RUM Group $RUM shares jump following reports identifying AI startup Anthropic as the customer behind its massive $13.7B computing contract! KEY HIGHLIGHTS: • $13.7B six-year AI computing contract was previously disclosed in an August SEC filing without naming Anthropic • Financial execution remains severely strained by a -134.6% net margin and -$90.8M in EBITDA • Success hinges on whether this massive contract can transition RUM Group into a profitable AI cloud player THE RATING: Deep negative profit margins and execution risks balance against the $13.7B Anthropic contract pipeline, keeping the Seeking Alpha Quant score for$RUM at a HOLD. Can this $13.7B Anthropic deal turn$RUM into a profitable AI cloud powerhouse, or are negative profit margins too big a hurdle? Drop your thoughts below! ▻