I think November is going to bring an exciting end to this year. With US Mid-Term elections coming up and the much anticipated Anthropic’s IPO following suit (all while earning season in full swing), just wondering how are you guys positioning yourself and your views.
Personal, I feel Anthropic IPO is going to have the biggest impact amongst the other events. I foresee a slight sell-off in the market amongst the AI names as people prepare for a rotation. Could be a good buying opportunity. Earnings amongst the AI names should continue to do well as predicted.
What do you all think?