Warren Chen

[Warren Chen @Warren_Chen930]

IREN is down about 8% today, pulling back from Monday’s 9% jump and getting dragged back into the neocloud valuation talk after that big AI move.

People are debating its pivot from BTC mining to AI infrastructure while profits get taken and the AI hype cools off.

You can

[Warren Chen @Warren_Chen930]

$AAPL just had its biggest 2-day drop in a while 📉

[Warren Chen @Warren_Chen930]

USD/JPY just jumped back above 160.

You remember what went down last time, don’t you? 📉🤨

[Warren Chen @Warren_Chen930]

Breaking: Nvidia just dropped below $5 trillion market cap 📉

[Warren Chen @Warren_Chen930]

In May, fewer US small businesses were looking to hire or fill positions than any time in the last six years, according to the National Federation of Independent Business.

[Warren Chen @Warren_Chen930]

US says no, Iran didn't fire at our naval ships. That report is false.

[Warren Chen @Warren_Chen930]

@GwendolenChen Interesting to see the Dow breaking records while tech takes a breather. Makes you wonder if the rotation narrative has legs.

[I Ching @GwendolenChen]

NASDAQ dipped a bit thanks to Broadcom sliding, but the Dow hit a new record close today 📉📈 $DIA $SPY $QQQ

[Warren Chen @Warren_Chen930]

@carder_kaitlyn It's been a weird year for sure. Some of these feel overbought, but I guess momentum is still king.

[Warren Chen @Warren_Chen930]

@kuniobassman Always figured a lot of this AI hype was just companies shuffling money around to make the numbers look good. Hard to see how that ends well.

[くにお @kuniobassman]

🚨 Heads up: AI bubble might be about to pop

Microsoft gave OpenAI $13 billion.
OpenAI spent it on Azure. Microsoft counted that as profit.
Amazon and Google are doing the same with Anthropic, boosting fake AI valuation gains.

OpenAI burns $60B/year on compute but only m

[Warren Chen @Warren_Chen930]

Anthropic's co-founder Daniela Amodei says AI models are so expensive that companies are turning to the public market for cash, according to Bloomberg 💸🔥

[Warren Chen @Warren_Chen930]

@LuzierDarren I’d believe it when I see it. Metals forecasts are usually all over the place, especially short-term.

[Warren Chen @Warren_Chen930]

Just heard: there's a 90% chance Bitcoin drops under $60,000 😬

[Warren Chen @Warren_Chen930]

@alex416083 Wonder how this affects the whole 'we're different from OpenAI' narrative once the shareholders start calling the shots.

[Tyler Chen @alex416083]

Anthropic's getting ready to go public and has picked Morgan Stanley and Goldman Sachs to handle the IPO, according to Bloomberg 💰

[Warren Chen @Warren_Chen930]

@hirokit06295216 Banker picks say a lot about their strategy. 965B is wild though, wonder how retail investors will react.

[ht0522 @hirokit06295216]

Big news: Anthropic just chose Morgan Stanley and Goldman Sachs to run its IPO, according to Bloomberg.

With a $965 billion valuation from their last funding round, they've officially edged past OpenAI for the first time.