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The bank leading Anthropic's IPO is pitching investors on 130x revenue growth in five years, a number that sets the bar for how every AI name gets priced into the listing.

GOLDMAN SACHS SEES ANTHROPIC REVENUE TOPPING $600B BY 2030; 130X ITS 2025 REVENUE Goldman, the lead bank on Anthropic's IPO, shared the following revenue projections with a prospective investor. • 2025 (actual): $4.6B • 2026: $52B • 2027: $136B • 2029: $442B • 2030: Over https://t.co/qIDl0PTSsv
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A $600 billion revenue base by 2030 for a single private AI lab is the kind of assumption underwriting every compute, data center and power trade in the market right now.

*GOLDMAN EXPECTS ANTHROPIC REVENUE TO EXCEED $600B BY 2030: FT
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Digital Turbine has shed 37% of its value at the open, a wipeout no other name in the 386-stock priority list comes close to matching. Take-Two leads the other direction at nearly 9%, so the session's spread runs about 46 points wide.

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Borgeat is treating last week's volatility shock as an entry point, pairing the stat with a blunt call to buy tech.

The VIX jumped 70% on November 5. Only two days since 1990 saw a bigger jump. After the 20 largest spikes, the S&P 500 was up 17% a year later on average. Fear decides the day. Earnings decide the year and months therafter. https://t.co/N4eJyu4cUN https://t.co/P2Y0BM9VxJ [Quoted @ThierryBorgeat]: 1998 All Over Again. Buy Tech. Read here: https://t.co/RhwRLDMgiH https://t.co/Bc8AujZ9E3
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Tesla is putting an 8-month clock on Cybertruck and refunding deposits, betting the factory line on Cybercab instead. That makes the robotaxi rollout the whole story for shareholders, with no consumer-truck fallback.

Elon Musk says Tesla's Cybertruck order rate far exceeds its production rate, and Tesla will have to return deposits to a lot of people. Tesla will shut down production in 8 months to focus on its Cybercab production. Musk also posted that "there will never be another vehicle https://t.co/nqZLw4CQFn
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