[Main Article](https://www.anthropic.com/news/anthropic-amazon-compute)
[Main article 2](https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai)
**Amazon is going to own even more of Anthropic now.** This alone was enough for me to want more Amazon. But also a $100B contract. Palantir shoots up billions in market cap on contracts more than 1000x smaller.
I figure if an Anthropic blog post can destroy prices (IBM, Cloudflare, both of which I bought post-crash) it should be able to surge them upwards too. This is my very deep analysis.
Position: 4500 shares long see screenshot