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Gold and silver trades are back. Get ready!

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

Potential $ROKU buyers are Comcast, Warner Bros, Fox Corp, Netflix, and Walmart. $GOOGL or $AMZN are other potential candidates but they will face DoJ antitrust lawsuit. If multiple bidders show up $ROKU could trade much higher from here.

JUST IN: 🇺🇸🇮🇷 President Trump says peace deal with Iran is scheduled to be signed tomorrow and the Strait of Hormuz will be "open to all."

Wait - so Amazon, one of Anthropic’s biggest investors, allegedly jailbroke Claude and then snitched to the U.S. government? This cant be real. What.

The real danger is lazy minds love to label everything so they don't need to think anymore

No way

$ROKU finally for sale

$ROKU for sale

$ROKU wtf

Yes $ROKU!! it's rallying on Evercore upgrade with pt $185. $ROKU had great earnings in Q1 and strong outlook for 2026.

👀👀

Did I say I always like $AMD? It is a good rebound play for today.

$IREN reaching $73 next week is possible

$AMD did you see this upgrade? I had to wake up in the mid of night to post this.

$IREN $70 next week

$IREN Will push for $70 again next week.

$IREN 59, lfg!

US AND IRAN NEARING A PEACE DEAL AROUND G7 MEETING NEXT WEEK