$ZOOM has a $3.6 billion investment in Anthropic on their books.
Do not try to get Anthropic exposure by investing in $ZOOM stock. A lot of people will do that when they need to understand how exposure works.
Let's say $ZOOM sells this stake after an IPO. And let's assume the
🅰️$ASTS management consistently promised 45 satellites in orbit by end of 2026.
Then they changed that to "early 2027."
So far this year they've launched 6 satellites for 13 total in orbit.
Let's call "early 2027" by the end of Q1-2027 so March 31st, 2027.
What are the odds
Rising interest rates in Japan are not good for highly valued growth stocks like $PLTR or $SPCX.
Here's why...
For decades Japan has kept their interest rates extremely low.
As a result, Japanese banks, insurers, and pensions sent huge amounts overseas - especially into U.S.
Rigetti $RGTI is down 38% since we warned investors how overvalued it was at the beginning of this year.
And it's still way way overvalued with a simple valuation ratio of 261 compared to our catalog average of 8.
Ridiculously overvalued still.
Looks like $SIVE investors are finally starting to realize that an “opportunity pipeline” and $5 might get you a cup of coffee at Starbucks.
Did SPACs not teach us anything?
Bloomberg recently did a piece on how Costco $COST is selling an energy drink now that's aimed at displacing Celsius $CELH.
And that's the biggest problem with the whole energy drink thesis.
People are fickle and the market is absolutely saturated already. If you want
China's most valuable company by market cap is CXMT. This $550 billion company is the world’s fourth-largest DRAM memory producer.
With about $8 billion in 2025 revenues, that's a price to sales ratio of around 69 which is more lofty than even $SPCX. However, using trailing
Applovin $APP may have set a record for most short reports issued in 1.5 years - eight of them from seven different authors.
The company issued public responses to some of them (as they should) and even took legal action against at least one.
When a short report comes out,
