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https://www.youtube.com/watch?v=D6HFirnaPYM

Anthropic a publicat prospectul pentru ceea ce se speră a fi cel mai mare IPO din istorie, iar discuția s-a împărțit imediat între cei care văd doar pierderea netă de 80,7 miliarde de dolari într-un singur semestru și cei care văd doar veniturile de 16,3 miliarde, de 14 ori mai mari decât în semestrul din 2025.

În acest episod nu stabilim cine are dreptate, ci folosim prospectul ca studiu de caz pentru o problemă pe care o întâlnim la orice analiză de stock picking, anume cum standardele contabile ajung uneori să încurce în loc să clarifice, si cum profitul net chiar este un indicator inutil.

De la 19:00 pe Youtube:

• Anthropic în cifre: venituri, pierdere netă, rezultat operațional și cash flow operațional în primul semestru din 2026
• Reevaluarile care explica pierderea
• De ce valoarea unei companii vine din cash flow-urile viitoare: owner earnings și exemplul standului de limonadă
• Ce spune Wall Street Journal despre asimetria dintre Anthropic și Amazon / Alphabet
• Majorările de capital cu discount: de ce nu sunt un cost si ce legatura au cu stock based compensation sau reevaluarile anthropic
• Studiu de caz: investiția mea în UiPath între februarie 2023 și aprilie 2024

Daca iti e de folos episodul, un like și un share ajută canalul mai mult decât crezi, iar în comentarii scrie-mi ce alte chestii de contabilitate crezi că nu înțelege lumea și pe care ar merita să le desfacem într-un episod viitor, cu cifre din rapoarte reale.

#Anthropic #IPO #investitii #bursa #wealthbuilding #dividende #WarrenBuffett #actiuni #educatiefinanciara #cashflow #profit
#investing #stockmarket #AI #financialanalysis #accounting #stockpicking #valueinvesting #freecashflow #earnings #financialeducation

Iulia Diaconescu

@iuliaiulia21

Tesla is winding down the Cybertruck, and many people still waiting for one won’t be getting it. 🛻

Elon Musk said Cybertruck orders “far exceed” the production rate, so Tesla will build as many as it can before shutting the line in about eight months, then return deposits to a lot of buyers. His reasoning: the complexity of the Cybertruck has an “opportunity cost” that’s vastly outweighed by the value of making more Cybercab robotaxis. He says it’s not because the truck was unprofitable.

The truck never hit the numbers Musk once promised. He predicted 250,000 to 500,000 units a year, yet sales fell 48% between 2024 and 2025 to about 20,000, and only around 11,600 were sold through the third quarter of this year. For comparison, Tesla sold more than 262,000 Model Ys in the same period.

It’s part of a bigger shift. Tesla has already dropped the Model S and Model X, and Musk is steering the company toward autonomous vehicles and humanoid robots, with a possible merger with SpaceXAI on the table. Some fans feel left behind, and plenty of X users doubt people will give up their own cars for robotaxis.

Meanwhile, some enthusiasts are rushing to order before the line closes, since Tesla’s website was still taking orders.

#Tesla #TSLA #Cybertruck #ElonMusk #Robotaxi #Investing

Radu Petruta

@radupt

📈 **Markets are moving fast — and the story is bigger than just interest rates.**

Global equities are rebounding, with the S&P 500 and Nasdaq pushing higher, while oil remains elevated and the U.S. 10-year Treasury yield sits around 4.9%.

At the same time, investors are reassessing one of the market’s biggest themes: **AI**. Recent turbulence in major technology stocks has triggered sharp rotations across equities and bonds, with some investors moving toward financials, European stocks and previously overlooked Asian markets.

Meanwhile, macro signals remain mixed: China’s trade surplus has again topped $1 trillion, while expectations are growing that the Bank of Japan could raise rates in December.

The takeaway? **2026 is becoming a market of rotation, not simply risk-on vs. risk-off.**

Capital is moving quickly between AI, banks, bonds, commodities and international markets — making diversification and valuation discipline increasingly important.

#Finance #Markets #Investing #Stocks #Economy #AI #WallStreet #GlobalMarkets

Seeking Alpha

@seekingalpha

via X

Where To Buy The Dip $NVDA #investing #trading #markets https://t.co/0LgCwP8bWr

Seeking Alpha

@seekingalpha

via X

Cathie Wood's Ark Invest buys $96M of SpaceX, adds to Nvidia and AMD; trims Broadcom $ARKK #finance #investing #trading https://t.co/JHXETwkYfk