Arrowkeep MP3 & MP4

GLXY: $300M a quarter of signed rent, priced like a crypto broker 8:04
Sivers trades at 23x sales while sales shrink. Is the laser story worth it? $SIVE 7:39
Vicor sales +78%, stock −50%. What's the market missing? $VICR 8:53
Arqit trades at 274x sales. Is the quantum hype worth it? $ARQQ 7:54
Anthropic made $16.8B in ONE quarter. Is $1.9T too much? 8:41
The AI Bottleneck at 19x Earnings: TSMC Initiation $TSM 7:48