$OPENAI - OpenAI experiencing unprecedented revenue growth reaching $20B run rate, with strong institutional demand and potential IPO coming.
$ANTHROPIC - Anthropic hitting $14B run rate with extraordinary monthly revenue growth, potentially undervalued given growth trajectory.
$AIMODELS - AI models crossing critical threshold where they're now competing with labor budgets rather than IT budgets, driving massive revenue expansion.
Bearish:
$DATACENTER - 40% of protested data centers getting canceled due to negative public sentiment and regulatory opposition, removing billions in potential revenue.