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Court case says $META “Infinite scroll is designed to be addictive” yeah thanks captain obvious so is the 1000 grams of sugar in Coke, Netflix automatically playing the next episode, video games, colorfully packaged Little Debbie’s that inject you with fat, LITERALLY EVERYTHING. It’s called a business
This is 100x worse than starting with $27m and blowing the account up
$CRDO looks like it’s going straight to 130s, definitely a max long at those levels
$CRDO getting nuked on no news in the pre-market… Well, no news for most people
Zuck thinks this is some kind of game. $META going straight back to to 500s. Tried to tell him…
ZUCK NOOO $META
$SPCX: "I would be surprised if we're brought on less than 13 gigawatts of compute by the end of next year."
Hmm seems like a short to me
ANTHROPIC'S DRAFT IPO FILING
• Revenue: $16.3B in the first half of 2026
• Net loss: $80.7B, driven largely by accounting charges
• Compute spending: nearly $9B in the first half
• Cloud commitments: about $450B over the next 7 to 10 years, including $111B with Google and $31B with Microsoft
• Nvidia: up to $86B on renting Nvidia chips
• Future compute: signaled it could spend $750B on more computing capacity in the coming years
• Supply: says cloud partners are unwilling to sell it all the compute it needs
Per WSJ, citing a draft S-1
Need food stamps but for Claude/ChatGPT usage - @SecScottBessent make it happen









