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Anthropic's coding-driven revenue scaling is the existence proof; coding may be fastest path to AGI

Semi stocks ran straight up a cliff and are tired; may need to rest or retrace near-term

SpaceX IPO is a set-and-forget must-own; terrestrial AI compute alone gets to leaked $160B revenue

Frontier models capturing 90%+ of AI profits; the lead is extending, not closing, so compute demand runs far longer