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> "At the heart of the stock stumbles, there appears to be a growing anxiety about the AI business, which is massively expensive to operate and doesn’t appear t
by delaminator 1y ago
> "At the heart of the stock stumbles, there appears to be a growing anxiety about the AI business, which is massively expensive to operate and doesn’t appear to be paying off in any concrete way."
And stock holders realized this last week, all at the same time?
- coliveira 1y agoThis is standard media lingo to try to give a reason for a move that has been decided by the big players. Yes, because only when these large funds decide to make a move together you can get this magnitude of movement (it's not done by mom and pop investors).
- riffraff 1y agoWell, a WSJ article came out last week, showing OpenAI lost 12B dollars last quarter. https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-31-2025/card/openai-made-a-12-billion-loss-last-quarter-microsoft-results-indicate-e71BLjJA0e2XBthQZA5X https://www.wsj.com/livecoverage/stock-market-today-dow-sp-5... I'm not saying this triggered a sell off, but it is indicative of perception changes.
- delaminator 1y agoWhich is quite a chunk. But that's one player and it's not even listed, so it can't be sold off. AMZN is +10% in the last month, -1% last week. The same AMZN the powers Anthropic. This Amazon PR video was doing the rounds this same week. https://www.youtube.com/watch?v=0TnHSRNqDqM https://www.youtube.com/watch?v=0TnHSRNqDqM 6,435 views Oct 29, 2025 Project Rainier is one of the world’s largest AI compute clusters. The collaborative infrastructure innovation delivers nearly half a million Trainium2 chips, with Anthropic scaling to more than one million chips by the end of 2025. I'm still bullish