nobearland
19.1K posts

nobearland
@nobearland
don't believe the shorts volume. don't psyop yourself.

JUST IN: 🇺🇸 President Trump's net worth triples to $6.5 billion with the help of crypto after winning 2024 election.

Anthropic is now showing off $44 BILLION in annual recurring revenue. This is up $14 billion (+46.6%) since last month! BULLISH for AI Infrastructure $NVDA $AMD



The next time someone says foreigners are dumping US assets, show them this chart. I do believe there will be a rise of marginal forces in the coming decade that will keep capital at home to support swelling sovereign budgets, but we aren't there today. It's mostly just China.

Sent all my tax stuff to my accountant and he hasn't responded in 3 weeks. Good news I assume?


Eurostat: Rapes in the EU surged by 150% over the last decade, sexual violence offences overall rose by 94%


Let's extrapolate this rate of change to May since it's now May 1. Would put Anthropic run rate ARR this month at ~$60B or more. so this most recent round ($900B rumor) is ~15x sales for something growing ~10x (annualized). Umm yes pls. Likely a 3Tr+ IPO. $ZM $SKM















