This AI Company Sees $30 Trillion of Revenue Ahead

By Ethan Goldman, analyst, Chaikin Analytics

Current AI front-runner Anthropic thinks its revenue can almost match the entire U.S. GDP...

Of course, the company built that number on a mountain of wild predictions.

Anthropic predicts that the entire AI market will grow to $30 trillion. Last quarter, U.S. GDP came in around $32 trillion.

But even if the AI market explodes from its current $540 billion market valuation, this estimate assumes that Anthropic will take all that market share.

Put simply, Anthropic would need to eat the business of all its competitors. I'm talking about OpenAI, SpaceX's (SPCX) xAI, and even Google's parent company Alphabet (GOOGL)...

All of them sinking to zero AI business.

Folks, we have every right to be skeptical of this claim.

Anthropic is barreling toward a historic IPO. It wants to keep investors focused on fantasy levels of future revenue.

At the same time, the company hopes investors will look past the industry's varied risks and wild spending.

It's not unusual to see companies boast about how strong their business could be. But it's important to remember that reality often falls short of expectations.

For instance, many of our readers remember the WorldCom scandal. The company used accounting tricks to hide how deeply unprofitable WorldCom really was...

In the early years after the dot-com bust, WorldCom lied about its net income and how much cash was coming in. The company reported some business expenses as capital expenditures – inflating its balance sheet.

This turned a net loss into a net profit of more than $1 billion in early 2002.

WorldCom's CEO spent 13 years in federal prison for his role in the scandal.

Now, I'm not saying Anthropic's claims are fraudulent. And we don't know the true state of the AI leader's books yet.

But if the current trend in the AI sector continues until Anthropic completes its blockbuster IPO... then these wild claims won't save it.

The Hidden Cost of Buy-and-Hold This Month

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What You Missed Last Week

Last week, Joel Litman (who called Advanced Micro Devices before it rose 21,000%) announced what could be the biggest call of his career: a short list of stocks that could soar 1,000% or more as Elon Musk launches a quiet new venture in a Texas county where there are 3 times more cows than people. Click here to see the full replay... and learn how you could profit from what Elon is building next.

The Smart Money Has Turned Its Back on the AI Boom

We can see this trend using one of the most important factors in the Power Gauge.

You see, the VanEck Semiconductor Fund (SMH) touts a 49% gain this year. But it's down 8% over the past three months.

This fund tracks the biggest names in semiconductors right now. These companies don't make AI models themselves, but the building blocks necessary to run them.

In short, the computer chips these companies make are essential to the AI boom's continued growth. A slowdown in these stocks could mean a poor outlook on the future of AI...

Especially when the biggest names on Wall Street are fleeing the fund.

When we look at smart-money trends, we see the collapse of institutional support starting at the beginning of July...

Notice that as the Chaikin Money Flow indicator turned red, SMH started to trade sideways.

You'll also find that these deep-pocketed investors flooded into the ETF in mid-April. This surge led to a 51% gain in a little more than two months.

Regular readers know that we've talked endlessly about how powerful the smart money can be...

Lock In Quick Smart-Money Gains with Marc Chaikin

This morning, our founder Marc Chaikin will break down exactly how he leverages the smart money to make fast profits.

Using his namesake Chaikin Money Flow indicator, he has led subscribers to secure eight double-digit percentage gains this year. In one case, Marc locked in a 12% gain in only eight days.

And he found these opportunities in both AI and non-AI stocks. Meaning it pays to follow these moves even if investors continue to sour on the AI trade.

Marc is going on camera to share this strategy with viewers at 10 a.m. Eastern time. And it's entirely free to hear this message...

You just need to sign up in advance. To reserve your last-minute spot, click this link here.

We hope to see you all there.

Good investing,

Ethan Goldman

Market View

		# Hld: Bullish Neutral Bearish
Major Indexes and Notable Sectors

Dow 30

-0.65%

S&P 500

-0.30%

112

253

127

NASDAQ

+0.05%

Small Caps

-0.62%

519

998

394

Bonds

-0.43%

Oil and Gas Equipment and Services

+2.06%

— According to the Chaikin Power Bar, Small Cap stocks have become somewhat more Bullish than Large Cap stocks. Major indexes are mixed.

* * * *

Sector Tracker

Sector movement over the last 5 days

Information Technology

+3.58%

Energy

+1.35%

Communication

-0.77%

Financial

-0.88%

Discretionary

-1.45%

Materials

-1.66%

Industrials

-2.16%

Utilities

-2.29%

Health Care

-2.38%

Real Estate

-2.69%

Staples

-2.82%

* * * *

Industry Focus

Dow Jones REIT

Over the past 6 months, the Dow Jones REIT subsector (RWR) has underperformed the S&P 500 by 8.58%. Its Power Bar ratio which measures future potential is Very Weak, with more Bearish than Bullish stocks. It is currently ranked #18 of 21 subsectors.

Indicative Stocks

	ADC	Agree Realty Corporation
	BNL	Broadstone Net Lease, Inc.
	CPT	Camden Property Trust

* * * *

Top Movers

Gainers
	CRWD	+5.77%
	TSLA	+5.51%
	SNDK	+5.50%
	COIN	+5.31%
	SLB	+4.83%

Losers
	EIX	-23.07%
	PCG	-20.06%
	AON	-9.53%
	HWM	-7.51%
	TTWO	-6.67%

* * * *

Earnings report

Earnings Surprises

SAIC
Science Applications International Corporation

$3.01

Beat by $0.70

* * * *

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