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Solari Report

3rd Quarter 2026 Wrap Up: Equity Overview & Rambus Chartology

with Tim Caban

“I think that we know from our friends that the investors in Anthropic are pulling out their hair about what’s happening right now.… You have current leadership in the company saying that there’s a greater than 10% chance of causing human extinction, and their own product is unsolved in this area…. How do you IPO with your own management of the company saying that?”

~ David Sacks

Weekly Solari Report

3rd Quarter 2026 Wrap Up: Equity Overview & Rambus Chartology

October 27, 2026

With the AI and data center bubble, we are at a critical inflection point. Investors need to understand what they are investing in and take responsibility to determine how they want to manage the risks involved.


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