Sell ANTHROPIC by Sep 9, 2026.

I own some tech stocks and I hope I’m wrong about this. I always figured the AI ROI story would turn negative at some point, I just didn’t think it would be this year. Now I do. **The ROI was always going to become a problem** The external data is pretty consistent across every source: • SAP commissioned a study of 1,600 companies and published it themselves: average spend $26.7M, average return $4.7M, net negative • Bain found 40% of …