Welcome Avatar! Never a dull week to close out the year, until the holidays come, we’re expecting big time commotion to continue. We have Iran issues, NVDA CEO getting blasted publicly for an affair and the AI slowdown we’ve been calling for since June 28-June 30 of this year. Should make for an extremely volatile IPO for Anthropic assuming they can get out this year.
Some of our bids did get hit on this random sell off on the weekend and we’ll see if our other limit orders get filled.
For the first time in over a year, there is finally an opening to build a position particularly given the history of tech cycles. Which is exactly what we’re outlining today!