Ed Elson

Have at it, take the bet on the trade and the first trade.

Beyond that, I would say look out below.

And if we're gonna have fun here, I think the company that most likely has the biggest pop is Anthropic.

Because loosely speaking, the story, the overall halo,

is that there's a lot of noise out there that SpaceX is overvalued.

That's just sort of becoming the little bit of the narrative, right?

And in this case, it's true.

The narrative is actually true.

Yeah.

And then if you look at OpenAI and Anthropic, we've never seen a more vicious response

trading places or Freaky Friday of the market leader and the number two happened in 90 days.

And OpenAI is on the wrong side of that, and Anthropic is on the right side of that.

So I think Anthropic probably, they have, quite frankly, Anthropic has more momentum in RIS right now than either of those two companies.

The story of SpaceX is it's overvalued.

The story of OpenAI is it's no longer number one, it's number two.

And the story of Anthropic is that it's just kind of firing on all 12 million cylinders, if you will.

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