SignalTrades captures public trade calls from finance podcasts, YouTube, newsletters, and similar sources, then tracks the outcome so source records can be compared with receipts instead of vibes.
Total return in the call's direction across recent tracked long and short calls.
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Anthropic is planning to spend up to $86 billion renting Nvidia's AI chips through cloud providers, and the source sees that kind of massive, locked-in demand from leading AI companies as a strong reason to be bullish on Nvidia's stock.
Anthropic has committed $111 billion to buy computing power from Google Cloud, locking in a massive and predictable revenue stream that should drive significant growth for that part of Google's business — making GOOGL a buy.
Anthropic has committed $110 billion to run its AI workloads on Amazon's cloud infrastructure, giving AWS a massive, locked-in revenue stream that should be a major tailwind for Amazon's stock.