Google's Texas campus turbocharges Anthropic

Result

If held over the last 3 months (Jul 30, 2026 – Oct 29, 2026): +8.7%. Over the same days: S&P 500 +5.1%, Chip stocks +10.7%.

What it holds

• Google and Anthropic, 32% of the money, +0.2% over 3 months: GOOGL (Google), ANTH (Anthropic). Google hosts Anthropic and shares in its success.
• Chips for the data centers, 27% of the money, +7.2% over 3 months: AVGO (Broadcom), NVDA (Nvidia), TSM (TSMC). More AI computing means more chips are sold.
• Memory and storage, 18% of the money, +26.8% over 3 months: MU (Micron), SKHX (SK Hynix), SNDK (Sandisk). Big AI systems need huge amounts of fast memory.
• Power and cooling, 14% of the money, +22.6% over 3 months: BE (Bloom Energy), NATGAS (Natural Gas). A giant campus needs lots of electricity.
• Cash, 10%.

The idea

If Anthropic gets more computing power from Google, money flows to a few places. Google gets paid for the cloud and owns a piece of Anthropic. Chipmakers and memory makers sell the parts inside the data centers. Power and cooling firms keep the campus running. Anthropic's own token-like exposure is a direct way to bet on it. The cash is there in case the AI build-out slows or a better entry comes up.

What would prove it wrong: Anthropic loses ground to rivals or Google says it is cutting back its AI data center spending.

FAQ

Can I make one from my own idea?

Yes. Write what you believe in plain words at https://f.xyz/create. fxyz asks a couple of questions, builds the portfolio and shows how it would have done over the last 3 months.

Can I turn a post on X into a theory?

Yes. Reply to the post and tag @fxyzai. It tests the view in the post and replies with the 3-month result and a link.

What can it trade?

Stocks (Tesla, Apple, Nvidia), crypto (Bitcoin, Ethereum, Solana), pre-IPO companies (OpenAI, Anthropic), indices (Nasdaq 100, S&P 500), commodities (gold, silver, oil, copper) and currencies (EUR/USD, USD/JPY). One theory can mix them, and bet for or against any of them.

How does it react to news?

On each check it reads the last two days of news on its biggest holdings and says whether the idea still holds. It can make one small change at a time: trim or drop one holding by up to 5 points. On autopilot the change waits 10 minutes so the owner can skip it; otherwise it asks first.

How do I run it with real money?

For real money, tap Make it mine, open your copy and choose Use real money, with an exchange connected: Hyperliquid, Lighter, Lighter (Robinhood), Backpack, Pacifica or Binance. The money stays in your own account there. fxyz can place trades, but it can never withdraw.

Can the AI get it wrong?

Yes. fxyz's AI turns the idea into holdings, and it can get that wrong: add a coin or stock that doesn't fit, or miss one that does. Check the holdings before you put money in. In your own copy, ask its chat to add or drop any of them.

What do the 3-month numbers mean?

What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.