gMoney breaks down Anthropic filing their S-1 to go public during Thanksgiving week and what triggered the recent AI market sell-off
“I think the big news overnight, or yesterday, was Anthropic filing their S-1, which means that they're going to go public. I think people are expecting it the week of Thanksgiving, which I think is interesting because usually it's a very low-volume week, so it seems like it's going to be a busy week for the equity markets this year”
“It seems from the recaps I've seen of stuff online that it was not as bad as feared. I think a lot of the sell-off in the AI complex started right after Micron reported, and it continued through the other memory companies reporting”