RT Wayne Liang (@wliang)T minus ~30 minutes until $CBRS goes live at $185/share on Nasdaq.Quick recap on how things progressed:> $115-$125 range filed May 4> Bumped to $150-$160 on May 11> Priced at $185 the night of May 13> Trading at nearly 2x on Perps$56B+ valuation. $5.55B raised. Officially one of the largest US IPOs ever and the biggest tech IPO of the year.> $25B+ backlog vs $56B valuation - still a strong backlog to MC ratio for an AI infrastructure company at IPO> $510M 2025 revenue with 47% net ma ...

🚨 SpaceX is partnering with Anthropic to boost Claude’s compute powerAnthropic will reportedly use SpaceX’s 300MW Colossus-1 data center, helping Claude raise API limits, reduce throttling, and improve performance.The interesting part? Elon Musk is helping a major OpenAI competitor while xAI shifts training to Colossus-2.This looks less like a compute shortage, and more like SpaceX turning AI infrastructure into a business.------------CyberBulls E190The Bulls:Jeff Lutz @theJeffLutzCern Basher @CernBasherPhi ...