$ANTHROPIC - Anthropic experiencing unprecedented revenue growth with $30B run rate and over 1,000 enterprises paying $1M+ annually, showing massive demand for AI coding capabilities.
$OPENAI - Despite recent challenges, OpenAI remains firmly positioned with strong models coming and massive TAM for AI intelligence.
$AIMODELS - The TAM for AI intelligence is dramatically larger than any previous market, with companies demanding AI products for labor augmentation and replacement.
$META - Meta positioned as a strong player in AI with massive compute infrastructure advantage.
Bearish:
$SOFTWARECOS - Enterprise software companies facing existential threat from AI models that could replace their functionality.