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[Limitless Finance @trylimitlessfin]

Anthropic valuation: $2 trillion
Amazon valuation: $2.6 trillion

Anthropic revenue: $65 billion
Amazon revenue: $716 billion

Explain this gap.

[NIK @ns123abc]

🚨 Anthropic IPO S-1 prospectus LEAKED:

Valuation target: $2 TRILLION

>$4.6 billion in revenue in 2025
>$8.06 billion in operating loss
>$42 billion in net loss

The prospectus warns that nearly 25% of revenue came from just TWO customers, and that many top enterprise clients aren't locked into long-term contracts and could cut spending or walk away anytime

Anthropic plans to spend $518 BILLION on compute commitments ‘in the coming year’

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Nvidia $NVDA CEO Jensen Huang resigns effective immediately, with CFO Colette Kress named interim CEO.

Shares fell more than 12% on the news, ending his 33-year run at the chipmaker he co-founded.

[Limitless Finance @trylimitlessfin]

@trylimitless Huge

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Nebius $NBIS grows Q3 revenue 571% to $980.8M, beating estimates.

Shares still fall around 10% as it guides 2026 revenue to the low end of its $3B-$3.4B range.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: AMD $AMD has surged nearly 37% in four sessions, closing at $552.90 and adding another 4% after hours.

It's now worth over $900B after committing $2.5B to Anthropic's IPO private placement.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Nvidia $NVDA's board is weighing whether to oust CEO Jensen Huang, per the WSJ and CNBC.

Shares fell more than 8% after hours on the reports.

[Limitless Finance @trylimitlessfin]

Sir they uncovered the second affair.

$NVDA

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Costco $COST declares a record $30 per share special dividend, paying out about $13.3B.

That's double the $15 special it paid in January 2024.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Anthropic's IPO is already multiple times oversubscribed, per Bloomberg.

With its $26B private placement, it could raise up to $90.4B, more than SpaceX's record June IPO.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: OpenAI hits $10B in quarterly revenue for the first time, up nearly 50% from Q2, per Bloomberg and the WSJ.

Its operating loss still widened to $10.9B from $10.1B.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: ANTHROPIC CHIEF COMPUTE OFFICER TOM BROWN SAYS CLAUDE GOT RUNNING ON AMD $AMD GPUS "IN JUST THREE DAYS"

In the IPO roadshow, Anthropic's co-founder says the multi-chip bet people called not worth the effort is now its edge:

"In the past, bringing on a new chip platform took dozens of engineers months of work"
"It got Claude running on AMD in just three days with basically no human intervention"
"We train and serve Claude now across all four major chip families"
"A dollar of compute at Anthropic goes further than a dollar at any other frontier lab"

Anthropic's amended S-1 shows about $895 billion in compute and infrastructure commitments.

Is Nvidia's moat shrinking?

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: CoreWeave $CRWV grows Q3 revenue 168% to $3.66B vs. $3.55B expected.

Its revenue backlog hits $132.5B, up from $104B in June.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: ANTHROPIC CFO KRISHNA RAO SAYS Q3 REVENUE WAS "NEARLY $17 BILLION", "UP 12 TIMES YEAR OVER YEAR"

Pitching Wall Street in the IPO roadshow video, Anthropic's finance chief skips the hype and goes straight to the numbers:

"Quarterly revenue grew from $376 million in Q1 of 2025 to nearly $17 billion in Q3 of 2026"
"A compute margin of 43%, gross margin of 85%"
"Adjusted operating margin of 12%, and positive free cash flow"
"We're in an aggressive investment mode"

The IPO is set at $70-$78 a share for 825 million shares, with a Nasdaq listing under ANT.

Is $17B a quarter enough?

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: SPACEX $SPCX CEO ELON MUSK SAYS REVENUES "ARE EXPLODING"

At the Baron Investment Conference, Musk says SpaceX's compute-driven revenue ramp is already underway:

"Q2 to Q3 revenue increase was I think over 80% this year"
"It is extraordinarily difficult to bring on compute at scale"
"We are tracking to have an annual rate of revenue that is in excess of $100 billion in December"
"It seems quite likely that our annual recurring revenue in December of next year will exceed $500 billion"
"This is not a promise. This is what I think will happen. This is my best guess."

Is $500B ARR realistic?

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Sanmina $SANM grows Q4 revenue 84% to $3.86B as adjusted EPS hits $4.43.

It sees fiscal 2027 cloud and AI systems revenue of $7.5B to $9B as AMD $AMD Helios racks ramp.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Anthropic sets its IPO at 825M shares priced at $70 to $78, raising up to $64.35B.

Nvidia $NVDA, Google $GOOGL and Microsoft $MSFT are among 7 tech giants buying another $26B at the IPO price.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: The Trade Desk $TTD posts $736M in Q3 revenue vs. about $650M expected, with adjusted EPS of $0.33 vs. $0.25.

Revenue still fell 0.5% from a year ago.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Strategy $MSTR buys 1,036 more bitcoin for $81.9M, lifting its holdings to 850,364 BTC.

It also spent $188.3M buying back its STRC preferred stock, more than twice its bitcoin spend.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Constellation Energy $CEG posts $5.06 in Q3 adjusted EPS vs. about $3.90 expected, as revenue jumps 45% to $9.55B.

It lifts its 2026 earnings guidance to $12.50–$12.80 a share, the second raise this year.

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: LUMENTUM $LITE CEO MICHAEL HURLSTON SAYS "OUR DEMAND COULDN'T BE STRONGER" AS HIS STOCK TAKES "THE WORST SELL-OFF WE'VE SEEN IN RECENT MEMORY"

Lumentum shares were down nearly 40% this week. Its CEO says the order book tells a different story.

"There's a massive disconnect between what we're seeing in our demand book and what the markets are showing"
"Our demand couldn't be stronger"
"Massive, massive sell-out"
"The growth driver that sustains us and to a large extent Marvell through 27, 28 and 29"

Context: Lumentum's latest quarter revenue was $1.26B, up 136.5% year over year and 25.5% quarter over quarter, with about $350M more sequential growth guided next quarter.

Overreaction or peak?

[Limitless Finance @trylimitlessfin]

🚨 BREAKING: Anthropic agrees to pay about $3.4B for 1.7 GW of Caterpillar $CAT gas-fired generators to power its data centers, per the FT.

It's the largest known single purchase of power equipment by an AI lab.