AGI.

[Ryan Detrick, CMT @RyanDetrick]

The current bull market is 3.5 years old and up 99.2%.

As we've noted many times, once bull markets get past their third birthday they rarely end anytime soon.

Over the past past 50 years, 5 made it past their 3rd birthday and those lasted eight years on average.

[Shay Boloor @StockSavvyShay]

Tech insider buying just hit its highest level in 15 years which a level last seen during periods of peak macro fear like 2011, 2015, 2018 and 2020.

That is what happens when peak fear collides with an AI cycle that never actually broke.

[Market Baron @BaronMarket]

@MikeZaccardi Reset? We are ATH!

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Rubner: The S&P 500 Information Technology Sector and the Nasdaq are trading below their 10-year average forward P/E multiples.

This reset provides a more constructive entry point in equities, particularly across large-cap quality growth.

[Connor Bates @ConnorJBates_]

Massive bubble?

Nasdaq forward PE ratio below the 10-year average.

[Barchart @Barchart]

Institutions are loading up on call options at the fastest pace ever recorded 📈🤯👀

[Uranium Insider @uraniuminsider]

While the spot market distracts, long-term uranium prices just hit $91.50/lb. – the highest level since 2008. Utilities aren't just "watching" anymore; they’re securing supply for the next decade.

Prices are going higher.

[Milk Road AI @MilkRoadAI]

Anthropic just announced it has crossed $30 billion in annualized revenue, and it is only the beginning of April.

Two months ago, that number was sitting at $14 billion.

Before that, it was $9 billion at the end of 2025 and it was barely $1 billion in late 2024.

The growth curve has gone from impressive to nearly vertical in the span of a single year.

Also, Anthropic just signed the largest compute deal in the company's entire history.

They have locked in multiple gigawatts of next-generation TPU computing power through a three-way agreement with Google and Broadcom, with that capacity coming online starting in 2027.

To understand the sheer scale of what that means, the average American nuclear plant generates roughly one gigawatt of power.

Anthropic is reserving more than three times that amount in pure computing electricity, dedicated entirely to running its AI models.

The really striking part is not the size of the deal but rather the diversity of the hardware strategy behind it.

Anthropic trains and runs Claude simultaneously on AWS Trainium chips through Project Rainier, on Google TPUs manufactured by Broadcom, and on NVIDIA GPUs across multiple data centers.

Claude is now the only frontier AI model in the world available on all three of the largest cloud platforms at once: Amazon Web Services Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry.

That kind of multi-cloud, multi-chip architecture is not an accident but a deliberate hedge against supply bottlenecks and a signal of how seriously Anthropic is treating infrastructure as a competitive weapon.

Back in December, Broadcom's CEO revealed a mystery customer had placed a $10 billion custom chip order and then quietly disclosed it was Anthropic.

That was followed almost immediately by another $11 billion order in the same quarter.

Now the total commitment has expanded again with this new multi-gigawatt deal set to come online in 2027.

Broadcom CEO Hock Tan has told investors the company expects to generate close to $100 billion in AI chip revenue in 2027, with Anthropic as one of its primary drivers.

The customer growth numbers are the most alarming signal of all for Anthropic's competitors.

When Anthropic raised $30 billion at a $380 billion valuation in February, it disclosed that 500 business customers were each spending over $1 million per year on Claude.

Today, less than two months after that announcement, that number has already doubled to more than 1,000 enterprise customers at that same spending threshold.

Eight of the Fortune 10 companies are already running critical workloads on Claude, which means the world's most powerful corporations have quietly made Anthropic a core piece of their operations.

The forecast that looked wildly optimistic in January is now starting to look like it may be too conservative.

Internal projections earlier this year suggested Anthropic might reach $18 billion in annual revenue for all of 2026.

The company has already blown past that figure as a run rate before the second quarter has even started.

Its own bullish internal forecast called for $55 billion in 2027, a number that, at the current trajectory, no longer sounds like science fiction.

[red pill rick @igetredpilled]

The most important chart no one is talking about.

Global liquidity is drying up.

[Mike @MarketMike]

Nobody is talking about the 12 month rate of change on oil right now. They should be.

WTI crude's ROC(12) just spiked to over 91%. Let me show you what happened every other time it did this.

- 1987 Crash.
- 1990 Crash.
- Dot Com Bust.
- 2008 Financial Crisis.
- 2022 Bear Market.

Every single spike of this magnitude on the 12 month rate of change has led to something breaking. Every. Single. Time.

Do you really think this time we just walk away unscathed?

This is your warning shot.

[The Long View @HayekAndKeynes]

It’s still amazing to me how little credit spreads have moved on this

You can see COVID, 2022, liberation day, and then this.

It’s been a non-event