Scorpion Capital Says We Are Short Soleno Therapeutics

Microsoft at $370 is a 17%-revenue-growth, 47%-margin, $625-billion-backlog business trading at a multi-year low valuation, because the market is scared of macro noise. The AI model releases this week prove the moat is deepening, not narrowing.

U.S.-Iran negotiations have reached an impasse. Bitcoin prices retraced after an initial surge as the market awaits a new round of talks.

Anthropic has delayed the launch of its new AI model, Claude Mythos, projecting a responsible image but potentially weighing on its IPO process.

TradingKey - Anthropic is considering making its own AI chips to help resolve issues with capacity and give Anthropic more influence over costs and timing of compute for Claude. This is happening around the same time that Amazon is reportedly looking at potentially selling more of its internal chips

The CLARITY Act is no longer just a "stand-alone bill"; it is the barometer for the future of American financial innovation. While the "smart money" is betting on a breakthrough this April, the path to the President's desk remains a "brutal slog." For the crypto industry, the next six weeks will det