AI selloff hits the obvious winners as investors hunt less crowded upside
citrini · x · 2026-07-21
The recent selloff has been concentrated in the most obvious beneficiaries of AI capex spending. The author says they revisited their search for companies with genuine upside that are still not widely recognized as consensus AI trades.
More from Venture
- Anthropic's top 2 customers fell from 54% of revenue in 2023 to about 21% by 2026 — BenBajarin · 2026-10-26
- Nearly half of Claude revenue now flows through cloud marketplace commitments, up from 11% — BenBajarin · 2026-10-26
- Ferryman cross-posts to 15+ social platforms from one post, priced $30-$100/mo — KevinNaughtonJr · 2026-10-26
- Anthropic is FCF positive even after SBC, countering bearish macro narratives — GavinSBaker · 2026-10-26
- Anthropic ARR goes vertical after price cuts: tokens up 4x, $100B+ ARR back in play — GavinSBaker · 2026-10-26
- Alex Banks argues power caps GPU supply, real risk is demand cooling first — thealexbanks · 2026-10-26