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"If they pull it, that'll be another like 5% down day. I'm talking about the index." - @danielnewmanUV $QQQ closed down 6.5% on Thursday. Daniel on why he still expects the Anthropic IPO to go ahead.
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Missed us live? Episode 63 is worth the replay. @danielnewmanUV and @StockSavvyShay went live on the midterm selloff to cover the Texas data center vote, ETR's 2027 capex scenarios, the Anthropic IPO, and your questions on Nvidia, Cipher and IREN.
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"Enterprises are going to quickly go from asking how many agents they can deploy towards asking how they can govern thousands of agents." - @StockSavvyShay $NOW fell about 25% after guiding backlog growth to 18.5%. Shay on why he still likes the control tower thesis.
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We're live NOW! Shay Boloor @StockSavvyShay Nov 5 Replying to @StockSavvyShay @danielnewmanUV and @FuturumEquities Daniel and I are live right now doing a Q&A: youtube.com/live/Qr_-sfACH…
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Wednesday's midterm rally reversed today, led by chip stocks. AMD guided Q4 to $17B and Palantir grew 96%, and both are lower this week. @danielnewmanUV and @StockSavvyShay are live in 30 minutes on which reactions the market got wrong.
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