So was that all from $NOW for NOW? 56% pop in 2 weeks just to gave it all back within the next two weeks? Wtf is this market man...

Three months ago, @DeptofWar kicked @AnthropicAI out of our building—forever. Every passing day proves why that was the right move. 🇺🇸

“We’re raising alarm bells right now,” - American Petroleum Institute CEO Mike Sommers “…The oil market can’t run down to the last drop, like your car can. Below a certain threshold, pipelines can’t maintain pressure and refineries can’t deliver all the various fuel grades their customers demand…. ..Once you get to that point, then you’ll see prices shoot up,..”

JUST IN: Andrej Karpathy, a top AI scientist at Anthropic, is reportedly barred from accessing the company’s most advanced AI model because he is not a U.S. citizen.

U.S. TREASURY SECRETARY: ENERGY PRICES COULD FALL WITHIN DAYS IF THE IRAN CONFLICT IS RESOLVED

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

"Cushing’s current inventory is 21.6 million barrels, according to the US Energy Information Administration. That’s dangerously close to operational stress levels, the tipping point at which Cushing struggles to supply all of its customers..." - CNN

*SPACEX RENTED OUT COMPUTING AFTER TEAMS HAD TROUBLE USING IT $SPCX apparently decided to rent out Colossus to Anthropic only after they ran into technical difficulties using it to train and run Grok

$META down 5 days in a row $MSFT down 5 days in a row $ORCL down 5 days in a row

As everyone knows, $SPCX (SpaceX) went public today in a $1.75 trillion IPO... with the stock up ~20% it puts the market cap above $2 trillion. Sell side estimates are starting to post and this is what we have so far for the next 4 years... 2026: Revenues = $33.3B Ebitda = $561M 2027: Revenues = $59.6B Ebitda = $8.8B 2028: Revenues = $81.9B Ebitda = $18.6B 2029: Revenues = $139.3B Ebitda = $73.7B 2030: Revenues = $207.6B Ebitda = $116.6B That's some crazy growth if it happens.

The space economy is no longer a concept. It's a market. And Shift4 is helping to power it. We power recurring subscription revenue for @Starlink's global satellite network. We process crypto & stablecoin payments for @BlueOrigin spaceflights. Today, as @SpaceX makes history on Nasdaq, we're proud to be the infrastructure behind this industry's commerce — from orbit to your doorstep. Congratulations SpaceX! $FOUR 🛰️

$ODD NEW FILING Wow A masterclass in capital allocation In basic human terms here is what has happened here: One of the note holders has approached the company and said “we want our $50M back now please” Oddity has said “ok. You can have it now. But you will give us $15M out of it” Oddity tech essentially just gifted themselves $15M in cash and reduced their 0% debt by $50M for the price of $35M That is on top of having that $50M for a year and earning interest off of it Net cash has gone from $67M to $82M in one transaction if this goes through Very impressed, but not surprised The CEO is a shrewd operator and he is proving it repeatedly Not financial advice

Iran’s Mehr News claims a draft Trump-Iran deal would leave the Strait of Hormuz under Iranian control, provide $300B in reconstruction funding plus $24B upfront, suspend sanctions, withdraw U.S. forces from the region, ease pressure on missiles/proxies, and restrain Israel in Lebanon. #OOTT