Navin Chopra

[D-Rock Trainer @drocktrainer]

@swaveyxquis Kyrie is the best we can get imo. Cheaper than Fox and Garland with only one year left on his deal (player option) after this season then you can extend him for 2 seasons at affordable price.

[Shay Boloor @StockSavvyShay]

$GOOGL is now in its biggest drawdown in 4 years 😳

[Polymarket @Polymarket]

JUST IN: DoorDash officially agrees to buy Instacart for $17,000,000,000.00, combining 2 of America’s largest food & grocery delivery platforms.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US September PCE inflation, the Fed's preferred inflation metric, rises to 3.6%.

Core PCE inflation also rose to 3.1%, up +0.3% month-over-month.

This officially confirms that CPI, PPI, and PCE inflation are all rising again.

A December rate hike is coming.

[Shay Boloor @StockSavvyShay]

$MSFT just launched a 10-part bond offering after Azure grew 48% with AI capex and leases expected to reach ~$170B in 2027.

Pretty telling that even the last hyperscaler largely funding AI out of pocket is now turning to debt rather than slow its buildout while demand still exceeds supply.

[Tesla Charging @TeslaCharging]

New winners announced on our https://t.co/hbo2KIMyKF map and a new Supercharger voting round is now open.

Vote for your favorite location → https://t.co/6w8jVPeMjJ

[Basketball Performances @NBAPerformances]

This is just ridiculous.

Tyrese Haliburton- left hamstring strain
Anthony Edwards - right knee damage
Jalen Williams - fractured fibula
Cason Wallace - torn labrum
Ben Simmons - torn achilles
Ben Sheppard - torn meniscus
Jaren Jackson Jr - torn MCL
Ariel Hukporti - ruptured achilles
Brandon Ingram - partial achilles tear
Max Strus - partial plantar fascia tear
Paolo Banchero - high ankle sprain
Jalen Suggs - right knee bone bruise
Jalen Duren - hamstring strain

[NBACentral @TheDunkCentral]

BREAKING: Ernie Johnson announces that this will be his final season

[Shams Charania @ShamsCharania]

Indiana Pacers star Tyrese Haliburton has sustained a left hamstring strain and will miss time, sources tell ESPN. Pacers doctors and Haliburton are now gathering a clear timeline.

[Navin Chopra @navin82]

@locked6ysheer @FlexFromJersey agreed!

[Xin Varlock @XinNBA]

Great post here on the foolishness of Ishbia.

[Eddie A Johnson @Jumpshot8]

This is an Epidemic. Longer more intensive training camps please, to strengthen bodies for the rigors of an 82 game season. We played in canvas Chuck Taylor’s and never went down like our players are in today’s games. 🙏🏿💯

[Tesla Charging @TeslaCharging]

New Tesla Supercharger: Wikieup, AZ (16 stalls)
https://t.co/jiBKk4rbMz

[Navin Chopra @navin82]

@cricinfo sadly this is what cricket's come down to. 100 in 5 overs. top of bat lofted over covers for a 6!! sad state of affairs!

[Navin Chopra @navin82]

@drocktrainer thats a great point D-Rock. I still feel Brooks and Bridges for now cannot play together on the court until one of them gets better either offensively or defensively. Also just need some kind of an actual PG instead of Ott running positionless basketball

[Navin Chopra @navin82]

@drocktrainer absolutely right

[amit @amitisinvesting]

ANTHROPIC'S IPO DOCUMENTS ARE CALMING DOWN THE MARKETS.

None of the numbers released today are that different from what we heard last week, but now we know how much cash they have.

Anthropic has $120B in cash and is likely raising $100B on the IPO. They are then likely going to be raising another $100B in debt, $60B of it already financed by BlackStone. If you assume a 3x in ARR, which probably is low considering how much the street wants them to grow, this company should have around $300-$400B in cash. This also doesn't take into account the future ATMs they might engage in.

So, the reason AI stocks are getting some relief right now is because it seems like Anthropic will have enough cash to pay their bills, which obviously is good for $NVDA, $SPCX, $AMD, $AVGO, $MU, and many other players.

However, there are going to be 24 separate unlocks in 2027. Those are going to be days where the market has to deal with a massive amount of supply coming onto the market. The company effectively has unilateral control, not shareholders, on deciding to pause or slow down the release of models. The open-weight models continue to be a threat as more enterprises are seeing the value in owning their AI for a significantly cheaper cost. Anthropic has outlined all these risks in the S1.

Regardless on if you are buying the IPO, it seems like there is enough cash they can raise to continue paying their bills and making sure the downstream value flows into most of the semis...if the market changes their mind on that or Anthropic stalls in growth, those names get hit. But if the company keeps growing and raises cash, the money should be there to fund the semis...it's now a question on how much of a risk people want to take in actually owning the stock.

[Wall St Engine @wallstengine]

ANTHROPIC JUST PUBLISHED ITS S-1 FOR A U.S. IPO

Here's everything you need to know:

The Listing:
• Nasdaq Global Select Market, ticker $ANT
• Leads: Goldman Sachs, Morgan Stanley, J.P. Morgan
• Price range and share count: not disclosed yet

The Growth:
• H1'26 revenue: $16.3B vs. $1.16B in H1'25
• 2025 revenue: $4.59B vs. $386M in 2024
• $100K+ customers: 11,900+ vs. 950+ a year ago
• $1M+ customers: 1,900+
• $10M+ customers: ~250
• Consumption-based: $13.1B, 80% of H1 revenue
• Subscriptions: $3.2B, 20% of H1 revenue

The Losses:
• H1'26 operating loss: $693M vs. $2.14B
• H1'26 net loss: $80.7B
• $72.4B fair-value charge on convertible notes
• That charge tracks its rising valuation
• 2025 included a $1.5B Bartz copyright settlement

The Compute Bill:
• H1'26 compute & infrastructure: $8.9B
• Google: at least $114.5B through July 2033
• Amazon: at least $110.0B through April 2036
• Microsoft: at least $44.9B through May 2033
• ~$265.6B in total minimum commitments
• Owed regardless of actual usage

The Cash:
• $131.7B in cash & short-term investments
• Up to $77B more in note facilities:
- Google: $20B
- Amazon: $15B
- Broadcom: $42B

Who Controls It:
• Public benefit corporation
• Class F (Founder LLC): 50.1% of the vote
• Members: Dario & Daniela Amodei + 5 co-founders
• Long-Term Benefit Trust picks board majority
• Class A: 1 vote per share
• Class N (strategic partners): no vote
• Ownership caps: Amazon 12%, Google 14.99%
• 5% of shares to Anthropic Public Benefit Fund

The Risks They Flagged:
• Warns advanced AI could pose
"catastrophic or existential risks to humanity"
• Training-data copyright suits could hurt it

The Team:
• ~5,300 employees as of Sept. 30

Use of proceeds: compute, hiring, general purposes

[Shay Boloor @StockSavvyShay]

$SPCX just signed a binding commitment for a ~$40B Apollo financing deal to lease $NVDA next-gen Vera Rubin GPUs with deliveries expected to begin in early 2027.

Pretty interesting timing after Musk warned that credit markets are shutting out AI-only neoclouds while SpaceX is securing billions in next-gen compute without tying up capital needed for Starlink and Starship.

[Kevin Heintz @AskCoachKev]

I will never pay for traditional health insurance again.

I’m healthy, my kids are heathy, we never go to the doctor, and was still paying $1,100/mo with a $6,000 deductible.

Switched to CrowdHealth & now pay $300/mo with a $500 deductible.

If you’re generally pretty healthy, I recommend giving it a look.

I was skeptical at first but it’s genuinely an awesome company & more people need to know about it.

My link below if you’re interested