nic carter(@nic_carter):call me crazy but I think the Anthropic S1 could be the neocloud bottom this whole thing began when the market puked about Ant's Q3 run rate leak; their economics have now been demonstrated to be rock solid. GPUs including older vintages trading at ATHs if you actually look at the data. agentic driving record token use. think this entire drama is overdone.

2026.10.26 22:07

call me crazy but I think the Anthropic S1 could be the neocloud bottom this whole thing began when the market puked about Ant's Q3 run rate leak; their economics have now been demonstrated to be rock solid. GPUs including older vintages trading at ATHs if you actually look at the data. agentic driving record token use. think this entire drama is overdone.

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