🚨 BIG TECHNOLOGY FOUNDER @Kantrowitz ON HOW MUCH THE MARKET HINGES ON AI: "40%+ of the market. The entire stock market is leveraged at the current time to OpenAI and Anthropic in many respects." On market breadth: "Market breadth is really bad right now. You see a lot of top-heavy action while the rest of the S&P 500, the 493, aren't doing as well as the Top 7. If you see a pullback, that could really change the whole narrative we're seeing around the market." On what comes next: "What we're seeing today in the S&P 500 really does hinge on the performance of OpenAI and Anthropic. We're gonna see the Anthropic IPO within the next couple weeks, most likely OpenAI next year. Any hiccup in the story, any wrinkle, we could see what we saw today or worse."