CUPandHANDLE_CHARTS
Oct 17, 10:29 PM
$QQQ ~ “Circular financing, opaque accounting, financial engineering, trillions in off balance sheet debt, circular “round tripping” customers, what's not to like about this 2026 USA 3 trillion “Off Balance Sheet” AI Infrastructure Capex debt boom {Jenga Tower}”. Under Pressure "From Multiple Sides”: AnthropicAI Opens Talks With NYC Comptroller For Nov 2026 IPO Pause after AI Infrastructure stocks “CoreWeaveAI” collapsed in mid Oct 2026. It has been a rough week for the biggest Silicon Valley Tech IPO in history; On Wednesday in mid Oct 2026, AnthropicAI opened its books to Wall Street and revealed that growth is hitting the brakes. On Thursday, investors who sat through the pitch started talking about a valuation of around 1.5 trillion, roughly 500 billion below the 2 trillion that had been penciled in for Nov2026. And on the same day, New York City's top pension official asked AnthropicAI to stop the IPO altogether cuz Nasdaq & South KoreaAI tanking.
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