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    Amazon is going to own even more of Anthropic now. This alone was enough for me to want more Amazon. But also a $100B contract. Palantir shoots up billions in market cap on contracts more than 1000x smaller.

    I figure if an Anthropic blog post can destroy prices (IBM, Cloudflare, both of which I bought post-crash) it should be able to surge them upwards too. This is my very deep analysis.

    Position: 4500 shares long see screenshot

    https://www.reddit.com/gallery/1srbzem

    Posted by GreatGapYoukai

    4 Comments

    1. superhappykid on

      How the fk you go from playing PC games 3 years ago to having 1.1 mil portfolio with almost 0 trade history (posted on reddit) in between.

    2. Credo immediately went up on the news.

      5GW is at least $150b in more spending, and Amazon uses Credo AEC cabling for Tranium 3+4.

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