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Well, 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-

Well, 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 ago
Which 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