AI valuations are exploding. Anthropic gained +$200 billion in valuation in 5 days, with annual revenue jumping from $1 billion to $45 billion. Public markets are catching up: IONQ +19%, INTC +18%, AMD +12%, SMH +7%. Friday marks the 13F deadline—Nvidia strategic investments, Leopold Fund, and BlackRock are about to reveal their cards. MSTR +9%, COIN +12%. AI and Crypto are heading down the same track.