Sector sentiment remains firmly in neutral territory, although not without risk. Check out our new Sector Weightings feature - measure sentiment across your preferred tech sector allocations.
Try T2D Pulse HERE.
By the way, we built much of T2D Pulse with OpenAI’s o3 model - my preferred model for coding, even a bit better than Gemini 2.5 and significantly better than Claude Sonnet 3.7. The latter lacks o3’s memory. Anthropic has fallen behind in my view, is capital constrained relative to Google and OpenAI, and ought to be positioning itself for a sale to Amazon.
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