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But would that change your opinion?

My opinion or the opinion of investors who trade individual stock?

higher chance to recieve junk rating and reduced initial evaluation

Look, if it makes you feel better, I'm happy to state that I thought the SpaceX IPO price was too high and that it is probably still too high. But in the long run, it might turn out to be a great investment.

I believe that the Anthropic IPO price will be too high, but also in the long run it might turn out to be a great investment.

The most important thing I believe is that this is what I signed up for when I bought lots and lots of VTI. And that I can change to a different set of investments pretty much instantly for 9 hours a day, 5 days a week. With no tax hit because it's in my retirement account.

> I signed up for when I bought lots and lots of VTI. And that I can change to a different set of investments pretty much instantly for 9 hours a day

I don't think that's what avg 401k holder is doing

There is a difference between SoaceX and Anthropic. The former is objectively ahead of competitors by many years while Anthropic is at best by few months and pressure from open weights models is increasing.

So even if one believes in AI the rational choice is to invest into hardware that AI companies needs (GPUs, gas turbines, batteries, solar panels)

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