To The Moon

My pick: C — a 10%–30% first-day gain, with a predicted close around $88. Anthropic has the growth story investors want: Q3 revenue reached $17 billion, and enterprise demand for Claude is real, especially among paying enterprise customers. But an IPO is not a referendum on whether AI matters; it is a price paid for profits. At a $1.4 trillion fully diluted valuation, the market is already assuming years of exceptional execution. The bigger issue is the business model’s capital intensity. Nearly $901 billion in compute and infrastructure commitments is not debt due tomorrow, but it shows how expensive staying at the frontier may become. Strategic investors are also suppliers, creating alignment — and circular-financing optics. I’d expect strong demand, but I wouldn’t chase a vertical debu

C. $94. I prefer to stay at the sidelines and observe the price action for a period before deciding whether to enter.

C. $94. I prefer at the sidelines and observe the price action for a period before deciding whether to enter.

🟢 C. 10% to 30% — A strong first-day rally

C. boom boom shake

One of the biggest AI IPOs in history is almost here. But will Anthropic live up to the hype? The company behind Claude is preparing to list on Nasdaq under the ticker ANT, with trading expected to begin around November 19. Its proposed IPO price range is $70–$78 per share, with a public offering worth up to $64.4 billion. $Anthropic(ANT)$ Add a separate $26 billion private placement backed by major technology companies, and the combined offering could reach $90.4 billion. Depending on the valuation method, Anthropic could be valued at as much as $1.4 trillion. Wall Street's Biggest Names Are Getting Involved Anthropic has assembled a heavyweight team for its IPO. Goldman Sachs and Morgan Stanley are leading a 22-bank underwriting syndicate, which

One of the biggest AI IPOs in history is almost here. But will Anthropic live up to the hype? The company behind Claude is preparing to list on Nasdaq under the ticker ANT, with trading expected to begin around November 19. Its proposed IPO price range is $70–$78 per share, with a public offering worth up to $64.4 billion. $Anthropic(ANT)$ Add a separate $26 billion private placement backed by major technology companies, and the combined offering could reach $90.4 billion. Depending on the valuation method, Anthropic could be valued at as much as $1.4 trillion. Wall Street's Biggest Names Are Getting Involved Anthropic has assembled a heavyweight team for its IPO. Goldman Sachs and Morgan Stanley are leading a 22-bank underwriting syndicate, which

My pick: C — a 10%–30% first-day gain, with a predicted close around $88. Anthropic has the growth story investors want: Q3 revenue reached $17 billion, and enterprise demand for Claude is real, especially among paying enterprise customers. But an IPO is not a referendum on whether AI matters; it is a price paid for profits. At a $1.4 trillion fully diluted valuation, the market is already assuming years of exceptional execution. The bigger issue is the business model’s capital intensity. Nearly $901 billion in compute and infrastructure commitments is not debt due tomorrow, but it shows how expensive staying at the frontier may become. Strategic investors are also suppliers, creating alignment — and circular-financing optics. I’d expect strong demand, but I wouldn’t chase a vertical debu

C. $94. I prefer to stay at the sidelines and observe the price action for a period before deciding whether to enter.

C. $94. I prefer at the sidelines and observe the price action for a period before deciding whether to enter.

🟢 C. 10% to 30% — A strong first-day rally

C. boom boom shake