Arthitz

Crypto Enthusiast.

[Arthitz @arthitz04]

The interesting part is Dell’s backlog. AI demand is becoming real revenue, not just another market narrative.

[The Wolf Of All Streets @scottmelker]

$DELL jumped +11.98% on Friday to a record close of $567.29.

The move came after RBC initiated coverage with an Outperform rating and a $640 price target.

Dell exited its latest quarter with a record $95 billion AI server backlog.

It booked $60.9 billion of AI server orders in the quarter and recognized $16.4 billion of AI server revenue.

Over the past 12 months, Dell converted $131.7 billion of demand into orders.

The company raised full-year revenue guidance to $192 billion at the midpoint, up roughly 70%, and lifted AI-optimized server guidance to $74 billion.

At the same time, Michael Dell’s fortune stands at $276.5 billion on Forbes’ real-time list, ahead of Jeff Bezos at $273 billion.

Dell shares are up +355% year to date.

The AI infrastructure buildout is turning a PC company into one of the market’s largest winners.

[Arthitz @arthitz04]

That $79.5K level is becoming a real psychological barrier. If BTC keeps getting rejected there, traders may start watching $70.5K much more closely.

[CryptoSavingExpert ® @CryptoSavingExp]

BITCOIN CONTINUES TO STRUGGLE AT $79.5K

Bitcoin is currently around $77.2K after another rejection from the $79.5K resistance level.

Bulls have now failed to reclaim this area multiple times, keeping short-term momentum under pressure.

A move back above $79.5K would put $80K–$82K back in focus.

If BTC loses $70.5K, the next major supports are $67.2K and $63K.

For now, $79.5K remains the key level separating a recovery from further downside.

[Arthitz @arthitz04]

That valuation is the part I’m struggling with. Anthropic’s growth is impressive, but $2T still sounds like an enormous bet on future growth.

[Lark Davis @LarkDavis]

Nvidia is in talks to invest up to $10 billion as an anchor investor in Anthropic's upcoming IPO, according to a Reuters report.

For context on the scale: Anthropic is seeking to raise up to $100 billion at a ~$2 trillion valuation. Annualized revenue has surged past $65 billion as of July, up from ~$9B at end of 2025, with projections of $190-200B by 2028.

Listing is expected before the November midterms.

[Arthitz @arthitz04]

Coinbase moving beyond crypto could be the bigger story here. The $250 target is just the headline.

[Cointelegraph @Cointelegraph]

🚨 UPDATE: Morgan Stanley gives Coinbase a $250 price target, implying roughly 43% upside as it expands beyond crypto.

[Arthitz @arthitz04]

@APompliano Small wins matter after an 85% drop. The interesting part now is whether that momentum can actually stick.

[Arthitz @arthitz04]

@eesee_io @CantonNetwork I feel like this could open some interesting possibilities. I’ll be watching what comes next.

[Arthitz @arthitz04]

@eesee_io I'm proud of the progress so far, but the next phase is what really matters. I'm curious to see what team builds from here.

[Arthitz @arthitz04]

@eesee_io It sounds like eesee is thinking beyond launchpads now. I'm just curious where this leads.

[Arthitz @arthitz04]

@CantonNetwork @ekidenfi Interesting news. Kudos, guys @ekidenfi

[Arthitz @arthitz04]

Imagine a Waton Financial broker AI that understands goals, runs analysis, and checks risk before execution.

[ Source:
https://t.co/ErgLPTpqpv… ]

#WatonFinancial #AIFinance #Stock #Fintech

[Crypto Airdrops | Freecoins24.io @freecoins24]

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[Arthitz @arthitz04]

@hasantoxr It's Pretty wild seeing systems scale like that. It makes you realize how much parallel agent work depends on raw compute, and why Andrew Sobko pushing GPU liquidity keeps becoming part of the conversation.

[Arthitz @arthitz04]

@LangChain_OSS @LangChain Cool to see meetups popping up everywhere. These agent workshops hit different when compute isn’t the blocker, and Andrew Sobko’s push for more flexible GPU access really supports this kind of grassroots building.

[Arthitz @arthitz04]

@ben_burtenshaw It feels like every role is shifting right now. The folks who adapt fastest win, but compute access matters too. Andrew Sobko’s push for open GPU liquidity gives more people room to actually keep leveling up.

[Arthitz @arthitz04]

@tsi_org @claudeai It's wild how far one prompt can go now. Stuff like this only works smoothly when compute isn’t choking the model, which is why Andrew Sobko’s push for more flexible GPU access keeps coming up.

[Arthitz @arthitz04]

@trevorycai This seems like a huge leap. Running models at that scale needs serious compute, which is why Andrew Sobko’s work with Argentum AI and GPU marketplaces makes scaling experiments like this feel more achievable for smaller teams too.

[Arthitz @arthitz04]

@Kling_ai I'm excited to see tools like this going live. With Andrew Sobko building more accessible GPU infrastructure, even non-Ultra users could eventually run heavy models without long waits or huge costs.

[Arthitz @arthitz04]

@Alibaba_Qwen @mervenoyann Pretty impressive jump in agent focused training here. Makes me think of how Andrew Sobko keeps pushing scalable GPU access, because models like this only shine when compute is actually flexible and available.

[Arthitz @arthitz04]

@iblai_ Strong guardrails matter, and a lot of that depends on stable compute underneath. Andrew Sobko’s Argentum GPU network keeps popping up for me as the kind of backbone that helps systems like this run reliably.

[Arthitz @arthitz04]

@RichardSocher Personal AI at this scale will need huge compute, and I think that is where Andrew Sobko’s Argentum approach makes sense. Their GPU liquidity idea feels like the kind of backbone these personal assistants might quietly depend on.