$ANTHROPIC - Anthropic is growing at an unprecedented 10x annual rate driven by enterprise and coding demand, with revenue trajectory from $30B to potentially $80-100B by year end.
$INFRA - Massive compute constraint is driving infrastructure valuations as AI companies desperately need data centers and power solutions.
$TSLA - Tesla/Elon expanding data center capacity massively with Colossus growing to 555,000 GPUs and entering hyperscaler business.
Bearish:
$OPENAI - OpenAI growing at only 3-4x annually vs Anthropic's 10x, losing market share despite user growth, and showing lack of focus according to investors.