The US government just forced Anthropic to suspend access to some of its most advanced AI models due to national security concerns.
Think about that for a second.
We've reached the point where AI models are being treated more like advanced semiconductors than software.
#AI #Anthropic #Claude
I’ll admit it.
I didn’t expect $SPCX to rally this hard on day one.
But I still struggle to believe a ~$2.2T valuation is sustainable.
The company is incredible.
The valuation is a different discussion.
👀
$SPCX #SpaceX#IPO#Stocks
BREAKING:
The Space sector is getting drained of liquidity.
$RKLB -10%
$ASTS -14%
Looks like investors are rotating capital rather than bringing in fresh capital.
#SpaceX#IPO#Stocks
People are trading a pre-IPO SpaceX token with 4% candles every 5 minutes.
Today‘s IPO is either going to be legendary or a case study.
$SPCX #SpaceX#IPO
Added a bit more $ADBE after the recent drop.
I use Adobe products at work almost every day, the business is still printing money, and software as a whole has been hit pretty hard.
Could it go lower? Sure.
But I feel a lot more comfortable buying at -47% than I would've at ATHs.
#ADBE #Stocks #Investing
@BRICSinfo This might be one of the fastest narrative shifts I've ever seen.
A few days ago people were talking about escalation.
Now we're talking about lifting sanctions, ending blockades and withdrawing troops.
Just made my first ever derivatives trade.
4x leverage on $MSTR via @TradeRepublic.
Small position.
Entry around €100.
Let’s see if this ends up being a great learning experience or an expensive one.
👀
#MSTR#Bitcoin#Trading#Stocks
Just hit 500,000 impressions.
That's only 10% of my goal, but it's still crazy to think that half a million views came from a finance account I started from scratch.
500,000 impressions.
Half a million.
On to the next 4.5 million. 👀
#FinX#Investing#Stocks#Crypto
Maybe I'm missing something.
But when you buy a stock, you're usually betting it's undervalued.
SpaceX is IPOing at a ~$1.75T valuation.
That's ~94x trailing revenue.
The company lost ~$4.9B last year.
Morningstar reportedly values it closer to ~$780B.
Don't get me wrong.
I love SpaceX.
I just struggle to see where the margin of safety is at these prices.
What exactly are bulls seeing that justifies paying almost 2 trillion dollars today?
$SPCX $TSLA
#SpaceX #IPO #Stocks #Investing
Kevin Warsh is now Fed Chair.
Married into the family behind $EL. 🤔
Close to Wall Street.
Chosen by Trump, who spent years demanding lower rates. 👀
Funny how the people closest to power always seem to be closest to capital too.
#Fed#Trump#Macro