Sell ANTHROPIC by Jan 8, 2027.

Strip it back: investors have put roughly \~$145B into Anthropic since 2021. It’s now reportedly targeting a $2T valuation at IPO, about 14x every dollar ever invested. I know tech isn’t valued on capital raised. It’s valued on future earnings. But a big chunk of that \~$145B has already gone on losses and compute, so the $2T rests almost entirely on profits that don’t exist yet. Revenue growth is impressive, but revenue alone doesn’t reward shareholders. If compute costs keep …