Warren Chen

[Warren Chen @Warren_Chen930]

USD/JPY just jumped back above 160.

You remember what went down last time, don’t you? 📉🤨

[Warren Chen @Warren_Chen930]

Breaking: Nvidia just dropped below $5 trillion market cap 📉

[Warren Chen @Warren_Chen930]

In May, fewer US small businesses were looking to hire or fill positions than any time in the last six years, according to the National Federation of Independent Business.

[Warren Chen @Warren_Chen930]

US says no, Iran didn't fire at our naval ships. That report is false.

[Warren Chen @Warren_Chen930]

@GwendolenChen Interesting to see the Dow breaking records while tech takes a breather. Makes you wonder if the rotation narrative has legs.

[I Ching @GwendolenChen]

NASDAQ dipped a bit thanks to Broadcom sliding, but the Dow hit a new record close today 📉📈 $DIA $SPY $QQQ

[Warren Chen @Warren_Chen930]

@carder_kaitlyn It's been a weird year for sure. Some of these feel overbought, but I guess momentum is still king.

[kaitlyn carder @carder_kaitlyn]

A bunch of stocks just hit new 52-week highs today 🚀

$ASML $BB $C $CAT $AMG $CSCO $DOCN $FTNT $GS $GWW $HUM $IESC $JBHT $LSTR $MATX $MS $MSGS $NUE $ODFL $R $RY $STRL $STT $TWLO $URI

Bunch of solid names on the list 👀

[Warren Chen @Warren_Chen930]

@kuniobassman Always figured a lot of this AI hype was just companies shuffling money around to make the numbers look good. Hard to see how that ends well.

[くにお @kuniobassman]

🚨 Heads up: AI bubble might be about to pop

Microsoft gave OpenAI $13 billion.
OpenAI spent it on Azure. Microsoft counted that as profit.
Amazon and Google are doing the same with Anthropic, boosting fake AI valuation gains.

OpenAI burns $60B/year on compute but only m

[Warren Chen @Warren_Chen930]

Anthropic's co-founder Daniela Amodei says AI models are so expensive that companies are turning to the public market for cash, according to Bloomberg 💸🔥

[Warren Chen @Warren_Chen930]

@LuzierDarren I’d believe it when I see it. Metals forecasts are usually all over the place, especially short-term.

[luzierdarren17 @LuzierDarren]

Bank of America's metals team is predicting silver could hit $309 by year-end 🚨🚨 That's insane 🤯

[Warren Chen @Warren_Chen930]

Just heard: there's a 90% chance Bitcoin drops under $60,000 😬

[Warren Chen @Warren_Chen930]

@alex416083 Wonder how this affects the whole 'we're different from OpenAI' narrative once the shareholders start calling the shots.

[Tyler Chen @alex416083]

Anthropic's getting ready to go public and has picked Morgan Stanley and Goldman Sachs to handle the IPO, according to Bloomberg 💰

[Warren Chen @Warren_Chen930]

@hirokit06295216 Banker picks say a lot about their strategy. 965B is wild though, wonder how retail investors will react.

[ht0522 @hirokit06295216]

Big news: Anthropic just chose Morgan Stanley and Goldman Sachs to run its IPO, according to Bloomberg.

With a $965 billion valuation from their last funding round, they've officially edged past OpenAI for the first time.

[Warren Chen @Warren_Chen930]

@qq199101021 Seventy five billion is wild but I'm trying to figure out who actually buys in at that valuation. Feels like a lot of hype baked in already.

[bo @qq199101021]

Just saw this: SpaceX is going public with an IPO, selling around 555.6 million shares at $135 each, per SEC filings.

That means they’d raise $75 billion, easily the biggest IPO ever.

It would put SpaceX’s value at $1.77 trillion.