Alex(@alex_avoigt):An Anthropic investment is a hard NO for me! Reasons: 1. The fact that no data is available for the third quarter is highly questionable, suspicious, and quite revealing. 2. I cannot identify any competitive advantages (“economic moats”) in this business model. 3. The level of debt and ongoing credit obligations is extremely high. 4. The corporate governance is problematic. 5. I believe the AI market will have a correction 6. Who would want to own a stock that carries no voting rights? Future informations may change my assessment but right now it's a hard pass.

2026.10.28 16:02

An Anthropic investment is a hard NO for me! Reasons: 1. The fact that no data is available for the third quarter is highly questionable, suspicious, and quite revealing. 2. I cannot identify any competitive advantages (“economic moats”) in this business model. 3. The level of debt and ongoing credit obligations is extremely high. 4. The corporate governance is problematic. 5. I believe the AI market will have a correction 6. Who would want to own a stock that carries no voting rights? Future informations may change my assessment but right now it's a hard pass.