Jul. 7 at 4:01 PM
$ACN now that Elon's DOGE is officially shut down I think that endeavor did more to draw down
$ACN on gov spending fears than it did on actually saving real money. That DOGE drawdown likely had some influence on the Athropic narrative that
$ACN could be replaced with vibe coding. When we look back at 2026 i think DOGE, GLP1s on names like
$GIS $CAG $KHC etc., and vibe coding will be among the dumbest reasons investors panic sold.