주식 영상 글
864 calls
AGI Is Already Here. It Just Can't Plug In | Chamath Palihapitiya x Alex Wissner-Gross…iya from the Moonshots podcast reshaped for the ASI pilled. Anthropic just pledged 5% of its shares, up to a $100 billion to a public benefit fund right before its IPO. Generosity…
The Collapse Begins…in. Broadcom with two massive funding rounds for OpenAI and Anthropic, Oracle, SpaceX need forty billion dollars, which is actually about one- tenth of what they need. Meta is doi…
How Ken Griffin Made His Billions | Sleep Documentary…. Education has been a particularly visible part of his philanthropic activity. Griffin has supported Harvard University, his former university, along with other educational organi…
Gemini Reads Ray Dalio's Debt Warning, Then My AI Bot Trades It…l these tech companies that are building data centers, like Anthropic, um, OpenAI, um, SpaceX, those are all great examples. Um, that's $6 trillion that will be added to the stock…
🔴 LIVE : PETER SCHIFF-China's Economic Future: What It Means for the World @peterschiff…es, I am definitely worried about this. I mean, look at the Anthropic IPO. That is, it is planned, perhaps, for the end of this month or the beginning of November. They expect a va…
85% Gold: Milliardär Ray Dalio geht all in!… needs to follow suit. That's what companies are doing now. Anthropic is the company that publishes Claude, essentially the equivalent of ChatGPT, and Anthropic already offers doub…
How Charlie Munger Might Invest Today - Shaurya Gupta… lack of time: together, Amazon and Alphabet own a third of Anthropic. I'll just add that to what was said. Thank you.…
Citadel CEO Ken Griffin Talks AI Bubble, US Midterm Elections & France Protests | Bloomberg Talks…y a very high price for cutting-edge models like OpenAI and Anthropic, and which parts can be run at a lower cost with open-source models . For example, when you look at companies…
If You Copied Bill Ackman: +25% in 4 Months With No Chip Stocks (MSFT, META, AMZN)…6월 30일에 빌 애크먼 포트폴리오의 빅테크 3Stock을 같은 금액씩 샀다면 4개월도 안 돼 25% 수익이 났을 겁니다. 마이크로소프트는 42.6%, 메타는 23.2%, 아마존은 10.2% 올랐습니다. 그런데 흥미로운 점이 있습니다. 애크먼의 1 place 보유 Stock은 이 셋이 아니라 우버였습니다. 같은 Date range 우버는 오히려 4.5% …
Even I’m Getting Nervous…이 시장 All에 대한 가장 큰 경제적 경고가 무엇이든 — 주식시장 폭락이든, Articles로벌 경기침체든 — 그 calls 인공지능이 아닙니다. 이번 영상에서는 GPU(그래픽처리장치)를 통해 AI에서 무슨 일이 벌어지고 있는지 살펴보려고 합니다. GPU와 AI, 그리고 스페이스X 이야기를 하겠지만, 핵심은 이 경제에서 진짜 '적신호'가 무엇…
F.K. Tang Speaker Series Inaugural Event: Li Lu…invisible, poorly funded. Of the 7% of population, our philanthropic funding is less than half percent in fact 0.3%. and we don't have a national umbrella. And this is when a grou…
Ray Dalio Warns of AI Bubble While in Singapore… Required Computer Quality For them Not available . OpenAI, Anthropic etc. Companies and this In the region lasting Other Companies Saying, Let's To satisfy impossible Requirement …
Ken Griffin calls AI a bubble, and Anthropic's prospectus shows why | The 8:30…ause, again, they keep growing. In the first half of 2026, Anthropic's revenue was reportedly $16.3 billion, up from $ 1.1 billion in the first half of 2025. That's huge growth. H…
Dan Ives on CNBC today said "They're spending money like 1980's Rock Stars" (10/21)…the election, because if you want, you'll want to watch how Anthropic does its IPO. You'll want to look at what happens with interest rates and funding, with cyclical funding, and …
SpaceX and Tesla are formally exploring a merger, plus Ken Griffin calls AI a bubble | The 8:30…part of the AI story. A little more information ahead of Anthropic's IPO. The Wall Street Journal, um, is getting a really big buzz. Uh, last night, uh, they say they saw a new …
Bill Ackman WARNS: 'AI Could Kill Us All'…is a more than 10% chance within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence. And we are not cle…
DAN IVES "NOW WE ARE SEEING THE RESULTS | AI TRADE: Is the rally over or just getting started?…fy the situation in any way, because you'll want to see how Anthropic performs during the IPO. You'll want to see what happens with rates and ongoing funding, circular funding, and…
Ken Griffin Just Warned About AI Stocks (The Data Shows Who Actually Gets Rich)… 현실이긴 하지만 기업마다 거기서 가치를 뽑아내는 능력이 매우 불균등하다고 지적했고, 지금 기업의 재무팀이 Anthropic과 OpenAI 소프트웨어 청구서를 한 줄 한 줄 감사하고 있다고 말했습니다. 그런데 자연스럽게 드는 의문이 있죠. 이렇게 뻔한데 기술 CEO들은 왜 계속 돈을 쏟아붓는 걸까요? 그들이 바보인가요?…
Jim Cramer: The AI Boom Is Just Getting Started… may not eliminate jobs in five years. Finally, the IPO of Anthropic, one of the leading private AI labs, is looming. Ideally, we want to see Anthropic go public and trade success…
Ken Griffin on AI, Midterm Elections and Fiscal Policy…igh pricing for the state of the art models from OpenAI and anthropic? And what part of their business can they run on open source models at a fraction of the cost. I if you if you…
'BOOMING': Jamie Dimon touts STRONG US economy…AI 경고음이 다시 나오고 있지만 월가는 빠져나올 생각이 없다. 대표적인 AI 인프라 기업들의 주가가 크게 흔들린 뒤, 강세론자들은 이를 두고 "말도 안 된다"며 일축하고 있다. 또 한 번의 공포일 뿐 끝의 시작은 아니라는 것이다. 금융계의 굵직한 인물들도 이 견해를 뒷받침한다. 반면 월가에는 다른 메시지도 있다. "이…
Dan Ives：苹果联手Meta只是开始！AI将为苹果每股增加75美元，全球20%消费者将通过苹果用AI【中文字幕】…지금 애플과 메타가 협업을 발표했습니다. 개발자들이 애플 데스크톱에서 Muse Spark를 실행할 수 있게 해준다는 내용입니다. 오랫동안 팀 쿡 전 CEO와 마크 저커버그는 사이가 좋지 않았는데, 이제 존 터너스가 자리에 오면서 새로운 시대가 열린 것인지 궁금합니다. 요크빌 어드바이저스의 파트너이자 시니어 managing…
Bill Ackman: Harvard's Future, His Iconic X Posts & His Daughter's Recovery | KMP Ep.59…s okay. I'm not worried about Harvard's uh I have other philanthropic things I'm focused on, but If you go back and look at what happened with October 7th and then it's downstream …
Ed Yardeni: The AI Stock Crash Is Actually A Massive Buying Opportunity - You Just Need 3 AI Stocks…and fears about capital constraints at leading AI labs like Anthropic and OpenAI, Broadcom's performance has been exceptional. The recent pullback has pushed the stock down more th…
NVIDIA CHIP WAR ALERT: Dan Ives Breaks Down the Growing Threats…ulation that protects them, so that the next time OpenAI or Anthropic is protected from being hacked by an AI agent. Well, wait. The Federal Trade Commission has said they will com…
"Start PREPARING Yourself..." - Peter Schiff Silver Price Predictions…n how everything turns out. Maybe big labs like Chat GPT or Anthropic, maybe they'll do everything. Maybe they will push everyone out of the market. I don't know. Yes . But I belie…
Having the bond market regulate the AI trade is a big positive, says Ed Yardeni… Do you think it happened because suddenly people looked at Anthropic's metrics and thought, "Wow, the growth rate is slowing down pretty quickly." But yes, I already have " AI fat…
Elon Musk Wants to Give Every American Kid FREE SpaceX Stock!…u want me to do it again? Let me do it again . So, and then Anthropic...no one knows who said it first. Anthropic said they want to give 5% of the company's shares to the public. T…
The Hope Machine (Holy Shit, My Life is Over): Bill Gross Gives Away 1.2 Million AI-Generated Ideas… it, too. A couple of weeks ago, we had Matt Botven uh from Anthropicon. He's in charge of researching democracy at Anthropic. He just has a new book out about how to fix democracy…
NVIDIA AI RISK: Dan Ives Breaks Down the Fears Behind a Potential Sell-Off…다른 기술 섹터에도 5~6배 배수가 적용될 수 있습니다. 이 calls 제 주장이 맞다는 걸 보여줍니다. 이제 AI의 2차, 3차, 4차 파생 효과 단계로 들어가고 있어요. 투자자들은 앞으로 12~18개월 동안 이 흐름이 실적과 펀더멘털에서 어느 규모가 될지 여전히 크게 과소평가하고 있다고 봅니다. 그래서 이 주식 단계에서 우리가…