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🚨 BILLIONAIRE @mcuban ON WHY “EVERYTHING’S A MEME STOCK”:
"I think we're in a bubble, but not the same as the internet bubble... I think what's different now is everything's a meme stock."
An 18% move on a tiny earnings miss:
"The intrinsic value of that company hasn't changed eighteen percent."
What he sees instead:
"We're trading them like baseball cards."
"It's just perceived... what you think somebody else will pay for it. And I think we're in a bubble for that very reason."
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🚨 INVESTOR @DivesTech ON NVIDIA AND JENSEN HUANG:
"Talking about replacing Jensen, that's a comedy. He's not just a CEO. The reason we're talking about AI revolution is really because of Jensen"
His message:
"He was really the only one to see around the corner strategy-wise"
And:
"From an investor perspective, it doesn't change that they're 2 to 3 years ahead of China when it comes to AI chips. It doesn't change where they are in the market"
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🇺🇸 HOUSEHOLD WEALTH FOR AMERICANS UNDER 35 HAS FALLEN -23%🔴
Median net worth dropped to $33,000 from 2022 to 2025, per the Fed...
Over the same stretch, households 75 and older saw a +37%🟢 gain, to $504,900
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🚨 @FUNDSTRAT’S TOM LEE: "I THINK MARKETS ARE A LOT SAFER THAN PEOPLE THINK"
"We had a flurry of bad news over the weekend"
"It's now normalized today. That's usually a sign of a bottom"
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🚨 $ANT ANTHROPIC IS SEEKING UP TO $95.3 BILLION OF FRESH CAPITAL
Up to $69.3B from the IPO: 866.7M new shares at $70 to $80
Plus $26B from Google, Nvidia, Microsoft, AMD, Broadcom, Micron and TSMC in a private placement at the IPO price
It could rank among the largest IPOs in stock market history
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🚨 $ANT ANTHROPIC’S IPO IS WALKING INTO AN AI BACKLASH
According to CNBC:
• Voters opposed data center ballot measures in 40 of 41 cases in Tuesday’s midterms
• More than half of voters called AI data centers a crucial or major factor in their congressional vote, per NBC’s exit poll
• 71% of USC survey respondents don’t trust big tech “at all” on data center development
Anthropic’s prospectus flags increasingly organized opposition to data centers... and the risk that its public profile brings extra scrutiny
Demand for AI is one side of the trade. Getting the infrastructure built is the other
Tradr’s proposed $ANTT and $ANTZ would target 2x and -2x of $ANT’s daily return, before fees and expenses. Both remain pending, not trading
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🚨 $AMZN AMAZON CEO ANDY JASSY (@ajassy) ON THREE OF THE BIGGEST TRANSFORMATIONS “IN OUR LIFETIME, AND MAYBE EVER”:
"AI, robotics, and space development... they're all huge, and they all are gonna completely change a number of customer experiences."
Amazon’s position:
"We are in the middle of all three of those big transformations."
The satellite opportunity:
"Amazon Leo... our low Earth orbit satellite constellation that we're building for the five hundred million households around the world that don't have broadband connectivity."
Is Amazon spreading itself too thin?
"I think some of that depends on a combination of how you organize yourself and what you're willing to invest."
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RUSSIA🇷🇺 AND UKRAINE🇺🇦 WILL MEET FOR USA🇺🇸BACKED PEACE TALKS
This comes after President Trump said a broad deal is possible, per Reuters
🚨 ASIAN MARKETS ARE RIPPING AFTER WALL STREET'S BEST DAY SINCE APRIL
🇰🇷 KOSPI +4.85% 🟢
🇯🇵 Nikkei 225 +2.76% 🟢
🇹🇼 Taiwan +2% 🟢
The Nikkei is back above 60,000 while US futures sit flat
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🚨 $NVDA NVIDIA CEO JENSEN HUANG HAS BEEN ASKED TO APPEAR BEFORE CONGRESS OVER NATIONAL SECURITY CONCERNS, PER REPORTS
He's no longer set to attend Anthropic's CEO forum today and was pulled from the ElevenLabs conference speaker list, per Business Insider
Prediction markets now price a 44% chance he leaves Nvidia before 2028
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🇺🇸 FORMER SEC CHAIR GARY GENSLER ON $NVDA NVIDIA AND JENSEN HUANG:
"The question to answer is whether they've misled any of their shareholders"
His message:
"He's got an internal issue with his board. Whether he misled his board, and what obligations he may have had with his board, with what appears to be a security breach"
And:
"Was that material to the pricing? And it does look like it was material, 'cause look what's happening in the pre-market to the stock price of Nvidia"
Sponsored by Alpha
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🚨 STANLEY DRUCKENMILLER ON LOSING $600 MILLION SHORTING STOCKS THAT EVENTUALLY WENT BANKRUPT:
"I shorted $200 million worth of internet stocks in March of '99, and in three weeks covered them at a $600 million loss."
The kicker:
"I was short 12 stocks. They all went bankrupt, every one of them."
Why the math is against you:
"If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money."
"Don't try that at home."
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🚨 $ANT ANTHROPIC IS NOW TARGETING NOVEMBER 19 OR 20 FOR ITS NASDAQ DEBUT
The AI selloff isn't stopping it. Investor meetings are lined up this week and the valuation range is expected in a filing in the next few days, per WSJ
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🚨 $ANT ANTHROPIC’S IPO IS WALKING INTO AN AI BACKLASH
According to CNBC:
• Voters opposed data center ballot measures in 40 of 41 cases in Tuesday’s midterms
• More than half of voters called AI data centers a crucial or major factor in their congressional vote, per NBC’s exit poll
• 71% of USC survey respondents don’t trust big tech “at all” on data center development
Anthropic’s prospectus flags increasingly organized opposition to data centers... and the risk that its public profile brings extra scrutiny
Demand for AI is one side of the trade. Getting the infrastructure built is the other
Tradr’s proposed $ANTT and $ANTZ would target 2x and -2x of $ANT’s daily return, before fees and expenses. Both remain pending, not trading
Show more
🚨 $NVDA NVIDIA AND CEO JENSEN HUANG HAVE BEEN SUED IN A PROPOSED SHAREHOLDER CLASS ACTION
The suit accuses them of defrauding investors, per Reuters
The stock fell -4.3%🔴 today while the chip index ripped
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🚨 PETER SCHIFF SAYS "SELL" BITCOIN BEFORE IT CRASHES
🚨 WHO REMEMBERS THIS
$NVDA NVIDIA CEO JENSEN HUANG ON SELLING CHIPS TO CHINA:
"Comparing AI to anything that you just mentioned is lunacy. It's a lousy analogy. It's an illogical analogy"
His message:
"50% of the AI developers are in China. The United States should not give that up"
And:
"You're not talking to somebody who woke up a loser. We're not a car. There's a reason why x86 still exists. There's a reason why Arm is so sticky. These ecosystems are hard to replace"
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🇺🇸 FORMER SEC CHAIR GARY GENSLER ON $NVDA NVIDIA AND JENSEN HUANG:
"The question to answer is whether they've misled any of their shareholders"
His message:
"He's got an internal issue with his board. Whether he misled his board, and what obligations he may have had with his board, with what appears to be a security breach"
And:
"Was that material to the pricing? And it does look like it was material, 'cause look what's happening in the pre-market to the stock price of Nvidia"
Sponsored by Alpha
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🇺🇸 President Trump DEFENDS $NVDA Nvidia CEO Jensen Huang LIVE on stage…
And so it begins…
$ANT Anthropic IPO is upon us 🔥🔥🔥
ANTHROPIC IPO: 2X LEVERAGED ETFS TO WATCH
$ANT could begin trading on Nasdaq by the end of next week.
Leveraged ETFs may follow shortly after its debut.
Two tickers to watch:
$ANTT — 2x Long Anthropic ETF
$ANTZ — 2x Short Anthropic ETF
Double the daily exposure. Double the stakes.
Launch timing remains unconfirmed.
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🇺🇸 ELIZABETH WARREN VOWS TO LAUNCH AN INVESTIGATION INTO PRESIDENT TRUMP'S FAMILY CRYPTO BUSINESSES
She plans to do it as Chair of the Senate Banking Committee
🚨 $NVDA NVIDIA CEO JENSEN HUANG ON THE MONTHS BETWEEN SHIPPING AI COMPUTERS AND MAKING MONEY:
"From the moment that the computers are shipped to the moment that they start earning could be many months."
The financing challenge:
"We're talking about a fairly significant investment. The amount of float is quite large."
His message:
"We need to help these companies reduce that... making it easier for them to stand up the computing is gonna make a big difference."
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Jensen when he realized she really was too good to be true
🚨 $MARA HOLDINGS JUST POSTED $632 MILLION IN NET INCOME LAST QUARTER
EPS: $1.28 vs -$0.12 est 🟢
Revenue: $164.2M vs $182M est 🔴
Adj EBITDA: $857.7M
Most of it came from an $885M unrealized gain on its bitcoin holdings
It also announced:
A $79M 4-year GPU-as-a-service deal through Exaion, with a pipeline of over $3B
A new buyback of up to $500M
The stock closed up +4.57% at $6.64
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MARA HOLDINGS $MARA JUST REPORTED Q3 EARNINGS
- Revenue: $164.2M, missing expectations of $182M 🔴
- EPS: $1.28, beating expectations of -$0.12 🟢
- Adj EBITDA: $857.7M
- Net Income: $632.1M
Key Updates:
- Exaion: $79M four-year GPU-as-a-service contract (over $3B pipeline; approximately $1B targeted for delivery by end of 2027)
- Share Repurchase Authorization: up to $500M after quarter-end
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🚨 CATHIE WOOD IS LIVE ON WOLF
Tune in LIVE right now
👇👇👇
Cathie Wood: This Is Where Real Opportunity is After The AI Market Crash
