People are worried about Anthropic, but they forget that $Microsoft(MSFT)$ has a $5 billion investment in Anthropic too. They are in a position where heads I win, tails I win more.
Some comments are truly eye-watering. Rotation flow from $Microsoft(MSFT)$ to $Alphabet(GOOGL)$ looks evident. Maintaining dollar-cost averaging strategy
$Apple(AAPL)$ The talk on AI keeps flip-flopping: too much, too little, too much spending, too little spending, too early, too late. Analysts really ought to make up their minds and cease pumping and dumping solid earning stocks.