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@johnnynorthstar
Finding trades the crowd hasn't discovered yet. AI. Macro. Options. Real positions. Lawyer by training. Trader by choice. Not financial advice.
AI
Substantially all of Anthropic's roughly $895.4 billion in purchase and lease commitments reportedly relate to compute and infrastructure.
Technology
Most of the purchase and lease commitments involve compute and infrastructure; third-quarter revenue reached nearly $17 billion.
World & Business
Anthropic's amended IPO filing also shows a $23.29 billion net loss for the third quarter.
Technology
Apple CEO John Ternus stressed integrating AI meaningfully into products for real user benefit while prioritizing privacy and safety.
World & Business
Alphabet reported Q3 revenue of $127.6B but negative free cash flow of $9.1B amid $51.4B capex. Shares plunged 12–13%, wiping ~$475–500B in market value and triggering a broader tech/Nasdaq selloff over AI monetization and spending concerns.
World & Business
CNBC reports U.S. comparable sales grew 7.7% against 6.5% expected, while international comparable sales rose 0.9% against 3.2% expected.
World & Business
Bloomberg reports IBM said it recovered most delayed infrastructure deals; CNBC details a higher free-cash-flow growth outlook.
Technology
An AI roundup says NVIDIA launched Blackwell-powered RTX Spark PCs; AMD announced a modular rack for agentic workloads.
