SpaceX priced at $135. Biggest IPO in history — $75B raised, $250B+ in demand.
Your QQQ owns ZERO. Your S&P 500 fund won't own it until 2027 — if ever.
The forced-buying calendar 🧵
$22–27B of mechanical demand vs a tiny float. Index funds don't negotiate.
And QQQ funds it by SELLING $NVDA / $AAPL / $MSFT pro-rata. Inclusion ≠ rally — it's a rotation.
OpenAI just dropped Microsoft's exclusivity. Now shipping models & Codex on AWS. The clouds are open. Deals in tech aren't forever. https://t.co/Nm3wYAEyxV #AI#Cloud#AWS
AI just chained 4 zero-days into one exploit. ADT hit. 5.5M people exposed. Bypassed renderer & OS sandboxes in one chain. Zero-day clusters are now a thing. Buckle up. https://t.co/f50up4yR70 #CyberNews#Security
$1B seed for superintelligence. Ex-DeepMind researcher Tim Rocktäschel just broke the record. Nvidia, Google & Sequoia backing the bet. The race is accelerating. https://t.co/vZIWsJyTTF #AI#Funding
🚨 CISA emergency directive: A Cisco backdoor survives routine remediation. Federal agencies told to dig deeper into their firewall and VPN edge devices. This one is nasty. https://t.co/fRqosC92ND #CyberSecurity#Cisco
OpenAI just broke free from Microsoft exclusivity. They can now sell their models directly to Amazon and others. The ChatGPT era of walled gardens is over. https://t.co/kjHTNoJPel #AI#OpenAI
$1.1B seed round. Record broken. Ex-DeepMind researcher just raised the largest seed in history to chase superintelligence — backed by Nvidia, Google & Sequoia. https://t.co/mPOr0CY62b #AI#Startup
ComfyUI hits $500M valuation. Creators are taking back control of AI-generated content. Your toolkit just got serious. https://t.co/paXYBp4Nhf #AI#Creators
DeepSeek V4 preview: Chinese startup's $20B funding round just got real with Huawei chip optimization. The AI chip war heats up. https://t.co/gWKquJJaSK #DeepSeek#AI