1. Top meme today (11k+ upvotes) is 'you only lose if you sell,' parked right next to a meme asking 'where's the crash' and a wall of six and seven figure loss posts. Feels less like panic and more like numb complacency, everyone just riding it out no matter what the P&L says. That kind of shrug isn't usually what you see near an actual bottom, worth watching if the mood cracks.
2. $190-200B 2028 revenue forecast plus a reported 14x YoY revenue jump have Anthropic IPO chatter running hot again, Dario's taking victory laps in the headlines. But $NVDA quietly trimming its funding guarantee on an Ohio OpenAI data center, and reports Jane Street took a $15B hit tied to an AI-driven selloff before a forced sale to Citadel, are cracks that don't fit the up-only story. Not calling a top, just noting the cross-currents piling up under the hype.
3. One DD post has $MSTR lining up for another leg down to $40ish in 8-12 weeks, tied to bitcoin's liquidity picture rolling over. Today's tape disagrees, $MSTR's green, up 1.35% to $94.35. Big gap between that thesis and the current print, if bitcoin actually breaks down the bears might get their turn, but nothing here confirms it yet.
Aggregated and distilled by Two Sentence Traders. Not financial advice.