Dustin Invests

👨‍💻Tech Services Exec 💰Investor 🧡$BTC HoldCo // Enabling AI Agents

[Dustin Invests @CoinCommoner]

“Everything you want is on the other side of a phone call you are terrified to make.”

A lot of wisdom in that one 💡

[GREG ISENBERG @gregisenberg]

Today is a wonderful day to build a company with Claude Fable 5

[Dustin Invests @CoinCommoner]

@PodcastAlphaX @jvisserlabs @APompliano @grok research and list stocks that are applications with locked data moats?

[Dustin Invests @CoinCommoner]

@KobeissiLetter

[Dustin Invests @CoinCommoner]

@qthomp Good read. The eventual forced reduction in Mag7 CapEx spend is my primary concern.

However, I don’t see that happening for 6+ months. As we’ve seen this market can move wildly over 6 months.

Buckle up.

[Dustin Invests @CoinCommoner]

@thesamparr This is awesome. Congrats!

[Flow God @FL0WG0D]

$2.6 million into these $NBIS calls

[Dustin Invests @CoinCommoner]

Congrats guys! Very cool story 👏👏👏

@APompliano @thesamparr @garyvee @myfirstmilpod

[AI OnRamp | GEO for Service Businesses @AIOnramp_AI]

Our client captured $60m in pipeline within 30 days by enabling AI Search.

Learn how we did it. Post is live.

https://t.co/O41swWTTf8

[Dustin Invests @CoinCommoner]

$SKM 👏👏

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has picked Morgan Stanley and Goldman Sachs to lead its upcoming IPO, per Bloomberg.

Anthropic was valued at $965 billion in its latest funding round, officially surpassing OpenAI’s valuation for the first time.

[Dustin Invests @CoinCommoner]

@jaltucher @aleabitoreddit what you know about $FABC? 🤔

[Shay Boloor @StockSavvyShay]

$BE CEO just said the company doesn’t need to issue shares to meet surging AI data center demand.

Bloom provides fast-to-deploy on-site power for data centers waiting on the grid and its $20B backlog growing 2.5x shows the demand is real.

[Dustin Invests @CoinCommoner]

My friends company just did a 30 day POC for a major real estate brokerage.

They got two $30m leads from ChatGPT.

Economics will quickly shift to those who embrace AI and AI Search.

#GEO #AISearch

[AI OnRamp | GEO for Service Businesses @AIOnramp_AI]

We completed a 30-day GEO proof of concept for a major luxury real estate brokerage.

Result: 64% of their site’s bot traffic is now AI crawlers — and ChatGPT is pulling their content into live answers in real time. Next step is sales driven by AI.

Search is changing. This is what showing up in the AI era looks like..

DM us for more info 💡

[Rosanna Prestia, MBA @RosannaInvests]

🚨 $NVDA just bet billions that the future of AI isn't the chip. It's the light between the chips -> PHOTONICS 💡

$2B each into $LITE and $COHR, up to $3.2B into $GLW - $6.5B+ across the sector since March. That's not a theme. That's a tell.

Here's the chokepoint nobody's pricing:

AI clusters are scaling into millions of GPUs. But the data has to move BETWEEN them and copper just hit a physical wall. Too hot. Too slow. Out of headroom.

The only way through is light. Own the optical layer, own the one bottleneck the entire buildout can't engineer around. 👇

🟠 $LITE -> the laser kingpin. ONLY volume supplier of 200G EML lasers; every 1.6T transceiver on earth needs them. $NVDA -backed.

🟠 $COHR -> the volume leader. NVIDIA's other $2B bet. Q3 rev $1.81B +21% YoY; datacenter optics now 75% of revenue.

🟠 $CRDO -> connectivity becoming optics. The wiring that keeps GPU clusters from choking. Demand is structural, not cyclical.

🟠 $AAOI -> domestic transceivers. First 800G volume to a hyperscaler shipped, datacenter revenue doubled, $1.1B guide.

🟠 $GLW -> the fiber backbone. NVIDIA put up to $3.2B in; 3 new US optical factories. The glass that carries the light.

🟣 $POET -> the interposer moonshot. Lasers + photonics on one chip. Marvell order, $430M cash. Pre-revenue, binary.

🟡 $SIVEF -> InP + co-packaged optics. The lasers that move data inside the cluster. Early innings, real tech. Strong pipeline growth 77%.

🟣 $LWLG -> polymer modulators that spin onto silicon. Two Fortune 500 design-wins at Stage 3. Pre-revenue.

The GPU gets the headlines. The interconnect gets the constraint.

Own the bottleneck, not the buzzword.

[Dustin Invests @CoinCommoner]

@RosannaInvests Added to $LUNR and $SATL today 🚀🌘

[Bearly AI @bearlyai]

Anthropic headed to IPO with craziest revenue ramp in history:

2021: Founded
2022: $10 million
2023: $100 million
2024: $1 Billion
2025: $9 Billion run-rate
January 2026: $13 Billion run-rate
February 2026: $19 Billion run-rate
March 2026: $30 Billion run-rate
April 2026: $44 Billion run-rate
May 2026: $47 Billion run-rate

[Dustin Invests @CoinCommoner]

$SKM $ZM will benefit

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has confidentially filed an S-1 with the SEC for its proposed IPO.

[Dustin Invests @CoinCommoner]

$SKM up 13% pre-market driven by Jensen Huang keynote and $NVDA partnerships.

Remember, if Anthropic grows as expected, you are getting the $SKM business + prospects nearly for free. 💡

[Dustin Invests @CoinCommoner]

SKM’s original stake: ~2% of Anthropic.

After multiple funding rounds, diluted to an estimated 0.3%–0.7%.

But even at 0.5%, the math is insane:

• At $380B → stake worth ~$1.9B

• At $800B → stake worth ~$4.0B

• At $1T → stake worth ~$5.0B

SKM’s entire market cap? ~$15B.

[Anthony Pompliano 🌪 @APompliano]

Anthropic just announced:

- Run rate revenue is now $47 billion
- Raised $65 Billion for Series H round
- Valuation is $965 billion post-money

Insane.

[Dustin Invests @CoinCommoner]

@Yeah_Dave What was your biggest winner(s)?

[Dustin Invests @CoinCommoner]

Gradually, then suddenly…

[amit @amitisinvesting]

LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.

Leopold has been a big believer in the neoclouds & built positions in CoreWeave & Iren...he now adds Nebius to the fund.

$NBIS +6.8%

[amit @amitisinvesting]

LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.

Leopold has been a big believer in the neoclouds & built positions in CoreWeave & Iren...he now adds Nebius to the fund.

$NBIS +6.8%