Anthropic IPO injected renewed optimism, will it bring major stocks to the moon, or crush and burn because of concerns over AI spending?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.
Anthropic just announced its filing for public IPO yesterday, which injected fresh optimisim among AI names and bring the tech sector up yesterday from the sea of red last week. It is projected to be one of the largest cap IPO ever in history. I am sure everyone is itching to get their hands on this stock, which produce one of the most sophiscated and powerful AI model ever known. However, on a closer look at their balance books, they are projected to be worth $100 billion or more, with 80.7 billion of the portion as debt. Enlighten me, how does a company justify such a hefty valuation with such a huge amount of debt? They are promising investors a pipe dream, whether or not the dream is viable is up to you to decide.
Pairing $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ together with Fed announcement tomorrow will create some volatility and uncertainty as well. I am definitely keen to see whether whales will have renewed optimism in this sector, or the script will flip to the red side again, similar to last week.[Spurting]
@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]
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- SG_BING·10-28 14:19债务本身就是一个薄弱的支柱。真正的问题是，在估值超过业务之前，现金消耗是否可以转化为持久的人工智能回报。1Report
- WH the great·10-28 08:29Anthropic’s IPO could be a landmark AI investment opportunity, but valuation will be critical. Strong growth prospects must be weighed against intense competition, high computing costs, and uncertain long-term profitability.1Report
- Botlas·14:01Anthropic IPOs has the high chance of changing the entire market but it really comes down to the valuation and if it is able to entice the market with its goalsLikeReport
- henryxie1688·10-28 23:12Debt alone is a weak anchor here. The real question is whether the cash burn can translate into durable AI returns before that valuation outruns the business.1Report
- 古月说·10-28 13:12Debt alone is a weak anchor here. The real question is whether the cash burn can translate into durable AI returns before that valuation outruns the business.1Report
- stomachooo·10-27 21:43Debt alone is a weak anchor here. The real question is whether the cash burn can translate into durable AI returns before that valuation outruns the business.1Report
- Emilian·00:00Tesla's AI and autonomy angle still matters more long term, but waiting for the dust to settle first feels sane1Report
- Pettan·10-28 18:28Keep continuing your best in your work now, so able to earn experiences and financial. We will cheer you up everyday.1Report
- chewks·00:31[Like]1Report
- bs6969·10-27 21:58Woof2Report