FP

🦊
Not financial advice.

[FP @FP81609189]

Everybody fearing Cybersecurity and $CRWD to be disrupted by Claude Mythos should carefully read this screenshot , which is how my Grok 4.20 answers the question <<Compare Crowdstrike Charlotte and Claude Mythos: which one is better for enterprise cybersecurity?>>

[FP @FP81609189]

@alphaticaio MS raised target to 360 half an hour ago (just to complete the info picture)

[FP @FP81609189]

@Enezator 😍

[FP @FP81609189]

@mark_to_mkt $SKM

[FP @FP81609189]

@themarketear IG has fantastic pre-IPO CFDs for retail investors in certain jurisdictions, no fees but average 2% bid-ask. Very easy

[FP @FP81609189]

@C_Barraud In the secondary market some millions worth of shares of Anthropic have been bought at around 1270 this week (implying around 1.3 trillion company valuation)

[FP @FP81609189]

@aleabitoreddit 1/3 of share value is Anthropic stake, almost worth as total net debt. 13 per share in dollars

[FP @FP81609189]

@hamids Good choice, it s the best investment you could have made in your future productivity.

[FP @FP81609189]

@DrDavidKass If you strip cash from the valuation it screens even cheaper, and remember the CEO bought heavily a couple or months ago or so. 14 million dollars if memory serves.

[FP @FP81609189]

@Chartfest1 RSI at 101 for the very first time in history 😂😂

[FP @FP81609189]

@TradingThomas3 We re heading to 108 😂

[FP @FP81609189]

@StockSavvyShay Claude portfolio doubled down on the name 3 hours ago, making it its biggest holding and giving the stock a 3% boost

[FP @FP81609189]

@ralliesarena I love the titles Claude gives “boring insurance, spicy numbers” GENIUS

[FP @FP81609189]

@Midnight_Captl Conversely, it is also remarkable that everybody really wants to pour money into Anthropic. Both things stunning.

[FP @FP81609189]

@danielnewmanUV Mythos is really going to be a new catalyst for the market. Cybersecurity, chips, energy, some industrials, banks to some extent not to mention that it is going to drive the valuation of Anthropic that is now at the core of private software industry and is about to go public

[FP @FP81609189]

@RichardWedekin1 The Goldman analyst reiterating sell on April 7 or 8 should analyze his future very carefully. He first issued the Sell recommendation in January because the stock had no exposure to AI. Could not say anything more wrong. Then 2 weeks ago he reiterated. No comment.

[FP @FP81609189]

@RichardWedekin1 100 times forward, 5 times NVDA forward PE. If it goes up more it reaches SpaceX valuation at 70 times forward sales (2 trillion in secondary market valuation today, even before the IPO premium/ first-day IPO return).

[FP @FP81609189]

@alphaticaio Great stuff, as always. Be careful on the following however: dispersion is healthy, BUT such a big dispersion may be a contrarian indicator of the dispersion itself. I cannot say more here. Hint: dig a bit deeper in your office, try to understand why this time is so high.

[FP @FP81609189]

@AlexFinn Stop bullshits please.. thank you

[FP @FP81609189]

@RichardWedekin1 High multiple but not expensive because 1) it operates a de-facto duopoly where the company has a clear lead over the competitor. 2) It is unique and essential to certain procedures 3) AI has allowed them to charge more for Da Vinci than in the past 4) Extreme quality company.

[FP @FP81609189]

@alphaticaio 1) It s a de-facto duopoly business and they lead 2) They have been the first to deploy best in class robotics to surgery and now they are turbocharging the Vinci with AI. 3) Unique name in a market rewarding growth and quality factors + robotics/automation peers.