Post

@unusual_whales a market can move on a number long before anyone has to prove the number

@unusual_whales Thanks for sharing the analysis. It is clear, practical, and easy to understand. You and @corp_nick14 are the two market accounts I check most consistently.

@unusual_whales This is nuts. Claude is a dysfunctional retard.

@unusual_whales People will bet on anything. Such degenerates. Polymarket might be the biggest IPO ever.

@unusual_whales Looks like the race to the future just got a bit more interesting, buckle up! Innovation always finds a way to surprise us.

@unusual_whales This is fraudulent behaviour

@unusual_whales They're rumoring a $30t revenue. The entire US economy is $32.5t Madness.

@unusual_whales crossed spacex on a headline, not a filing

@unusual_whales Can you find the cat in the puzzle?

@unusual_whales Polymarket bets are fun but they flip all the time. One good earnings report from SpaceX and it'll swing back. Either way, both are gonna be massive. Hard to see any IPO topping that.

@unusual_whales That's crazy but x.com/Nando2xs/status/20927245…

@unusual_whales It looks like the race for the stars is now all about computing power. Who knew the launchpad would be a server room?

@unusual_whales the chart swing timing is unreal just shows how fast sentiment flips

@unusual_whales everybody trusts the chart until the day it flips. that line just flipped twice

@unusual_whales tam numbers are free, i could pick a bigger one before lunch

@unusual_whales another $30T TAM? that's some wild shit. gonna be fun watching this one implode.

@unusual_whales $GUNS to the moon, cops are late again

polymarket calling this one early. the market saying spacex is done at $140b feels like premature burial while anthropic hasn't even printed yet. $45b nscale deal buys a lot of runway but $30t tam and the actual ipo still exist in the same universe. one of these things is not like the other.

TAM figures in mega-IPO pitches are marketing math, not revenue models. Uber said $6 trillion, WeWork said $3 trillion before it collapsed, SpaceX itself said $28.5 trillion just two months ago. A $5.6M-volume market swinging 26 points on that number isn't pricing which IPO will be bigger. It's pricing whose pitch deck landed better this week.

@unusual_whales Please tell me what is Anthropic moat? I can’t see one, maybe I’m just plain stupid

@unusual_whales The entire US GDP is $32.475 They're just running with the most absurd number that pops into their heads now for the lolz

@unusual_whales fugazi

@unusual_whales This is huge 😲

@unusual_whales that's a huge swing based on fresh news. these markets price in information almost instantly. getting ahead of those shifts, even by milliseconds, requires low-latency systems to capture any fleeting advantage.

@unusual_whales If they actually list anywhere near that size, the picks-and-shovels already compound: $NVDA $MSFT $GOOGL. I'd rather keep those than chase IPO day.

@unusual_whales Hahahahahaaa, rug pull incoming just like space idiot

@unusual_whales The numbers people are throwing around these days truly seem to have lost all connection to reality. It is fascinating to watch how quickly these massive figures just start flying around.

@unusual_whales Definition of a market bubble, right here…

@unusual_whales Fascinating update, thanks for keeping us informed.

@unusual_whales A $45B compute deal is demand. The tell is who finances it. Nvidia was in talks to backstop $250B for OpenAI's Ohio lease: the supplier underwriting its own customer. That was Lucent and Nortel in 1999 too. #AI

@unusual_whales $30T TAM is a bold story. $45B compute deal real spend or just valuation fuel? Post-IPO numbers will tell.