Anthropic claims Claude Opus 4.6 published today is a marked improvement for investment analysis; I put it to the test. I ran it through my automated stock pitch pipeline: 6 AI analysts, 5 rounds of debate, 1 research director. It cost ~$50 (20x my usual). Is it worth it? Here's what I found: 🧵

🔈BidCast - New Interview with @mikeahorton from @geodnet on $GEOD We discuss: 📌 Geodnet's device economics and growth flywheel 📌 Breakdown of its $3.5-4 mm ARR and path to $10 mm ARR with a diverse range of potential customers 📌 Tokenomics breakdown and math on net-burn 📌 Why Robotics is their #1 focus today with upside to $1 Bn ARR target longer-term Links 👇 Summary → tinyurl.com/5xr5zpdw YouTube → youtu.be/Rlddw6QICUY Timestamps 👇 00:00 Opening 00:44 Introduction to GeodNet and Its Technology 03:45 Understanding the Cost Differences in Base Stations 06:43 Market Competition and Hardware Evolution 09:34 Tokenomics and Network Coverage 11:19 Marketing Strategies and Community Engagement 13:14 Empowering Small Businesses with GeodNet 16:40 Manufacturing Challenges and Decentralization 18:46 Revenue Growth and Customer Base 23:48 Future Projections and Backlogs 27:45 Understanding Customer Dynamics and Token Economics 31:40 Exploring New Use Cases and Revenue Opportunities 35:23 The Role of Robotics in Future Growth 40:35 The Impact of Robotics on Market Dynamics 45:16 Innovations in Indoor Positioning and Satellite Technology 50:44 Competing in the Global Robotics Market 57:33 Financial Sustainability and Future Outlook

I personally think the $CRCL investors are significantly underestimating the risk of leading fintech players teaming together and launching their own stablecoin. For instance, the float on Stripe alone at any given point I think is around 15-25 Bn USD on its massive transactional volume. Already 20-25% of USDC without them actively juicing this on-platform float.

Are you telling me your nitwit wallstreet brain is gonna short the 1st new empire since the united states and soviet union that's effectively modern VOC that will build factories on the moon and launch satellites into space at 0 marginal cost that will dominate world compute and be 1st to corner sun's energy via dyson sphere and mine the fuck out of asteroids this thing will be the 1st quadrillion market cap empire and outlast the USA and China?

At some point with lower premium to book & BTC prices, the dilutive path to cover dividend & interest payments become untenable to $MSTR; such chatter may grow louder as prices slide and induce further reflexive downward pressure. The jump towards significant discount to book may occur when the dilution need becomes too high (maybe 10-20% market cap per annum?), I wonder if it may prompt selling of BTC or suspension of dividend which will set a bottom to the slide. Obviously nothing bad happens if BTC rallies from here.

Warren Buffet and now US government are funding AI CapEx buildout (soon Chinese government) and there are still doomers out there who think it's a bubble. Until Anthropic OAI hit a wall in revenue growth with untenable out-year CapEx demand that requires meaningful leverage I think the semi uptrend continues.

I think crypto could be going a lot lower in the next 2-4 weeks.

Is it too hard to list $CXMT on Hyperliquid pre-market? @tradexyz

I’m just saying, maybe owning a digital pet rock when productivity goes boom boom isn’t the best idea

As one goes long on the silicon leg of the K-shaped economy, think $PDD is actually pretty interesting when one looks to go long the downward-leg of the K (aka. the hydrocarbon leg): - Factory-to-consumer at hyper-optimized cost = structural wallet-share gainer as the mass gets poorer. - Robotic / efficiency know-how internalized & spreads to local factories globally. Temu brings such low cost high quality globally. Global demand scale local optimization = lowest cost at highest quality. - Agent-led commerce bypasses brand and picks on quality x price - something PDD is founded upon and practiced for > a decade (share-gainer even within E-comm). Tariff / China risk / AMZN / shareholder returns are formidable headwinds still, but seems like these guys are asymmetrically positioned to benefit when a generation of white-collar labor globally need to price down AI starts doing the shopping.

My codex /goal run had been working for the past 96 hours nonstop (probably poorly), and I’m just a hobbyist with no real CS background. Kind of gives me similar feeling of CC spawning agents / subagents and running for half hour on its own (think back in Feb / Mar?) It kind of felt obvious to me at that time that the agent fan-out is gonna drive material CPU demand. This continuous run kind of makes me feel like the token usage is gonna take another leg higher and feels massively bullish to the already bullish compute. Also feels pretty bullish OAI I’m sure some chads are already token maxing for days on end autonomously; I’m just a noob but even if I can pull this off, it does feel like a bunch of agents working 24/7 for a lot of white collar isn’t that far out.

I think my wife’s agency (Mandala Growth Labs) is hands-down the best social-marketing solution historically serving the likes of top Chinese tech shops like ByteDance and rednote (often exclusive campaigns) You should reach out if China’s tech scene / their global growth is of interest.

Congrats to @Rewkang & team on the launch of Robostrategy $BOT Think it's gonna be a big altseason of frontier tech the next couple years across semis / space / energy / robotics and these guys are very well positioned in offering hard-to-get private exposure. Also 1 share of $BRKB is lol

Analyst: memory cycle is cyclical and will soon be peaking with no exception Ser it may be true but this cycle could take up more than half of your investing career

Men just discovered fire Cave Shaman: we are in an energy bubble

It's kind of crazy to say this, but I'm warming up to the the idea that the AI play for this mini-cycle in crypto may actually be $TON. I think that lean team at Telegram is going all-in AI (hopefully shipping with CC / Codex). If the consensus and delivery forms around this thesis the token should go a lot higher beyond this initial pump. telegram.org/blog/ai-bot-rev… tbf the chain still doesn't work that properly; maybe they'd finally fix that now.

Idk man I think Dario coming around to Sam’s view of going giga aggressive on compute is bullish

Wait is Korean government going full port $EWY itself