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Anthropic valuation: $2 trillion
Amazon valuation: $2.6 trillion
Anthropic revenue: $65 billion
Amazon revenue: $716 billion
Explain this gap.
🚨 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’
🚨 BREAKING: OPENAI CEO SAM ALTMAN SAYS DEMAND FOR AI COMPUTE HAS "NO CEILING"
"How much compute is necessary if 50% of the world really used a personal AI assistant to its full capability"
"The thing that I think it misses is people are assuming that models are going to stay at the same capability and same cost per task"
"I think it's like very hard to talk about an arbitrary market size there"
"I think it's just gonna keep going up"
"I would bet a lot that the directional trend is wanting much more compute"
Is there such a thing as too much compute?
🚨 BREAKING: The Bank of Korea holds its key rate at 3.00% after back-to-back hikes in July and August.
Korea's chip exports topped $60B in September for the first time ever.
🚨 BREAKING: EQT agrees to take Qiagen $QGEN private at €46.50 a share in cash, valuing it at about €10.8B including debt.
That's a 40.3% premium to the price before takeover talk leaked in July.
🚨 BREAKING: Southwest $LUV cuts its 2026 profit forecast to $2.60–$2.85 a share from $3.25–$4.25 after its Q3 fuel bill jumped $821M.
That's despite average fares jumping nearly 27% in Q3.
🚨 JUST IN: Tesla $TSLA cuts its 2026 capex guidance to $20B from more than $25B, saying it will fund spending from operating cash flow.
Q3 capex came in at $4.73B, more than double a year ago.
🚨 BREAKING: Meta $META posted negative free cash flow of $2.12B in Q3 as capex hit $34.91B, even as revenue jumped 26% to $64.6B.
It's also creating a new non-voting Class C stock, effectively a 2-for-1 split.
🚨 BREAKING: Tesla $TSLA posts $1.53B in Q3 free cash flow, while Wall Street expected it to burn about $4.9B.
Adjusted EPS came in at $0.48 on $28.05B revenue.
“CLAUDE I ASKED YOU 5 TIMES AND YOU KEEP GETTING IT WRONG, FIND ME THE NEXT $TSLA
AT $30 THINK LIKE KEN GRIFFIN AND FIX THIS MAKE NO MISTAKES”
Limitless Finance retweeted
🚨 $TSLA HAS JUST A 39% CHANCE OF BEATING EARNINGS TODAY
Tesla reports Q3 earnings today after market close.
Wall St expects:
• Revenue: $28.34B vs. $28.1B last year
• Adjusted EPS: $0.45 vs. $0.50 last year
• Energy storage: 13.7 GWh, up ~10% YoY
• Operating cash flow: $3.27B
• Free cash flow: -$4.51B
Tesla enters earnings with a mixed picture:
Vehicle deliveries beat expectations by 5.3%, but Wall Street still expects adjusted earnings to decline roughly 10% YoY.
Meanwhile, aggressive AI spending, robotaxi expansion and Optimus development continue to put pressure on cash flow.
Prediction markets now give $TSLA just a 39% chance of beating EPS estimates today.
Market: limitless.is/tsla-q3
BUT even an earnings beat might not be enough.
Investors will focus on automotive margins, cash burn and whether Tesla's AI ambitions can justify its valuation.
Can $TSLA surprise everyone again?
Meanwhile the market.
What the hell?
ALERT - Websites go dark worldwide as AI exposes critical security flaws involving PHP
insiderpaper.com/websites-go…
Only 1 person can save Nike $NKE now
🚨 JENSEN HUANG: "POWER IS ONE OF THE MAJOR BOTTLENECKS FOR THE AI BUILDOUT"
Here are 10 POWER stocks Jensen Huang is BULLISH on.
1. GE Vernova $GEV
Revenue: $41.37B
Revenue Growth YoY: +13.0%
P/E: 26.5x
Forward P/E: 44.0x
9. ABB $ABBN.SW
Revenue: $36.37B
Revenue Growth YoY: +17.0%
P/E: 31.1x
Forward P/E: 22.4x
10. Trane Technologies $TT
Revenue: $22.21B
Revenue Growth YoY: +7.0%
P/E: 35.4x
Forward P/E: 28.2x
