Negligible Capital
@negligible_cap
Stocks mostly. Long and short
Not advice
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The last time the 10-year went over 5.2% was in June of 2007 - which was a five year high. The time before that was in 2002. Incredibly different this time but interesting nonetheless
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*MGM RESORTS DISCUSSING MAKING BID FOR PEOPLE INC.: WSJ
*BLUE ORIGIN RAISES $10B AT $140B VALUATION: WSJ
Blue Origin’s first ever outside capital raise. Per WSJ they’re expecting to do $1.4B in revenue this year, and over $30B by 2030.
That puts their valuation at 100x this year’s sales. $SPCX is valued at only around 45x FY26 sales estimate. SPCX looking like a steal
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*AKAMAI SHARES SURGE OVER 20% POSTMARKET ON ANTHROPIC PACT
$AKAM reported an $11.6B multi-year pact with Anthropic – deal may expand upp to $20B total, and AKAM issues warrants to Anthropic for up to 5% of the company. $AKAM sees $5.5B in capex tied to the pact
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“You’re out of control”
Sam Altman is warning the world about Sam Altman, and says we need to stop Sam Altman because Sam Altman can’t stop Sam Altman.
*GOLDMAN REAPED OVER $200M IN FEES FROM SITUATIONAL AWARENESS:FT
According to the FT, Situational Awareness became Goldman's biggest prime brokerage client last year. Unreal
*OPENAI’S AI TRIED TO BREACH 4 OTHER TARGETS: NYT
“OpenAI’s artificial intelligence went rogue this year in at least four additional incidents, hacking and trying to break into government and university websites without being instructed to do so, according to researchers and government officials.”
These were prior to Hugging face. This is starting to feel like an OpenAI issue more than an AI issue
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US AND IRAN DISCUSS PHASED DEAL TO REOPEN HORMUZ AND END US BLOCKADE, SOURCES SAY
$SOXX – Semis have underperformed the Nasdaq 100 by about 14% since the start of July, putting semis on track for their biggest quarter of underperformance relative to the broader tech index since 2007 per Bloomberg. Really puts into perspective how wild Q2 was:
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ZeroHedge when $ORCL runs into any minor inconvenience
*ORACLE SENDS FORCE MAJEURE NOTICE OVER NEW MEXICO DATA CENTER
$ORCL trying to put off payments on the project if it's delayed
New Meta VR Glasses look really cool. I think Meta (and other similar companies with big product releases) do themselves a disservice by announcing these products months before you can actually pre-order them
I definitely would’ve impulse bought a pair last night on the spot if I could've. Who knows if I’ll even want one anymore by spring. Hype decays
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“The gem cannot be polished without friction, nor man perfected without trials.”
Ray Dalio must be having a field day the last 48 hours
*US 30-YEAR TREASURY YIELD RISES TO HIGHEST SINCE 2004
Feels like Ken Griffin’s trying to liquidate Bessent’s book now
*META DEBUTS A DEDICATED, PALM-SIZED DEVICE WITH 5G TO USE MUSE
Muse Charm. Wow.
BARRY DILLER WITHDRAWS BID FOR MGM RESORTS: WSJ
*PEOPLE INC. PREPARES $48.30/SHR OFFER TO BUY MGM RESORTS: NYT
Barry Diller offering $48.30 / share in cash for $MGM , or over $18B total.
First $CZR now $MGM. Casino's are hot
*AMODEI SAYS AI `COULD BE A RISK TO HUMANITY AS A WHOLE'
*AMODEI CITES RISK THAT AI MODELS ADVANCE BEYOND HUMAN CONTROL
“Okay we just pushed out Opus 5.5 - now everyone needs to stop for real this time”
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*DAN IVES-BACKED CLOSED-END FUND IPO STARTS MARKETING: TERMS
*IVES ULTRA AI OPPORTUNITIES SEEKS TO RAISE $200M IN IPO: TERMS
"No one rings a bell at the top"
