He’s not wrong!🎯#Capex #AI #Memory #MAG7 https://t.co/DUe36W2mHO
— Samantha LaDuc (@SamanthaLaDuc) February 13, 2026
If AI were living up to its hype, it would be benefiting the ENTIRE ECONOMY.
IT ISN'T.
Profit margins outside the tech sector would be growing.
THEY'RE NOT. pic.twitter.com/GXT1r783t0
— Steve Hanke (@steve_hanke) February 13, 2026
Poof… and it’s gone. pic.twitter.com/Edc3b5DlAV
— Peter Berezin (@PeterBerezinBCA) February 13, 2026
Rounding tops are some of the most obvious topping structures we get and most people are ignoring it.
2022 -38%
2025 -26%
2026 – 7%(so far)
Rounding tops are actually a blessing.
They give you time to position, unlike sharp V shaped reversals that catch everyone off… pic.twitter.com/Rik64NQeWv— The Swing Trader (@TheSwingTraderr) February 13, 2026
$NVDA sells chips to a datacenter startup who pays by issuing junk bonds, and then Nvidia signs a contract to rent them back for the next 16 years even though they only last 4-6 years. What's the worst thing that could happen? 👀 pic.twitter.com/oTdlketiDy
— Nobody Special (@JG_Nuke) February 13, 2026
AI was always more hype than substance.
Now the market will figure it out. pic.twitter.com/6RzT9vWXyp
— Uncle Milty’s Ghost (@his_eminence_j) February 13, 2026
Anthropic Valuation by 2030
Current:
$380B valuation (Feb 2026), $14B ARR.
Projection:
If AI hits trillions, Anthropic could reach $1-5TRILLION by 2030, assuming 50-100x revenue growth via scaling laws and market share (10-20% of AI sector).
This is genuinely not unrealistic – they are starting to lead the pack of the most important industry in the last 100 years!
Comps:
– OpenAI valued at ~$200B, but Anthropic’s safety focus and enterprise traction could propel it higher.
Largest company on the stock market will likely be an AI leader like Anthropic, OpenAI, or Google – market caps could exceed $10T if AI GDP impact is 10-20%.
How to Invest:
Anthropic is private i.e. no direct public stock.
So your options are:
– Secondary markets: Platforms like Forge Global, GODEL or EquityZen for shares from employees/investors (high min, illiquid).
– VC funds: Invest in funds with Anthropic exposure
– Through Zoom’s sneaky $51M bet on Anthropic in 2023 – Now worth $2-4B at Anthropic’s $380B valuation. That’s 40-80x gains. Buying $ZM gets you some of that upside without chasing pre-IPO.
Video Source: This Week in AI.
Anthropic Valuation by 2030
Current:
$380B valuation (Feb 2026), $14B ARR.Projection:
If AI hits trillions, Anthropic could reach $1-5TRILLION by 2030, assuming 50-100x revenue growth via scaling laws and market share (10-20% of AI sector).This is genuinely not… pic.twitter.com/DXo6rPppIA
— Common Sense Investor (CSI) (@commonsenseplay) February 13, 2026