I actually think you can get an acceptable picture of whether something is priced in by reading stock analysts on the topic, since one useful thing you can get from them is a holistic perspective of what is on/off the radar of finance types, and what they perceive as important.
Having done this for various stocks, i actually do not think LLM-based advances are on anyone’s radar and i do not believe they are priced in meaningfully.
I actually think you can get an acceptable picture of whether something is priced in by reading stock analysts on the topic, since one useful thing you can get from them is a holistic perspective of what is on/off the radar of finance types, and what they perceive as important.
Having done this for various stocks, i actually do not think LLM-based advances are on anyone’s radar and i do not believe they are priced in meaningfully.