5 Surprise AI Stock Winners from the Anthropic IPO The $1T Anthropic IPO isn't just a win for Amazon and Google. The real money is in the unsexy infrastructure layer 👇

SpaceX is now on track to surpass Amazon in market value 🚀 Just days after its IPO, $SPCX is trading more than 57% above the offering price, pushing its valuation toward $2.8T, completely overtaking Amazon ($2.66T). The fascinating part? • Last year’s revenue: $18.67 billion. • Net loss: $4.94 billion (partially driven by the xAI merger). Trading at these multiples makes absolutely no sense today based on raw cash flow. As Swissquote Bank noted, this is pure speculation, people are buying simply expecting the next guy to push the price even higher. What’s driving the immediate pressure: 1) The passive inflow frontrun: SpaceX is set for fast-track inclusion into the Nasdaq 100, meaning passive index funds and ETFs will soon be forced to mechanically buy billions worth of shares regardless of the valuation. 2) Options volatility: options trading kicks off today. Expect heavy, expensive, and hyper-volatile flows, especially given the tiny public float.

SpaceX may be one of the most polarized stocks on the market right now Retail sentiment is currently "extremely bullish," with message volume on Stocktwits exploding by over 28,000% in a week. Yet when asked about the next 5 years, 53% of nearly 19,000 voters said SPCX will underperform the S&P 500. Retail is loving the story… but not fully buying the long-term valuation. What do you think, will $SPCX keep running or cool off? 👀

Is Dogecoin actually dead? 🐕 I just dropped a new video breaking down my exact DOGE Comeback Plan. No hype, just a realistic look at how I'm planning to trade the potential drop to the 5¢–8¢ accumulation zone $DOGE Watch the full breakdown here 👇 youtu.be/KUtMz7dTce0?si=JEqr…

Zcash passed an AI security audit powered by Anthropic's Claude Mythos. Co-founder Zooko Wilcox-Hearn confirmed no critical vulnerabilities were found, reinforcing the network's resilience. The zcash:native token has almost fully recovered from its recent dip, which was triggered by a security researcher discovering a flaw that could have allowed bad actors to mint "infinite" tokens. The bug was successfully patched back on June 2, and this clean bill of health from the AI audit is finally giving the bulls their confidence back. From a technical perspective, the key level to watch is $530: 🟢 A successful hold above it could open the path toward $600. 🔴 A rejection risks repeating previous ZEC rallies, where late buyers got trapped before another leg lower. For now, bulls have momentum. The next few sessions will determine whether this is a breakout or just another recovery rally. Back to building!

$1.1 TRILLION added to the U.S. stock market at the open. Markets are embracing a fresh risk-on narrative after reports of a peace agreement between the U.S. and Iran. What's interesting is the sector rotation: 📉 Energy stocks are falling 📈 Tech stocks are leading the rally For now, investors seem far more interested in lower geopolitical risk than higher oil prices. $SPY

Elon Musk thinks SpaceX could generate over $1 TRILLION in annual revenue by 2031. For context: - SpaceX generated $18.7B in revenue in 2025 - Goldman Sachs projects ~$470B by 2030 - Morgan Stanley projects ~$330B by 2030 - Musk's target is more than 2x higher than even the most bullish Wall Street forecasts This is exactly why the valuation debate around SpaceX is so intense right now. The interesting part is that even the current valuation already requires extraordinary execution. Massive ambition vs execution risk. Classic Musk. $SPCX

And people still say crypto is too volatile…

IPO truth nobody wants to hear (SpaceX, OpenAI and Antrhopic cases) Big IPOs don’t guarantee big returns! History shows mixed outcomes, and even the biggest winners often offered better entry points long after listing. The 10 largest U.S. IPO stocks have underperformed the S&P 500 by a median 127 percentage points so history is not necessarily on SpaceX's side. SpaceX, OpenAI and Antrhopic won’t be different just because the narrative is bigger.

Crypto futures volume just spiked hard during the dip CEX DEX activity surged across Binance, OKX, Bybit, and Hyperliquid — with derivatives volume accelerating even as price was bleeding. What worries me here is that this doesn’t look like simple dip buying. It looks like traders aggressively stacking leveraged positions into volatility. And that’s exactly the kind of setup that can fuel the next big move, either a short squeeze or a long squeeze depending on which side gets overexposed.

The AI boom is incredibly concentrated Two clear charts tell the story: • Revenue per employee is rising sharply for the Mag 7, while it’s declining for the Russell 2000. • Profit margins keep climbing for the Mag 7 but remain flat for the S&P 493 outside big tech. Higher rates and yields are still biting smaller companies with weaker balance sheets. Despite all the AI hype, there’s still no real evidence of productivity or profit gains spreading beyond the mega-cap winners. The Mag 7 are pulling further ahead, but the rest of the economy isn’t feeling it yet.

Bitcoin has spent roughly 93% of its entire history in a comfortable zone where more than half of all coins were in profit. Right now, only about 50% of supply is profitable, putting the market in the bottom 7% of all historical readings. This isn't a normal environment. Exactly the kind of environment where the strongest hands quietly accumulate. Classic "buy fear" setup? 👀