Artemis

Alpha with Artemis #6: The Bull and Bear Case for Anthropic $ANTHR
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I have a fever, and the only prescription is more AI

-As @ServiceNow spent more time talking about AI on earnings calls, its stock went up.
-Now it's trying to play catchup. Mentions of AI on earnings calls are nearing all time highs, but $NOW is down 31% YTD

Just say AI AI AI

How it started, how it's going

What do open job roles at AI labs tell us about their future strategy?
- @xai ramping up on data center buildout jobs
- $GOOG, $ANT, OpenAI have about 25% on GTM as companies look to grow revenue and sell to enterprises
- Safety...nah (1/2)

We went looking for drama - investing drama 📈

-We used AI to shift through this earnings season to find the most heated analyst/management interactions

-Congrats to John Tumazos for taking top prize questioning $AEM CAPEX and being called "mischievous"

More highlights👇 (1/4)