Unlicensed wealth therapist.. Shed your feelings like a snake's skin to reach your truest potential in a techno feudal takeover! $10 watchlist in Link Tree!
Buffalo, New York
Joined January 2024
- Tweets31.8K
- Following678
- Followers12.7K
- Likes63.7K
Exit polls SUGGESTING Netanyahu's Likud party is set to take 50 seats while Eisenkot bloc leads with 52 seats ... Noose birthday cake dude Ben Gvir's party got 6 seats.. Palestinian-Israeli parties reached 18 seats with their voter turnout hitting 80%
I really hope the $GSAT $GCTS partnership continues after this acquisition , it was announced March 2025 businesswire.com/news/home/2…
$GSAT / $AMZN: The FCC just approved Amazon Leo's acquisition of Globalstar.
The FCC says the deal will expand direct-to-device competition, strengthen emergency communications and improve service in unserved and underserved areas.
Chair Brendan Carr: "This is part of this new robust investment we're seeing in direct-to-device technologies."
Hospitals using AI are seeing better healthcare outcomes.
In 2023, health systems with high and low AI use had the same death rate: ~1,600 per 100,000 patients.
By 2026, the systems using AI the most dropped to ~1,000 deaths per 100,000.
That's a decline of nearly 40% in just 3 years.
Meanwhile, hospitals with lower AI adoption have seen significantly smaller improvements.
The gap in patient outcomes is widening as AI adoption accelerates.
AI is rapidly transforming healthcare.
I’d be pretty nervous to attend that meeting if I was Zelensky … definitely a BYOB type situation
Oh good Anthropic can pay $WULF ! The Emirates are already paying .. earnings Nov 6th
🟣 Anthropic: ~$19B over 20 yrs (401 MW, Kentucky). Starts 2H 2027.
🔵 Fluidstack (Google-backed): ~$6.7B over 10 yrs (380 MW, New York). Ramping now through early 2027.
🟢 Core42 (UAE): 60 MW live today, the main HPC rent coming in right now.
ANTHROPIC'S IPO DOCUMENTS ARE CALMING DOWN THE MARKETS.
None of the numbers released today are that different from what we heard last week, but now we know how much cash they have.
Anthropic has $120B in cash and is likely raising $100B on the IPO. They are then likely going to be raising another $100B in debt, $60B of it already financed by BlackStone. If you assume a 3x in ARR, which probably is low considering how much the street wants them to grow, this company should have around $300-$400B in cash. This also doesn't take into account the future ATMs they might engage in.
So, the reason AI stocks are getting some relief right now is because it seems like Anthropic will have enough cash to pay their bills, which obviously is good for $NVDA, $SPCX, $AMD, $AVGO, $MU, and many other players.
However, there are going to be 24 separate unlocks in 2027. Those are going to be days where the market has to deal with a massive amount of supply coming onto the market. The company effectively has unilateral control, not shareholders, on deciding to pause or slow down the release of models. The open-weight models continue to be a threat as more enterprises are seeing the value in owning their AI for a significantly cheaper cost. Anthropic has outlined all these risks in the S1.
Regardless on if you are buying the IPO, it seems like there is enough cash they can raise to continue paying their bills and making sure the downstream value flows into most of the semis...if the market changes their mind on that or Anthropic stalls in growth, those names get hit. But if the company keeps growing and raises cash, the money should be there to fund the semis...it's now a question on how much of a risk people want to take in actually owning the stock.
Up 7.15% today!! But even better a bitch my dad had relations with now identifies as a man and I can’t stop laughing
$DVLT disaster explained as speaking at the IBM launch is not gonna help anything...
In Sept 2025, Scilex (SCLX) agreed to buy $150M of DVLT stock and paid in Bitcoin, about 1,328 BTC credited to a DVLT wallet on the Biconomy exchange. DVLT sold about 491 BTC back to Scilex for roughly $40.5M in cash. In June 2026, DVLT tried to withdraw the remaining Bitcoin and couldn’t.
On Oct 26, DVLT filed an 8-K saying its financial statements from Q3 2025 through Q2 2026 can no longer be relied on. The company now says the Bitcoin never counted as its asset, only as money still owed by Scilex. That cuts reported assets by $49M as of June 30, and management is re-reviewing whether the company can continue as a going concern.
Scilex was more than one investor:
Its Bitcoin was most of DVLT’s reported liquidity, against about $1.4M in cash.
It signed a $120M term sheet to fund DVLT’s 100-city GPU network.
It agreed to buy the stuck BTC for $50M, payable through 2028 in cash or stock.
Scilex reported just $0.6M in cash at June 30 and has its own going-concern warning.
What DVLT needs to deliver to turn this around
Restate its financials and file the Q3 10-Q on time
Raise capital from someone other than Scilex (rights offering is underway at $0.20/unit)
Keep its Nasdaq listing
Turn contracts into real, paid revenue
The $QEST situation-
$QEST is a token sold through DVLT’s exchange that gives buyers access to GPU computing on Available Infrastructure’s planned 1,000-site edge network, Project Qestrel. On Sept 15, DVLT announced a $100M purchase order from an unnamed buyer.
That order isn’t revenue until the services are delivered and paid for. The network buildout was supposed to be funded by Scilex. The key things to watch: who the buyer is, how many GPU sites are actually live, and whether $QEST revenue shows up in a filed 10-Q.
The $200M 2026 revenue target hasn’t been formally withdrawn. H1 revenue was $10.1M.
$SLNH perfect timing for a debt repayment announcement with all the credit concern we're hearing
$SLNH debt repayment news- prnewswire.com/news-releases…
$BBAI …. I mean … BBSI???? Already taken! earnings today please Kevin don’t fuck this up
hahahahahaha in @MartinShkreli I should trust ... someone watched our stream yesterday listening on $ZURA youtu.be/cOrXspTEXCg?si=LftM…
Wow this is wild and Netanyahu's party asking for an extensive on voting time ....
Flavio Bolsonaro skidaddled out of Brazil to vacation in the states for a bit … according to Latin American news outlets
I think I stumbled across the funniest dude of all time …. He’s running for ‘sharf’ if anyone lives in the town please vote for him why not? tiktok.com/t/ZPLATVvvg/
Nothing wrong with paying your way out of this snicklefritz my love
BREAKING: Saudi Arabia offers Yemen's Houthis $1 billion through Tehran to halt their attacks as part of a ceasefire, with Defence Minister Prince Khalid bin Salman flying to Iran to negotiate it and even bringing the money with him aboard the C-130 aircraft he arrived on, per diplomatic Gulf sources to Israel Hayom.
Iran offered to mediate between Saudi Arabia and the Houthis. It was represented by President Pezeshkian, SNSC chief Mohsen Rezaei and senior IRGC officials. Turkish intelligence chief Ibrahim Kalin and Pakistan's army chief Asim Munir were also taking part.
This is one of the biggest concessions from the Saudis yet.