Co-Founder @LabyrnthCo Head of Partnerships @ninjasquadnft Prev. Growth & Ecosystem @KGeN_io
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Anthropic just filed its S-1.
and the numbers are interesting.
> 2025 revenue: $4.6B
> H1 2026: $16.3B
> Run rate: $9B → $65B+ in 7 months
Target valuation? around $2T.
Could be the biggest IPO ever, bigger than SpaceX.
$ANT on Nasdaq. Listing as early as Nov 19–20.
Not all clean though. $80.7B loss through june and 20% of revenue from just 2 customers.
next catalyst is probably the price range.
and remember, SpaceX popped 20% on day one, then slipped back below its IPO valuation.
the ai trade's biggest test is here. NFA.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Market is still bleeding.
ai is def not a bubble but it has big obstacles on its way , especially financial side.
we may see more downtrend for a while on nasdaq since people can sell shares that are at a loss in order to benefit from a tax deduction.
thanks to @ninjasquadnft for the amazing tool for us to be able to check everything at once in a single platform.
Closed at 725, a bit early again but w is w.
hope you guys grabbed some burger flip too.
Things are kinda complicated on the US side but sell the news is one of the best plays in high momentum stocks -if you do it for the right asset-
Missed the dip but bought it from daily open. Still holding. Maybe I can sell some before the earnings and some after but my expectation is simply beating expected amounts.
Lets see how $META is doing today.
Things are kinda complicated on the US side but sell the news is one of the best plays in high momentum stocks -if you do it for the right asset-
Missed the dip but bought it from daily open. Still holding. Maybe I can sell some before the earnings and some after but my expectation is simply beating expected amounts.
Lets see how $META is doing today.
Bruh @SpaceX $SPCX made extremely well with earnings.
Gave around fast %4 news trade opportunity. My size was pretty small this time so couldnt make it but W is W lol
SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $14.6B; +161% YoY
🔹 EPS: $0.35
🔹 Net Income: $4.4B
🔹 Adjusted EBITDA: $8.8B; +306% YoY
Capital Expenditures:
🔹 Total: $19.6B
🔹 Operating Cash Flow: $13.1B
Segment Revenue:
🔹 Space: $1.8B; +6% YoY
🔹 Connectivity: $5.2B; +69% YoY
🔹 SI: $7.6B; +830% YoY
Announcements:
🔹 First revenue-generating Starship mission successfully launched
🔹 Starbase, Louisiana next-generation spaceport planned
🔹 Grok Bot introduced as an always-on agentic SI system
Other Q3 Metrics:
🔹 Starlink Consumer Subscribers: 13.6M
Manipulation level on economy is top in this era I guess.
News trading slowly becomes a gamble. Im not taking much risk at that times. Waiting for Oct 28 first and then nov 3. but i will be watching the market to take some actions for new sharp moves.
TRUMP REPORTEDLY CAME VERY CLOSE TO ORDERING STRIKES ON IRAN
The Trump administration came “very close” to approving military strikes on Iran on at least one recent occasion, sources told The Jerusalem Post.
Trump has pledged no new strikes before November 3, but Iranian officials told Reuters they expect U.S. bombing to resume eventually.
This week was a disaster for stock market.
Nobody knows the entire plan behind the scenes. We only have some "news" and the price in front of us.
Im stil waiting for a small correction before the fall until the end of this month but after 3 November, things can be different (if trump doesnt bomb anywhere)
for $BTC, im still bullish for macro side and also bullish for short term(until 84-85k max) because US has nothing to offer now, but only crypto -while the whole tech side bleeding-
then a small crush to 76-78 range is possible for btc too.
i think its extremely hard to trade in this market because its just full of manipulation. so be careful while trading.
everyone’s selling ai but i dont think thats the final destination.
meanwhile $TSM doing interesting moves though.
> q3 sales nt $1.49T, above the top of its own guide
> Gross margin about 68 percent
> 2026 growth raised to 40%
a real credit story in my eyes.
picks-and-shovels with no debt problem are getting thrown out with the neocloud bathwater🙃
TSMC $TSM Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $46.72B (Est. $44.93B) 🟢; +41.2% YoY
🔹 EPS: $4.60 (Est. $4.48) 🟢; per ADR
🔹 Gross Margin: 66.4% (Est. 66.3%) 🟡
🔹 Oper Margin: 58.7% (Est. 57.7%) 🟢
🔹 Net Income: NT$763.06B (Est. NT$737.9B) 🟢
🔹 Net Profit Margin: 51.1%
Revenue by Platform:
🔹 HPC: 68%; +22% QoQ
🔹 Smartphone: 21%; +10% QoQ
🔹 IoT: 4%; +5% QoQ
🔹 Automotive: 4%; +23% QoQ
🔹 DCE: 1%; -12% QoQ
🔹 Others: 2%; -10% QoQ
Technology Mix (Wafer Revenue):
🔹 2nm: 8%
🔹 3nm: 33%
🔹 5nm: 28%
🔹 7nm: 10%
🔹 7nm and below: 79%
Other Q3 Metrics:
🔹 Wafer Shipments: 4,476 Kpcs; +9.6% YoY
🔹 North America: 79% of revenue
🔹 ROE: 45.5%
🔹 OpEx: 7.8% of revenue
🔹 Inventory Days: 82; -5 days QoQ
🔹 CapEx: $13.84B; $40.64B YTD
🔹 Free Cash Flow: NT$476.56B
Key Updates:
🔸 Gross margin was 1.3 ppts lower than 2Q26, primarily due to the margin dilution from the initial ramp-up of N2 technology.
🔸 Non-operating items were a gain of NT$34.59B, vs NT$95.83B in 2Q26, which included disposal and mark-to-market gains on VIS shares.
🔸 Diluted EPS NT$29.43 (+68.7% YoY); revenue NT$1,494.24B (+50.9% YoY)
Right narrative will always lead.
But if you are looking at charts and token prices. I dont think its the best idea to be bullish all the time.
There are phases.
My oldest team @ninjasquadnft launched its ecosystem.
If you're a trader and you still haven't heard of Ninja Tools, what are you even doing, bruh?
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Another crypto scam here. I see some people staking their money on $BTW which is super risky.
@BitwayOfficial is creating another rugpull it can be today or in 2 months - who knows but stay safu.
whenever I talk to an overconfident web3 project founder, I get the feeling that they either want to make a quick profit and disappear or simply don't understand the space well enough.
even the best products aren't guaranteed to capture people's attention.
that's why a well engineered and carefully executed marketing strategy isn't optional. It's essential.
Minaa retweeted
SAFU is the first bounty on @trytetra: 50 USDC for 10 people who test SAFU on Stellar mainnet and tell us how it went.
Stake 1 to 10 USDC on safustaking.com, keep it staked until 31 October, post about it and tag us, with details below.
🧵
If the macro economic side stays like this, I think its quite hard to continue this bull run. Fundamentally it will be hard.
Long term can be better if USA wont collapse but I think this kind of debt is worth giving some attention lol.
What are your opinions on it? Straight to 92k or go back to 70ks?
Either way, there will be solid web3 projects out there. So just find some gems and stick to them.
RWA is still my favorite one.
one detail for anyone following base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3, B3IQ is asking suppliers for 10 GPU nodes at a time
big buyers can order 1,000 and end up needing 700, leaving some supply available
B3IQ says smaller orders, upfront payments and existing supplier relationships help it get the hardware
hadn’t thought about being a smaller buyer as an advantage here
It seems like we are finally seeing a breakout in $BTC but to talk positive about the chart, we need to wait for NFP news today (in around 1 hour).
Also 10 year treasury bonds are kind stable right now and this can count as a positive thing too for short term. There is a lot of liquidity on the bottom so its also safe to wait for 80-82,5k tbh but the hopes are on the other side 🤝
These days im researching about more ai gem stocks because i never thought its a bubble.
