10 月 26 日（星期一）：X 上講咗乜

Congrats to Team @AnthropicAI on another important milestone! Altimeter looks forward to continuing our partnership w major participation in the IPO on top of our existing ownership. Day 1.

恭喜 Anthropic 團隊又達成一個重要里程碑！Altimeter 期待繼續合作，除咗現有持股之外，仲會大額參與今次 IPO。Day 1。

ANTHROPIC AGREED TO SPEND UP TO $120.5B ON COMPUTE FROM SPACEX $SPCX
The deals are with SpaceX's AI unit, for access to Nvidia $NVDA chips
Once all the capacity is delivered, expected in December 2026, Anthropic will pay about $3.1B a month. The deals run into 2029.
After early periods ending in January and March 2027, either side can cancel with 90 days' notice.

Anthropic 同意向 SpaceX 買最多 120.5B 美元算力。 合約係同 SpaceX 嘅 AI 部門簽，用嚟租用 Nvidia 晶片。 預計 2026 年底全部產能交付之後，Anthropic 每月會付約 3.1B 美元，合約去到 2029 年。 2027 年初嘅兩段初期結束之後，任何一方都可以提前 90 日通知取消。

ANTHROPIC FILES FOR NASDAQ IPO, REVEALS $80.7 BILLION LOSS
Anthropic has filed for a Nasdaq IPO under the proposed ticker $ANT, with Goldman Sachs and Morgan Stanley leading the offering.
First-half 2026 revenue surged to $16.3B from $1.2B a year earlier, but the company reported a staggering $80.7B net loss.

Anthropic 申請喺 Nasdaq 上市，披露虧損 80.7B 美元。 Anthropic 已經遞表申請 Nasdaq 上市，擬用代號 ANT，由 Goldman Sachs 同 Morgan Stanley 牽頭。 2026 年上半年收入由一年前嘅 1.2B 美元急升到 16.3B 美元，但公司錄得驚人嘅 80.7B 美元淨虧損。

Strategy has repurchased $205M of $STRC. As of 10/25/26, we hold 848,517 $BTC and $5.1B of USD Assets.

Strategy 回購咗 2.05 億美元 STRC。截至 2026 年 10 月 25 日，我哋持有 848,517 枚 Bitcoin 同 51 億美元美元資產。

He sees an 80%–90% chance of a Tesla ($TSLA ) merger by 2027, potentially valuing Tesla above $500 per share.

佢認為 2027 年前同 Tesla 合併嘅機會有 80% 至 90%，Tesla 估值有機會超過每股 500 美元。

META $META JUST ANNOUNCED PLANS TO RAISE ~$95B BY SELLING NEW STOCK
It's starting with about $35B now: $22.5B of common stock and $12.5B of convertible preferred stock. Then it plans a separate $60B program to sell its new non-voting Class C shares once they start trading, likely in Q1 2027.
Nvidia, AMD, and Broadcom have indicated interest in buying up to $5B of the stock.
Meta says the money will help fund its AI buildout.

Meta 啱啱宣布打算發新股集資約 950 億美元。第一步先集約 350 億美元：225 億普通股同 125 億可轉換優先股。之後會另設 600 億美元計劃，等新嘅無投票權 C 類股開始交易就賣，大概係 2027 年第一季。Nvidia、AMD 同 Broadcom 表示有興趣認購最多 50 億美元。Meta 話啲錢會用嚟支持 AI 建設。

*BRAZIL'S REAL FUTURES SINK ON LULA WIN, HIT TRADING LIMIT

Lula 勝選，巴西雷亞爾期貨急跌，觸及跌停。

Apollo will purchase GPU pods and related equipment and lease them to SpaceX, with aggregate scheduled principal payments expected to total $40 billion.

Apollo 會購入 GPU 機組同相關設備，再租俾 SpaceX，預定本金還款總額預計共 400 億美元。

Anthropic is reportedly preparing to file its S-1 registration at 9 a.m. ET Monday, with an IPO potentially taking place November 19–20, according to Fox Business.

據 Fox Business 報道，Anthropic 準備喺美東時間星期一朝早 9 點遞交 S-1 上市登記，最快可能 11 月 19 至 20 日上市。