call me crazy but I think the Anthropic S1 could be the neocloud bottom

First reported Oct 26, 2026, 22:07 UTC

Source reports

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… — @nic_carter (X), Oct 26, 2026, 22:07 UTC

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