Anthropic's Q3 revenue grew to $16.8 billion This is a positive signal for the AI market 2026 Q1 revenue: $4.73 billion 2026 Q2 revenue: $11.5 billion The market's previous consensus for Q3 was around the $14-16 billion range $16.8 billion exceeded prior market expectations 2025 Q3 revenue during the same period: $787 million Year-over-year growth of 2000%! OpenAI's underwhelming growth dragged down the market Looks like that's their own issue Conclusion: $SOXL at 106 is likely to rebound again You can buy a little for short-term gains and watch the bounce Because with To-C profitability, AI is no longer purely capital expenditure Chip buyer demand won't weaken