FRIDAY: FEAR.
WEEKEND: PANIC.
MONDAY: ?

The market has already priced in a lot of bad news.

Now let’s see whether the bears still have ammunition.
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$115 BILLION.

@MarvellTech just agreed to buy @Lumentum in one of the biggest tech deals in history.

Not for an AI chatbot. For the lasers and optical connections that move data between AI chips.

The next #AI infrastructure battleground isn’t just computing. It’s connectivity.
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WALL STREET JUST GOT CRUSHED.

Billions in market value wiped out.
The question is who can profit from it.
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Google’s biggest threat might be @Google itself.

The company spent decades perfecting a business built on clicks.

Now #AI is teaching users not to click.
The better the answers, the fewer the searches that lead to websites. And potentially, the less advertising revenue.

This is the Kodak paradox of the AI era: invent the future, then watch it challenge the business that made you rich.

Innovation creates trillions. Disruption can erase billions. Even when you’re disrupting yourself.
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🚨 -55% CRYPTO REVENUE.

Robinhood’s Q3 numbers are wild:

Crypto trading: -55% 📉
Prediction markets: +600% 🚀

Crypto speculation is cooling.
Prediction markets are exploding.

Risk appetite hasn’t disappeared.
It’s finding a new playground.
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Anthropic just filed for an IPO.

H1 revenue: $16.3B.
Operating loss: $693M.

The fastest-growing businesses can still be expensive to build.

Growth attracts investors.
Cash generation earns their trust.
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Alphabet. Microsoft. Amazon.
Three AI giants report earnings this week.

After billions spent on data centers, investors want answers.

Not just how fast AI is growing. But how much money it actually makes.
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About $837M in crypto positions liquidated in 24 hours.
More than 80% were longs.

$Bitcoin fell below $80K.
Leverage made the move more violent.

The market doesn’t only punish being wrong. It punishes being overexposed.
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One @SpaceX share for every American child.

Around 72 million future shareholders. At Monday’s $147.96 $SPCX closing price, that’s roughly $10.7B in stock.

Not cash. Ownership.
What if the next generation doesn’t just consume technology, but owns a piece of it?

The shares haven’t been distributed yet.
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Flying cars. Reusable rockets. Humanoid robots.

Meanwhile, Wall Street still needs three analysts and a Fed statement to decide whether tomorrow is bullish.

What a time to be alive!
Turns out the future does have flying cars
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The @federalreserve now sees AI investment as a potential inflation driver.

The boom promises productivity tomorrow.
But it demands energy, chips and capital today.

The gap between investment and productivity is becoming a monetary policy question.
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Anthropic may be worth $2T+.

AI isn’t just software anymore.
It’s a capital stack.
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Bitget lost ~$352M in a hack and paused withdrawals.

Crypto keeps proving the same thing:

Decentralized assets can still depend on very centralized infrastructure.

Your token may be trustless.
Your exchange is not.
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The SEC announced five-year relief for eligible tokenized-stock platforms.

Our take: crypto’s biggest win may not be replacing Wall Street.

It may be becoming the infrastructure Wall Street runs on.
Less casino. More capital markets.
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The market right now:

Oil says inflation.
Bonds say higher rates.
AI says slow down.
Bitcoin says not so fast.

Everyone has a different forecast.
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IPO euphoria.
Profit taking.
Valuation reset.
Lock-up fears.

Welcome to public markets. $SPCX

Even the best companies don’t move in straight lines.
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Every bull market has a moment when believers get tested and tourists disappear.

This is usually where the next cycle quietly begins.
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Bitcoin bitcoin:native under $60k.

Yesterday everyone was a genius.
Today everyone is a macro analyst.

The price changed.
Human nature didn’t.
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Everyone wanted @SpaceX to go public.
Now everyone wants to sell it.

Markets are beautiful.
$DOW $SPCX
Once people start coming in we get a two-way market in SPCX taking it down four dollars to $205. Can't meme it; too many sellers
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DOW retweeted
HOW MUCH is a $ TRILLION?

A trillion is a 1 with 12 zeros after it.

$1,000,000,000,000

If you were to spend $1 a minute it would take you 34,000 years to spend.

It takes the Fed and US Treasury less than a minute to print $1 trillion.

Get the picture?

Savers of dollars are losers.

Cash is trash.

Trade cash in for some gold, silver, Bitcoin, and Ethereum and be a winner.
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