My Take: D — Wait I’m bullish -To The Moon - Tiger Brokers Online Investing Community

My Take: D — Wait

I’m bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I’d rather wait.

The key question isn’t whether Anthropic is a great company—it’s whether the price already assumes too much future growth.

Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow.

I’d watch the IPO valuation, revenue growth, customer concentration and free cash flow first.

Great company, but price matters. I’d rather buy after the hype and let the numbers prove the story.

@Tiger_comments [真香]

Palantir Surges 29% — Did Short Sellers Just Lose $3 Billion in a Day?

Palantir +29.45% Tuesday, taking the whole after-hours gap and then some, and carrying the S&P 500 and the Dow to records together. The move has put roughly $3 billion of mark-to-market losses on the shorts, and the covering feeds the tape. Fundamentals are underneath it: Q2 revenue +93% year-over-year, commercial revenue up ~150%. Snap ran the same script, +14.88% on 19% revenue growth and a net loss narrowing to $164 million from $263 million. The app layer has moved from story to earnings — but the last leg was short covering. What holds the price once there's nothing left to cover?

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