TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$SPCX · SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
now playing · $SPCX
$SPCX···bullish· highjohn coogan
SpaceX files for IPO targeting $80B+ raise with $28.5T TAM claim and Anthropic AI partnership
SpaceX's S-1 reveals a pivot to AI infrastructure with capex 3x space spend, and Anthropic's $1B+/year compute commitment makes SpaceX a major neocloud overnight at premium pricin…
$SPCX···bullish· mediumjohn coogan
Codex fair value $1.1-1.5T for SpaceX; bull case $1.7-1.9T if AI orbital compute materializes
Sid Lansky's Codex model values SpaceX at $1.1-1.5T fair value, with bull case requiring Anthropic stickiness, strong AI infrastructure margins, Starship unlocking new markets, an…
$ANTHROPICbullish· highjohn coogan
Anthropic revenue surges to $10.9B Q2 run rate, first profit expected, valuation up 173% YTD
Anthropic's revenue grew 130% QoQ to $10.9B annualized with operating profit imminent, disproving 'AI never profitable' skeptics and validating premium model pricing power.
$OPENAIbullish· highjohn coogan
OpenAI general-purpose model solves decades-old Erdős combinatorial geometry problem, signaling reasoning breakthrough
OpenAI's internal general-purpose model achieved a novel proof on the planar unit distance problem (Erdős problem #90) with only hundreds to thousands of dollars of inference comp…
$NVDA···bullish· mediumjohn coogan
Nvidia announces $80B buyback as AI agent demand drives results; investor Take Him bullish
Nvidia's $80B share buyback authorization and skyrocketing results on AI agent adoption reflect sustained infrastructure demand, with credible investor Take Him laying out a convi…
$MSFT···bullish· mediumjohn coogan
Matthew Ball joins Xbox; hosts call it 'literal game changer' and most bullish on Xbox in 7 years
Strategic hire of Matthew Ball — respected gaming/media analyst — signals Microsoft's serious commitment to Xbox content strategy, with Take Him calling it a 'literal game changer…
$IBM···bullish· mediumjohn coogan
White House awards $1B to IBM and 9 quantum firms with equity stakes, creating taxpayer-owned quantum portfolio
U.S. government is directly investing in quantum computing via equity grants to IBM and nine private quantum companies, giving taxpayers a diversified stake in the sector's commer…
$RGTI···bullish· lowjordi hays
Rigetti Computing up 30% on White House quantum equity grant news
Rigetti shares surged 30% following announcement of White House quantum computing grants with equity participation, signaling market enthusiasm for government-backed quantum comme…