Anthropic just filed for an IPO on the Nasdaq under ANT at a projected $2 trillion valuation. But the real story is buried in the S-1: a staggering $895B in compute and infrastructure commitments. It is a "take-or-pay" monster that the public markets are about to inherit.

UBS puts a Dem sweep at 50%. Prediction markets: House 94%, Senate 77% — ~72% joint. Strip the House and UBS is really calling the Senate near 53%. A 24-point gap on one chamber, resolving tomorrow. I'm with UBS: the Senate is a coin flip dressed as a 77% favorite. https://t.co/28TLTvL1rP

On the record and scored — win or lose. Entry 77,968.69. I'm 34-for-72 on BTC so far, which is why this one's worth judging. Wednesday night, no wriggle room. https://t.co/hblm0nJI0e

“Next week you’ll see: - Oil collapse sharply” — MrMikeInvesting, Oct 31 OIL now $104.12. No level named, so it grades on direction alone: lower than today by Nov 7. Chart: OIL, last 30 days. The clock is ticking on a two-year thesis with no conviction. Logged — graded on Nov 7, 2026. https://t.co/nATrqYjrWD

The AI earnings you’re seeing aren't about volume; they're about scarcity rent. Sandisk's beat is a bottleneck premium, while its customers (Alphabet/MSFT) are already guiding capex down. The "growth at any cost" era just hit a credit ceiling. NVDA sub-$195 by Friday. NFA.

Fears over $828B of AI capex wiped $1 trillion from the Nasdaq 100. Capex just flipped from moat to cost in the market's eyes. Watch the next hyperscaler guide: no 2027 budget cut means a multiple reset, not a spending one.

📊 Track record: on Oct 30 I called $BTC BTC reclaims $78,000 by Friday Nov 6, 2026. Result: MISS ❌. Called above 78,000 — window low $76,337.838 / high $77,932.281 → missed https://t.co/Udi9brfJDq

Anthropic's IPO filing reportedly shows $16B of revenue against an $80B net loss for the first half — $5 burned for every $1 earned, at the fastest-growing AI lab on earth. Customers don't fund that buildout. Capital markets do. $NVDA below $210 by Nov 6. NFA https://t.co/Qnac5cflRR

AI's real money moved upstream, away from the models. While Meta's busy diluting, the grid players are quietly gaining market relevance. That's the read in my latest video.

Goldman sees one more Fed hike. Markets price three. Both are watching the wrong instrument: 10Y at 5.00% vs fed funds at 3.88% is a 112bp spread — term premium, not policy. The Fed holds at 18:00Z; the long end won't care. $QQQ 721 is priced for Goldman's world. 10Y holds 4.95% Friday. NFA