Tag: Anthropic

‘Nonsense’ is the word I use to describe the story about Sarah Friar suggesting OpenAI is missing targets and at risk of not being able to meet its compute commitments. 😮‍💨

Great to be featured in The Washington Post discussing why Elon Musk’s companies remain impossible to ignore despite the noise around him.

$TSLA & SpaceX own category-defining tech across autonomy, robotics & space making the “Elon tax” the price of admission for exposure to

$INTC is moving older CPU inventory it once expected to write down, now selling at a premium as AI demand pulls every available unit off the shelf.

"Everything that can be built will be sold."
@danielnewmanUV on the Futurum Equities Podcast.

$POET shares are down ~45% today after $MRVL canceled all Celestial AI purchase orders, citing alleged confidentiality breaches.

On last Friday's Futurum Equities Podcast, @StockSavvyShay flagged $POET as one photonics name he wouldn't touch, pointing to management red flags

$POET shares are down ~45% today after $MRVL canceled all Celestial AI purchase orders, citing alleged confidentiality breaches.

On last Friday's Futurum Equities Podcast, @StockSavvyShay flagged $POET as one photonics name he wouldn't touch, pointing to management red flags

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN +98%
11. $AMKR +98%
12. $MRVL +93%
13. $TWST +92%
14. $COHR +82%
15. $PL +80%

PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Semiconductor multi-year PEG ratios:
• $INTC ~3.2x
• $AMAT ~2.5x
• $KLAC ~2.5x
• $ARM ~2.2x
• $ALAB ~2.1x
• $ANET ~2.0x
• $LRCX ~2.0x

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How Anthropic Just Validated AI Security

The Market Is Still Underestimating What This Google-Anthropic Win Means For Broadcom

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