And so it begins... $NVDA to the moon.

If one more grown man goes on TV or a podcast bragging about a Muse or Grok AI agent answering his emails or booking his tickets, I swear, I’m throwing his Alexa and Siri at that screen. Grow a pair already…Roomba boys.

$TSLA enough already Elon, you either merge it with $SPCX or quit the Mag-7. This is getting embarrassing. And trust me, nobody will be putting a $20,000 laundry and vacuuming robot under their Christmas tree.

If you worry about AI regulation and/or foreign open-source restriction, don’t. The father of modern-day AI, has always championed free trade and open market competition. To the benefit of all consumers…always and forever.

With the Anthropic IPO around the corner, we get David Sacks saying, “I think they need a psychiatrist not a banker,” alongside this reassuring headline… Will IPO buyers care? Not a chance. Only assessment we need is: on day-1, do we close at a $3 or $4 trillion market cap?

As per @TheInformation: “ $GOOGL #OpenAI and #Anthropic are moving ahead with plans for an AI safety standards body without government oversight.” Yikes, those open-source system providers are cooked…

$ORCL short press conference explaining its force majeure...

#Anthropic #OpenAI Maybe Dario and Sam are persistently sounding alarms because recursive self-improvement is no longer theoretical. In a new paper, AIDE^2 an agent harness built on an existing LLM, independently ran for 8 days modifying its own code. It found 7 successive upgrades to its search and memory and reduced its own reward hacking rate from 55% to 32%. Definitely worth a read…arxiv.org/pdf/2609.26457

$SPX $TNX , yields, $MAGS and the whole mess...

$SPX thanks a lot Treasury yields...

Friendly reminder, it's called SI now. Not AI, SI... (and no, that's not Sports Illustrated)

$NVDA past that WH dinner and over the next few days, how many Nvidia GPU China sales headlines should one expect? Tariff cut, raised chip caps, a couple million tons of soybeans, and an all-you-can-eat “rare-earthlings” gift basket. Boom, another +1.5% $SPX month-end candle.

Anthropic new model costs 40% less and OpenAI is cutting API prices by 50%. Nothing like starting price wars on the cusp of IPOs…yay

#Anthropic and #OpenAI And so it begins... Crush those revenue numbers, crush them, I tell you. Open-source is now running headfirst into Closed-Wallets™

$SPX forget that, $8,200 in the bag?

Remember folks, you too can be modeling…💃

$SPX runup incoming… Hikes, hacks, higher-yields, Hormuz, human-extinction. The Five Horsemen of the market’s meh-pocalypse have no lasting effect. Desensitization is complete and higher-highs are the only answers left.

"Anthropic is planning to launch its IPO in November, per WSJ." Here’s for hoping this newspaper lives up to its name...as it has so often done lately.

#Anthropic Alex Karp on CNBC, essentially: We’re at war, and maybe we should just nationalize Anthropic. Jeez…we’ve definitely gone off the deep end. Can we just have a normal IPO?