One headline shows where the next wave of money and infrastructure could be moving. The other shows what can happen when too much wealth crowds into the same familiar names.
I am not betting against AI. I am betting against arriving late.
Because Anthropic is still private. Most investors still cannot buy its shares directly.
And once a public IPO is announced, millions of people could attempt to force their way through the same narrow door.
Not Nvidia. Not Riot. Not another company merely selling equipment to the AI boom.
This is a potential backdoor into the private company creating that demand. It also offers exposure to Databricks and Anduril and can be purchased through an ordinary brokerage account.
