LBM_LXXVIII@MF_CamillusSelling after a bogeyman has already revealed itself is hardly a winning strategy. Markets are usually smarter than that... The AI story goes on. Next chapter: Q3 earnings The evidence so far - completely obscured by all the noise - is pretty damn good, particularly from $ASML
LBM_LXXVIII@MF_CamillusIt's frankly ridiculous that AI stocks would sell off on the Q3 numbers attributed to Anthropic First, the numbers were broadly consistent with expectations and point to continued explosive growth in combined OAI + Ant revenues, even if execution differences cause growth to