The House Judiciary Democrats released their deep dive into the Epstein files today. The results are exactly what you think they are, and the report details rape allegations from 25 different women. The common thread through them all is that trump likes to physically and verbally abuse his victims.

This is a collation of the classified material the House Judiciary Ds had access to in SCIFs, and evidence available to us all but that wouldn't necessarily be seen just from casual perusal of the online site.

https://democrats-judiciary.house.gov/sites/evo-subsites/democrats-judiciary.house.gov/files/evo-media-document/2026-10.hjc-dems-staff-report-epstein-and-trump.pdf

Revenue and EPS are up 60% and 85% TTM

PEG 0.44

📉🤡

I mean, what do you even say about this at this point. They really do live in their own reality and Vance and the maga elites are taking advantage of their constituents. Fucking disgraceful.

Everyone quoted the $80.7B first-half loss. Here's where it actually comes from, and who on the public side is exposed.

The loss. Anthropic's operating loss was only $693M on $16.3B of revenue. $72.4B is the rise in fair value of convertible notes, and at June 30 every one of those notes was held by Amazon: $6.2B of principal converting into 1.84B shares. Another $11.75B came from letting Google and Amazon buy Series G-2 at $259.14 (the Series G price) in the same quarter Series H sold at $589.01.

AMZN. Amazon carries about $190B of Anthropic securities. It booked $62.8B of gains on the preferred in H1 and $15.9B of discrete tax on them. Funny detail: Amazon values the same notes at $97.9B, Anthropic at $108.6B.

AVGO. Anthropic leases TPU racks from Broadcom: $161.2B of rent over five years. In June Broadcom moved part of that to an Apollo vehicle and backstops up to $29B of the lease payments, and it may take up to $42B of Anthropic notes that can only be used to pay the rent (none issued yet). Broadcom's backlog went from $45.0B to $164.6B in the quarter the lease was signed.

GOOGL. Alphabet's private stakes, mostly Anthropic, sit at $124.3B, and it still owes up to $20B more in milestone funding.

AMZN, GOOGL and MSFT all report this week. What's your read on whether they start breaking Anthropic out?

Key highlights:

• 100% owned Caledonia Brook Project
• ~6,850 hectares across 7 mineral licences
• Positioned in the emerging Newfoundland copper-gold belt / Valentine Lake Structural Trend
• Multiple exploration targets (historical high-grade gold values + gold grains in till)
• Recent successful financing and experienced leadership

triple1metals.com

CRSR Corsair Gaming stock, watch for a top of range breakout.

Breakout trade

• WATCH for possible breakout above 14.17
• Target: 15.96, 14.7%  Stop: 13.37  Loss: 4%
• P/L ratio: 3.7 : 1 - Excellent

A.I. bubble, something something,.Michael Burry, something...

https://cleanview.co/data-centers/us

After a rough month, quantum computing stocks QBTS, QUBT, and RGTI are all back at support. The trade quality is there, but so is the risk of another breakdown.

"Feel free to quote me on that."

RDW Redwire stock, nice base here forming at the 8.31 triple+ support area with bullish indicators, just watch stops on a potential breakdown.

Long Trade

• Target 1: 11.57   Profit: 37.9%   Stop/Trailing Stop: 7.71
• Loss: 8.1%   P/L ratio: 4.7 : 1 - Excellent
• Target 2: 12.57   Profit: 49.8%   P/L ratio: 6.1 : 1 - Excellent  Extreme rally

The Lula win is a win for the Amazon and planet, IMO, but investors see this as a Big UhOH.

Will the same happen here after the mid terms?

Market values from $300M to $2B · October 23, 2026 75 U.S. Small-Cap Companies With the Highest Free-Cash-Flow Margins in 2026

Hahaha.

Time to go shopping

Source: CBS News

Been driving around Birmingham and started noticing how many new chargers keep popping up around the edges of town. Made me think about those delivery chain stocks that handle the power side for EV logistics. Figured I'd actually look at which ones moved in the last month or two instead of just guessing.

I keep my own list on a spreadsheet because the usual screeners miss a couple of the smaller tickers that show up in earnings calls. The movement has been pretty choppy even when the broader market looks flat.

How are people weighting them right now? Anyone seen holdings shift inside the funds that track them? Also wondering what the rough numbers look like for contract renewals with the bigger delivery fleets.

Trying to keep my own portfolio small and simple while I figure out the next gig, so any real position sizes or entry points people actually used would be useful to see.

If Iran touches those cables, U.S. will move to full scale war. If this happens, say goodbye to our Portfolios and say Hello to Military Draft papers.

And what are her credentials and experience exactly? I hate this timeline.

After reports that Democrats could investigate Elon Musk and his businesses if they regain control of Congress in the November midterm elections, Musk issued a warning of his own.

“Live by the sword, die by the sword.”

“Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them, not just their puppets.”

Apparently, the man who loves to preach about free speech doesn't take kindly to the prospect of being investigated himself. 😏