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$PLTR and $HOOD financial model updates for Q2 are now sent out (for free)
Limited 50% discount now!
These models are the best data source available for both companies and include:
- 1000+ rows of data (manually aggregated)
- Charting tool
- My valuation
typefcapital.com
$ANT Anthropic's quarterly path to operational profitability in Q2 2026.
$ANT Subscription-based revenue as a % of total revenue increased from 15.5% in Q2 2025 (YTD) to 19.8% (YTD) in Q2 2026. This is important for sustainable growth.
Consumption-based revenue will lose its premium as tokenmaxxing days fade and AI compute becomes more efficient.
$BE To justify today's price, Bloom would have to do ~$56 billion in revenue in 2035 (~14 GW of deliveries). That's 2x what the IEA forecasts the whole data center market to reach in 2031-2035.
Fair value: $51 (-75%)
Read my full research report here: research.typefcapital.com/p/…
I set up Muse to be Yumeko Jabami from Kakegurui. Everytime it replies or performs a task, it rolls a dice whether or not it will be helpful.
A total gamble, Yumeko approved @Muse
The restaurant I visited in Tokyo today is well aware of how important a strong moat around your business is
$FICO FICO is up 40% from this post
Fair value is ~$2000
Now is a good time to read up on my FICO research at research.typefcapital.com
$FICO Peak fear: the grid is released, Pulte has been on a crusade, and the headlines against FICO are finally dried up.
1-2 Q's of reporting to show that VantageScore is not taking share from FICO (remember, they send these along FOR FREE w. FICO pulls and no one switches)
I really can’t believe that domestic terrorism resulted in a slap on the wrist.
This is really discouraging to see. It incentivizes further violent riots, since being caught barely has any consequences.
BREAKING:
The first rioters and looters have been sentenced in France.
The judges practically refuse to hand out prison sentences:
🔴 Toulouse – Ylan, 18 years old. Throwing a Molotov cocktail at police officer
- Sentence: 12 months suspended + 140 hours of community service + deprivation of voting rights for 3 years.
- Max. sentence: 10 years in prison
🔴 Lille – 3 men, including 2 illegal migrants. Arrested with bags filled with loot from Micromania and Calzedonia stores.
- Sentence: 10 months in prison with custody warrant + 2-year territorial ban (for the 2 undocumented migrants).
- Max. sentence: 5 years
🔴 Lille – Father of a family with a crowbar, attempted break-in at a store.
- Sentence: 10 months in prison with custody warrant + 3-year ban on demonstrations.
- Max. sentence: 7 years
🔴 Lille – 23-year-old man, launching fireworks at police
- Sentence: 12 months under electronic monitoring + 140 hours of community service.
- Max. sentence: 5 years
🔴 Reims – Sahel W., 19 years old. Looting a Carrefour
- Sentence: 105 hours of community service.
- Max. sentence: 7 years
🔴 Reims – Hugo M., 20 years old. Looting a Caviar boutique.
- Sentence: 4 months under electronic monitoring.
- Max. sentence: 7 years.
🔴 Rouen – Tunisian delivery driver, looting of a gold buyback shop (16,000€ worth of jewelry in his pockets). Repeat offender.
- Sentence: 8 months in prison with custody warrant + revocation of 6 months suspended from a previous conviction.
- Max. sentence: 14 years
🔴 Rouen – Anthony, homeless. Looting of the Courir boutique. Repeat offender.
- Sentence: 6 months in prison + 6 suspended.
- Max. sentence: 14 years
🔴 Rouen – 26-year-old unemployed man. Looting of Micromania. Repeat offender.
- Sentence: 6 months under electronic monitoring.
- Max. sentence: 14 years
🔴 Rouen – Nicolas, garbage collector, and Zakaria. Throwing projectiles at police and insults.
- Sentence: 12 months under electronic monitoring.
- Max. sentence: 5 years
🔴 Lyon – Mohamed, illegal migrant. Looting of Louis Vuitton boutique (6 wallets, 2 pairs of glasses, one pair of pants, one leather bag, and one fabric bag).
- Sentence: 6 months in prison with custody warrant
- Max. sentence: 7 years
🔴 Lyon – Cheima, 30-year-old woman. Looting of JD Sports store
- Sentence: 8 months suspended.
- Max. sentence: 7 years
🔴 Lyon – Sophia, 27 years old. Already 9 convictions including thefts. Looting of JD Sports store.
- Sentence: 12 months under electronic monitoring.
- Max. sentence: 14 years
🔴 Lyon – Adam, 19-y-old Swiss national. "Black bloc" from abroad. Arrested leaving a looted Monoprix + resistance
- Sentence: 12 months suspended.
- Max. sentence: 7 years
🔴 Perpignan – 20-y-old man, throwing a construction barrier at 2 police officers.
- Sentence: 6 months under electronic monitoring
- Max. sentence: 5 years
🔴 Perpignan – 21-y-old man. Throwing objects at police and vandalizing the city. Ski goggles, t-shirt as balaclava, and reinforced gloves.
- Sentence: 10 months under electronic monitoring.
- Max. sentence: 7 years
🔴 Perpignan – 22-y-old Amazon delivery driver, already one prior conviction. Scooter theft after demonstration with face concealment, in a group and break-in
- Sentence: 8 months under electronic monitoring.
- Max. sentence: 10 years
🔴 Limoges – 20-y-old woman. Looting in stores and at City Hall (later destroyed by fire)
- Sentence: 6 months in prison with custody warrant + 18 suspended prob.
- Max. sentence: 12 years
🔴 Pau – 43-y-old man. Throwing objects at police
- Sentence: 6 months under electronic monitoring.
- Max. sentence: 5 years
🔴 Nîmes – 24-y-old PE teacher. Throwing objects that injured a police man (3 days of leave).
- Sentence: 18 months suspended prob.
- Max. sentence: 5 years
🔴 Grenoble – 10 people. Looting
Sentences: from 4 months suspended to 8 months served (served for 1 individual already convicted to suspended in June).
Max. sentence: 7 years
My wife has a debit card linked to my bank account. Whenever we are out, be it shopping, dining or at the grocery store, I make her pay while I stand idly by, so that everyone thinks that she is my sugar mommy
$ZETA Scaling is working, creating a LOOONG runway of fast growth ahead.
7% of customers account for 87% of revenue. Currently unscaled customers can grow 14x to reach super-scale before the base is exhausted.
It's undervalued
Read the full report: research.typefcapital.com/p/…
Japan is a wild place. What do you mean the same company manufactured my dehumidifier, my stainless steel thermos, my hygiene mask, and who knows what else?
How do I go long this company lol
A few weeks ago, I did a few livestreams with the title ”live everyday until I can afford a chair”. Several people chose to support the cause with money!
Now I can report that I have bought a used Herman Miller, manufactured 2001, and I am really grateful for all the support ❤️
Not sure about this one chief
To buy stuff, you can just take a picture of your credit card, drop it in the chat and Grok @Bot will scour the Internet for the best deal on the item you want and order it
Readers added context they thought people might want to know
xAI explicitly warns users not to include personal information in prompts, yet credit card photos may contain such information.
Grok Bot's terms state that user data and credentials may be stored in its cloud environment and require human review for financial transactions.
x.ai/legal/privacy-…
x.ai/legal/grok-bot…
I gotchu homie $PLTR
I have 9 followers on twitter, of which 4 of said followers are FemBots... #twitterfail
$META Meta has grown its market share in the global digital ad market from 14% 10 years ago to 24% in 2025.
Competitors like $GOOGL lost market share over the same period.
$META Meta will be one of the large winners from the AI buildout. Muse alone might have buried Anthropic and OpenAI’s hopes of saving their businesses through monetization.
UNDERVALUED: 27% upside to fair intrinsic value
Report out now: research.typefcapital.com/p/…
$META Meta will be one of the large winners from the AI buildout. Muse alone might have buried Anthropic and OpenAI’s hopes of saving their businesses through monetization.
UNDERVALUED: 27% upside to fair intrinsic value
Report out now: research.typefcapital.com/p/…
$FICO Video summary of why the stock crashed. It is not because of the royalty price increase, and it is not because VantageScore is suddenly outcompeting FICO.
youtu.be/KtyfqIqS4-E
$FICO CODE RED EMERGENCY UPDATE
Why is FICO down 65% YTD and dropped over 25% yesterday? I analyze and break down the cause, how it affects FICO, what the future implications are, and, most importantly:
IS FICO UNDERVALUED?
Read my research note here: research.typefcapital.com/p/…
Emir M | Type-F Capital retweeted
Recorded a short conversation with @em013L (only 2 hours long) - Will share it tomorrow.
Good, I am for stringent requirements for gaining the privilege of living in a different country.
Said by a foreigner living in Japan
Japan just introduced new laws that will make it much harder for foreigners to live there.
Foreigners must now make more than the average income in Japan, understand Japanese well, and pay an entry fee that was just raised by 20 times in order to gain residency.
Readers added context they thought people might want to know
The post conflates changes to permanent residency rules with general residency or work visas. Fee hikes and new requirements for income above the Japanese average and Japanese proficiency apply only to permanent residency permit applications.
asia.nikkei.com/spotlight/immi…
mainichi.jp/english/articl…
japantimes.co.jp/news/2026/10/0…
Emir M | Type-F Capital retweeted
$FICO CODE RED EMERGENCY UPDATE
Why is FICO down 65% YTD and dropped over 25% yesterday? I analyze and break down the cause, how it affects FICO, what the future implications are, and, most importantly:
IS FICO UNDERVALUED?
Read my research note here: research.typefcapital.com/p/…
























