SemiAnalysis just released an in-depth report on Anthropic, and it's quite a read.
In short: among AI labs, someone has finally managed to align "growth" and "profitability."
• ARR: $9 billion → $30 billion → $60 billion+, like a rocket ship
• Net retention NDR 500% — existing customers keep growing bigger
• Gross margin flipped from -94% to 60%+, API business at 80%+
• 3Q26 operating profit exceeds $1 billion
The most striking is the comparison with OpenAI: one charges by usage with positive gross margin; the other still relies on subscriptions with profit -100%.
The report's valuation anchor

⚽ Gate "World Cup Final Night" Giveaway Begins!
The World Cup has entered the quarter-finals, with final-level clashes about to kick off.
Watch matches, make predictions, order food delivery — Gate is with you all the way until the champion is crowned.
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🎁 10,000 JD cards distributed in stages
Quarter-finals stage: 2,000 cards
Semi-finals stage: 3,000 cards
Finals stage: 5,000 car

⚡ $BTC /USDT MAJOR MOVE COMING!
Bitcoin has broken below the rising wedge and is now retesting the key breakdown area.
Strong volume supports the bearish move, while the Ichimoku cloud is holding price.
📉 Clean rejection could trigger more downside
📈 Reclaiming the wedge could spark a quick pump
Watch closely!
#GUSDYieldRisesto3.8% #BlueOriginLaunches10BillionFundingRound

【$LTC Signal】Short Squeeze Snipe | 1H Buy Volume Exhaustion + EMA50 Resistance
$LTC Order book buy/sell ratio dropped sharply from 0.61 to 0.40, with 1H MACD histogram shrinking for three consecutive bars. Price is running tightly below EMA50 (43.9026), with the 4H Bollinger Band mid-line pressing down simultaneously. The short-side defense line remains unbroken, and short-term rebound momentum is clearly weakening. Current risk-reward ratio is 1.5, with a clear stop-loss level — worth a try.
🎯Direction: Short
⚡Entry/Pending: 43.6885 - 43.8200
🛑Stop Loss: 44.2582
🚀Target 1: 43.1627
🚀Targe

Just 🤯 finished striking and now you want to talk? I’ve seen this script before!
Yesterday, the U.S. military just launched a new round of strikes on Iranian targets, and Iranian missiles and drones also headed straight for U.S. bases.
Then, turning around, Pakistan immediately said: together with Qatar, it is building new communication channels between the U.S. and Iran—calling for a ceasefire and to return to the negotiating table.
$SNDK ‌
Trump said, “the memorandum of understanding is over” one moment, and Pakistan says, “the agreement is still in place” the next—this tug-of-war is faste

#资产分析# https://www.gate.com/wallet/assetsAnalysis

Holy shit! $AAL This order book is insane! The shady operators are washing out the “chives” again (bleeding off retail), with the K-line compressing and trading sideways all day on shrinking volume—then suddenly, right around 16.862, a huge bullish candle with a wick/needle appears out of nowhere. The signs of the main force quietly accumulating can’t be hidden, not even a little!
This kind of pure technical anomaly, with zero fundamental support—this is absolutely smart money quietly sweeping up. Follow this kind of capital flow, and even if you can’t bite into a big chunk of meat, you can s

Yesterday, the FOMC minutes were released.
Here are a couple of important things that will affect future policy and, in turn, risky assets like $BTC .
The biggest challenge right now is the complexity of inflation.
Tariffs from 2025, the recent energy price spike from the war, and business investment in AI, specifically spending on data centers and computing power, are all sources of demand the economy is struggling to supply.
On the other side, remember the multiple rate cuts last year? The big driver was a weakening labor market.
So things are getting more complex. Too many inflationary press

$pi is now broadcasting from the Dragon Channel.
Witness a historic moment: the price of $0.1 per coin has already been broken—don’t be surprised. Your soon-to-come is $0.08… Please note‼️ That “life advice” can no longer satisfy your taste buds.
No matter how great and grand the narrative is, it’s just painting a picture—no real strength, no real progress, and no open attitude. Next stop: $0.05 💸 ‌

Fam, who gets it! Opening the chart this morning instantly had me feeling energized 🚀 $ETH This long position finally gave an answer—everything grinding earlier made you want to yawn, but stepping out? That “too good to be true” feeling is real 🔥
A few days ago, during the early morning trading session when the market was grinding at the bottom, I saw the key level didn’t break—selling pressure eased up, and people kept picking up from below 📌 At the time, I already said to follow the rhythm and go long. This wasn’t random charging; it was waiting for it to hold its position on its own.
Th

Investor Demand Reaches Extraordinary Levels
SK Hynix has achieved one of the strongest investor responses seen in recent years. The company's proposed $28 billion U.S. listing, consisting of 177.9 million American Depositary Shares (ADSs), has reportedly been oversubscribed by more than seven times. In practical terms, investor demand exceeded the number of available shares by a factor of seven, highlighting exceptional confidence in one of the world's most important AI semiconductor companies.
One of the Largest Equity Offerings Ever
The transaction is expected to become the second-largest g

The market is NOT a bubble right now.
Change my mind…

#BTCMarketAnalysis
Bitcoin is currently trading at approximately 62,888 USDT, positioned within a critical consolidation zone that will likely determine the next major directional move. The cryptocurrency has recovered 7.99% over the past week from the 57,800 support area, though it remains down 1.08% in the last 24 hours as profit-taking and uncertainty persist.
Market Structure and Price Action
Bitcoin has established a well-defined trading range between 62,000 and 63,900, with the current price sitting near the middle of this consolidation pattern at 62,888. The 24-hour trading volume show

#Show my portfolio returns#再偷袭一次略略略略略九转肥肠

Tonight my dad went to place bets on the match again.
France vs Morocco: 1/0 2/1 3/1 2/2 — plus an extra 2/3 defensive bet.
I wanted to place a 1/1 defensive bet myself; as for the rest, I shared everything in the TG group—no posting on Twitter. I’ll go check and study it again first.
p2 — all this pile is something I randomly placed myself; no need to use it as reference—just for entertainment.
P.S. I scratched a ticket tonight and hit 600. Hehehe.

🇷🇺 LATEST: Russia's largest private bank has officially started testing crypto trading services, marking another step toward digital asset adoption.

#BernsteinSaysMemoryBullMarketToLastUntil2027
The global memory chip industry could be entering one of its longest and strongest growth cycles in years. According to Bernstein analysts, the current memory bull market is expected to remain healthy until 2027, driven by explosive demand from artificial intelligence, cloud computing, high-performance data centers, and next-generation technologies.
The biggest catalyst behind this trend is the rapid expansion of AI infrastructure. As companies race to build more powerful AI models, the need for high-performance memory solutions—especially High Ban

I was wrong, Reba (MU), can we make up??
Discord in profile, buy the dip, hold long-term.

#Futures Trading Futures trading is actually this simple, but only a very small number of people can do it. Which category are you in?
1. Know and act as one
2. You can analyze the market, but you can’t control your hand—you open positions at random
3. You can understand the market, but you take profit at the slightest gain; once you’re trapped, you keep holding the position until it’s blown up
4. Playing around recklessly, using high leverage like gambling
5. Everything’s a mess: buy what gets dumped and sell what pumps