u/Adept_Mountain9532

This includes Magnificent 7 stocks as well as Broadcom, AMD and Micron,

This figure has more than doubled since the 2022 bear market low.

By comparison, during the 2000 Dot-Com Bubble, the Technology, Media & Telecom (TMT) sector peaked at 41%, while the Nifty Fifty peaked at 40% in the 1970s.

Furthermore, Japan’s equity market bubble in the 1980s peaked at 44%.

In the past, only railroad stocks have significantly exceeded this concentration, accounting for 63% of US market cap at their highest point in the 1900s.

The dominance of Big Tech is extraordinary.

Anthony has been a net seller on the open market since the company went public. This is first open market purchase.

Obviously, for him to buy $30M of stock while his net worth is around $300-400M shows how significant of a purchase this is and how much he thinks the market has lost their minds on this name.

We are now looking at a public valuation LOWER than what Grab was worth in the private markets. Their enterprise value is $7B and they will profitably do $4.2B of revenue this year.

Really nice to see an insider buy!
For a CEO who has been criticized for many insider sells (many of which were pre-planned and also deserved given the guy founded the company and wasn’t liquid for a decade) it is nice to see him put almost 10% of his net worth into the company he started 15 years ago via purchases on the open market.

Grab Holdings President & COO Alexander Charles Hungate also bought $867K of

with 299,571 shares at a $2.89 avg.

The markets are the greatest game on earth, they will test your patience, they will turn your stomach inside out, they will drive you crazy as the price of an asset goes down while fundamentals get better, every bear case will make more sense as you see the price go down, but one thing is clear: execution and compounding earnings wins in the end.

It’s nice to see a C-suite that believes in that themselves and takes advantage of that with a sizeable amount of their personal networth.

P/E is low!

Check the data

US household net worth has now risen for 11 consecutive quarters, by a total of +$43.4 trillion.

Since the 2020 pandemic, this figure has surged +$83.9 trillion.

As a percentage of GDP, household net worth rose +20 percentage points last quarter, to 571%, just below the all-time high of 574% set in Q3 2021.

• Leaders of major artificial intelligence platforms say it's time to slow the development pace of advanced models due to escalating risks of the technology.
• Anthropic PBC Chief Executive Officer Dario Amodei called for the industry to support a broader downshift and implement new safety steps, such as third-party evaluators.
• Amodei cited AI's ability to improve itself and a recent incident involving OpenAI and Hugging Face as factors for his new caution, saying "we must slow the pace at which we improve the capabilities of AI models."

Revenue $6,760M
Q2 25 $5,988M +12.9% 🟢
Est. $6,701M beat 🟢

EPS $4.62
Q2 25 $4.18 +10.5% 🟢
Est. $4.48 beat 🟢