Financial Flagship

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[Financial Flagship @FinFlagship]

Goddamn, haven't made a post in a while...

$NQ profits from today

[Flavian @bullish1312]

Jensen Huang is out at $NVDA.

The 63-year-old co-founder and only CEO in Nvidia’s 33-year history resigned after two extramarital affairs, per the WSJ: one with a suspected Chinese spy and another with an employee. Nvidia said Thursday it has started a search for his successor, with CFO Colette Kress serving as interim CEO. Shares fell about 5%.

He started the company at a Denny’s with two friends and $40,000. Nvidia grew from a gaming-graphics maker into the backbone of the AI boom, with chips that keep demand above supply at margins upward of 70%. Huang owns about 3.6% of the company and has taken in $2.4B in pay since 2007. Nvidia has also become a financial backstop for the AI industry, funding and backing the startups that buy its chips, a circular web that spreads both success and risk.

Washington was never far from the story. Huang fought Biden-era chip export curbs and built a close relationship with Trump, which earned him plenty of enemies among China hawks who felt Nvidia’s profits came before national security. Elon Musk had called him “irreplaceable for America’s AI leadership.” Back in October, Huang told Bloomberg he liked that he could be fired and replaced.

Who can possibly fill his seat?

[Flavian @bullish1312]

$NVDA CEO Jensen Huang resigned, effective immediately.

[Flavian @bullish1312]

$GS Goldman Sachs expects Anthropic to go from $4.6 bn in revenue (2025) to $600 bn+ by 2030, which would put it among the world’s largest companies by sales. But it also projects free cash flow won’t turn positive until 2030, given the ~$900bn committed to compute.

[Flavian @bullish1312]

WSJ reports that $NVDA is very close to "oust" Jensen from the CEO position.

It's over for him?

[Flavian @bullish1312]

The AI shopping agent era just hit its first airport gate.

United is blocking personal AI agents from booking tickets. Amazon already keeps them out. Airlines have fought middlemen like online travel agencies for years, and agents look like the next round.

$UAL

[Flavian @bullish1312]

Could an AI hedge fund beat Warren Buffett?

[Flavian @bullish1312]

$NVDA down 6% today

down 11% YTD

Is this a buy opportunity?

[Flavian @bullish1312]

Anthropic is going for one of the biggest Wall Street debuts ever. It’s targeting a valuation of up to $1.4T, with the company and existing investors selling 825M shares at $70-$78 to raise as much as $64B. That’s up from $965B in its May private round, though short of SpaceX’s record ($1.78T, $86B raised) and the roughly $2T some investors once hoped for. It also plans a $26B private placement at the same price from suppliers like $NVDA , $AMD , Micron, Broadcom, and TSMC, plus $GOOGL and $MSFT.

The roadshow starts Tuesday, with pricing set after investor meetings and the listing possible as soon as next week. All seven co-founders are selling $250M of shares each at the midpoint and would still hold about $18B apiece. Its run rate hit $81B in October, up $10B in a month, and backers are counting on “forced buyers” like index funds to support the stock, even as midterm fallout and a tech sell-off weigh on the AI trade.

Is $1.4T a bargain or a stretch?

[Flavian @bullish1312]

Anthropic’s IPO may be just days away.

Reportedly targeting November 19 or 20 on Nasdaq as $ANT, with the valuation range due this week.

Are you buying?

[Flavian @bullish1312]

Wake up anon, Anthropic dropped Fable 5.2 and Mythos 5.2

- 1000 Fable 5.2 agents fully formalized Fermat's Last Theorem in 30 hours
-Mythos 5.2 found a way to predict a whole capsid's structure (protein shells in which gene therapies are delivered)

$8 per million input tokens and $40 per million output tokens, down from $10 and $50

[Flavian @bullish1312]

Anthropic has released Claude Fable 5.2, taking the #1 spot on the Artificial Analysis Intelligence Index v5 at 65, led by gains in science, knowledge, and coding.

At max effort it scores 65, 5 points ahead of Gemini 4 Carbon (high, 60) and 6 ahead of Claude Opus 5.5 (max, 59). Gains are driven by scientific reasoning, knowledge and FrontierCode 2.0, and roughly matching Opus 5.5 on AA-Briefcase and Terminal-Bench 4.0.

[Flavian @bullish1312]

What would make you switch from your favorite AI tomorrow?

[Flavian @bullish1312]

Can you tell an AI-written post from a human one in 10 seconds?

[Flavian @bullish1312]

Getting ready to start reading Superintelligence by Bostrom this weekend.

Will this book make me a doomer? Hope not.

[Flavian @bullish1312]

Analytics Sunday is here again.

Let’s compare notes. What’s your take? Share yours below 👇

[Flavian @bullish1312]

Ban linear algebra while you’re at it. 😂

[Flavian @bullish1312]

Hi @grok, when is the next Starship launch, what updates do we have on it, and what new milestones are being targeted?

[Flavian @bullish1312]

$GOOGL is advancing the frontier of cryptanalysis

AI agents guided by human supervision uncovered two major weaknesses on legacy 1024-bit RSA-based cryptosystems, compromised with lower computational budget than previously thought possible.

These results only affect obsolete 1024-bit RSA systems; modern encryption with 2048-bit or larger keys remains secure.

[Flavian @bullish1312]

$MSFT is winding down its AI compute rental from $ORCL, citing older Nvidia chips that no longer fit its needs. It’s part of a broader pullback from the $80B+ it committed to neoclouds over costs and delays. Oracle shares are down more than half from their June high.

Is the neocloud boom unwinding?

[Flavian @bullish1312]

Major investors aren’t sold on Anthropic’s $1.5 trillion IPO valuation.

After a deep AI selloff, three major investors planning to participate say the valuation will likely need to come down, with one saying it could land closer to $1 trillion. Anthropic is eyeing the week before Thanksgiving to raise up to $100B, but it could raise as little as $80B, or even delay the offering to wait for better conditions.

The backdrop is brutal: Nasdaq companies shed $2.5T on Thursday, two days after midterms swept AI skeptics into power and passed data center moratoriums. Still, Anthropic’s run rate topped $80B at the end of October, and it had $146.6B in cash as of Sept. 30. Some investors want to see October results before assuming a cut.

Is Anthropic still a “must-own,” or is the AI trade cracking?