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▶ 1:10 · $SPCX · SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN

now playing · $SPCX

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…

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