iphawk reposted
iphawk
I also didn't want to play this stupid game where I am trying to get allocations from Schwab or buying it at a $2T valuation. Went through an Interval Fund with 1.5% of the fund invested into Anthropic at a $180B valuation.
No idea on the $ANT Anthropic valuation, but the numbers are pretty impressive. The AI Doomers totally crashing out is extremely funny.
Here is a brief window of what else I have been doing with my ETF project. 10 large cap ideas with Active buying 10 SMID ideas with Actives buying 10 S&P500 stocks beating the S&P500 YTD What sectors ETFs have been selling. Major ETF Portfolio Changes Stock Pitches v ETF buying / selling
Its not supposed to. It shows even with the large tech pullback investors are putting billions into ETFs, not taking money out.
A lot of people still buying the dip. Yesterday's Equity ETF Flows: claude.ai/artifact/1YP...
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Now that is an ETF! Defiance AI Infrastructure Bond ETF just launched. What could go wrong? www.defianceetfs.com/aibn/
Imagine all of the advertising I could have been served over the last hour (no I don't stare at this screen while its running). $100B per year should be no problem. Also I will believe in the AI bubble when there is still being $100s of billions spent and these tasks get ran in under a minute.
I could generate $100B a year really quick for Anthropic. Add an estimate time to completion for the run. Put a widget in the white space for YouTube, Instagram, Google, etc etc etc with an advertising revenue share.
iphawk reposted
iphawk reposted
Let’s check in on The Free State of Florida, where the GOP is pursuing criminal prosecution of anyone who mentions a grand jury investigation that implicates the governor’s wife and a sitting US senator www.miamiherald.com/news/article...
I’ll take the other side. The market has done an excellent job policing the IPOs and SPACs. All of this stuff would have 5xed in 2021 and 50xed in 1999. Instead everything is getting chopped apart. OpenAI already delayed. Anthropic who knows. Even SpaceX has gone nowhere & indices didn’t bite.
Another neocloud. @bloomberg.com www.bloomberg.com/news/article...
ETF Fixed Income Report 10-19-2026 claude.ai/artifact/Nb2...
iphawk reposted
SCOOP: 'Tommy' from the now-viral exchange with Abdul El-Sayed is Thomas Teepell, a former staffer for Republican Senator Josh Hawley with close ties to Christian Nationalist Sean Feucht. He's the son of a former Bobby Jindal staffer whose consultant work was instrumental in getting Hawley elected.
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Nothing earth shattering. Reinforces what I already knew, I’m going to be early to everything and it’s going to be very annoying. The recommendations they are making are already reflected in their etf position changes over the last two plus weeks.
At a fancy advisor event with JPM. What should I be asking? The more uncomfortable the better.
iphawk reposted