Ethan1

Netflix’s massive bid for Warner Bros is heating up media M&A, with Oracle connections and Trump staying hands-off. Could this reshape streaming economics, or is Netflix overpaying at the top?

Crypto got wrecked yesterday with stocks. When traders are scared, they sell everything, including Bitcoin and COIN

$Trump Media & Tech(DJT.US)  market cap $3.05B , TTM revenue $3.68M , net loss -$144M . 828x sales. Beta 4.64 . 52-week high $30.99 exactly one year ago today . Down 64% in 1 year . Tomorrow’s token deadline changes none of this. This is not a stock, it’s a sentiment ticker. 😂

UNH’s 2026 outlook is bright—healthcare policy risks minimized

NVIDIA Enters PC Silicon: What the Specs Show and What They Don't

$Circle(CRCL.US) An uncorrelated asset within the fintech/digital assets space. Provides diversification but not excitement.

Why Micron Just Became One of My Most Interesting Compounders to Watch

$ASML.US Keeping 100 shares—kind of regretting it now. Should have just sold everything.Will it fall below my cost basis? 😟Nothing seems to go right with my stock trading lately. Maybe I should find some time to visit a temple and pray.

Here is something that would have sounded slightly crazy just three years ago. A company whose most famous product is a chatbot you can use for free has quietly filed to go public. Anthropic, the AI lab behind Claude, just submitted its S-1. If that term is new to you, the S-1 is the document a company files with regulators before it lists on the stock market. Think of it as the company's financial confession: how it makes money, how much it burns, and what could go wrong, all written down for the public to read. So why does this matter to you and me? Picture the AI boom as a gold rush. For the past two years, almost everyone who got rich was selling shovels. The chip makers, the cloud providers, the power companies. The miners themselves, the AI labs actually digging for the gold, mostly stayed private and burned through enormous amounts of cash. Now one of the biggest miners wants to sell shares in the mine. If Anthropic walks through the IPO door, others may follow. That is the real story here. Not one filing, but the possible start of a wave of AI companies coming to public markets. A wave changes things for ordinary investors. Suddenly we get to read the real numbers behind a frontier AI lab, and eventually, to decide whether to buy in. Here is the question worth sitting with. When the people who have seen the books from the inside finally invite the public in, are we being handed the future, or the top? History does not repeat exactly, but it does tend to rhyme.