The part everyone should focus on is the listing for new companies, being exempt for 5 years. Right in time for OPENAI lmao.

Of the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantially higher valuation. For example, suppose I granted warrants at $3.4b at the time, and valuation has since surged by 10x. Now my "liabilty" becomes -$34b. But it's a **one time** non-cash charge - it's not as if Anthropic needs to find $34b of cash to reverse this loss - it's not debt. You could almost view it as opposite effect of AMZN GOOGL and MSFT reporting huge sums of paper gains from their investments in Anthropic and OpenAI, even though they didn't sell yet. It's just a matter of keeping proper accounting records.

There's a valid argument to drop the Nasdaq specifically because of the abusive rule changes they introduced for SpaceX, which Anthropic will also utilise (and OpenAI if they do IPO). Any company big enough to be in their top 40 by IPO valuation can skip any seasoning period, and force passive investors to buy within 15 days, long before insiders can sell. But the more damaging change is that tiny free floats are tripled in weight. If Anthropic lists just 5% of their company, the Nasdaq behaves as if 15% is available. Funds like QQQ then push prices up chasing a shrunken pool of shares. Anyone holding Nasdaq funds is now likely to pay an hidden IPO tax to private equity. It won't be massive (unless one of these companies crashes) but it may well be comparable to ETF fees.

I'm rooting for ASTS and it used to be a 15% position for me, but I sold for 150-200% gain after the Blue Origin bullshit. They have a superior product but they have no control over getting the birds into orbit. I hope it all works out and the space mob gets rich.

I approve of this play, they have yet to reveal their long term plan with regards to AI, and when they do no doubt the stock will pop like ORCL...

I'm done with this shit for now on I buy VOO and chill like a bitch.

As someone who used to work with people with Down Syndrome, I find it funny that they would beat most of you retards at investing if they got the chance. Their mental impairment manifests itself in excessive calmness and optimism. They would invest everything in VOO and celebrate every dollar they earned as if it was their birthday.

Before retirement mode, I maxed rIRA and 401k each year. 100% VT. You will retire rich that way.

And the deal essentially made Meta prioritize building its own infrastructure and engineering skill set around AMD chips, creating stickiness with AMD. Essentially, the deal locks Meta in as a customer, not only for the first 6GW, but also for anything that comes after that, should the need arrive. Yeah, your slice of the pie is gonna get smaller (if Meta follows through). But at the same time, the pie is gonna be much bigger.

Yeah, but didn't SPCX gobble up a lot of TSLA's supposed side jobs? Lol