What We Know About The Anthropic IPO

What We Know About The Anthropic IPO

0 views · September 30th, 2026

If you like these videos you'll love our investing club. Deep analysis and always ad-free: https://www.overlookedalpha.com Anthropic, the AI company behind Claude, filed a confidential prospectus this week which was seen by Reuters. The company hopes to IPO at a valuation of more than $2 trillion dollars and the details are staggering. According to the document seen by Reuters, Anthropic’s revenue increased 12x in 2025 to nearly 4.6 billion dollars and that growth has continued aggressively since. It looks like Anthropics revenue run rate grew to around 9 billion by the beginning of 2026 and to over 47 billion by May 2026 with latest estimates putting the figure around 77 billion. DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Nvidia Is A Monster: Q2 Blowout

0 views · August 27th, 2026

If you like these videos you'll love our investing club. Deep analysis and always ad-free: https://www.overlookedalpha.com Over the last 12 months Nike has generated 46.4 billion dollars of revenue, 3.1 billion of net income and 2.2 billion of free cash flow which means the company is valued at roughly 1.3 times sales, 20 times earnings and 28 times free cash flow. So even after falling 77%, the stock doesn’t look obviously cheap. DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

How Much Lower Can Nike Stock Go? 3-Minute Analysis - August 2026

0 views · August 21st, 2026

If you like these videos you'll love our investing club. Deep analysis and always ad-free: https://www.overlookedalpha.com Over the last 12 months Nike has generated 46.4 billion dollars of revenue, 3.1 billion of net income and 2.2 billion of free cash flow which means the company is valued at roughly 1.3 times sales, 20 times earnings and 28 times free cash flow. So even after falling 77%, the stock doesn’t look obviously cheap. DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

State Of The Stock Market - August 2026

0 views · August 11th, 2026

If you like these videos you'll love our investing club. Deep analysis and always ad-free: https://www.overlookedalpha.com The US stock market hit a new high last week with the S&P 500 gaining 3.5% and the Nasdaq up 5%. Easing tensions with Iran, falling oil prices and weak jobs data all helped to prop up equity markets as expectations of a rate hike fell, pushing bond yields lower. And underneath the macro, US earnings season has so far gone off without a hitch. DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

200 Earnings Reports: 3 Things That Stood Out

0 views · August 3rd, 2026

Deeper investing ideas and small cap research at https://www.overlookedalpha.com It’s peak earnings season in the US and I went through 200 earnings reports last week. Here are 3 things that stood out. ABOUT ME Joe is the original founder of 3-minute Breakdowns and Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

3 Stocks That Just Reported Huge Earnings

0 views · July 29th, 2026

For deeper investing ideas and access to our Discord, join us at https://www.overlookedalpha.com 3 Stocks That Just Reported Huge Earnings July 29 2026 #1. Celestica Celestica, ticker symbol CLS, is a Canadian hardware company that continues to ride the boom in AI data centres. Products include network switches, optical systems, data center racks and servers. And Celestica just reported another blowout quarter. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Meta Just Flipped The AI Race #trading #stockmarket #stocks

0 views · July 19th, 2026

Independent research on overlooked small-cap and mid-cap companies at https://www.overlookedalpha.com ABOUT ME Joe is the original founder of Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

10 Stocks I Looked At This Week - July 2026

0 views · July 5th, 2026

Find overlooked global stocks before they become obvious at https://www.overlookedalpha.com ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Micron Is Printing Cash Like Nvidia

0 views · June 25th, 2026

If you like these videos you'll love our investing club. Deep analysis and always ad-free: https://www.overlookedalpha.com The explosion of AI data centers and devices has led to a shortage of high bandwidth memory that only a few companies in the world can provide. And this bottleneck has allowed the big memory players to dramatically increase prices. And those price increases are not only benefiting Micron’s data centre segment. It’s cloud segment grew 80% this quarter to 14 billion, mobile grew 49% to 12 billion and automotive grew 71% while operating margins were above 75% for all 4. ABOUT ME Joe is the original founder of 3-minute Breakdowns and Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.overlookedalpha.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Influencers Are Pushing This SpaceX-Linked Stock

0 views · June 21st, 2026

Get my breakdowns and join our investing club at https://www.3minutebreakdowns.com This Nasdaq stock is up nearly 400% in a year, and social media influencers are being paid to promote it. But how solid is the investment case? In this video I take a closer look at XMAX's claimed SpaceX and xAI exposure, its pivot from furniture to AI, and the red flags hiding in its financials — from weak underlying revenue and a mysterious Hong Kong loan to the authorisation of up to 5 billion new shares. Here's what investors should understand before buying the hype. This is analysis and opinion, not financial advice. See my bio for more. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

How Adobe Lost Its Way

846 views · June 17th, 2026

Today's video I'm trying a little longer than usual. Join the club at https://www.overlookedalpha.com Ad-free and exclusive investing ideas. For decades, Adobe owned the creative professional. Designers, photographers, filmmakers, publishers, agencies — if you made things for a living, you used its tools. Photoshop. Illustrator. Premiere Pro. After Effects. InDesign. These weren't just products. They were the industry standard, and they set the bar for creative work worldwide. Then in 2013, Adobe pulled off one of the great business model transformations in software history: boxed licenses to subscriptions. Recurring revenue, fat margins, cash up front. The market rewarded it with a premium valuation, and for years that looked unbeatable. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS Company breakdowns: https://www.3minutebreakdowns.com/ Deep Dives: https://www.overlookedalpha.com Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Oracle Earnings Analysis - Should You Buy?

0 views · June 12th, 2026

Join Overlooked Alpha to get my best investing ideas, private Discord and bonus content: https://www.overlookedalpha.com While operating cash flow hit 32 billion last year, capital expenditures ballooned to 56 billion resulting in negative 24 billion dollars of free cash flow. And management expects to spend another 70 billion this year which will almost certainly require Oracle to raise more debt and equity. Meanwhile, it’s worth noting that remaining performance obligations is not a GAAP figure. These deals can be easily reduced and management said that only 12% is expected to be recognised over the next 12 months and 34$ over the next 3 years. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

AI Stocks Crashed, But This One Didn't

0 views · June 8th, 2026

Find overlooked small caps at https://www.overlookedalpha.com The electrification of the economy, reshoring and the AI boom all require huge amounts of electricity which needs to be reliable and uninterrupted. Natural gas provides that and Argan’s backlog now sits at $2.8 billion, almost 3 times last year’s revenue. The company also has a strong balance sheet with $974 million of cash and no material debt. That matters because large fixed-price power projects are risky, and customers want to work with contractors that have the financial strength to finish the job. Management says that only a limited number of firms can execute these complex projects which creates scarcity value. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.overlookedalpha.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Liftoff Mobile IPO - Should You Buy?

0 views · June 3rd, 2026

Deep dives at https://www.overlookedalpha.com Liftoff Mobile is another interesting IPO that is hitting the market this week so let’s take a closer look. Liftoff is a mobile advertising platform that helps app developers do two important things: acquire new users for their app, and make more money from the users they already have. It does this using a prediction engine known as Cortex which uses ai neural networks to match and place ads. And Liftoff’s numbers look highly impressive. Revenue last year grew 32% to 686 million dollars with 85% gross margins and a core net dollar retention rate of 130%. Operating income grew 80% to 167 million and free cash flow surpassed 100 million. Crucially, those numbers have improved into Q1 of this year with free cash flow hitting 74 million in just the first quarter. This is a company that is clearly benefiting from rapid growth and a strengthening flywheel. Higher ad spend creates more data which can be used to further improve the model and that results in powerful operating leverage. While revenue grew 37% in q1, operating expenses increased just 14%. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

AI Stocks Are Wildly Expensive

0 views · May 29th, 2026

Published first at https://www.3minutebreakdowns.com AXT, a company that makes chemical substrates that go into semiconductors is up 7000% over the past year. Bel fuse which makes power transformers, circuits and cables is up 278%. Modine which makes data centre cooling systems is up 200%. And Comfort Systems, a business that provides electricians, plumbers and mechanical engineers is up 290%. Some companies have gone up simply because they sound like they could be future AI winners. IQE, a tiny semiconductor company out of Wales is up 800% despite reporting a 17% revenue decline and a 30 million operating loss. And XFAB stock jumped 78% this week after a tenuous social media post went viral. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

SpaceX IPO - Should You Buy?

0 views · May 21st, 2026

Published first at https://www.3minutebreakdowns.com We believe we have identified the largest actionable total addressable market (“TAM”) in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.