Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
Tae Kim highlighted Anthropic's 1,368% revenue growth against 300% compute-cost growth, and Capital Flows named the early-November midterms and the Anthropic IPO as the next catalysts.
Tae Kim: Anthropic's revenue grew 1,368% while compute costs rose 300%
Revenue grew 1,368% year over year for the three months ended June 30, 2026, versus 300% growth in compute and infrastructure expenses, and roughly 250 customers spend $10M+ annually.
Tae Kim flags TSMC wafer allocation and memory chip supply as key constraints.
Watch Anthropic's Nasdaq IPO under the ticker ANT.
Source →Capital Flows sees an AI regulatory and liquidity regime shift around the midterms
The article argues a Democratic sweep of both houses would bring more AI scrutiny and gridlock that could pressure credit-dependent compute names, with Anthropic's S-1 the key test of whether hyperscaler capex can earn a return.
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MSFT +1.4% · AMZN -1.7% · ORCL -1.2% · CRWV -5.9% · NBIS -6.3% · IREN -4.8%Names the early-November midterms and the mid-to-late-November Anthropic IPO as the next catalysts, with a December Fed hike priced by the market.
Watch Early-November midterm results.
Source →