This is honestly pretty good. Gonna do a bunch of runs on various tickers
4 more shows are now on the record:
- 苔藓之火 by @gentlemanzhao
- Frictionless w/ @LoganJastremski
- @counterpartytv by @notthreadguy
- @edge_pod by @DeFi_Dad and @Nomaticcap
BidClub now covers 44 shows and 3,131 episodes—with full transcripts and bilingual summaries, free for you + your agents.
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Today, Carnegie Mellon University and Ken Griffin, founder and CEO of Citadel and founder of Griffin Catalyst, announced a historic $3 billion gift to elevate Carnegie Mellon in Pittsburgh and launch Carnegie Mellon University Miami. #CMUMiami#
Learn more:
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To my fellow western investors:
In China when we do any type of search these days the default is either Doubao or Xiaohongshu. It's no longer Baidu. I thought it's common knowledge but apparently it's not, Baidu hasn't been a verb for a while now.
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Good pod by the @Delphi_Digital guys
Just picked up a book vs reading AI slop this past whole month
my god real human writing reads so fucking good, it never felt this discernible before
idk man think Doubao by Bytedance and whatever Tencent come up with are as well positioned as Muse is when it comes to distribution altho they are behind af on the models front
Revitalizing the pitch aggregating aspect of @bidclubai w/ update coming soon (thx to Jev)
CT, who consistently puts out good long-form pitch content on this site (stock & token) that we should track? I have a list of 60+ atm but open to a lot more. If you have lists as well would love to see it.
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Open to other suggestions. A couple of shows I listen to didn’t make the cut — too much high-level chatter / VC-oriented / promotional / noisy. Looking for more substantive single-name pitches / liquid ideas.
Also open to feature ideas.
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GM. With the next crypto bull market upon us, BidClub now tracks five more shows alongside @1000xPod:
- @theempirepod
- @0xSteadyLads
- @Delphi_Digital
- @goodgamepodxyz
- @MarketBubble
Six months backfilled. 89 episodes now live. New episodes added automatically every hour.
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HERE'S ANTHROPIC NET ARR: Anthropic Gross ARR reported to be $65B in July '26 and at $10B net new ARR / month you get $85B Q3'26 and $115B Q4'26.
If you remove:
- Meta ($5B ARR)
- Payout to AWS Bedrock / GCP (20-25% API volume assume 20% take rate
- 2% of all API volume is Chinese labd distilling.
You get to:
$62B Net ARR Q3'26
$82B Net ARR Q4'26.
At 20x EV/ARR that implies $1.3T Q3'26 numbers and $1.6T Q4'26.
Makes the pre-IPO price of $1.4T on @prestocks make sense.
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So hmm what's that enshrined $HOOD memecoin that's gonna buy HOOD DAT style and do other cool stuff with tokenized stocks and blessed by all the KOLs and mgmt?
$HOOD is undervalued given the potential its chain is showing and wall street is still sleeping on it.
ETH & SOL annualized 1-3 Bn of revenue at their peak while Base did 50-100 mm. HOOD just did a $2 mm day. Assuming DAU & TVL momentum continues it has a chance of annualizing at 300-500 mm (especially if privates are introduced + if memecoins actually start moving stock prices + real projects onboard + HOOD itself forking fomo).
$HOOD's FY26 estimate is ~5.2 Bn topline and ~1.9 Bn in profit. Given the fee is almost 70-80% incremental margins (and let's skip annualization) a 15-25% accretion to EPS is pretty juicy. Not that HOOD trades on PE multiple but don't think wallstreet is baking in perp ramp / crypto coming back either.
This name and $HYPE remain the best beta one can buy as blockchain continues on its multi-decade advance.
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$HOOD is undervalued given the potential its chain is showing and wall street is still sleeping on it.
ETH & SOL annualized 1-3 Bn of revenue at their peak while Base did 50-100 mm. HOOD just did a $2 mm day. Assuming DAU & TVL momentum continues it has a chance of annualizing at 300-500 mm (especially if privates are introduced + if memecoins actually start moving stock prices + real projects onboard + HOOD itself forking fomo).
$HOOD's FY26 estimate is ~5.2 Bn topline and ~1.9 Bn in profit. Given the fee is almost 70-80% incremental margins (and let's skip annualization) a 15-25% accretion to EPS is pretty juicy. Not that HOOD trades on PE multiple but don't think wallstreet is baking in perp ramp / crypto coming back either.
This name and $HYPE remain the best beta one can buy as blockchain continues on its multi-decade advance.
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If I’m mathing correctly, with step up of rental rates and serving OSS models, neo and hyper should have pretty meaningful upside to asp and margins
Big if true
My codex /goal run had been working for the past 96 hours nonstop (probably poorly), and I’m just a hobbyist with no real CS background.
Kind of gives me similar feeling of CC spawning agents / subagents and running for half hour on its own (think back in Feb / Mar?)
It kind of felt obvious to me at that time that the agent fan-out is gonna drive material CPU demand.
This continuous run kind of makes me feel like the token usage is gonna take another leg higher and feels massively bullish to the already bullish compute. Also feels pretty bullish OAI
I’m sure some chads are already token maxing for days on end autonomously; I’m just a noob but even if I can pull this off, it does feel like a bunch of agents working 24/7 for a lot of white collar isn’t that far out.
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I think my wife’s agency (Mandala Growth Labs) is hands-down the best social-marketing solution historically serving the likes of top Chinese tech shops like ByteDance and rednote (often exclusive campaigns)
You should reach out if China’s tech scene / their global growth is of interest.
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Congrats to @Rewkang & team on the launch of Robostrategy $BOT
Think it's gonna be a big altseason of frontier tech the next couple years across semis / space / energy / robotics and these guys are very well positioned in offering hard-to-get private exposure.
Also 1 share of $BRKB is lol
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Analyst: memory cycle is cyclical and will soon be peaking with no exception
Ser it may be true but this cycle could take up more than half of your investing career
Men just discovered fire
Cave Shaman: we are in an energy bubble
