Just to be direct. FinTwit fucking STINKS at this. I'm genuinely shocked at this outcome. You guys are such fucking losers lol. So the avg co is gonna use dumbass fucking Chyna open source models? You guys are NEVER RIGHT. Clear signal to buy whatever ANT/OAI exposure you can

Combined views

181.8K

4 posts, first seen 6h ago

257 likes comments

47 saves

4 reposts

Sentiment

Positive28.6%71.4%Negative

Positive Read

Many users argued Anthropic and OpenAI are undervalued thanks to moats and distribution, while others called them overvalued and accused them of bribery or unethical practices.

Based on 25 visible X reactions from 72 accounts; directional sample.

Digg Deeper

Ask a question below.

Published answers will appear here.

Reactions from the X community

JS John Serrao@serraotweets

7:09 PM · Jul 18, 2026

Everyone voting overvalued is basically saying inference is a commodity. Maybe in five years but not today and not tomorrow. Both companies have tons of metal and deep experience serving their models up cheaply, along with compelling wrappers. Huge moats, you’d need a Panamax freighter to get across them. Way undervalued in the medium term, especially if the rumor of Anthropic being profitable is remotely true.

TR TreasureHunter@deepseekinyou

2:36 PM · Jul 18, 2026

@buccocapital Lol people are completely retarded. Do they think 99% of the enterprises are going to use open source and/or Chinese models? Lol just completely out of touch

GR Gromitcap@gromitcap

3:16 PM · Jul 18, 2026

@buccocapital These guys are going to bribe the US gov into banning open source while stealing humanity’s IP to displace workers en masse. Screw em.

AR arijigarjian@jigarjianari

3:50 PM · Jul 18, 2026

@buccocapital They're both undervalued, the value is in their harnesses and existing distribution. Plus Kimi is overfitted on benchmarks

View all

RR Rittenhouse Research@RHouseResearch

4:46 PM · Jul 18, 2026

@buccocapital Both are undervalued.. These results are very bullish.

EC Eliant Capital@eliant_capital

4:30 PM · Jul 18, 2026

@buccocapital Looks like both undervalued

BB BuccoCapital Bloke@buccocapital

3:08 PM · Jul 18, 2026

1960TECH

Elon looking smarter by the day

BB BuccoCapital Bloke@buccocapital

7:58 PM · Jul 18, 2026

1960TECH

last one for proof. you guys stink

47 saves

4 reposts

Sentiment

Positive28.6%71.4%Negative

Positive Read

Many users argued Anthropic and OpenAI are undervalued thanks to moats and distribution, while others called them overvalued and accused them of bribery or unethical practices.

Based on 25 visible X reactions from 72 accounts; directional sample.

Digg Deeper

Ask a question below.

Published answers will appear here.

BB BuccoCapital Bloke@buccocapital

2:04 PM · Jul 18, 2026

1960TECH

Sentiment check on Anthropic and OpenAI