hdog

Lurker

[hdog @hingdog]

@Crowded_Mkt_Rpt Thanks for sharing, just finished listening to Webby and Minervini, now I have another listen for my afternoon dog walk :) cheers

[hdog @hingdog]

@rationalaussie I'm not into crypto(24/7 trading is too much for me) but this is an interesting chart nonetheless, so $500k or the start of the run to it a 2027 thing?

https://t.co/CTMt8D8Htv

[BinTheWindmills @liber8SA]

The fact that the government is retaining the 50% CGT discount for foreign renewable energy investors means that they know full well that their CGT changes are a great big tax grab and a drag on investment. What a bunch of dishonest, ideological clowns they are.

[hdog @hingdog]

@markminervini Can't always be on a real track though, even the F1 drivers race on iRacing. Nice work with the real racing, it'd be a blast. I have to satisfy myself with a few track days for now haha.

[Equus Energy @EquusEnergy]

WA's ageing LNG infrastructure needs new gas.

As North West Shelf fields decline, $EQU's pre-FEED work has confirmed two tie-back routes for its 1.7Tcf resource — through Woodside's Pluto/Karratha network and Santos' Varanus Island system.

@StockheadAU🔗https://t.co/wQxCp7CoMI

[hdog @hingdog]

@onmywaytooblivi @cfellas70 and that is just more proof of how unfair it is, you take all the risk, the govt takes half the reward

[hdog @hingdog]

@CuriousPolite @melbheritagee @AusPoll6 have you even read their policies? Going back to a gold standard??? LOL Choose your own currency, how's that going to work? Like I said, they need to dial it back to sensible if they want to get mainstream voter attention

https://t.co/QyoVfqVh0l

[hdog @hingdog]

@CuriousPolite @melbheritagee @AusPoll6 I partly agree, the problem with the Libertarian party right now is they are extremist, they need to dial it back to sensible levels. The "ideology" is great but when you read their policies, they'll never get traction with voters because their policies simply wouldn't work

[Aakash Gupta @aakashgupta]

Anthropic's growth rate is accelerating at $14 billion of scale.

The chart is on a log scale. A straight line on log means constant percentage growth. The curve above is bending up.

Dec 2022 to Jan 2025 was 10x per year, twice. Dec 2025 to May 2026 was 5x in five months. The annualized rate at $14B exceeds the rate at $1B.

That isn't supposed to happen. Percentage growth decays as software companies scale. The largest software businesses have never sustained 50%+ YoY at $10B+ ARR, let alone accelerated.

Slack held the record for fastest SaaS company to $1B ARR. It took five years. Anthropic went from $1B to $44B in seventeen months.

Salesforce did $37.9B in revenue across all of fiscal 2025. Anthropic's run rate now exceeds Salesforce. Salesforce was founded in 1999.

The most aggressive analyst projection from August 2025 had Anthropic hitting $30B ARR by August 2026. They beat the bull case by four months.

The acceleration is Claude Code. Launched May 2025. $2.5B in run-rate revenue by February 2026. Weekly active users doubled since January.

Enterprise customers spending over $1M per year went from 500 to 1,000 in two months. That's where the curve comes from. The check size is compounding. The user count is secondary.

The last ninety days added more ARR than the entire seventeen-month climb to $14B.

There is no comparable curve in software history.

[hdog @hingdog]

@hidflect That little US company called Microsoft was 36% or so high to low in 5 months, Netflix 44% etc etc it ain't an ASX specific thing, stonks go down too sometimes

[hdog @hingdog]

@Jkoozi1 💯 These are the times when people should be excited and doubling down on the work, some of the new leading stocks are already moving

[Crowded Market Report @Crowded_Mkt_Rpt]

It's Monday which means a new episode of Markets Unscripted. If you enjoy this episode, please do me a favor and retweet. Thanks.

Why 'Smart' Traders Fail: The Harvard MBA Trap https://t.co/8YfbVBbSvl

[hdog @hingdog]

@OnSpeculator You should be good Monday, Tuesday though, might be another matter 😃

[hdog @hingdog]

@high_con_trader Trading View shows the high as 23.35 for me

[hdog @hingdog]

@theAZtrader That's some impressive timing, even by Cramer's standards!

[hdog @hingdog]

@agnostoxxx One of your best yet!! Gold

[hdog @hingdog]

@agnostoxxx "“Sometimes the best thing is to know that you don’t know” "

One of my key edges over most retail is I'm smart enough to know that I'm the dumb money, most are so dumb they genuinely think they're smart!

[hdog @hingdog]

@OnSpeculator Great show, cheers for the recommendation. Bookmarked this tweet ages ago but finally got around to watching it.

[hdog @hingdog]

@TwinTurboCe1ica Listening to Markets unscripted latest youtube, they reckon Saylor won't lose out,the owners of his stock will get rekt but Saylor will still be a billionaire regardless of what BTC does