Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
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@citrini
Cite asCryptoQuant has tracked the directional calls on META by @jukan05 on X since Jun 2025: not yet scored on META (as of Nov 11, 2026).
Other assets covered (30)
4 META calls on record, a thin history.
Relative view by default: fewer than 30 META calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Interesting remarks Anthropic made in a meeting with the sell side: - Anthropic has the stability and the better talent that open source lacks. - The AI market is winner take all. As long as we execute properly, we will take all of it. - The contract with SpaceX will not be extended beyond the middle of next year. - Developing Opus 5.5 cost more than $10 billion.
View original →What Anthropic's S-1 discloses about its expensive short term chip rentals (aimed at SpaceX) - Most compute is secured 12 to 18 months in advance under multiyear contracts. When customer or research demand exceeds that capacity, the company buys short term compute, which "currently" costs "significantly more" than comparable compute under multiyear contracts. - The scale was $5.0 billion in Q3 and $6.5 billion over the first nine months. - Operating income of $970 million in Q2 turned into an operating loss of $570 million in Q3. The company attributes this to $5.0 billion of short term compute and $2.0 billion of noncash donation matching charges. - Use of short term compute will keep increasing in the near term, and operating margin will be compressed as a result. - As of the end of September, minimum payments under short term contracts (cancelable without penalty within one year, or with a remaining term of one year or less) were about $17.4 billion. About $6.6 billion more has been signed since October. - Once Anthropic Direct, under which the company leases chips directly and hosts them in dedicated data centers, comes online, the company will replace the short term compute bought during demand surges with cheaper long term compute. Interpretation: - Excluding short term capacity, Q3 compute cost was $4.86 billion, below the Q2 total of $5.56 billion. Long term contracted capacity barely grew in Q3. In effect, the $5.4 billion increase in revenue was served with short term capacity. - Revenue per dollar of compute fell from $2.08 in Q2 to $1.72 in Q3. The company also notes that this metric declined from the prior quarter. - The $17.4 billion short term contract balance plus the $6.6 billion of new contracts comes to $24.0 billion, about one third of the $70.7 billion due over the next 12 months. More than the Q3 pace ($5.0 billion a quarter) is already under contract. Question: Will Anthropic keep paying SpaceX a huge premium after March 2027? Source: Anthropic’s S-1 filing
View original →TSMC’s October 2026 revenue: NT$586.9B (+14.7% MoM, +59.7% YoY) https://t.co/eOmmay4B7o
View original →A Taiwanese media report says NVIDIA may cut its orders with TSMC. If that happens, AMD and ASIC chipmakers could pick up some of the wafer capacity currently allocated to NVIDIA. I’ve heard similar rumors. I’ll let you know as soon as I can confirm them. https://t.co/46wCWDA65N
View original →"We expect ~5GW space compute capacity by 2028 via ~10k Kessel racks (supply chain ramp 2H27–2028) for SpaceX Space Computing." GFHK’s numbers are way higher than Funda’s… 5 GW of data center capacity in space?? By 2028? https://t.co/sYsI8Ve0lP
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