#AnthropicIPOOnNasdaq

BREAKING: Anthropic just picked the Nasdaq for its IPO, and it could be valued at $2 trillion. That's bigger than SpaceX's $1.75 trillion listing, Nasdaq's biggest win this year until now. The timing is notable. This comes right after a former $ANTHROPIC employee's viral warning about extinction risk from $AI , and while OpenAI's Sam Altman has said he wouldn't take his company public right now given that same controversy.

When the creator themselves asks for their creation to be slowed down... 🤯 The CEO of Anthropic (maker of the Claude AI) has just called for AI development to be slowed down for the sake of global safety. What do you think—is this a genuine warning or just a business strategy? Spot traders should keep an eye on $BTC and $ETH for broader market reactions

🚨 TOMORROW COULD BE A BRUTAL DAY FOR AI STOCKS. Every major AI stock crash so far has been caused by China. This time, the threat is coming from inside the industry itself. In the past, whenever China released a cheaper AI model, AI stocks crashed hard. That was investors questioning whether US companies were overspending on chips they didn't need. This is different, and worse. The heads of OpenAI, Anthropic, and xAI are all now saying AI development itself needs to slow down. The people building the technology are the ones calling for the slowdown. Anthropic's CEO Dario Amodei says AI is now improving itself faster than anyone can safely control, and companies need to deliberately slow down. Sam Altman agreed and committed OpenAI to the same plan. OpenAI's own chief scientist admitted that no lab has solved AI safety well enough to keep scaling at full speed. How all this could cause a crash tomorrow: The five biggest tech companies are pouring roughly $700 billion into AI infrastructure this year alone, all on the bet that AI capabilities keep accelerating fast enough to justify that spending. If the people running these labs are now deliberately slowing that pace down, the payoff gets pushed years further out, while the spending doesn't stop. Regulators are moving in at the same time. Lawmakers are pushing mandatory safety audits and reporting requirements for the biggest AI labs. Multiple researchers who quit OpenAI and Anthropic in recent weeks are publicly warning that AI is genuinely dangerous without far more caution than these companies are currently applying. This is three separate threats hitting the same trade in the same week: the builders calling for a slowdown, regulators closing in, and spending that keeps climbing regardless. A trade that has only gone up for three to four years straight is now facing a threat that is coming from these companies itself.

$NVDA CEO Jensen Huang says “cybersecurity will likely be the next major use case of AI” and that its “going to run continuously.” If security moves towards always-on AI inference then that could materially expand the workload running through platforms like $CRWD and $PANW.#PPIHotCPINext #OracleAICloudUp121% #BTCSpotETFOutflows

Anthropic has locked in up to $517 billion in compute deals over the next decade, 14.8 GW of capacity across Amazon, Google, Microsoft, SpaceX, Lambda, and others. One AI company. Half a trillion dollars in infrastructure commitments. The energy demands of this buildout are just getting started.

The AI funding debate is also a debate about who gets to set the clock. Altman says OpenAI will not IPO in 2026, citing safety scrutiny and the need for flexibility, while Anthropic is preparing a listing. My read: the test is whether either funding model leaves room to slow development when safety work conflicts with growth. Staying private alone does not answer that. #OpenAINoIPOIn2026

$NVDA still needs to break above $230 to get a final pop in this Cycle, otherwise Wave 2 is next for a retest of its 200 WMA And then the REAL AI Boom takes place after this Cycle Wave 3 for $NVDA. Adding $NVDA at its 200 WMA is the dream buy. #SeptHikeOddsHit90% #BTCSpotETF450MOutflow #OracleAICloudUp121%

JUST IN: Nvidia is reportedly in talks to invest in Anthropic's IPO

🔥 SPACEX JUST ADDED A $13B AI REVENUE ENGINE SpaceX just signed a new AI-compute deal worth $1.11B/month, or roughly $13B annualized, starting December. 📊 Key numbers: $100B year-end ARR target | 2GW → 5–10GW compute | $16B Q2 AI infrastructure spend | $920M/month Google deal | $1.25B/month Anthropic deal. SpaceX isn’t just a rocket company anymore. 👀 Would you value SpaceX more as an AI infrastructure play?