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Tbagger
11-01 13:25
Healthy correction, tech heavy market needed a few chops but still plenty to play out in the AI sector
AI Bubble Bursts as Nasdaq Plunges! OpenAI Funding Falls Short, Anthropic Hit with Wall Street "Junk" Rating
Tbagger
10-31
5, 8 and 11. another option might be Eat, Sleep, Trade
Tbagger
06-06
Overpriced going into IPO. Will definitely be better entries available in the future.
Tbagger
05-15
$Advanced Micro Devices(AMD)$
future looks great for AMD
Tbagger
04-27
$Advanced Micro Devices(AMD)$
onwards and upwards, next stop 1 trillion
Tbagger
04-24
$Advanced Micro Devices(AMD)$
plenty more to run i believe.
Tbagger
01-27
$Advanced Micro Devices(AMD)$
has been great over the last 12 months, but it's not done yet.
Tbagger
2025-12-19
tense
Tbagger
2025-12-19
definitely invest, building a solid portfolio that can sustain a good retirement.
Tbagger
2025-12-04
I would consider 180 a reasonable buy given that 220 would be a fair evaluation. could easily see 300+ in 12 months
Tbagger
2025-09-19
$Opendoor Technologies Inc(OPEN)$
Bullish
Tbagger
2025-08-24
I think Nvidia will close between 180 - 185
Tbagger
2025-07-31
$D-Wave Quantum Inc.(QBTS)$
just gonna keep riding the wave, D-Wave that is.
Tbagger
2025-07-29
$56
Tbagger
2025-07-17
Is this the next big Meme-stock?
Opendoor Stock Jumps Another 25% After Soaring 43% as Meme-Stock Mania Returns
Tbagger
2024-12-07
$Rigetti Computing(RGTI)$
my best trade to date, looking to rebuy the dip.
Tbagger
2024-11-29
$NVIDIA Corp(NVDA)$
I'm calling 10T market cap by 2030, buy the dips. Plenty of upside from here.
Tbagger
2024-11-08
$CoreCivic, Inc(CXW)$
decided to sell after a decent pump, may rebuild the dip.
Tbagger
2024-11-08
$Geo Group Inc(GEO)$
my first successful trade, onward and upwards from here
Go to Tiger App to see more news
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correction, tech heavy market needed a few chops but still plenty to play out in the AI sector ","listText":"Healthy correction, tech heavy market needed a few chops but still plenty to play out in the AI sector ","text":"Healthy correction, tech heavy market needed a few chops but still plenty to play out in the AI sector","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624548735692808","repostId":"1148982706","repostType":4,"repost":{"id":"1148982706","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1793506405,"share":"https://ttm.financial/m/news/1148982706?lang=en_US&edition=fundamental","pubTime":"2026-11-01 12:13","market":"us","language":"en","title":"AI Bubble Bursts as Nasdaq Plunges! OpenAI Funding Falls Short, Anthropic Hit with Wall Street \"Junk\" Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1148982706","media":"Deep News","summary":"Silicon Valley's two brightest AI stars, OpenAI and Anthropic, have both run into a wall on Wall Street.OpenAI sought to raise $30 billion, but investors were only willing to commit $11 billion —...","content":"<html><head></head><body><p style=\"text-align: left;\">Silicon Valley's two brightest AI stars, OpenAI and Anthropic, have both run into a wall on Wall Street.<br/><br/>OpenAI sought to raise $30 billion, but investors were only willing to commit $11 billion — less than half. The company had no choice but to cut its fundraising target by one-third. Meanwhile, Anthropic, on the verge of what could be the largest IPO in history, was stabbed in the back by one of its major investors: "Bro, you might get slapped with a 'junk' rating."<br/><br/>But that's not the end of it. This chill has already spread from the primary market to the secondary market at lightning speed — the Nasdaq has crashed.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3455e30735c8ba87f61b1e1ee2410cb6\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/><br/>On Friday's close, the Nasdaq fell 3.46%, marking its largest single-day drop in months. <strong>NVIDIA</strong> (<strong>NVDA</strong>) and <strong>Advanced Micro Devices</strong> (<strong>AMD</strong>) dragged the entire chip sector down with them. <strong>Amazon.com</strong> (<strong>AMZN</strong>) saw its cash flow completely burned through by AI infrastructure spending. <strong>Intel</strong> (<strong>INTC</strong>), reeling from a disastrous earnings report, plummeted nearly 30% in a single day.<br/><br/>A full-blown winter has set in. The Nasdaq fell about 5.3% for the entire month of October, its worst month since March 2025. Everything looks exactly like the eve of the internet bubble burst 26 years ago.<br/><br/><strong>Even Altman Can't Borrow Anymore</strong><br/><br/>Hard to believe. OpenAI — the OpenAI of GPT-4 and Sora, the OpenAI led by Sam Altman — actually stumbled in fundraising?<br/><br/>According to the latest insider revelations from The Wall Street Journal, Altman was as confident as ever this time, with a new funding round targeting a whopping $30 billion. The result — only $11 billion raised so far. Less than half the target. The company's valuation has also shrunk to $1.25 trillion. Incredible.<br/><br/>Keep in mind, this is OpenAI. Over the past year, every VC and every hot money fund was fighting tooth and nail to get in. But now, investors have suddenly become extremely picky, even nervous. Everyone is worried about just how much money AI will burn and whether it will ever pay off. Even someone as powerful as Sam Altman, a fundraising superman, now has to lower his posture, saying he will continue working hard over the coming weeks to "solicit donations" from family offices and high-net-worth individuals.<br/><br/>Something is off. Very off. If OpenAI's setback were just an isolated case, then the plight of another AI giant would truly send chills down your spine.<br/><br/><strong>Anthropic Is Done For Too</strong><br/><br/>As everyone knows, Anthropic, OpenAI's most hated competitor, is about to IPO — and it could be the largest IPO in human history. For this IPO, they've planned an extraordinarily ambitious spending blueprint: from now until 2045, they plan to spend over $800 billion on computing infrastructure.<br/><br/>Where does all that money come from? Borrowing, of course. To borrow such a massive amount at low cost, the company must have a good credit rating — the technical term is "Investment-Grade." It's like your personal credit score: with a high rating, banks are willing to lend to you at very low interest rates.<br/><br/>But just at this critical moment, something went wrong. One of their major investors, private equity giant Blackstone, suddenly changed its tune. Blackstone had been telling other investors, "Don't worry, Anthropic will definitely secure an 'Investment-Grade' rating before the end of the year." Now they're telling investors that, based on signals from major rating agencies, Anthropic will likely fail to obtain an "Investment-Grade" rating after going public.<br/><br/>So what will it get instead? "High Junk" — high-yield junk grade. That's something else. What does "junk" mean? It means that in the eyes of professional institutions, your default risk is high. Many pension funds and insurance funds are simply not allowed by regulation to touch this type of "junk bond." The rest, those willing to lend to you, will inevitably demand much higher interest rates.<br/><br/>Think about it: originally planning to borrow $800 billion, with interest rates jumping from 3% to 6% — what does that even mean? The company's entire financial model would simply collapse.<br/><br/>Many plans would have to be scrapped and redone due to budget constraints. I came across an analyst's post that put it perfectly: companies that missed targets, fell short of expectations, or failed to execute are being punished. "Punished" — that word is so precise.<br/><br/>Whether it's OpenAI's fundraising setback or Anthropic's rating dilemma, it's essentially the capital market repricing risk. People are starting to get scared. Scared of this endless "cash burn," scared that the money they've invested will ultimately buy nothing but a pile of expensive servers and a growing line of loss figures.<br/><br/><strong>The Avalanche Begins</strong><br/><br/>You thought that was it? No. On the very day the Financial Times broke the news about Anthropic's rating problem, panic over the AI bubble spread like a virus through the secondary market — the Nasdaq 100 index plunged 3.5% at close, its largest single-day drop since June.<br/><br/>Wall Street is on edge. What does that mean? To use one fund manager's words: it's a complete bloodbath.<br/><br/>Why is this happening? At the end of the day, the root cause of everything is still AI. This AI race is essentially a crazy money-burning game. Buying chips, building data centers — none of it comes cheap. But previously, everyone assumed that as long as the story was sexy enough, endless cheap money would flow in from the capital markets.<br/><br/>But now, Wall Street is telling you with actions: even the landlord's family has no surplus grain left. To better understand this drama, let's rewind the timeline a bit.<br/><br/>Actually, before the Anthropic news came out, market sentiment was already terrible. The main reason: everyone suddenly realized that the big backers of AI companies don't seem to be doing so well either.<br/><br/>Let me give you an example: <strong>Amazon.com</strong> (<strong>AMZN</strong>). On the surface, its AWS cloud business saw revenue surge 39% — incredibly strong. But on closer look, something doesn't add up. Amazon's capital expenditure on AI data centers and related infrastructure this year, driven by frenzied spending on AI servers, is projected to reach $220 billion. Amazon, which had $14.8 billion in positive cash flow a year ago, now has a latest trailing twelve-month free cash flow of -$42.4 billion.<br/><br/>Microsoft, Meta, Google... these so-called "hyperscalers" have propped up over one-third of S&P 500 capital expenditure over the past year. They are the main engines of this AI boom. And now you're telling us the giants are out of money too?<br/><br/>In the past, people thought these tech giants had plenty of cash and could single-handedly sustain the AI arms race. But now, as they increasingly rely on external financing, and as even a star company like Anthropic faces a credit crisis, everyone is starting to worry. Can this game continue? Is there enough money to keep burning?<br/><br/>So the selling began. Microsoft, Meta, Google... all fell together. <strong>Intel</strong> (<strong>INTC</strong>), its stock price in freefall, plunged 28.6%. Even Reddit dropped 13%.<br/><br/>It's quite emotional, folks. A groundbreaking technology emerges, everyone goes crazy for it, believing it will change the world. Countless companies, basking in the glow of their labs, paint enormous pies, and even with zero profit, their valuations soar to the heavens. Data centers and everything else are built at breakneck speed.<br/><br/>Until one day, everyone suddenly realizes that these companies are burning money far faster than they can earn it. I've always believed that AI is the future. But the road to the future has never been a straight line. It is inevitably filled with bubbles, hype, and painful shakeouts.<br/><br/>The wall that OpenAI and Anthropic hit on Wall Street today may be the beginning of that shakeout. The era of demanding money from investors like an entitled lord just because you have "AI" in your name — is over.<br/><br/><strong>One More Thing</strong><br/><br/>Honestly, sometimes I feel like history really does repeat itself. Everything happening right now — I can't shake the feeling I've seen it somewhere before. Same smell, same recipe, all too familiar... Oh, right. I remember now. 26 years ago, in 2000 — the internet bubble.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Bubble Bursts as Nasdaq Plunges! OpenAI Funding Falls Short, Anthropic Hit with Wall Street \"Junk\" Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Bubble Bursts as Nasdaq Plunges! OpenAI Funding Falls Short, Anthropic Hit with Wall Street \"Junk\" Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-11-01 12:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Silicon Valley's two brightest AI stars, OpenAI and Anthropic, have both run into a wall on Wall Street.<br/><br/>OpenAI sought to raise $30 billion, but investors were only willing to commit $11 billion — less than half. The company had no choice but to cut its fundraising target by one-third. Meanwhile, Anthropic, on the verge of what could be the largest IPO in history, was stabbed in the back by one of its major investors: "Bro, you might get slapped with a 'junk' rating."<br/><br/>But that's not the end of it. This chill has already spread from the primary market to the secondary market at lightning speed — the Nasdaq has crashed.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3455e30735c8ba87f61b1e1ee2410cb6\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/><br/>On Friday's close, the Nasdaq fell 3.46%, marking its largest single-day drop in months. <strong>NVIDIA</strong> (<strong>NVDA</strong>) and <strong>Advanced Micro Devices</strong> (<strong>AMD</strong>) dragged the entire chip sector down with them. <strong>Amazon.com</strong> (<strong>AMZN</strong>) saw its cash flow completely burned through by AI infrastructure spending. <strong>Intel</strong> (<strong>INTC</strong>), reeling from a disastrous earnings report, plummeted nearly 30% in a single day.<br/><br/>A full-blown winter has set in. The Nasdaq fell about 5.3% for the entire month of October, its worst month since March 2025. Everything looks exactly like the eve of the internet bubble burst 26 years ago.<br/><br/><strong>Even Altman Can't Borrow Anymore</strong><br/><br/>Hard to believe. OpenAI — the OpenAI of GPT-4 and Sora, the OpenAI led by Sam Altman — actually stumbled in fundraising?<br/><br/>According to the latest insider revelations from The Wall Street Journal, Altman was as confident as ever this time, with a new funding round targeting a whopping $30 billion. The result — only $11 billion raised so far. Less than half the target. The company's valuation has also shrunk to $1.25 trillion. Incredible.<br/><br/>Keep in mind, this is OpenAI. Over the past year, every VC and every hot money fund was fighting tooth and nail to get in. But now, investors have suddenly become extremely picky, even nervous. Everyone is worried about just how much money AI will burn and whether it will ever pay off. Even someone as powerful as Sam Altman, a fundraising superman, now has to lower his posture, saying he will continue working hard over the coming weeks to "solicit donations" from family offices and high-net-worth individuals.<br/><br/>Something is off. Very off. If OpenAI's setback were just an isolated case, then the plight of another AI giant would truly send chills down your spine.<br/><br/><strong>Anthropic Is Done For Too</strong><br/><br/>As everyone knows, Anthropic, OpenAI's most hated competitor, is about to IPO — and it could be the largest IPO in human history. For this IPO, they've planned an extraordinarily ambitious spending blueprint: from now until 2045, they plan to spend over $800 billion on computing infrastructure.<br/><br/>Where does all that money come from? Borrowing, of course. To borrow such a massive amount at low cost, the company must have a good credit rating — the technical term is "Investment-Grade." It's like your personal credit score: with a high rating, banks are willing to lend to you at very low interest rates.<br/><br/>But just at this critical moment, something went wrong. One of their major investors, private equity giant Blackstone, suddenly changed its tune. Blackstone had been telling other investors, "Don't worry, Anthropic will definitely secure an 'Investment-Grade' rating before the end of the year." Now they're telling investors that, based on signals from major rating agencies, Anthropic will likely fail to obtain an "Investment-Grade" rating after going public.<br/><br/>So what will it get instead? "High Junk" — high-yield junk grade. That's something else. What does "junk" mean? It means that in the eyes of professional institutions, your default risk is high. Many pension funds and insurance funds are simply not allowed by regulation to touch this type of "junk bond." The rest, those willing to lend to you, will inevitably demand much higher interest rates.<br/><br/>Think about it: originally planning to borrow $800 billion, with interest rates jumping from 3% to 6% — what does that even mean? The company's entire financial model would simply collapse.<br/><br/>Many plans would have to be scrapped and redone due to budget constraints. I came across an analyst's post that put it perfectly: companies that missed targets, fell short of expectations, or failed to execute are being punished. "Punished" — that word is so precise.<br/><br/>Whether it's OpenAI's fundraising setback or Anthropic's rating dilemma, it's essentially the capital market repricing risk. People are starting to get scared. Scared of this endless "cash burn," scared that the money they've invested will ultimately buy nothing but a pile of expensive servers and a growing line of loss figures.<br/><br/><strong>The Avalanche Begins</strong><br/><br/>You thought that was it? No. On the very day the Financial Times broke the news about Anthropic's rating problem, panic over the AI bubble spread like a virus through the secondary market — the Nasdaq 100 index plunged 3.5% at close, its largest single-day drop since June.<br/><br/>Wall Street is on edge. What does that mean? To use one fund manager's words: it's a complete bloodbath.<br/><br/>Why is this happening? At the end of the day, the root cause of everything is still AI. This AI race is essentially a crazy money-burning game. Buying chips, building data centers — none of it comes cheap. But previously, everyone assumed that as long as the story was sexy enough, endless cheap money would flow in from the capital markets.<br/><br/>But now, Wall Street is telling you with actions: even the landlord's family has no surplus grain left. To better understand this drama, let's rewind the timeline a bit.<br/><br/>Actually, before the Anthropic news came out, market sentiment was already terrible. The main reason: everyone suddenly realized that the big backers of AI companies don't seem to be doing so well either.<br/><br/>Let me give you an example: <strong>Amazon.com</strong> (<strong>AMZN</strong>). On the surface, its AWS cloud business saw revenue surge 39% — incredibly strong. But on closer look, something doesn't add up. Amazon's capital expenditure on AI data centers and related infrastructure this year, driven by frenzied spending on AI servers, is projected to reach $220 billion. Amazon, which had $14.8 billion in positive cash flow a year ago, now has a latest trailing twelve-month free cash flow of -$42.4 billion.<br/><br/>Microsoft, Meta, Google... these so-called "hyperscalers" have propped up over one-third of S&P 500 capital expenditure over the past year. They are the main engines of this AI boom. And now you're telling us the giants are out of money too?<br/><br/>In the past, people thought these tech giants had plenty of cash and could single-handedly sustain the AI arms race. But now, as they increasingly rely on external financing, and as even a star company like Anthropic faces a credit crisis, everyone is starting to worry. Can this game continue? Is there enough money to keep burning?<br/><br/>So the selling began. Microsoft, Meta, Google... all fell together. <strong>Intel</strong> (<strong>INTC</strong>), its stock price in freefall, plunged 28.6%. Even Reddit dropped 13%.<br/><br/>It's quite emotional, folks. A groundbreaking technology emerges, everyone goes crazy for it, believing it will change the world. Countless companies, basking in the glow of their labs, paint enormous pies, and even with zero profit, their valuations soar to the heavens. Data centers and everything else are built at breakneck speed.<br/><br/>Until one day, everyone suddenly realizes that these companies are burning money far faster than they can earn it. I've always believed that AI is the future. But the road to the future has never been a straight line. It is inevitably filled with bubbles, hype, and painful shakeouts.<br/><br/>The wall that OpenAI and Anthropic hit on Wall Street today may be the beginning of that shakeout. The era of demanding money from investors like an entitled lord just because you have "AI" in your name — is over.<br/><br/><strong>One More Thing</strong><br/><br/>Honestly, sometimes I feel like history really does repeat itself. Everything happening right now — I can't shake the feeling I've seen it somewhere before. Same smell, same recipe, all too familiar... Oh, right. I remember now. 26 years ago, in 2000 — the internet bubble.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4538":"云计算","LU1144417596.USD":"UBS (LUX) GLOBAL QUALITY DIVIDEND EQUITY \"Q\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH 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The company had no choice but to cut its fundraising target by one-third. Meanwhile, Anthropic, on the verge of what could be the largest IPO in history, was stabbed in the back by one of its major investors: \"Bro, you might get slapped with a 'junk' rating.\"But that's not the end of it. This chill has already spread from the primary market to the secondary market at lightning speed — the Nasdaq has crashed.On Friday's close, the Nasdaq fell 3.46%, marking its largest single-day drop in months. NVIDIA (NVDA) and Advanced Micro Devices (AMD) dragged the entire chip sector down with them. Amazon.com (AMZN) saw its cash flow completely burned through by AI infrastructure spending. Intel (INTC), reeling from a disastrous earnings report, plummeted nearly 30% in a single day.A full-blown winter has set in. The Nasdaq fell about 5.3% for the entire month of October, its worst month since March 2025. Everything looks exactly like the eve of the internet bubble burst 26 years ago.Even Altman Can't Borrow AnymoreHard to believe. OpenAI — the OpenAI of GPT-4 and Sora, the OpenAI led by Sam Altman — actually stumbled in fundraising?According to the latest insider revelations from The Wall Street Journal, Altman was as confident as ever this time, with a new funding round targeting a whopping $30 billion. The result — only $11 billion raised so far. Less than half the target. The company's valuation has also shrunk to $1.25 trillion. Incredible.Keep in mind, this is OpenAI. Over the past year, every VC and every hot money fund was fighting tooth and nail to get in. But now, investors have suddenly become extremely picky, even nervous. Everyone is worried about just how much money AI will burn and whether it will ever pay off. Even someone as powerful as Sam Altman, a fundraising superman, now has to lower his posture, saying he will continue working hard over the coming weeks to \"solicit donations\" from family offices and high-net-worth individuals.Something is off. Very off. If OpenAI's setback were just an isolated case, then the plight of another AI giant would truly send chills down your spine.Anthropic Is Done For TooAs everyone knows, Anthropic, OpenAI's most hated competitor, is about to IPO — and it could be the largest IPO in human history. For this IPO, they've planned an extraordinarily ambitious spending blueprint: from now until 2045, they plan to spend over $800 billion on computing infrastructure.Where does all that money come from? Borrowing, of course. To borrow such a massive amount at low cost, the company must have a good credit rating — the technical term is \"Investment-Grade.\" It's like your personal credit score: with a high rating, banks are willing to lend to you at very low interest rates.But just at this critical moment, something went wrong. One of their major investors, private equity giant Blackstone, suddenly changed its tune. Blackstone had been telling other investors, \"Don't worry, Anthropic will definitely secure an 'Investment-Grade' rating before the end of the year.\" Now they're telling investors that, based on signals from major rating agencies, Anthropic will likely fail to obtain an \"Investment-Grade\" rating after going public.So what will it get instead? \"High Junk\" — high-yield junk grade. That's something else. What does \"junk\" mean? It means that in the eyes of professional institutions, your default risk is high. Many pension funds and insurance funds are simply not allowed by regulation to touch this type of \"junk bond.\" The rest, those willing to lend to you, will inevitably demand much higher interest rates.Think about it: originally planning to borrow $800 billion, with interest rates jumping from 3% to 6% — what does that even mean? The company's entire financial model would simply collapse.Many plans would have to be scrapped and redone due to budget constraints. I came across an analyst's post that put it perfectly: companies that missed targets, fell short of expectations, or failed to execute are being punished. \"Punished\" — that word is so precise.Whether it's OpenAI's fundraising setback or Anthropic's rating dilemma, it's essentially the capital market repricing risk. People are starting to get scared. Scared of this endless \"cash burn,\" scared that the money they've invested will ultimately buy nothing but a pile of expensive servers and a growing line of loss figures.The Avalanche BeginsYou thought that was it? No. On the very day the Financial Times broke the news about Anthropic's rating problem, panic over the AI bubble spread like a virus through the secondary market — the Nasdaq 100 index plunged 3.5% at close, its largest single-day drop since June.Wall Street is on edge. What does that mean? To use one fund manager's words: it's a complete bloodbath.Why is this happening? At the end of the day, the root cause of everything is still AI. This AI race is essentially a crazy money-burning game. Buying chips, building data centers — none of it comes cheap. But previously, everyone assumed that as long as the story was sexy enough, endless cheap money would flow in from the capital markets.But now, Wall Street is telling you with actions: even the landlord's family has no surplus grain left. To better understand this drama, let's rewind the timeline a bit.Actually, before the Anthropic news came out, market sentiment was already terrible. The main reason: everyone suddenly realized that the big backers of AI companies don't seem to be doing so well either.Let me give you an example: Amazon.com (AMZN). On the surface, its AWS cloud business saw revenue surge 39% — incredibly strong. But on closer look, something doesn't add up. Amazon's capital expenditure on AI data centers and related infrastructure this year, driven by frenzied spending on AI servers, is projected to reach $220 billion. Amazon, which had $14.8 billion in positive cash flow a year ago, now has a latest trailing twelve-month free cash flow of -$42.4 billion.Microsoft, Meta, Google... these so-called \"hyperscalers\" have propped up over one-third of S&P 500 capital expenditure over the past year. They are the main engines of this AI boom. And now you're telling us the giants are out of money too?In the past, people thought these tech giants had plenty of cash and could single-handedly sustain the AI arms race. But now, as they increasingly rely on external financing, and as even a star company like Anthropic faces a credit crisis, everyone is starting to worry. Can this game continue? Is there enough money to keep burning?So the selling began. Microsoft, Meta, Google... all fell together. Intel (INTC), its stock price in freefall, plunged 28.6%. Even Reddit dropped 13%.It's quite emotional, folks. A groundbreaking technology emerges, everyone goes crazy for it, believing it will change the world. Countless companies, basking in the glow of their labs, paint enormous pies, and even with zero profit, their valuations soar to the heavens. Data centers and everything else are built at breakneck speed.Until one day, everyone suddenly realizes that these companies are burning money far faster than they can earn it. I've always believed that AI is the future. But the road to the future has never been a straight line. It is inevitably filled with bubbles, hype, and painful shakeouts.The wall that OpenAI and Anthropic hit on Wall Street today may be the beginning of that shakeout. The era of demanding money from investors like an entitled lord just because you have \"AI\" in your name — is over.One More ThingHonestly, sometimes I feel like history really does repeat itself. Everything happening right now — I can't shake the feeling I've seen it somewhere before. Same smell, same recipe, all too familiar... Oh, right. I remember now. 26 years ago, in 2000 — the internet bubble.","news_type":1,"symbols_score_info":{"ROM":1,"EFIV":1,"VT":1,"SOXQ":1,"NVDY":0.6,"LINT":0.6,"ABFL":1,"CHPS":1,"ESUM":1,"NVII":0.6,"TEK":1,"XNTK":1,"OGIG":1,"XLK":1,"HULL":1,"09788":1,"NVDD":0.6,"SOXY":1,"09388":1,"USXF":1,".IXIC":2,"NULC":1,"AMDU":1,"FTXL":1,"LFGY":1,"NVDB":0.6,"NVD":0.6,"GAMR":1,"AIPI":1,"NVDL":0.6,"AGOX":1,"SMHX":1,"NVDW":0.6,"DIPS":0.6,"WISE":1,"AIS":1,"QQQA":1,"METV":1,"SPTE":1,"ANV":0.6,"TTEQ":1,"TYLG":1,"SOXX":1,"TTXU":1,"ESLG":1,"AIQ":1,"CLIX":1,"07388":0.6,"DRIV":1,"CNAV":1,"CNEQ":1,"CMAG":1,"INT":0.6,"THMR":1,"CHAT":1,"SHOC":1,"FTEC":1,"LEGR":1,"SMH":1,"NVDO":0.6,"VGT":1,"WANT":1,"USD":1,"INTC":2,"PSI":1,"JGRO":1,"BAI":1,"TRFK":1,"SNPE":1,"FAI":1,"07788":0.6,"INTW":0.6,"ONLN":1,"NVC":0.6,"FDTX":1,"NVDA":2,"CLSE":1,"IXN":1,"NVDQ":0.6,"ILDR":1,"RTH":1,"NVYY":0.6,"INYY":0.6,"NVDU":0.6,"AMDS":1,"NVDG":0.6,"NVDX":0.6,"CHPX":1,"NVDS":0.6,"ARTY":1,"IETC":1,"WUGI":1,"AIFD":1}},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624219661115392,"gmtCreate":1793430925230,"gmtModify":1793437886747,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"5, 8 and 11. another option might be Eat, Sleep, Trade","listText":"5, 8 and 11. another option might be Eat, Sleep, Trade","text":"5, 8 and 11. another option might be Eat, Sleep, Trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624219661115392","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572276136285232,"gmtCreate":1780738307416,"gmtModify":1780738310450,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"Overpriced going into IPO. Will definitely be better entries available in the future.","listText":"Overpriced going into IPO. Will definitely be better entries available in the future.","text":"Overpriced going into IPO. Will definitely be better entries available in the future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572276136285232","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564477947670800,"gmtCreate":1778845184446,"gmtModify":1778845187824,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> future looks great for AMD","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> future looks great for AMD","text":"$Advanced Micro Devices(AMD)$ future looks great for AMD","images":[{"img":"https://community-static.tradeup.com/news/13990614c6fdf40a5c1e2d9eab6f8b4d","width":"870","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564477947670800","isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":558050071912856,"gmtCreate":1777274404732,"gmtModify":1777279387357,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> onwards and upwards, next stop 1 trillion ","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> onwards and upwards, next stop 1 trillion ","text":"$Advanced Micro Devices(AMD)$ onwards and upwards, next stop 1 trillion","images":[{"img":"https://community-static.tradeup.com/news/57c78cc1c92381d0e88ca22d23157734","width":"870","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/558050071912856","isVote":1,"tweetType":1,"viewCount":4199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":556888097866592,"gmtCreate":1776986022372,"gmtModify":1776986027935,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> plenty more to run i believe.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> plenty more to run i believe.","text":"$Advanced Micro Devices(AMD)$ plenty more to run i believe.","images":[{"img":"https://community-static.tradeup.com/news/f32965c62f47e4800f5018b80311c806","width":"870","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556888097866592","isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526221515305376,"gmtCreate":1769504791105,"gmtModify":1769504795192,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> has been great over the last 12 months, but it's not done yet.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> has been great over the last 12 months, but it's not done yet.","text":"$Advanced Micro Devices(AMD)$ has been great over the last 12 months, but it's not done yet.","images":[{"img":"https://community-static.tradeup.com/news/d5469d61a4004e8598ff362d6c82006d","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526221515305376","isVote":1,"tweetType":1,"viewCount":3691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":512429237948760,"gmtCreate":1766132428345,"gmtModify":1766132432039,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"tense","listText":"tense","text":"tense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512429237948760","isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512428774183536,"gmtCreate":1766132325382,"gmtModify":1766132329536,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"definitely invest, building a solid portfolio that can sustain a good retirement.","listText":"definitely invest, building a solid portfolio that can sustain a good retirement.","text":"definitely invest, building a solid portfolio that can sustain a good retirement.","images":[{"img":"https://community-static.tradeup.com/news/7800e97bed2c923690b6c0738febaba9"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512428774183536","isVote":1,"tweetType":1,"viewCount":3503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":507047084319600,"gmtCreate":1764812616474,"gmtModify":1764812620544,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"I would consider 180 a reasonable buy given that 220 would be a fair evaluation. could easily see 300+ in 12 months","listText":"I would consider 180 a reasonable buy given that 220 would be a fair evaluation. could easily see 300+ in 12 months","text":"I would consider 180 a reasonable buy given that 220 would be a fair evaluation. could easily see 300+ in 12 months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/507047084319600","isVote":1,"tweetType":1,"viewCount":4099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480074698371432,"gmtCreate":1758229830574,"gmtModify":1758229834235,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a>Bullish ","listText":"<a href=\"https://ttm.financial/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a>Bullish ","text":"$Opendoor Technologies Inc(OPEN)$ Bullish","images":[{"img":"https://community-static.tradeup.com/news/478e44726874d803afb3427e6221f46b","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480074698371432","isVote":1,"tweetType":1,"viewCount":4310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":470920626934328,"gmtCreate":1756008125502,"gmtModify":1756008129442,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"I think Nvidia will close between 180 - 185","listText":"I think Nvidia will close between 180 - 185","text":"I think Nvidia will close between 180 - 185","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/470920626934328","isVote":1,"tweetType":1,"viewCount":4709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462543564890688,"gmtCreate":1753931052090,"gmtModify":1753940677048,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$ </a> just gonna keep riding the wave, D-Wave that is.","listText":"<a href=\"https://ttm.financial/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$ </a> just gonna keep riding the wave, D-Wave that is.","text":"$D-Wave Quantum Inc.(QBTS)$ just gonna keep riding the wave, D-Wave that is.","images":[{"img":"https://community-static.tradeup.com/news/f8614634d1db8b9311590f53466979cd","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/462543564890688","isVote":1,"tweetType":1,"viewCount":4229,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"The problem with taking profits now is that there is no ENTRY point back in... sell at your own perish.","text":"The problem with taking profits now is that there is no ENTRY point back in... sell at your own perish.","html":"The problem with taking profits now is that there is no ENTRY point back in... sell at your own perish."},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Buy the future not today this can be 100 bucks in 5 years look at hood 5 years ago","text":"Buy the future not today this can be 100 bucks in 5 years look at hood 5 years ago","html":"Buy the future not today this can be 100 bucks in 5 years look at hood 5 years ago"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":461926234640408,"gmtCreate":1753793502225,"gmtModify":1754399726536,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"$56","listText":"$56","text":"$56","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/461926234640408","isVote":1,"tweetType":1,"viewCount":3448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457862195634832,"gmtCreate":1752751037788,"gmtModify":1752751041530,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"Is this the next big Meme-stock?","listText":"Is this the next big Meme-stock?","text":"Is this the next big Meme-stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457862195634832","repostId":"1175312511","repostType":2,"repost":{"id":"1175312511","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1752759381,"share":"https://ttm.financial/m/news/1175312511?lang=en_US&edition=fundamental","pubTime":"2025-07-17 21:36","market":"us","language":"en","title":"Opendoor Stock Jumps Another 25% After Soaring 43% as Meme-Stock Mania Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=1175312511","media":"Tiger Newspress","summary":"Until very recently, shares of Opendoor Technologies Inc. had largely been left for dead. But over the past week, retail traders swapping stock tips on social media have helped bring them back to life.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies</a> shares jumped another 25% in morning trading on Thursday after soaring 43% on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8e3db978769a875d524f0385776a37b6\" tg-width=\"836\" tg-height=\"632\"/></p><p>Until very recently, shares of Opendoor Technologies Inc. had largely been left for dead. But over the past week, retail traders swapping stock tips on social media have helped bring them back to life.</p><p style=\"text-align: start;\">Opendoor shares have surged more than 91% this week.</p><p>Tom Bruni, editor-in-chief and vice president of community at Stocktwits, a social-media platform where investors are encouraged to swap and discuss ideas, said interest in Opendoor, measured by page views tied to the stock’s ticker on Stocktwits’ platform, had surged by 400% between Monday and Tuesday. That growth rate looked set to double on Wednesday as well. Chatter about Opendoor appeared to be surging across a number of social-media platforms, he said.</p><p>To Bruni, Opendoor’s sudden rise was evidence that the meme-stock phenomenon — initially associated with the dizzying surge in shares of companies like GameStop and AMC Entertainment in early 2021 — hasn’t gone anywhere.</p><p style=\"text-align: start;\">“It’s the same formula. Meme stocks have not gone away, they just take different forms depending on the market environment,” Bruni told MarketWatch via email.</p><p style=\"text-align: start;\">At least some of this discussion was unfolding on Reddit’s WallStreetBets, a subreddit once closely associated with meme-stock investing.</p><p style=\"text-align: start;\">Shares of Opendoor finished at $1.49 on Wednesday. That is still well below their peak from early 2021, when Opendoor traded north of $30 a share, FactSet data showed.</p><p>Activity in call options tied to Opendoor hit a record level on Wednesday, helping to drive the shares higher. Some 560,000 bullish contracts had changed hands, according to preliminary data from Dow Jones Market Data.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/640a9270c242a7455e84329428c25069\" title=\"\" tg-width=\"700\" tg-height=\"417\"/></p><p>Trading volume in Opendoor shares also hit a record on Wednesday. Sherwood Media first reported on the stock’s move on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/941b3c7dec621b00eabed740a628e9e8\" title=\"\" tg-width=\"700\" tg-height=\"422\"/></p><p style=\"text-align: start;\">In true meme-stock form, much of this recent surge in interest appeared to be driven by individual investors, many of whom took to social media to discuss the stock. They swapped screenshots of their positions on platforms like the WallStreetBets subreddit. A due-diligence post shared by one anonymous Reddit user a couple of months ago has featured heavily in these discussions.</p><p style=\"text-align: start;\">High short interest likely also helped accelerate the move. By the end of June, short interest in the company had reached its highest level on record, accounting for more than 25% of the company’s total float, Dow Jones data showed.</p><p style=\"text-align: start;\">Since going public via SPAC in December 2020, Opendoor has yet to report a profitable year, according to FactSet data. Although shares of the company saw a modest pop in May after reporting a smaller-than-expected loss in its first-quarter earnings report. The company was one of several offerings brought to market by “SPAC king” Chamath Palihapitiya.</p><p>Previously, MarketWatch had included the company in a list of the most speculative stocks trading in the U.S. market.</p><p>Bruni said the jump in interest in Opendoor appeared to coincide with the publication of posts on X by Eric Jackson, founder of EMJ Capital, a small hedge fund based in Canada. Jackson told MarketWatch that he’s a believer in the stock, and expects Opendoor could trade north of $80 a share in a year or two.</p><p style=\"text-align: start;\">Jackson acknowledged that retail interest has helped drive the run-up in Opendoor, as some investors hunt for the next big thing.</p><p style=\"text-align: start;\">“I think most retail investors moved on from the [Magnificent Seven] a while ago. Retail traders were the first to get into quantum stocks. There’s this desire to find the next big thing out there,” Jackson said during a phone interview with MarketWatch.</p><p style=\"text-align: start;\">Once interest rates fall and activity in the U.S. housing market picks back up, Opendoor may have a chance to prove to investors that its business model can succeed.</p><p style=\"text-align: start;\">But Bruni cautioned that much of the activity in Opendoor appeared to be driven by “hot money” traders looking to capitalize on the next big momentum play.</p><p style=\"text-align: start;\">Opendoor isn’t the first speculative stock to take off in 2025. Recently, extremely speculative “story” stocks have been some of the top performers in the U.S. market this year. So-called penny stocks, a category that, by some definitions, would include Opendoor, have seen a surge in activity as well.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opendoor Stock Jumps Another 25% After Soaring 43% as Meme-Stock Mania Returns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpendoor Stock Jumps Another 25% After Soaring 43% as Meme-Stock Mania Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-07-17 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies</a> shares jumped another 25% in morning trading on Thursday after soaring 43% on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8e3db978769a875d524f0385776a37b6\" tg-width=\"836\" tg-height=\"632\"/></p><p>Until very recently, shares of Opendoor Technologies Inc. had largely been left for dead. But over the past week, retail traders swapping stock tips on social media have helped bring them back to life.</p><p style=\"text-align: start;\">Opendoor shares have surged more than 91% this week.</p><p>Tom Bruni, editor-in-chief and vice president of community at Stocktwits, a social-media platform where investors are encouraged to swap and discuss ideas, said interest in Opendoor, measured by page views tied to the stock’s ticker on Stocktwits’ platform, had surged by 400% between Monday and Tuesday. That growth rate looked set to double on Wednesday as well. Chatter about Opendoor appeared to be surging across a number of social-media platforms, he said.</p><p>To Bruni, Opendoor’s sudden rise was evidence that the meme-stock phenomenon — initially associated with the dizzying surge in shares of companies like GameStop and AMC Entertainment in early 2021 — hasn’t gone anywhere.</p><p style=\"text-align: start;\">“It’s the same formula. Meme stocks have not gone away, they just take different forms depending on the market environment,” Bruni told MarketWatch via email.</p><p style=\"text-align: start;\">At least some of this discussion was unfolding on Reddit’s WallStreetBets, a subreddit once closely associated with meme-stock investing.</p><p style=\"text-align: start;\">Shares of Opendoor finished at $1.49 on Wednesday. That is still well below their peak from early 2021, when Opendoor traded north of $30 a share, FactSet data showed.</p><p>Activity in call options tied to Opendoor hit a record level on Wednesday, helping to drive the shares higher. Some 560,000 bullish contracts had changed hands, according to preliminary data from Dow Jones Market Data.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/640a9270c242a7455e84329428c25069\" title=\"\" tg-width=\"700\" tg-height=\"417\"/></p><p>Trading volume in Opendoor shares also hit a record on Wednesday. Sherwood Media first reported on the stock’s move on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/941b3c7dec621b00eabed740a628e9e8\" title=\"\" tg-width=\"700\" tg-height=\"422\"/></p><p style=\"text-align: start;\">In true meme-stock form, much of this recent surge in interest appeared to be driven by individual investors, many of whom took to social media to discuss the stock. They swapped screenshots of their positions on platforms like the WallStreetBets subreddit. A due-diligence post shared by one anonymous Reddit user a couple of months ago has featured heavily in these discussions.</p><p style=\"text-align: start;\">High short interest likely also helped accelerate the move. By the end of June, short interest in the company had reached its highest level on record, accounting for more than 25% of the company’s total float, Dow Jones data showed.</p><p style=\"text-align: start;\">Since going public via SPAC in December 2020, Opendoor has yet to report a profitable year, according to FactSet data. Although shares of the company saw a modest pop in May after reporting a smaller-than-expected loss in its first-quarter earnings report. The company was one of several offerings brought to market by “SPAC king” Chamath Palihapitiya.</p><p>Previously, MarketWatch had included the company in a list of the most speculative stocks trading in the U.S. market.</p><p>Bruni said the jump in interest in Opendoor appeared to coincide with the publication of posts on X by Eric Jackson, founder of EMJ Capital, a small hedge fund based in Canada. Jackson told MarketWatch that he’s a believer in the stock, and expects Opendoor could trade north of $80 a share in a year or two.</p><p style=\"text-align: start;\">Jackson acknowledged that retail interest has helped drive the run-up in Opendoor, as some investors hunt for the next big thing.</p><p style=\"text-align: start;\">“I think most retail investors moved on from the [Magnificent Seven] a while ago. Retail traders were the first to get into quantum stocks. There’s this desire to find the next big thing out there,” Jackson said during a phone interview with MarketWatch.</p><p style=\"text-align: start;\">Once interest rates fall and activity in the U.S. housing market picks back up, Opendoor may have a chance to prove to investors that its business model can succeed.</p><p style=\"text-align: start;\">But Bruni cautioned that much of the activity in Opendoor appeared to be driven by “hot money” traders looking to capitalize on the next big momentum play.</p><p style=\"text-align: start;\">Opendoor isn’t the first speculative stock to take off in 2025. Recently, extremely speculative “story” stocks have been some of the top performers in the U.S. market this year. So-called penny stocks, a category that, by some definitions, would include Opendoor, have seen a surge in activity as well.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175312511","content_text":"Opendoor Technologies shares jumped another 25% in morning trading on Thursday after soaring 43% on Wednesday.Until very recently, shares of Opendoor Technologies Inc. had largely been left for dead. But over the past week, retail traders swapping stock tips on social media have helped bring them back to life.Opendoor shares have surged more than 91% this week.Tom Bruni, editor-in-chief and vice president of community at Stocktwits, a social-media platform where investors are encouraged to swap and discuss ideas, said interest in Opendoor, measured by page views tied to the stock’s ticker on Stocktwits’ platform, had surged by 400% between Monday and Tuesday. That growth rate looked set to double on Wednesday as well. Chatter about Opendoor appeared to be surging across a number of social-media platforms, he said.To Bruni, Opendoor’s sudden rise was evidence that the meme-stock phenomenon — initially associated with the dizzying surge in shares of companies like GameStop and AMC Entertainment in early 2021 — hasn’t gone anywhere.“It’s the same formula. Meme stocks have not gone away, they just take different forms depending on the market environment,” Bruni told MarketWatch via email.At least some of this discussion was unfolding on Reddit’s WallStreetBets, a subreddit once closely associated with meme-stock investing.Shares of Opendoor finished at $1.49 on Wednesday. That is still well below their peak from early 2021, when Opendoor traded north of $30 a share, FactSet data showed.Activity in call options tied to Opendoor hit a record level on Wednesday, helping to drive the shares higher. Some 560,000 bullish contracts had changed hands, according to preliminary data from Dow Jones Market Data.Trading volume in Opendoor shares also hit a record on Wednesday. Sherwood Media first reported on the stock’s move on Tuesday.In true meme-stock form, much of this recent surge in interest appeared to be driven by individual investors, many of whom took to social media to discuss the stock. They swapped screenshots of their positions on platforms like the WallStreetBets subreddit. A due-diligence post shared by one anonymous Reddit user a couple of months ago has featured heavily in these discussions.High short interest likely also helped accelerate the move. By the end of June, short interest in the company had reached its highest level on record, accounting for more than 25% of the company’s total float, Dow Jones data showed.Since going public via SPAC in December 2020, Opendoor has yet to report a profitable year, according to FactSet data. Although shares of the company saw a modest pop in May after reporting a smaller-than-expected loss in its first-quarter earnings report. The company was one of several offerings brought to market by “SPAC king” Chamath Palihapitiya.Previously, MarketWatch had included the company in a list of the most speculative stocks trading in the U.S. market.Bruni said the jump in interest in Opendoor appeared to coincide with the publication of posts on X by Eric Jackson, founder of EMJ Capital, a small hedge fund based in Canada. Jackson told MarketWatch that he’s a believer in the stock, and expects Opendoor could trade north of $80 a share in a year or two.Jackson acknowledged that retail interest has helped drive the run-up in Opendoor, as some investors hunt for the next big thing.“I think most retail investors moved on from the [Magnificent Seven] a while ago. Retail traders were the first to get into quantum stocks. There’s this desire to find the next big thing out there,” Jackson said during a phone interview with MarketWatch.Once interest rates fall and activity in the U.S. housing market picks back up, Opendoor may have a chance to prove to investors that its business model can succeed.But Bruni cautioned that much of the activity in Opendoor appeared to be driven by “hot money” traders looking to capitalize on the next big momentum play.Opendoor isn’t the first speculative stock to take off in 2025. Recently, extremely speculative “story” stocks have been some of the top performers in the U.S. market this year. So-called penny stocks, a category that, by some definitions, would include Opendoor, have seen a surge in activity as well.","news_type":1,"symbols_score_info":{"OPEN":1.1}},"isVote":1,"tweetType":1,"viewCount":3123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378852763209744,"gmtCreate":1733518820969,"gmtModify":1733529348745,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> my best trade to date, looking to rebuy the dip. ","listText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> my best trade to date, looking to rebuy the dip. ","text":"$Rigetti Computing(RGTI)$ my best trade to date, looking to rebuy the dip.","images":[{"img":"https://community-static.tradeup.com/news/546bbbf4eb94d54eeb66276782f8a4dd","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":265,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/378852763209744","isVote":1,"tweetType":1,"viewCount":5327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376233767518248,"gmtCreate":1732873691501,"gmtModify":1732873830575,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> I'm calling 10T market cap by 2030, buy the dips. Plenty of upside from here.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> I'm calling 10T market cap by 2030, buy the dips. Plenty of upside from here.","text":"$NVIDIA Corp(NVDA)$ I'm calling 10T market cap by 2030, buy the dips. Plenty of upside from here.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376233767518248","isVote":1,"tweetType":1,"viewCount":4188,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"content":"next 2 quaters earnings and this will explode to 300 taking its mkt cat to 6 T in 2025 itself","text":"next 2 quaters earnings and this will explode to 300 taking its mkt cat to 6 T in 2025 itself","html":"next 2 quaters earnings and this will explode to 300 taking its mkt cat to 6 T in 2025 itself"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368635906412864,"gmtCreate":1731040548670,"gmtModify":1731046777511,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CXW\">$CoreCivic, Inc(CXW)$ </a> decided to sell after a decent pump, may rebuild the dip.","listText":"<a href=\"https://ttm.financial/S/CXW\">$CoreCivic, Inc(CXW)$ </a> decided to sell after a decent pump, may rebuild the dip.","text":"$CoreCivic, Inc(CXW)$ decided to sell after a decent pump, may rebuild the dip.","images":[{"img":"https://community-static.tradeup.com/news/d32412de59d9f88e96cb8676cb23b9dc","width":"882","height":"1664"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/368635906412864","isVote":1,"tweetType":1,"viewCount":3270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368630040006880,"gmtCreate":1731039111416,"gmtModify":1731046843215,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GEO\">$Geo Group Inc(GEO)$ </a> my first successful trade, onward and upwards from here","listText":"<a href=\"https://ttm.financial/S/GEO\">$Geo Group Inc(GEO)$ </a> my first successful trade, onward and upwards from here","text":"$Geo Group Inc(GEO)$ my first successful trade, onward and upwards from here","images":[{"img":"https://community-static.tradeup.com/news/5a5cabb28419bef09dbcdfe101b4ae0f","width":"882","height":"1664"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/368630040006880","isVote":1,"tweetType":1,"viewCount":3280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":378852763209744,"gmtCreate":1733518820969,"gmtModify":1733529348745,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> my best trade to date, looking to rebuy the dip. ","listText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> my best trade to date, looking to rebuy the dip. ","text":"$Rigetti Computing(RGTI)$ my best trade to date, looking to rebuy the dip.","images":[{"img":"https://community-static.tradeup.com/news/546bbbf4eb94d54eeb66276782f8a4dd","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":265,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/378852763209744","isVote":1,"tweetType":1,"viewCount":5327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":462543564890688,"gmtCreate":1753931052090,"gmtModify":1753940677048,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$ </a> just gonna keep riding the wave, D-Wave that is.","listText":"<a href=\"https://ttm.financial/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$ </a> just gonna keep riding the wave, D-Wave that is.","text":"$D-Wave Quantum Inc.(QBTS)$ just gonna keep riding the wave, D-Wave that is.","images":[{"img":"https://community-static.tradeup.com/news/f8614634d1db8b9311590f53466979cd","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462543564890688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"The problem with taking profits now is that there is no ENTRY point back in... sell at your own perish.","text":"The problem with taking profits now is that there is no ENTRY point back in... sell at your own perish.","html":"The problem with taking profits now is that there is no ENTRY point back in... sell at your own perish."},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Buy the future not today this can be 100 bucks in 5 years look at hood 5 years ago","text":"Buy the future not today this can be 100 bucks in 5 years look at hood 5 years ago","html":"Buy the future not today this can be 100 bucks in 5 years look at hood 5 years ago"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368635906412864,"gmtCreate":1731040548670,"gmtModify":1731046777511,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CXW\">$CoreCivic, Inc(CXW)$ </a> decided to sell after a decent pump, may rebuild the dip.","listText":"<a href=\"https://ttm.financial/S/CXW\">$CoreCivic, Inc(CXW)$ </a> decided to sell after a decent pump, may rebuild the dip.","text":"$CoreCivic, Inc(CXW)$ decided to sell after a decent pump, may rebuild the dip.","images":[{"img":"https://community-static.tradeup.com/news/d32412de59d9f88e96cb8676cb23b9dc","width":"882","height":"1664"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/368635906412864","isVote":1,"tweetType":1,"viewCount":3270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":558050071912856,"gmtCreate":1777274404732,"gmtModify":1777279387357,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> onwards and upwards, next stop 1 trillion ","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> onwards and upwards, next stop 1 trillion ","text":"$Advanced Micro Devices(AMD)$ onwards and upwards, next stop 1 trillion","images":[{"img":"https://community-static.tradeup.com/news/57c78cc1c92381d0e88ca22d23157734","width":"870","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/558050071912856","isVote":1,"tweetType":1,"viewCount":4199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":624548735692808,"gmtCreate":1793510739436,"gmtModify":1793510742432,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"Healthy correction, tech heavy market needed a few chops but still plenty to play out in the AI sector ","listText":"Healthy correction, tech heavy market needed a few chops but still plenty to play out in the AI sector ","text":"Healthy correction, tech heavy market needed a few chops but still plenty to play out in the AI sector","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624548735692808","repostId":"1148982706","repostType":4,"repost":{"id":"1148982706","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1793506405,"share":"https://ttm.financial/m/news/1148982706?lang=en_US&edition=fundamental","pubTime":"2026-11-01 12:13","market":"us","language":"en","title":"AI Bubble Bursts as Nasdaq Plunges! OpenAI Funding Falls Short, Anthropic Hit with Wall Street \"Junk\" Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1148982706","media":"Deep News","summary":"Silicon Valley's two brightest AI stars, OpenAI and Anthropic, have both run into a wall on Wall Street.OpenAI sought to raise $30 billion, but investors were only willing to commit $11 billion —...","content":"<html><head></head><body><p style=\"text-align: left;\">Silicon Valley's two brightest AI stars, OpenAI and Anthropic, have both run into a wall on Wall Street.<br/><br/>OpenAI sought to raise $30 billion, but investors were only willing to commit $11 billion — less than half. The company had no choice but to cut its fundraising target by one-third. Meanwhile, Anthropic, on the verge of what could be the largest IPO in history, was stabbed in the back by one of its major investors: "Bro, you might get slapped with a 'junk' rating."<br/><br/>But that's not the end of it. This chill has already spread from the primary market to the secondary market at lightning speed — the Nasdaq has crashed.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3455e30735c8ba87f61b1e1ee2410cb6\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/><br/>On Friday's close, the Nasdaq fell 3.46%, marking its largest single-day drop in months. <strong>NVIDIA</strong> (<strong>NVDA</strong>) and <strong>Advanced Micro Devices</strong> (<strong>AMD</strong>) dragged the entire chip sector down with them. <strong>Amazon.com</strong> (<strong>AMZN</strong>) saw its cash flow completely burned through by AI infrastructure spending. <strong>Intel</strong> (<strong>INTC</strong>), reeling from a disastrous earnings report, plummeted nearly 30% in a single day.<br/><br/>A full-blown winter has set in. The Nasdaq fell about 5.3% for the entire month of October, its worst month since March 2025. Everything looks exactly like the eve of the internet bubble burst 26 years ago.<br/><br/><strong>Even Altman Can't Borrow Anymore</strong><br/><br/>Hard to believe. OpenAI — the OpenAI of GPT-4 and Sora, the OpenAI led by Sam Altman — actually stumbled in fundraising?<br/><br/>According to the latest insider revelations from The Wall Street Journal, Altman was as confident as ever this time, with a new funding round targeting a whopping $30 billion. The result — only $11 billion raised so far. Less than half the target. The company's valuation has also shrunk to $1.25 trillion. Incredible.<br/><br/>Keep in mind, this is OpenAI. Over the past year, every VC and every hot money fund was fighting tooth and nail to get in. But now, investors have suddenly become extremely picky, even nervous. Everyone is worried about just how much money AI will burn and whether it will ever pay off. Even someone as powerful as Sam Altman, a fundraising superman, now has to lower his posture, saying he will continue working hard over the coming weeks to "solicit donations" from family offices and high-net-worth individuals.<br/><br/>Something is off. Very off. If OpenAI's setback were just an isolated case, then the plight of another AI giant would truly send chills down your spine.<br/><br/><strong>Anthropic Is Done For Too</strong><br/><br/>As everyone knows, Anthropic, OpenAI's most hated competitor, is about to IPO — and it could be the largest IPO in human history. For this IPO, they've planned an extraordinarily ambitious spending blueprint: from now until 2045, they plan to spend over $800 billion on computing infrastructure.<br/><br/>Where does all that money come from? Borrowing, of course. To borrow such a massive amount at low cost, the company must have a good credit rating — the technical term is "Investment-Grade." It's like your personal credit score: with a high rating, banks are willing to lend to you at very low interest rates.<br/><br/>But just at this critical moment, something went wrong. One of their major investors, private equity giant Blackstone, suddenly changed its tune. Blackstone had been telling other investors, "Don't worry, Anthropic will definitely secure an 'Investment-Grade' rating before the end of the year." Now they're telling investors that, based on signals from major rating agencies, Anthropic will likely fail to obtain an "Investment-Grade" rating after going public.<br/><br/>So what will it get instead? "High Junk" — high-yield junk grade. That's something else. What does "junk" mean? It means that in the eyes of professional institutions, your default risk is high. Many pension funds and insurance funds are simply not allowed by regulation to touch this type of "junk bond." The rest, those willing to lend to you, will inevitably demand much higher interest rates.<br/><br/>Think about it: originally planning to borrow $800 billion, with interest rates jumping from 3% to 6% — what does that even mean? The company's entire financial model would simply collapse.<br/><br/>Many plans would have to be scrapped and redone due to budget constraints. I came across an analyst's post that put it perfectly: companies that missed targets, fell short of expectations, or failed to execute are being punished. "Punished" — that word is so precise.<br/><br/>Whether it's OpenAI's fundraising setback or Anthropic's rating dilemma, it's essentially the capital market repricing risk. People are starting to get scared. Scared of this endless "cash burn," scared that the money they've invested will ultimately buy nothing but a pile of expensive servers and a growing line of loss figures.<br/><br/><strong>The Avalanche Begins</strong><br/><br/>You thought that was it? No. On the very day the Financial Times broke the news about Anthropic's rating problem, panic over the AI bubble spread like a virus through the secondary market — the Nasdaq 100 index plunged 3.5% at close, its largest single-day drop since June.<br/><br/>Wall Street is on edge. What does that mean? To use one fund manager's words: it's a complete bloodbath.<br/><br/>Why is this happening? At the end of the day, the root cause of everything is still AI. This AI race is essentially a crazy money-burning game. Buying chips, building data centers — none of it comes cheap. But previously, everyone assumed that as long as the story was sexy enough, endless cheap money would flow in from the capital markets.<br/><br/>But now, Wall Street is telling you with actions: even the landlord's family has no surplus grain left. To better understand this drama, let's rewind the timeline a bit.<br/><br/>Actually, before the Anthropic news came out, market sentiment was already terrible. The main reason: everyone suddenly realized that the big backers of AI companies don't seem to be doing so well either.<br/><br/>Let me give you an example: <strong>Amazon.com</strong> (<strong>AMZN</strong>). On the surface, its AWS cloud business saw revenue surge 39% — incredibly strong. But on closer look, something doesn't add up. Amazon's capital expenditure on AI data centers and related infrastructure this year, driven by frenzied spending on AI servers, is projected to reach $220 billion. Amazon, which had $14.8 billion in positive cash flow a year ago, now has a latest trailing twelve-month free cash flow of -$42.4 billion.<br/><br/>Microsoft, Meta, Google... these so-called "hyperscalers" have propped up over one-third of S&P 500 capital expenditure over the past year. They are the main engines of this AI boom. And now you're telling us the giants are out of money too?<br/><br/>In the past, people thought these tech giants had plenty of cash and could single-handedly sustain the AI arms race. But now, as they increasingly rely on external financing, and as even a star company like Anthropic faces a credit crisis, everyone is starting to worry. Can this game continue? Is there enough money to keep burning?<br/><br/>So the selling began. Microsoft, Meta, Google... all fell together. <strong>Intel</strong> (<strong>INTC</strong>), its stock price in freefall, plunged 28.6%. Even Reddit dropped 13%.<br/><br/>It's quite emotional, folks. A groundbreaking technology emerges, everyone goes crazy for it, believing it will change the world. Countless companies, basking in the glow of their labs, paint enormous pies, and even with zero profit, their valuations soar to the heavens. Data centers and everything else are built at breakneck speed.<br/><br/>Until one day, everyone suddenly realizes that these companies are burning money far faster than they can earn it. I've always believed that AI is the future. But the road to the future has never been a straight line. It is inevitably filled with bubbles, hype, and painful shakeouts.<br/><br/>The wall that OpenAI and Anthropic hit on Wall Street today may be the beginning of that shakeout. The era of demanding money from investors like an entitled lord just because you have "AI" in your name — is over.<br/><br/><strong>One More Thing</strong><br/><br/>Honestly, sometimes I feel like history really does repeat itself. Everything happening right now — I can't shake the feeling I've seen it somewhere before. Same smell, same recipe, all too familiar... Oh, right. I remember now. 26 years ago, in 2000 — the internet bubble.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Bubble Bursts as Nasdaq Plunges! OpenAI Funding Falls Short, Anthropic Hit with Wall Street \"Junk\" Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Bubble Bursts as Nasdaq Plunges! OpenAI Funding Falls Short, Anthropic Hit with Wall Street \"Junk\" Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-11-01 12:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Silicon Valley's two brightest AI stars, OpenAI and Anthropic, have both run into a wall on Wall Street.<br/><br/>OpenAI sought to raise $30 billion, but investors were only willing to commit $11 billion — less than half. The company had no choice but to cut its fundraising target by one-third. Meanwhile, Anthropic, on the verge of what could be the largest IPO in history, was stabbed in the back by one of its major investors: "Bro, you might get slapped with a 'junk' rating."<br/><br/>But that's not the end of it. This chill has already spread from the primary market to the secondary market at lightning speed — the Nasdaq has crashed.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3455e30735c8ba87f61b1e1ee2410cb6\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/><br/>On Friday's close, the Nasdaq fell 3.46%, marking its largest single-day drop in months. <strong>NVIDIA</strong> (<strong>NVDA</strong>) and <strong>Advanced Micro Devices</strong> (<strong>AMD</strong>) dragged the entire chip sector down with them. <strong>Amazon.com</strong> (<strong>AMZN</strong>) saw its cash flow completely burned through by AI infrastructure spending. <strong>Intel</strong> (<strong>INTC</strong>), reeling from a disastrous earnings report, plummeted nearly 30% in a single day.<br/><br/>A full-blown winter has set in. The Nasdaq fell about 5.3% for the entire month of October, its worst month since March 2025. Everything looks exactly like the eve of the internet bubble burst 26 years ago.<br/><br/><strong>Even Altman Can't Borrow Anymore</strong><br/><br/>Hard to believe. OpenAI — the OpenAI of GPT-4 and Sora, the OpenAI led by Sam Altman — actually stumbled in fundraising?<br/><br/>According to the latest insider revelations from The Wall Street Journal, Altman was as confident as ever this time, with a new funding round targeting a whopping $30 billion. The result — only $11 billion raised so far. Less than half the target. The company's valuation has also shrunk to $1.25 trillion. Incredible.<br/><br/>Keep in mind, this is OpenAI. Over the past year, every VC and every hot money fund was fighting tooth and nail to get in. But now, investors have suddenly become extremely picky, even nervous. Everyone is worried about just how much money AI will burn and whether it will ever pay off. Even someone as powerful as Sam Altman, a fundraising superman, now has to lower his posture, saying he will continue working hard over the coming weeks to "solicit donations" from family offices and high-net-worth individuals.<br/><br/>Something is off. Very off. If OpenAI's setback were just an isolated case, then the plight of another AI giant would truly send chills down your spine.<br/><br/><strong>Anthropic Is Done For Too</strong><br/><br/>As everyone knows, Anthropic, OpenAI's most hated competitor, is about to IPO — and it could be the largest IPO in human history. For this IPO, they've planned an extraordinarily ambitious spending blueprint: from now until 2045, they plan to spend over $800 billion on computing infrastructure.<br/><br/>Where does all that money come from? Borrowing, of course. To borrow such a massive amount at low cost, the company must have a good credit rating — the technical term is "Investment-Grade." It's like your personal credit score: with a high rating, banks are willing to lend to you at very low interest rates.<br/><br/>But just at this critical moment, something went wrong. One of their major investors, private equity giant Blackstone, suddenly changed its tune. Blackstone had been telling other investors, "Don't worry, Anthropic will definitely secure an 'Investment-Grade' rating before the end of the year." Now they're telling investors that, based on signals from major rating agencies, Anthropic will likely fail to obtain an "Investment-Grade" rating after going public.<br/><br/>So what will it get instead? "High Junk" — high-yield junk grade. That's something else. What does "junk" mean? It means that in the eyes of professional institutions, your default risk is high. Many pension funds and insurance funds are simply not allowed by regulation to touch this type of "junk bond." The rest, those willing to lend to you, will inevitably demand much higher interest rates.<br/><br/>Think about it: originally planning to borrow $800 billion, with interest rates jumping from 3% to 6% — what does that even mean? The company's entire financial model would simply collapse.<br/><br/>Many plans would have to be scrapped and redone due to budget constraints. I came across an analyst's post that put it perfectly: companies that missed targets, fell short of expectations, or failed to execute are being punished. "Punished" — that word is so precise.<br/><br/>Whether it's OpenAI's fundraising setback or Anthropic's rating dilemma, it's essentially the capital market repricing risk. People are starting to get scared. Scared of this endless "cash burn," scared that the money they've invested will ultimately buy nothing but a pile of expensive servers and a growing line of loss figures.<br/><br/><strong>The Avalanche Begins</strong><br/><br/>You thought that was it? No. On the very day the Financial Times broke the news about Anthropic's rating problem, panic over the AI bubble spread like a virus through the secondary market — the Nasdaq 100 index plunged 3.5% at close, its largest single-day drop since June.<br/><br/>Wall Street is on edge. What does that mean? To use one fund manager's words: it's a complete bloodbath.<br/><br/>Why is this happening? At the end of the day, the root cause of everything is still AI. This AI race is essentially a crazy money-burning game. Buying chips, building data centers — none of it comes cheap. But previously, everyone assumed that as long as the story was sexy enough, endless cheap money would flow in from the capital markets.<br/><br/>But now, Wall Street is telling you with actions: even the landlord's family has no surplus grain left. To better understand this drama, let's rewind the timeline a bit.<br/><br/>Actually, before the Anthropic news came out, market sentiment was already terrible. The main reason: everyone suddenly realized that the big backers of AI companies don't seem to be doing so well either.<br/><br/>Let me give you an example: <strong>Amazon.com</strong> (<strong>AMZN</strong>). On the surface, its AWS cloud business saw revenue surge 39% — incredibly strong. But on closer look, something doesn't add up. Amazon's capital expenditure on AI data centers and related infrastructure this year, driven by frenzied spending on AI servers, is projected to reach $220 billion. Amazon, which had $14.8 billion in positive cash flow a year ago, now has a latest trailing twelve-month free cash flow of -$42.4 billion.<br/><br/>Microsoft, Meta, Google... these so-called "hyperscalers" have propped up over one-third of S&P 500 capital expenditure over the past year. They are the main engines of this AI boom. And now you're telling us the giants are out of money too?<br/><br/>In the past, people thought these tech giants had plenty of cash and could single-handedly sustain the AI arms race. But now, as they increasingly rely on external financing, and as even a star company like Anthropic faces a credit crisis, everyone is starting to worry. Can this game continue? Is there enough money to keep burning?<br/><br/>So the selling began. Microsoft, Meta, Google... all fell together. <strong>Intel</strong> (<strong>INTC</strong>), its stock price in freefall, plunged 28.6%. Even Reddit dropped 13%.<br/><br/>It's quite emotional, folks. A groundbreaking technology emerges, everyone goes crazy for it, believing it will change the world. Countless companies, basking in the glow of their labs, paint enormous pies, and even with zero profit, their valuations soar to the heavens. Data centers and everything else are built at breakneck speed.<br/><br/>Until one day, everyone suddenly realizes that these companies are burning money far faster than they can earn it. I've always believed that AI is the future. But the road to the future has never been a straight line. It is inevitably filled with bubbles, hype, and painful shakeouts.<br/><br/>The wall that OpenAI and Anthropic hit on Wall Street today may be the beginning of that shakeout. The era of demanding money from investors like an entitled lord just because you have "AI" in your name — is over.<br/><br/><strong>One More Thing</strong><br/><br/>Honestly, sometimes I feel like history really does repeat itself. Everything happening right now — I can't shake the feeling I've seen it somewhere before. Same smell, same recipe, all too familiar... Oh, right. I remember now. 26 years ago, in 2000 — the internet bubble.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4538":"云计算","LU1144417596.USD":"UBS (LUX) GLOBAL QUALITY DIVIDEND EQUITY \"Q\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH 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The company had no choice but to cut its fundraising target by one-third. Meanwhile, Anthropic, on the verge of what could be the largest IPO in history, was stabbed in the back by one of its major investors: \"Bro, you might get slapped with a 'junk' rating.\"But that's not the end of it. This chill has already spread from the primary market to the secondary market at lightning speed — the Nasdaq has crashed.On Friday's close, the Nasdaq fell 3.46%, marking its largest single-day drop in months. NVIDIA (NVDA) and Advanced Micro Devices (AMD) dragged the entire chip sector down with them. Amazon.com (AMZN) saw its cash flow completely burned through by AI infrastructure spending. Intel (INTC), reeling from a disastrous earnings report, plummeted nearly 30% in a single day.A full-blown winter has set in. The Nasdaq fell about 5.3% for the entire month of October, its worst month since March 2025. Everything looks exactly like the eve of the internet bubble burst 26 years ago.Even Altman Can't Borrow AnymoreHard to believe. OpenAI — the OpenAI of GPT-4 and Sora, the OpenAI led by Sam Altman — actually stumbled in fundraising?According to the latest insider revelations from The Wall Street Journal, Altman was as confident as ever this time, with a new funding round targeting a whopping $30 billion. The result — only $11 billion raised so far. Less than half the target. The company's valuation has also shrunk to $1.25 trillion. Incredible.Keep in mind, this is OpenAI. Over the past year, every VC and every hot money fund was fighting tooth and nail to get in. But now, investors have suddenly become extremely picky, even nervous. Everyone is worried about just how much money AI will burn and whether it will ever pay off. Even someone as powerful as Sam Altman, a fundraising superman, now has to lower his posture, saying he will continue working hard over the coming weeks to \"solicit donations\" from family offices and high-net-worth individuals.Something is off. Very off. If OpenAI's setback were just an isolated case, then the plight of another AI giant would truly send chills down your spine.Anthropic Is Done For TooAs everyone knows, Anthropic, OpenAI's most hated competitor, is about to IPO — and it could be the largest IPO in human history. For this IPO, they've planned an extraordinarily ambitious spending blueprint: from now until 2045, they plan to spend over $800 billion on computing infrastructure.Where does all that money come from? Borrowing, of course. To borrow such a massive amount at low cost, the company must have a good credit rating — the technical term is \"Investment-Grade.\" It's like your personal credit score: with a high rating, banks are willing to lend to you at very low interest rates.But just at this critical moment, something went wrong. One of their major investors, private equity giant Blackstone, suddenly changed its tune. Blackstone had been telling other investors, \"Don't worry, Anthropic will definitely secure an 'Investment-Grade' rating before the end of the year.\" Now they're telling investors that, based on signals from major rating agencies, Anthropic will likely fail to obtain an \"Investment-Grade\" rating after going public.So what will it get instead? \"High Junk\" — high-yield junk grade. That's something else. What does \"junk\" mean? It means that in the eyes of professional institutions, your default risk is high. Many pension funds and insurance funds are simply not allowed by regulation to touch this type of \"junk bond.\" The rest, those willing to lend to you, will inevitably demand much higher interest rates.Think about it: originally planning to borrow $800 billion, with interest rates jumping from 3% to 6% — what does that even mean? The company's entire financial model would simply collapse.Many plans would have to be scrapped and redone due to budget constraints. I came across an analyst's post that put it perfectly: companies that missed targets, fell short of expectations, or failed to execute are being punished. \"Punished\" — that word is so precise.Whether it's OpenAI's fundraising setback or Anthropic's rating dilemma, it's essentially the capital market repricing risk. People are starting to get scared. Scared of this endless \"cash burn,\" scared that the money they've invested will ultimately buy nothing but a pile of expensive servers and a growing line of loss figures.The Avalanche BeginsYou thought that was it? No. On the very day the Financial Times broke the news about Anthropic's rating problem, panic over the AI bubble spread like a virus through the secondary market — the Nasdaq 100 index plunged 3.5% at close, its largest single-day drop since June.Wall Street is on edge. What does that mean? To use one fund manager's words: it's a complete bloodbath.Why is this happening? At the end of the day, the root cause of everything is still AI. This AI race is essentially a crazy money-burning game. Buying chips, building data centers — none of it comes cheap. But previously, everyone assumed that as long as the story was sexy enough, endless cheap money would flow in from the capital markets.But now, Wall Street is telling you with actions: even the landlord's family has no surplus grain left. To better understand this drama, let's rewind the timeline a bit.Actually, before the Anthropic news came out, market sentiment was already terrible. The main reason: everyone suddenly realized that the big backers of AI companies don't seem to be doing so well either.Let me give you an example: Amazon.com (AMZN). On the surface, its AWS cloud business saw revenue surge 39% — incredibly strong. But on closer look, something doesn't add up. Amazon's capital expenditure on AI data centers and related infrastructure this year, driven by frenzied spending on AI servers, is projected to reach $220 billion. Amazon, which had $14.8 billion in positive cash flow a year ago, now has a latest trailing twelve-month free cash flow of -$42.4 billion.Microsoft, Meta, Google... these so-called \"hyperscalers\" have propped up over one-third of S&P 500 capital expenditure over the past year. They are the main engines of this AI boom. And now you're telling us the giants are out of money too?In the past, people thought these tech giants had plenty of cash and could single-handedly sustain the AI arms race. But now, as they increasingly rely on external financing, and as even a star company like Anthropic faces a credit crisis, everyone is starting to worry. Can this game continue? Is there enough money to keep burning?So the selling began. Microsoft, Meta, Google... all fell together. Intel (INTC), its stock price in freefall, plunged 28.6%. Even Reddit dropped 13%.It's quite emotional, folks. A groundbreaking technology emerges, everyone goes crazy for it, believing it will change the world. Countless companies, basking in the glow of their labs, paint enormous pies, and even with zero profit, their valuations soar to the heavens. Data centers and everything else are built at breakneck speed.Until one day, everyone suddenly realizes that these companies are burning money far faster than they can earn it. I've always believed that AI is the future. But the road to the future has never been a straight line. It is inevitably filled with bubbles, hype, and painful shakeouts.The wall that OpenAI and Anthropic hit on Wall Street today may be the beginning of that shakeout. The era of demanding money from investors like an entitled lord just because you have \"AI\" in your name — is over.One More ThingHonestly, sometimes I feel like history really does repeat itself. Everything happening right now — I can't shake the feeling I've seen it somewhere before. Same smell, same recipe, all too familiar... Oh, right. I remember now. 26 years ago, in 2000 — the internet bubble.","news_type":1,"symbols_score_info":{"ROM":1,"EFIV":1,"VT":1,"SOXQ":1,"NVDY":0.6,"LINT":0.6,"ABFL":1,"CHPS":1,"ESUM":1,"NVII":0.6,"TEK":1,"XNTK":1,"OGIG":1,"XLK":1,"HULL":1,"09788":1,"NVDD":0.6,"SOXY":1,"09388":1,"USXF":1,".IXIC":2,"NULC":1,"AMDU":1,"FTXL":1,"LFGY":1,"NVDB":0.6,"NVD":0.6,"GAMR":1,"AIPI":1,"NVDL":0.6,"AGOX":1,"SMHX":1,"NVDW":0.6,"DIPS":0.6,"WISE":1,"AIS":1,"QQQA":1,"METV":1,"SPTE":1,"ANV":0.6,"TTEQ":1,"TYLG":1,"SOXX":1,"TTXU":1,"ESLG":1,"AIQ":1,"CLIX":1,"07388":0.6,"DRIV":1,"CNAV":1,"CNEQ":1,"CMAG":1,"INT":0.6,"THMR":1,"CHAT":1,"SHOC":1,"FTEC":1,"LEGR":1,"SMH":1,"NVDO":0.6,"VGT":1,"WANT":1,"USD":1,"INTC":2,"PSI":1,"JGRO":1,"BAI":1,"TRFK":1,"SNPE":1,"FAI":1,"07788":0.6,"INTW":0.6,"ONLN":1,"NVC":0.6,"FDTX":1,"NVDA":2,"CLSE":1,"IXN":1,"NVDQ":0.6,"ILDR":1,"RTH":1,"NVYY":0.6,"INYY":0.6,"NVDU":0.6,"AMDS":1,"NVDG":0.6,"NVDX":0.6,"CHPX":1,"NVDS":0.6,"ARTY":1,"IETC":1,"WUGI":1,"AIFD":1}},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368630040006880,"gmtCreate":1731039111416,"gmtModify":1731046843215,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GEO\">$Geo Group Inc(GEO)$ </a> my first successful trade, onward and upwards from here","listText":"<a href=\"https://ttm.financial/S/GEO\">$Geo Group Inc(GEO)$ </a> my first successful trade, onward and upwards from here","text":"$Geo Group Inc(GEO)$ my first successful trade, onward and upwards from here","images":[{"img":"https://community-static.tradeup.com/news/5a5cabb28419bef09dbcdfe101b4ae0f","width":"882","height":"1664"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/368630040006880","isVote":1,"tweetType":1,"viewCount":3280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376233767518248,"gmtCreate":1732873691501,"gmtModify":1732873830575,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> I'm calling 10T market cap by 2030, buy the dips. Plenty of upside from here.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> I'm calling 10T market cap by 2030, buy the dips. Plenty of upside from here.","text":"$NVIDIA Corp(NVDA)$ I'm calling 10T market cap by 2030, buy the dips. Plenty of upside from here.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376233767518248","isVote":1,"tweetType":1,"viewCount":4188,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"content":"next 2 quaters earnings and this will explode to 300 taking its mkt cat to 6 T in 2025 itself","text":"next 2 quaters earnings and this will explode to 300 taking its mkt cat to 6 T in 2025 itself","html":"next 2 quaters earnings and this will explode to 300 taking its mkt cat to 6 T in 2025 itself"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624219661115392,"gmtCreate":1793430925230,"gmtModify":1793437886747,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"5, 8 and 11. another option might be Eat, Sleep, Trade","listText":"5, 8 and 11. another option might be Eat, Sleep, Trade","text":"5, 8 and 11. another option might be Eat, Sleep, Trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624219661115392","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572276136285232,"gmtCreate":1780738307416,"gmtModify":1780738310450,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"Overpriced going into IPO. Will definitely be better entries available in the future.","listText":"Overpriced going into IPO. Will definitely be better entries available in the future.","text":"Overpriced going into IPO. Will definitely be better entries available in the future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572276136285232","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564477947670800,"gmtCreate":1778845184446,"gmtModify":1778845187824,"author":{"id":"4182830303648932","authorId":"4182830303648932","name":"Tbagger","avatar":"https://community-static.tradeup.com/news/5685abd85eb7a2b9badc72ba9883c54a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182830303648932","idStr":"4182830303648932"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> future looks great for AMD","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> future looks great for AMD","text":"$Advanced Micro Devices(AMD)$ future looks great for AMD","images":[{"img":"https://community-static.tradeup.com/news/13990614c6fdf40a5c1e2d9eab6f8b4d","width":"870","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564477947670800","isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}