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Themes ETFs
@ThemesETFs
We seek to provide investors with a way to own the opportunities that are shaping the future and moving markets. Important disclosures:
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Anthropic's IPO is approaching. Proposed ticker: $ANT Three Leverage Shares ETFs are planned: - $ANUU: 2x Long - $ANDD: 2x Short - $ANSS: 1x Short Three ways to trade Anthropic's debut.
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Anthropic's Revenue Is Exploding H1 2026 YoY growth: - Anthropic: +1,300% - $PLTR: +89% - $SNOW: +34% - $CRWD: +26% - $CRM: +12% With its IPO approaching, Anthropic is growing at a remarkable pace.
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Anthropic's founders own just 10% but control 50.1% of the vote. How does that compare? - Alphabet: 52.7% - $META: 60.6% - $SPCX: 82.4% - $SNAP: >99% One super-voting share keeps Anthropic's seven founders in control ahead of its IPO.
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Anthropic’s S-1 filing is now public.📄 The Claude developer moves another step towards its proposed IPO, opening its business, financials and risks to investor scrutiny.
Now live: $MGOL, the Leverage Shares MANGOS ETF. Exposure to Meta, Anthropic, Nvidia, Alphabet, OpenAI, and SpaceX stock in a single ticker. Trading now – 24/5 around the clock.
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The IPO boom could be Wall Street’s next gold rush. $SPCX IPO reportedly earned Wall Street $500M in fees. With Anthropic and OpenAI potentially next, banking giants like $JPM, $GS and $MS could be in for another round of profits.
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September was a big month for defense: $20.7B — $RTX AMRAAM production agreement. $20B — $BA F/A-XX next-gen fighter contract. $1.2B — $LMT Precision Strike Missile deal + accelerated AIM-260 production. €3.7B — ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32/Fincantieri deal for two Italian Navy destroyers. $303M — $SAAB order for future manned + unmanned combat aircraft. $RHM.NE — new 155mm artillery ammunition order. ethereum:0xfe4db16013c1c3a9eee10829d05b9b08847feef9 + MBDA — selected for France’s future long-range strike capability. $AIR + $BAESY + ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 — Eurofighter pitched as Portugal’s next fighter. $16M — $BAESY funding for radiation-hardened military + space chips. $GE — new U.S. hypersonic test-bed contract. Bigger budgets. More procurement. More production. All companies mentioned are represented in the Themes Transatlantic Defense ETF (NATO). Sources: RTX, Reuters, Lockheed Martin, Fincantieri, Saab, Rheinmetall, Safran, MBDA, BAE Systems, GE Aerospace, as of 10/1/2026.
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Everyone is watching the AI spending boom. But there’s another one happening at the same time. G7 countries could add $8T in defense spending over the next decade. And the US could put $54B into drones and counter-drone tech next year. The overlap between defense and technology is getting harder to ignore.
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Boeing beats Northrop to the Navy’s next fighter jet. The F/A-XX contract is reportedly worth $20B+, adding to Boeing’s recent F-47 win and strengthening its position in the next-gen fighter race. $BA $NOC
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The AI race is getting crowded. But some companies are moving at a very different pace. Anthropic’s rise is a useful glimpse into how quickly the AI landscape is evolving - from model capabilities to capital, customers and competition. And this may only be the beginning. Not investment advice. For educational purposes only. Learn more at
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🍎 Apple Leads a Split Magnificent 7 $GOOGL cloud growth came with a $195–205B capex bill, while $TSLA weaker profits revived questions over AI spending. The Mag 7 is no longer one trade. It is seven capital allocation tests.
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🏦 Five banks grew profits, but only three stocks rose. IPO/M&A, volatile markets and stronger interest income lifted $GS $JPM $BAC $C $WFC. Citi’s costs and Wells Fargo’s flat guidance show why markets trade the outlook, not the quarter.
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Brent’s 2026 rally has been anything but linear. Up 81% by April. Then Hormuz reopened, ceasefire hopes grew and most gains vanished. Now Brent is back above $90, with Goldman warning it could approach $120 if disruptions persist.
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SpaceX is trading more like a market event than a mega-cap. Daily turnover remains at 10–30% of its publicly tradable shares, far above the 0.3–1% typical of mega-caps like $AAPL, $MSFT, $NVDA and $AMZN. Five weeks in, the market is still actively pricing SpaceX.
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🛢️ Brent jumped 9.6% last Monday, its biggest rise since 2020. For airlines like $UAL and $DAL, that means higher fuel costs. For $XOM and $CVX, stronger crude can lift earnings. One commodity move. Opposite effects.
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Behind every AI breakthrough is the technology that makes it possible. SKHX - the Leverage Shares 2x SK Hynix ETF is now trading on Cboe. Not an offer, solicitation or investment advice.
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⚔️ Three companies control the world’s memory supply AI is transforming memory demand, but barely changing its hierarchy. Samsung, $SKHY , and $MU control  90% of global DRAM supply, a share expected to remain largely intact through 2027.
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Options are now available on both SK Hynix ETFs: SKHX: 2x Long SK Hynix Daily ETF SKHZ: 1x Short SK Hynix Daily ETF Access important disclosures on our website.