Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?
Anthropic is powering a lot of Palantir ontology deployments, and I believe that if they kind of came to market... if Dario Amodei really wants to say... you really don't want to be on the wrong side of Goldman Sachs and Anthropic right now.
Yeah, I'm short every telecom stock right now.