All my Threads so far 🧵 👇🏼

Fable isn't the first. In 1999 the department of defense blocked exports of the PowerMac G4 for crossing the 1 gigaflop threshold. Steve Jobs turned it into an ad.

Latest #TheWrap🌯is now available to read ⤵️ Discover special situations, sector rotation, insider trades, bulk and block deals, new listings, order wins, earnings review & more thewrap.in/blog/thewrap155 Your one stop place for everything important in Indian Stock Market

Both access to space and access to frontier AI, will become/are becoming a matter of national security Countries will either need to develop their own access to these or join one of the poles in a multi polar world to secure access

The Islamabad Memorandum of Understanding has never been closer. Pending its finalization, the media should refrain from entering speculation about its content. In line with our responsible and transparent approach, all details will be shared with the public in due course.

Google (2004) Listed at $23B. GE was #1 at $382B. Gap: 17x Google has since done 2 splits (2-for-1 in 2014, 20-for-1 in 2022) and returned ~13,000% Facebook (2012): Listed at $104B. Apple was #1 at ~$566B. Gap: 5x. No splits ever. Returned ~1,700% SpaceX (2026): Listed at $1.75T. Nvidia is #1 at ~$4.9T. Gap: 2.8x

Consistently for last four Qtrs Have been able to read aggregate insights from all 1300 earnings calls by aggregating them at industry level This is the only way someone can get insights across every listed sector We track 150 sectors @ #TheWrap🌯 thewrap.in

Only one Pre Engineered Building (Epack Prefab) has guided to grow 30% in FY27 - thanks to timely capex Interarch Building will see a consolidation year

claude fable 5 has solved CAD I asked it to make a model of a V8 engine It came back to me with a fully working model in under 10 minutes

Crusoe had contracted Bloom Energy to supply behind the meter power for this particular site This the second large data center built out in BE's pipeline that is facing operational challenges The site will still be built without Crusoe being attached to it Unclear if BE is still powering it Something for MTAR's shareholder to be aware of

We have had an incredible run since late March The below metric bottomed out at 14% a few days after this post It now stands at ~45% and a likely pullback is on the horizon

Anthropic's latest model Fable 5 is here

United Foodbrands Delivery as a percentage of Market Cap Trend Data via #TheWrap🌯 thewrap.in

We recently submitted a confidential S-1. We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best. This announcement is being made pursuant to Rule 135 under the Securities Act of 1933, as amended, and does not constitute an offer to sell or the solicitation of an offer to buy any securities. Any offers, solicitations of offers to buy, or any sales of securities will be made in accordance with the registration requirements of the Securities Act.

India is building a 52 satellite defence constellation Several listed companies are directly involved

Anthropic shares up 100x in last three years Last priced in private markets at ~$1145/share stockanalysis.com/pro/?ref=t…