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The 24 Hours After Anthropic's Strongest Model Was Shut Down: 3 Phone Calls, a Major Shareholder's Backstabbing, and the Loss of Narrative Control
Anthropic's most powerful models, Fable 5 and Mythos 5, were urgently halted by the US government. Amazon's report of security vulnerabilities triggered pressure from the White House, further escalating AI regulation.New move on Wall Street: Yen short sellers are still adding to their positions, but Japanese stocks are not relying on carry trade liquidation.
The yen carry trade did not collapse, with short sellers increasing their positions to 114,000 contracts; Japan's Ministry of Finance intervened a record 11.7 trillion yen but failed to hold the 160 mark; the Nikkei 225 hit a new high, driven by foreign capital chasing AI stocks, a completely different logic from the short squeeze in 2024.Jensen Huang recommends a buy signal, and MRVL surges 32%: What other hidden stocks in the optical module sector could double in value?
Jensen Huang specifically named MRVL, which surged 32% in a single day. A deep dive into the optical module industry chain reveals hidden targets in bottleneck areas such as indium phosphide, lasers, and DSPs. Nvidia has invested billions to bet on fiber optics and optical interconnects.The "VVV" concept, which has surged ninefold in six months, represents a new AI theme within the Base ecosystem.
The Base ecosystem's AI-driven "VVV" concept has seen explosive growth, with Venice token $VVV's deflationary model driving a 9-fold increase, $POD rising over 12 times, and related tokens such as $SR following suit.
