Stock plays for 2026
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Rabidraider
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Stock plays for 2026
Thought I'd throw this out there for anyone who enjoys playing the stock market.
I'm working on taking a position on a company called Archer Aviation. (ARCH)
Electric plane start up with plans for taxis service and sales. The Dolphin owner is a big fan and is setting up a taxis service from his Country club to the Stadium for example.
Sales will be going to the Mideast as well.
Some FAA approvals in the works.
Defense contracts too.
https://archer.com/
Is George Jetson not far behind.
I'm working on taking a position on a company called Archer Aviation. (ARCH)
Electric plane start up with plans for taxis service and sales. The Dolphin owner is a big fan and is setting up a taxis service from his Country club to the Stadium for example.
Sales will be going to the Mideast as well.
Some FAA approvals in the works.
Defense contracts too.
https://archer.com/
Is George Jetson not far behind.
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- Xramfan
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mstrbass2000
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mstrbass2000
- Posts: 2,262
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new div play AB ALLIANCE BERNSTEIN trading at 34.44 a share paying a div of .88 x 4 per yr or 3.52 a year a 10.08% yield, bank just beat on earnings and the stock has upside too
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Sold My Soul
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2027 early 2028...
The time when the tech bubble bursts and sends the stock market into a crash.
Then only question that needs to be answered is....
Does the government bail out the billionaires again and leaves the tax paying consumers on the hook, or does the government let the economy crater.
Seen it happen every time.....we know how it ends.
The time when the tech bubble bursts and sends the stock market into a crash.
Then only question that needs to be answered is....
Does the government bail out the billionaires again and leaves the tax paying consumers on the hook, or does the government let the economy crater.
Seen it happen every time.....we know how it ends.
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Sold My Soul
- Posts: 17,843
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Monday Anthropic released a prospectus for its proposed initial public offering, scheduled for sometime next month. And the truth in the numbers could no longer be hidden, even if they could be spun.
Yes, revenues for the maker of Claude jumped 1,300 percent to $16.3 billion in the first six months of this year. But despite that, the company lost $80.7 billion over the same period. Anthropic chalked up much of that loss to an accounting change. But the far bigger numbers to understand are between $518 billion and $807 billion.
Depending on your calculation, that’s the amount of planned obligations Anthropic is on the hook for over the next decade to power and manage its AI models and operations. As much as 80 percent of that is unable to be canceled and is “regardless of actual usage,” and most of it is owed to other Big Tech firms for cloud and compute services and chips: companies like Google ($111 billion), Amazon ($110 billion), Microsoft ($31 billion), Nvidia ($86 billion), and Broadcom ($161 billion). To put this in perspective: For every dollar Anthropic made in 2025, it owes between $113 and $200 to its creditors, most of whom are the biggest tech companies on the planet.
Anthropic doesn’t own its own data centers; it leases the power from other companies. In this sense, Anthropic is “effectively a tenant in a digital landscape owned by the very entities that provide its capital and infrastructure,” as one analysis put it.
Both Anthropic and its partners are now reliant on each other. If Anthropic cannot repay its debts, or Google’s AI ambitions outpace Anthropic’s and it cuts its rival off, or any number of other possibilities in the 94 pages of risk factors listed in the prospectus come to pass, all these counterparties will feel the pain. These kinds of tight connections are precisely what crumbled the housing finance system when the bubble collapsed in 2008.
The resolution highlights the trillions of dollars in opaque debt instruments that AI companies are liable for, without projected revenues that approach that level of spending. Much of this debt has been kept off corporate balance sheets, even as the tech firms have committed to being responsible for it through guarantees.
Already we’re seeing softening in what has become known as the “AI trade.” Nvidia-backed infrastructure provider CoreWeave is collapsing, with the stock falling close to 50 percent in a month. Its three co-founders have cashed out over $3 billion in stock since going public, fleeing the sinking ship with a payout to themselves.
The stakes surrounding AI’s financial future are incredibly high, critics point out. “Since October 2022, artificial intelligence-related stocks were responsible for as much as 75 percent of the returns of the Standard and Poor’s 500,” according to the resolution, “and the price-to-earnings ratio of the stock market is currently almost as high as it was at the peak of the 1990s tech bubble.” It notes that Nvidia’s market capitalization is nearly $6 trillion, close to 16 percent of total U.S. gross domestic product by itself. If AI is driving the economy—one incredible chart shows data center construction up 64 percent while every other type of construction is down heavily—then a downturn would have serious effects on the entire nation.
Protect your portfolio as best you can for the shit storm that's going to hit. Not if...but when.
Yes, revenues for the maker of Claude jumped 1,300 percent to $16.3 billion in the first six months of this year. But despite that, the company lost $80.7 billion over the same period. Anthropic chalked up much of that loss to an accounting change. But the far bigger numbers to understand are between $518 billion and $807 billion.
Depending on your calculation, that’s the amount of planned obligations Anthropic is on the hook for over the next decade to power and manage its AI models and operations. As much as 80 percent of that is unable to be canceled and is “regardless of actual usage,” and most of it is owed to other Big Tech firms for cloud and compute services and chips: companies like Google ($111 billion), Amazon ($110 billion), Microsoft ($31 billion), Nvidia ($86 billion), and Broadcom ($161 billion). To put this in perspective: For every dollar Anthropic made in 2025, it owes between $113 and $200 to its creditors, most of whom are the biggest tech companies on the planet.
Anthropic doesn’t own its own data centers; it leases the power from other companies. In this sense, Anthropic is “effectively a tenant in a digital landscape owned by the very entities that provide its capital and infrastructure,” as one analysis put it.
Both Anthropic and its partners are now reliant on each other. If Anthropic cannot repay its debts, or Google’s AI ambitions outpace Anthropic’s and it cuts its rival off, or any number of other possibilities in the 94 pages of risk factors listed in the prospectus come to pass, all these counterparties will feel the pain. These kinds of tight connections are precisely what crumbled the housing finance system when the bubble collapsed in 2008.
The resolution highlights the trillions of dollars in opaque debt instruments that AI companies are liable for, without projected revenues that approach that level of spending. Much of this debt has been kept off corporate balance sheets, even as the tech firms have committed to being responsible for it through guarantees.
Already we’re seeing softening in what has become known as the “AI trade.” Nvidia-backed infrastructure provider CoreWeave is collapsing, with the stock falling close to 50 percent in a month. Its three co-founders have cashed out over $3 billion in stock since going public, fleeing the sinking ship with a payout to themselves.
The stakes surrounding AI’s financial future are incredibly high, critics point out. “Since October 2022, artificial intelligence-related stocks were responsible for as much as 75 percent of the returns of the Standard and Poor’s 500,” according to the resolution, “and the price-to-earnings ratio of the stock market is currently almost as high as it was at the peak of the 1990s tech bubble.” It notes that Nvidia’s market capitalization is nearly $6 trillion, close to 16 percent of total U.S. gross domestic product by itself. If AI is driving the economy—one incredible chart shows data center construction up 64 percent while every other type of construction is down heavily—then a downturn would have serious effects on the entire nation.
Protect your portfolio as best you can for the shit storm that's going to hit. Not if...but when.
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Xramfan
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Welcome back SpongeBob Happypants
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