Hydrogen xhigh is nice and fast.
Googl is cooking.
Due to fx rates not bullish for Q4 but they are back in game on ai.
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60 M$ ???
This guys want same valuation as CBOE that has 10x earnings and higher growth.
Crypto businesses are such a joke, the most inflated assets.
Payward Q3 2026 Financial Highlights are live.
Total Platform Margin of $487M, up 12% from Q2. Adjusted EBITDA of $60M, with margin up to 12% from 5%.
Transaction-, asset-, and access-based monetization all grew
Year over year:
- Billable Accounts reached 1.5M, up 74%
- Contracts Traded reached 66M, up 84%
- Funded Accounts reached 7.1M, up 37%
payward.com/press-release/pa…
So it was Jensen and the affairs are just cover up ?
Or is still Dario ( which has no kids) the base case ?
President Trump reveals the DOJ warned the head of a major AI company "get ready to go to jail, please give your wife a kiss goodnight...do you like the color orange?"
Asked why he isn’t worried that AI builders say there’s a 10% chance it kills humanity:
TRUMP: “The DOJ. We had a situation where somebody was reported to us to be doing something bad with AI. We called them very strongly and said, get ready to go to jail. Please give your wife a kiss goodnight.”
Interviewer: “Who was this person?”
TRUMP: “I can’t tell you.”
Interviewer: “Or this company?”
TRUMP: “I can’t tell you. But we said, do you like the color orange? Because get rid. It said, go home right now. See your wife and children. Give them a kiss. Good night. And that’s the story.”
Interviewer: “If the Democrats wanted...”
TRUMP: “Because tomorrow morning you’re going to jail.”
Interviewer: “If they wanted to make a deal to put that to...”
TRUMP: “Let me tell you, this person totally changed everything. Totally. Yes, sir. Yes, sir.”
Interviewer: “Was it a leader of a major AI company?”
TRUMP: “One of the big ones, yeah.”
Interviewer: “Okay.”
TRUMP: “One of the big ones.”
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Immutable Edge 🧵 retweeted
Our message to Nvidia's board:
Do not fire Jensen Huang.
There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.
First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.
A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.
Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.
The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.
Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.
In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.
We believe Jensen Huang's potential removal as CEO is now ~80% priced in.
Why take an action with massive downside potential when the market has already priced in much of that risk?
The downside of retaining Huang may be limited, while the potential upside is tremendous.
Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.
Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.
We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.
Once the dust settles, firing Jensen Huang would prove to be a costly mistake.
It is time to pause and consult your shareholders.
Think antrophic down cycle after IPO comes after they raise a big bond sale, people start shorting CDs like crazy. And you have CDs going up at same time revenue ARR doesn't reach 100 B in December. That can be the pressure short term.
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So many bear posts about it but demand for IPO is extremely strong.
What a surprise...
Not such company as anthropic can ever IPO at 20 x PE otherwise all the world would invest on it at IPO.
Ofc the valuation will be "overvalue" and there will be 1000s of posts about this, this is not new information.
The growth should accelerate now due to opus/sonnet having no data retention, big acceleration coming.
@FundaAI publish that front tier models are getting harder to destile because full chain of thought isn't exposed in plaintext.
I am not sure if anyone ever look at palantirs, crowdstrikes etc valuations at way lower growth last 2 years and higher revenue multiple.
Ofc this model is way more capital intensive but still the confidence on bears voices on all AI trade seems to big.
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Complaining about underperformance of crypto just shows you are still hopeful of a catch up trade so you are still long.
If in aggregate this happens shows that ....
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Anthropic raising billions and Jensen dealing with a Chinese spy scandal… and we’re supposed to care that Grayscale bought a WSJ front-page ad for Zcash?
Nobody cares, sorry.
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I don´t want be that guy but
Despite all the Fed news and Bessent commentary over the summer, many credit the rally to that.
However, BTC shows high correlation with IGV, the move maybe was just prop shops long AI semis and short (IGV + BTC) simply unwinding the trade, short squeeze?
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Immutable Edge 🧵 retweeted
Not such company as anthropic can ever IPO at 20 x PE otherwise all the world would invest on it at IPO.
Ofc the valuation will be "overvalue" and there will be 1000s of posts about this, this is not new information.
The growth should accelerate now due to opus/sonnet having no data retention, big acceleration coming.
@FundaAI publish that front tier models are getting harder to destile because full chain of thought isn't exposed in plaintext.
I am not sure if anyone ever look at palantirs, crowdstrikes etc valuations at way lower growth last 2 years and higher revenue multiple.
Ofc this model is way more capital intensive but still the confidence on bears voices on all AI trade seems to big.
Everyone getting baited on this headline without doing doing the math that this doesn´t include Convertibles, Options, Rsus etc.
IPO will happen at 1.4 T and trade at 1.8 T on first day.
A channel with 200-300k views per video gets 11 M in 8 days.
The culture reversal is in motion.
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A lot of talk about fertility rates being extremely low. If there were betting odds on whether they go lower or reverse long-term, I’d bet on a reversal.
1. Having kids is becoming one of the last real flexes for rich people. Houses, cars, watches, experiences — most of that is either ubiquitous or meaningless now. Multiple healthy kids? That’s scarce, expensive in time/attention, and hard to fake. Status always finds a new outlet.
2. As millennials age into parenthood, the content internet is going to get a lot more mom/dad-focused. Algorithms follow the users. Culture shifts when the dominant content creators and consumers do.
3. AI is hollowing out a lot of the traditional corporate path. Fewer people will structure their entire 20s–30s around climbing a ladder that might not exist in the same form. That opens up more physical presence, earlier family formation, and less “optimize for the resume” lifestyle.
4. The old deal — grind school → graduate → corporate job → stability — looks increasingly broken to a lot of young people. Oversupply of credentials, stagnant rewards, and rising costs make the whole path feel less worth it. When the carrot shrinks, people start questioning the sacrifices (including delayed kids).
5. The richest and most ambitious people are already having more kids in some circles. If that becomes the visible status game, cultural aspiration follows money and status more reliably than any government policy..
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Immutable Edge 🧵 retweeted
There’s this recent pull toward old money, old values, and a kind of constant déjà vu. At the same time technology keeps moving. The combination makes mechanical, nuclear, fusion, or just plain hard engineering startups feel more interesting than another virtual product. Virtual starts to look boring next to something you can actually touch.
The Alaska version is still the extreme case: one person, a bunch of robots, becomes a billionaire by going after a commodity. Even short of that, a friend who put $100k into some ai/robot investment in your city and is now pulling $50k a year in real income. Not paper gains.
A strong business cycle usually compresses stock multiples, good earnings isn´t good for stocks. Economies of scale will matter eventually (the biggest players and their robot fleets just get bigger), but that feels like a longer-term force. In the meantime the capital needed for real operations is large, so more money has to go somewhere other than stocks.
What would you tell a friend with $100k and no stock/crypto market knowledge: spend time learning the AI/products side and try to build real operations, or just throw it into stocks and memes and gamble?
Contrary to the current narrative, we might be closer to the top of financial content consumption compared to real engineering for people under 30s.
Some people say Iran war has been bad for US ....
Worldwide capital financing US tech leadership for next 30 years, so bad for US ....
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The last election briefly shifted the story: the state, not “the rich,” was the main source of problems. DOGE was the test of whether that idea could actually be executed— Which flopped . The default framing then returns: the rich are the problem, so the solution is more state power. A failed attempt to shrink government re-legitimizes the case for a larger one.
Massive L for @elonmusk to have failed on its tasks, which not is reflexive to the pressure he will have.
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Immutable Edge 🧵 retweeted
Thank you @ImmutableSOL for reminding me.
BABA and xiaomi is rallying hardly right now in HSTECH
Up 8% today.
Trump moves on Iran was great to secure AI dominance.
Now with Dems:
1- More preassure end war = Positive china
2- More internal fights instead of external = Positive China
3- Higher preassure on US AI buildout = Lower US rates = Positive China.
The Iran war locked in US tech leadership for the next 50 years while the rest of the world fights oil and food costs. Once the war ends and financial conditions ease, there’s a clear incentive to pop the bubble — otherwise catch-up trades like Shanghai 50 start looking very interesting.
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