If you threw $100 into each of Anthropic's Series E, F, G, and H rounds (valuations: $61.5B → $183B → $380B → $965B), you'd be sitting on $2,450.38 today.
But here's the kicker—if you just bought $HYNIX on those exact same dates? $2,496.92. $MU? $2,146.51. Even $INTC clocked $1,386.34.
The "AI revolution" narrative vs. the picks-and-shovels play. Sometimes the infrastructure eats better than the hype.
Moral: Don't chase valuations. Chase liquidity and fundamentals.