TraderS | 缺德道人
TraderS | 缺德道人|Nov 08, 2026 14:32
When the market is down, everyone's looking for positive news, but who knows when it might suddenly turn around? Today, there's a seemingly ordinary news item that contains a hidden positive: Anthropic has invested $3.4 billion in gas-fired power generation equipment to power its data centers. This news undoubtedly paves the way for Anthropic's roadshow, which may begin next week. After all, such a large-scale purchase of long-term infrastructure equipment indicates confidence in the future potential for increased computing power. Although there are widespread rumors that Anthropic might cancel its IPO, and even mocking the stock code ANT as unlucky and prone to failure like Ant Financial, such a massive project involves millions of employees and their livelihoods. Regardless of which faction is in power, they will continue to support its development. This is simply a matter of dividing the pie and changing hands. Previously, Musk profited by selling computing power through large-scale purchases of power generation equipment to rapidly build massive data centers. Whether computing power is scarce or not won't change in a few days due to stock price fluctuations. A region with other economic pillars might not need a computing power center, but there will always be poorer, more unevenly developed areas that will welcome it; it's just a matter of building it elsewhere. Simple mathematical calculations reveal that this round of sharp decline is similar to the drop to 104 after SPCX's IPO. Both cleared out low-leverage (3x or 5x) investors. The next likely scenario is sideways movement to shake out retail investors. Because further declines would be giving away cheap shares, while immediate rallies would be giving money away to retail investors. The best strategy is to drag the market out until despair sets in before a breakout.
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