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WarAI: Will Anthropic's Clash With Hegseth Trigger Historic Software Short-Squeeze

Tyler Durden's Photo
by Tyler Durden
Authored...

Tl;dr: Investors are unprecedentedly short Software stocks (due in large part to the threat of Anthropic's Claude Code disrupting the entire SaaS space, questioning terminal values for all these stocks). Anthropic is currently battling Pete Hegseth's Department of War over guardrails