Another fintwit stock that sucks
Let's do some numbers on $CLPT, IRRAS acq has contributed around 7mm revs YTD. Headline growth is 32% taking rev to 35.1mm for the first 9M. That's 8.5mm of growth YTD (7 of which the acquisiton).
If we normalize, we get 1.5/26.5 = 5% growth!
Guidance of a business booming:
ADHD Capital LLC ™ retweeted
just spoke to a government insider, you need to start drinking your piss NOW
ADHD Capital LLC ™ retweeted
That the Lula-Moraes government sought to seize Bolsonaro’s passport 7 minutes after election results were announced is literally all the proof you need that it’s a political persecution. Honest liberals have to acknowledge this or lose all credibility
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NEW: Bibi Netanyahu’s son, Yair, has just released a post here that states that allowing Arabs to vote is an existential threat to the country of Israel akin to Iran obtaining a nuclear weapon.
The BLATANT racism evident in many Israelis is staggering.
צריך לומר את האמת. תוצאות הבחירות מוכיחות שרוב ערביי ישראל המוסלמים מזדהים כפלסטינים, מצדיקים את הטרור נגדנו, רוצים להעיף מפה את כל היהודים, שואפים להשמיד את המדינה היהודית, ולהקים מדינת פלסטינית ערבית אסלאמית על חורבותיה. זוהי בעיה קיומית לא פחות מהגרעין האיראני. החוק הישראלי (סעיף 7 א לחוק יסוד הכנסת ) מאוד ברור ואוסר על מפלגות תומכות טרור שפוסלות את ישראל כמדינה יהודית לרוץ בכנסת. הסיבה שהן כן בכנסת היא שבגצ רוקן את החוק מתוכן ומכשיר את הריצה שלהן בניגוד לחוק.
ADHD Capital LLC ™ retweeted
Do people view $GOOG tokens processed by 1P model API's as a good proxy for the growth trend in aggregate AI token consumption? I read that its ~10-15% of aggregate consumption (1/6 of the mkt, some stuff captured that might not fit though).
GOOG says it's processing 32B tokens/min. +400% y/y, insane. This is up from 19B token/min in May at I/O, which is itself a ~350% annualized growth rate over 5 months. In May at I/O, they flagged 700% y/y growth. So it's a slowing rate of exponential growth.
Why does this matter? i think we're adding, at a minimum, 4x token capacity per year for the next two years at least (depending on rate of token throughput improvement on new chip rollout, LLM optimization etc, infra optimziation - this 4x could easily be higher).
If GOOG's token demand growth is past the steepest part of its S-curve (for now) as we enter the steepest part of the supply side S-curve (on a token capacity standpoint), then i find it hard to believe we avoid a glut. There's no index that can forecast this accurately.
no one really knows, i don't think there's a good signal out there that answers this all important quesiton. Feels potentially dumb arguing with 400% y/y token demand growth, but one side of the S/D equation is seeing its growth rate accelerate while the other side is decelerating (albeit to a still impressive rate)
ADHD Capital LLC ™ retweeted
Pretty difficult to know what to make of these Anthropic margins given so many of their early compute deals were simultaneously funding deals and are impossible to fair value price. Have to underwrite it at "fair" price of compute which is...
ADHD Capital LLC ™ retweeted
OpenRouter served 5.2T tokens yesterday. We did ~1.8T (1/3 of their volume) on just 64x B300 and 64x M890P. Where do all GPUs go? 😂😂😂
ADHD Capital LLC ™ retweeted
#BREAKING: Box of Maine absentee ballot envelopes was shipped to a Soros-funded group’s Maryland HQ.
ADHD Capital LLC ™ retweeted
This is who just shot 11 people at the A&M University's homecoming on Saturday in Tallahassee
Anthony Rivers is only 15 years old
Lock away his parents
ADHD Capital LLC ™ retweeted
Arsenal just lost to Fleetwood Town in the EFL Cup.
Arsenal’s roster: $1.5 BILLION
Fleetwood Town’s roster: $3 million
Fleetwood is currently 18th in the 4th level of English soccer.
Possibly the biggest upset in English soccer history.
ADHD Capital LLC ™ retweeted
Ft Apollo's Marc Rowan on The National's Inside Brief
Link: ceointerviews.ai/interview/3…
ADHD Capital LLC ™ retweeted
JPMAM: If rates fall 1%, you'll earn 13% on the 10yr Treasury... if rates rise 1%, you'll lose 2% $TNX
ADHD Capital LLC ™ retweeted
Dario Amodei: some tokens Claude produces are worth a few cents, others could be worth tens of millions of dollars.
His examples:
1. Telling someone to restart their Mac: the model has said it 10 million times, worth a dollar or less
2. Telling a pharma company to move an aromatic ring to the other end of a molecule: potentially tens of millions
3. Expect pay-for-results pricing, or labor-like pricing by the hour
4. It's a new industry, so many models will be tried
Today pricing is simpler: per the S-1, usage-based pricing was 80% of H1 2026 revenue and subscriptions 20%.
Full breakdown here:
theaiopportunities.com/p/ant…
SITUATION UPDATE: Following GMO Internet's refusal to pay a $50M ransom, the hackers behind the breach have promised to trigger ransomware covertly planted on customers' PCs via the cloud. GMO is urging users to unplug network cables, and power off their PCs before noon today.






























