Mainstream Media is Calling These IPOs a Scam. They're Wrong.

The composition and weighting of the securities portion of a portfolio deposit are also adjusted to conform to changes in the index.

Closest liquid expression of ‘Nasdaq-100/index flows + AI enthusiasm’ discussed in the source.

NVIDIA Corporation operates as a data center scale AI infrastructure company.

High-beta AI infrastructure proxy for incremental ‘bullish on AI’ allocations referenced.

Broader tech exposure if the narrative lifts the whole sector rather than a single name.

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide.

Mega-cap AI platform proxy that tends to benefit from AI narrative bid and index-heavy flows.

The Best AI Investor Is Betting Against NVIDIA 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic. We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips. ------ TIMESTAMPS 0:00 Leopold’s AI Portfolio 1:24 NVIDIA Short Explained 3:43 Bond Deal Breakdown 7:35 Why He Rotated 9:19 Anthropic Surprise Stake 12:19 Next Infrastructure Wave 14:28 Picking the Winners 17:55 Optics and Fiber Edge 22:00 Bubble or Not? 23:25 Energy Is the Bet 24:47 Closing Thoughts ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh: There is word on the street that his notional posit

Content claims Anthropic released then quickly withdrew frontier AI models ("Fable 5" and "Mythos 5") after a U.S. export-control/national-security notice; AWS allegedly revoked access due to inability to verify API call origin/destination and reported jailbreak concerns. The implied market takeaway is rising government constraint on frontier AI distribution, increasing compliance burden and potentially advantaging large, regulated platforms and defense/compliance vendors while creating headline/regulatory risk for AI labs and cloud AI monetization.

The Biggest IPO in History Is Undervalued 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri. ------ TIMESTAMPS 0:00 SpaceX IPO Frenzy 3:19 AI Data Centers in Space 8:38 Starlink’s Explosive Growth 14:26 Hardware Scaling Advantage 17:00 Valuing SpaceX’s Future 22:09 OpenAI’s Gigawatt Gamble 26:40 Fable 5 and Safety 29:35 Siri’s Big Comeback 33:18 Closing Thoughts and Reactions ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh: The question on everyone's minds, should you buy the SpaceX IPO? Josh: should I

Podcast/newsletter promo discussing “AI loops” (more autonomous, longer-running AI workflows), rising autonomy, runtime expansion (hours/days), increasing compute/cost constraints, and the continuing importance of human judgment/taste. No specific company news, earnings, product launch, regulation, or quantified adoption metrics are provided, so investability is mostly thematic rather than event-driven.

We've Never Seen an AI Like This (Claude Fable 5) 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark results and limits around biology, chemistry, and cybersecurity. ------ TIMESTAMPS 0:00 Anthropic’s New Frontier 2:24 Examples 8:04 Demos 13:58 Benchmark Stats 17:33 The Mythos Model 25:37 Pricing and Compute Limits 28:57 Long-Horizon Workflows ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice. Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclo

Discussion claims WWDC was a meaningful improvement: Apple is “finally taking AI seriously” with Siri/Apple Intelligence-like features, on-device + encrypted cloud processing, and a memory/storage architecture that keeps models in flash and shuttles via DRAM/SRAM. It also notes a potential EU rollout delay due to encryption/regulatory constraints. Overall: mildly bullish Apple narrative; mixed for near-term due to phased rollout and regulatory friction; potentially bullish for AI-edge hardware supply chain (memory/compute).

Podcast-style discussion of Microsoft Build and Nvidia Computex announcements; commentary that Microsoft lacks a compelling AI agent/Copilot adoption, mentions Microsoft’s in-house reasoning model (“MAI Thinking 1”) not distilled from OpenAI IP, Nvidia’s hardware momentum, Cloudflare bot-traffic data, OpenAI compute constraints, and Google raising cash. Actionable mainly as a high-level sentiment read on MSFT’s AI narrative risk vs NVDA’s continued momentum; limited concrete, trade-trigger details in provided excerpt.

Report describes an alleged exploit/social-engineering workflow abusing Meta’s AI-driven account recovery to trigger password reset links for Instagram/Facebook. Emphasis is on AI security risks (prompt injection/confused deputy), MFA weaknesses, and the likelihood of increased security spend and regulatory scrutiny following incidents.