QCOM 1X Short ETF

Marvell's revenue will grow from $8B in CY25 to $12B in CY26, $20B in CY27 and $80B by CY30 ($70-$90B mid point). For comparison, Qualcomm's semiconductor business is 3x bigger than Marvell in CY26 but will be $60B by FY29 and unless huge growth happens they will be smaller company than Marvell in CY30.

Source: Sravan Kundojjala

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Anthropic's massive valuation target alongside a $42B loss shows that AI infrastructure spending is still going full throttle, regardless of high costs. It's a high-stakes game where only the strongest will survive in the long run

Anthropic’s massive $42 billion loss highlights the immense capital intensity of frontier AI models. A $2 trillion valuation target amid soaring Treasury yields forces a stark choice: pay a premium for hyper-growth scale or wait until multi-decade rate pressure forces financial discipline across unproven, capital-hungry balance sheets.

I wouldn’t buy into Anthropic’s IPO yet since the company has such high net loss now, shall stay on the sidelines and see what happens.

I wouldn't buy straight into Anthropic's IPO despite preferring them over OpenAI. Historically, companies's stock price have mostly fallen after IPOs and takes an average of 2 to 3 years before rising steadily above the initial IPO price. Besides, with the uncertainty of AI development's pace, I wouldn't want to increase too much exposure.

After Monday US market, I think the week will be choppy after the drop before any big movements. As for the new IPO, a new batch of pump then dump awaits. DCA if you like the company and prefer the thrill and rides.

A filing which warns that its own models could pose "catastrophic or existential risks to humanity" is as wild as it can get! - so what's the point in investing in this? 🤔

I believe the markets are more resilient than the headlines would make them to be. They have done remarkably well in the face of rising yields, oil prices, etc., and the names that are being rotated into indicate economic growth ahead.

Anthropic IPO, I don't think it's worth so much. Forty two billion dollars loss company, not forty two billion dollars profit. see probably.