Pre Market Thoughts - 22 Oct 26 Yields a touch higher across the curve. Overnight the US session saw a reversal as neos started to get pressured again. The game plan for neos remains the same as what i said yesterday, after taking some profit - i would deploy…
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*META PLANS TO ISSUE NEW NONVOTING SHARES TO FUND AI INVESTMENTS WITHOUT DILUTING ZUCKERBERG'S CONTROL: SEMAFOR *META COULD OFFICIALLY ANNOUNCE THE NONVOTING STOCK PLAN AS SOON AS WEDNESDAY ALONGSIDE QUARTERLY EARNINGS $META
$META - interesting that alot of people simultaneously think that results will be good and that META will follow up with an equity raise announcement. i dont disagree, that would probably be the best time to do it.
also Elice the korean cloud is limit up
Pre market thoughts 21 Oct 26 Yields took a backseat. The core question driving the semis and market rotation is the question - are the neos the first shoe to drop and crack the AI market? For much of last week and even Monday, it look like it was. However, ye…
lmao
Cloud partners are unwilling to sell it all the compute it needs
ANTHROPIC'S DRAFT IPO FILING • Revenue: $16.3B in the first half of 2026 • Net loss: $80.7B, driven largely by accounting charges • Compute spending: nearly $9B in the first half • Cloud commitments: about $450B over the next 7 to 10 years, including $111B wit…
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