High Yield Harry
@HighyieldHarry
@Buyside_Hub Founder. My newsletter @wallstrollup is read by 200k+ investors. Finance Memes & Satire.
173 Following 1.4M Followers
Damn, we have flying cars now
If I was President I would immediately arrest the Savannah Bananas.
If talks go lower than 1.5 then they’re better off staying private probably
CFB is done. Stop the slop.
Sources: The College Football Playoff is nearing a deal to expand to 24 teams, per sources. The new format will start in 2027 and is expected to come together in the near future, pending final approvals.
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Just get the S-1 out so we can get this settled once and for all
UPDATE: The gross margin of 85% Anthropic presented to investors on Wednesday is on a GAAP basis (not adjusted), source says.
The positive OPERATING margin as of 3Q of 11% is on an adjusted basis.
Love seeing "Newsletters are dead" takes...
We have 60%+ open rates and it's our largest revenue and user acquisition/re-engagement stream.
Just write stuff that actually helps people.
If we throw liberty biberty into a volcano we might be able to stop the pain
SHARES OF US CHIP-RELATED COMPANIES FALL
NVIDIA DOWN 3%
AMD FALLS 5%
INTEL DOWN 5.9%
MARVELL TECHNOLOGY OFF 5.5%
Jobs of the Week:
1) Ares is hiring a Direct Lending Associate (NY & LA)
2) Deerpath Capital is hiring a Private Credit Senior Associate (Chicago)
3) Morgan Stanley is hiring various 2027 interns
4) Houlihan Lokey is hiring a Financial Sponsor Coverage Associate (NY)
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Okay let’s see what FinTwit sentiment for next month’s Anthropic IPO actually looks like:
Realizing Ed Zitron gets to victory lap now
Realizing that AI companies have probably been misrepresenting ARR as a metric this entire time
It’s time to bring it back
Trying to imagine what Dario talking to a room of Buyside PMs/MDs must be like.
Damnit I missed my scoop window
Waiting for this Anthropic ARR number to drop
You’re launching levered long/short Anthropic ETFs?
Anthropic's $2T valuation looks very different depending on the year. It would be 435 times 2025 revenue, above all seven AI stocks shown.
On its own 2028 projection, the multiple drops to about 10, between $MSFT and $GOOGL. That requires a 40x jump in revenue by 2028.
After the Anthropic IPO @TradrETFs expects to launch leveraged long and short ETFs, $ANTT and $ANTZ.
A registration statement relating to these securities has been filed with the Securities and Exchange Commission but has not yet become effective. See the pre-effective prospectus.
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Life after previously selling stocks to buy a house before rates got too crazy
Here rn and Petno was asked about what’s going to be the biggest market force a few years from now (other than AI) and he had a really thoughtful breakdown on how deficit spending is nearing a breaking point.
“The chicken is coming home to roost.” he said.
Definitely agree there - we cannot spend like drunken sailors forever and expect the bond market to comply
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Thinking about this while we’re all enjoying a cold one rn
Connecticut based MDs realizing everyone in their neighborhood is insufferable
