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Anthropic

Anthropic, Claude, Opus, Glasswing, Mythos, Dario

Anthropic

+6

Google Drops $40 Billion on Anthropic. ARM Up 87% YTD. The Family Called Both.

Apr 24, 2026

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17 min read

Google Drops $40 Billion on Anthropic. ARM Up 87% YTD. The Family Called Both.

Plus: Intel blowout Q1 sends SOX to 10,000 for the first time, the Warsh confirmation path just cleared, and why the family's physical AI infrastructure thesis is printing receipts in real time.

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Anthropic

+12

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Apr 21, 2026

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16 min read

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Plus: Warsh's $100M+ Druckenmiller fund, his Palantir and crypto holdings, why his AI productivity thesis could unlock rate cuts, and what this means for every ticker the family owns.

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Anthropic

+9

Amazon Just Bought Starlink a Competitor. Apple Picked a Side.

Apr 15, 2026

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17 min read

Amazon Just Bought Starlink a Competitor. Apple Picked a Side.

Plus: the spectrum the world's billionaires are quietly fighting over, the four space stocks the family is watching, and the AI cancer thesis from yesterday already cooking.

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Intel

+16

Markets Want to Go Higher. Here's How We Know.

Apr 13, 2026

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1 min read

Markets Want to Go Higher. Here's How We Know.

The S&P 500 absorbed the worst news cycle in years without breaking. History says what happens next: an average 31% return over the following 12 months.

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Anthropic

+11

CRWD Down 7%. PANW Down 9%. The Market Has This Backwards.

Apr 10, 2026

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1 min read

CRWD Down 7%. PANW Down 9%. The Market Has This Backwards.

The forgotten Navy Admiral inside every NVIDIA chip, and why $ARM is the AI royalty trade nobody's making.

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Intel

+12

Anthropic Built an AI Too Dangerous to Release. Then Gave It to 12 Companies.

Apr 8, 2026

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1 min read

Anthropic Built an AI Too Dangerous to Release. Then Gave It to 12 Companies.

Project Glasswing just changed who wins the cybersecurity war. Plus: ceasefire rally sends Dow up 1,093 points.

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