
$Amazon(AMZN.US)$Taiwan Semiconductor(TSM.US)Anthropic has been dominating the market this year, with its annualized revenue growing rapidly. Its current valuation has surpassed OpenAI, exceeding $850 billion. Teachers who bought Anthropic in the primary market early this year made a fortune. Regarding Anthropic's growth dividend (obviously not over yet, it's in the midst of an explosion), what are the ways for ordinary people to participate?
1. Wait for a moderate pullback in Anthropic's valuation and buy in the primary market. This requires channels and resources in the primary market.
2. Hold $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US). Whether it's Anthropic, OpenAI, or xAI (SpaceX IPO), ultimately most of their revenue and financing will flow into NVIDIA and TSMC. Just by holding NVIDIA and TSMC, you can capture most of the AI growth dividend.
3. Buy and hold Amazon. Amazon's stock price hasn't increased much in the past 6 years, and its current valuation is relatively low, with a PE percentile of only 5.6%. At the same time, Amazon holds a 17% stake in Anthropic, making it a solid major shareholder. Holding Amazon is equivalent to indirectly holding Anthropic. Moreover, according to the investment agreement between Amazon and Anthropic, Anthropic needs to purchase Amazon's TPUs and train significant computing power on Amazon Cloud.
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