Venture Capital

Venture Capital

@venture

The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).

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📈 S&P 500 Earnings Concentration

Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of S&P 500 earnings growth in Q3 2026, contributing +5.2 and +4.6 percentage points to the index’s... Read more →
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🚀 SpaceX Clears Its IPO Price

SpaceX is above its IPO price after 90 trading days, unlike Facebook at the same point. The company’s roughly $75 billion IPO priced shares at $135, and the stock closed... Read more →
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⚠️ US Warship Passage Draws Chinese Protest

Near Sabina Shoal, China said it tracked and monitored the USS Charleston on 20th October, calling the passage illegal without Chinese approval. The... Read more →
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🛢 Oil Markets Trade on Rumors

Brent crude swung from $111.97 to $105.95 in three hours on one unconfirmed headline. WTI December futures made the same trip, falling from $101.37 to $95.25.

The report... Read more →
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📉 Hedge Funds Turn Defensive

Hedge fund net leverage has fallen to 43.7%, the largest weekly decline since Liberation Day in April 2025 and the 4th largest in 5 years. Net positioning is now at the... Read more →
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⚠️ MSCI Warnings Hit National Markets

MSCI warnings have hit Turkey and Indonesia hard. Turkey’s stock market fell 23% after MSCI’s first warning in June. Indonesia’s fell 18% in 3 days after MSCI... Read more →
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Ⓜ️ The Cost Gap in AI Intelligence

Meta's Muse Spark and Google's Gemini cost about $0.40 per AI task, versus $2.34 for Anthropic's Opus 5. That is a nearly 6x gap in the cost of intelligence.

Meta and... Read more →
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HERE ARE THE TOP 15 PERFORMERS OF 2026

🖱️ $MRNA +639%

🖱️ $SNDK +447%

🖱️ $TWST +319%

🖱️ $DELL +259%

🖱️ $AXTI +215%

🖱️ $MU +208%

🖱️ $AEHR +200%

🖱️ $PENG +192%

🖱️ $MRVL +168%

🖱️ $BE +155%

🖱️ $AMD... Read more →
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🤖 Anthropic Pays Up for AI Financing

Anthropic is offering Blackstone a yield of over 10% to finance its latest $60 billion AI chip deal. That is above the roughly 7% rate paid by borrowers with a... Read more →
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💻️ Nvidia's Valuation and Demand Shift

Nvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.

Vera Rubin is expected to be its fastest product... Read more →
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