Don't even ask the question. The answer is yes, it's priced in. Think Intel will beat the next earnings? That's already been priced in. Drone strikes taking out oil tankers in the Strait of Hormuz? Priced in. You think insiders don't already know that? The market is an all powerful, all encompassing being that knows the very inner workings of your subconscious before you were even born. Your very existence was priced in decades ago when the market was valuing Nvidia’s expected future earnings based on population growth that would lead to your birth, how much compute you would consume, how many claude code instances you would run week, how many times you would query chatgpt, etc. Anything you can think of has already been priced in, even the things you aren't thinking of. You have no original thoughts. Your consciousness is just an illusion, a product of the omniscent market. Free will is a myth. The market sees all, knows all and will be there from the beginning of time until the end of the universe (the market has already priced in the heat death of the universe). So please, before you make a post asking whether Anthropic secondary has priced in supply chain risk designation or whatever, know that it has already been priced in and don't ask such a dumb fucking question again.