Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $ABBN.SW, $ASML, $ALBFR.PA, $FTK.DE, $VACN.SW, $FAE.MC, $HAVAS.AS, $EKI.PA, $HCO.PA, $TKA.VI, $BAR.BR, $DIM.PA, $GLO.PA, $MC.PA
@stonkmetal - $CSU.TO
@LukeWolgram - $INCY (watchlist) https://t.co/7kM6dJx6Lw
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 2):
@Anders_Research - $DRTS
@snikhs2 - $ASML (earnings)
@Lindstroem_K - $CARA.ST (more research)
@finphysnerd - $HAWPF
@NingiResearch - $CCC.WA (short)
@mascarosergi - $CTT.AX
@nicknemo17 - $TSM (earnings) https://t.co/yAYQSHLRdC
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt final):
@OSA_Rochester (holding updates) - $GLW, $MODG
@BlokeOak57182 - $DEC, $SVM
@sungcapital - $GETY (merger arb)
@BearCaveEmail - $BETCO.ST (short)
@TawastK - $BEC.MI (overview)
@Fierce__beast - $UDMY (short) https://t.co/x0PtTU4EXX
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AkhenOsiris
AWS outage ending, coming back online...back to dumping AMZN 😂
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AkhenOsiris
$AMZN $GOOGL

Based on discussions with sources with direct knowledge of their AWS billing, I am able to disclose the amounts that AI firms are spending, specifically Anthropic and AI coding company Cursor, its largest customer.

I can exclusively reveal today Anthropic’s spending on Amazon Web Services for the entirety of 2024, and for every month in 2025 up until September, and that that Anthropic’s spend on compute far exceeds that previously reported.

Furthermore, I can confirm that through September, Anthropic has spent more than 100% of its estimated revenue (based on reporting in the last year) on Amazon Web Services, spending $2.66 billion on compute on an estimated $2.55 billion in revenue.

https://t.co/Di1ni0TbmK
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AkhenOsiris
RT @FundaBottom: Based on my own large-scale mobile monitoring, app DAU hit new highs last week. Third-party data should reflect this in the next week or two.

There’s a lot of chatter today that ChatGPT’s DAU growth has topped out.
From what I understand, ChatGPT’s DAUs didn’t grow in September and even saw a month-over-month dip in the second half of the month.
But over the past two weeks, growth has returned to its previous trajectory and DAUs are rising again.
My read is that this ties to Gemini’s surge in September and a modest pullback in October, as well as some diversion from the ChatGPT app to the Sora app.
We also learned that ChatGPT implemented some throttling for underage users in September.
Another big factor people overlook: a large share of ChatGPT users are in China, and when they use VPNs they appear as U.S. or Singapore users. Chinese users take a long holiday in the first week of October and often start traveling before October 1.
So the chart we’re discussing is actually a lagging snapshot. - FundaAI
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