Jupiter Trade(@jupiter_trade):MARKET PULSE 📈 Anthropic’s leaked prospectus is the week’s real alpha. ~$2T target. Book up to ~$100B. Revenue ~$4.6B in 2025 after a 12x. Losses still huge. The line that actually moves Mag 7: ~$518B of compute, mostly take or pay. Google ~$111B. Amazon ~$110B. Microsoft ~$31B. Nvidia in talks as anchor. Cash and allocation event for the same stack holding the index up. Macro under it: August PCE cooler than feared. October hike odds fell. Nasdaq liked it. S&P barely cared. Oil is still the tax WTI ~$90, Brent still three figures. 10-year ~5.2%. 30 year tagged early 2000s levels. Consumer confidence rolled over. Soft PCE bought Nasdaq a session. It did not fix duration or crude.

2026.09.30 23:14

MARKET PULSE 📈 Anthropic’s leaked prospectus is the week’s real alpha. ~$2T target. Book up to ~$100B. Revenue ~$4.6B in 2025 after a 12x. Losses still huge. The line that actually moves Mag 7: ~$518B of compute, mostly take or pay. Google ~$111B. Amazon ~$110B. Microsoft ~$31B. Nvidia in talks as anchor. Cash and allocation event for the same stack holding the index up. Macro under it: August PCE cooler than feared. October hike odds fell. Nasdaq liked it. S&P barely cared. Oil is still the tax WTI ~$90, Brent still three figures. 10-year ~5.2%. 30 year tagged early 2000s levels. Consumer confidence rolled over. Soft PCE bought Nasdaq a session. It did not fix duration or crude.

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