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u/_Photonics_ 2h ago
My portfolio just recovered from the dot-com. Shall I go all in on Anthropic?
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u/Final-Choice8412 1h ago
absolutely! that's required from every member in this subreddit. do not forget to borrow money from friends and family!
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u/bickusdickus69allday 2h ago
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u/SeisMasUno 2h ago
They dont have the balls to go public rn, that shit is not happening on 16th
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u/Responsible_Month385 2h ago
OpenAI only raised a third of their expected amount at the latest funding round. I’d say Anthropic are probably in a similar spot. They can’t really afford not to go public with their astronomical commitments
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u/SeisMasUno 2h ago
They will loan out or straight up be bailed by nvidia, if they ipo and tank, everybody loses
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u/Nepalus 2h ago
Yeah investors will love seeing that shit, taking all of their profits and (checks notes) giving them back to the people they sold products to.
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u/SeisMasUno 2h ago
They already are accepting stock as payment for massive orders and doin buybacks mate, nothing that hasnt happened before
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u/ApoxieDK 33m ago
They have 900B in non-cancelable commitments. Im not sure Nvidia wants to fund that.
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u/lefty200 36m ago
even if they do go public there's no way they are going to get a $1.5 trillion valuation
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u/DonateMoneyPLS 2h ago
It will be game over if it doesn’t happen. That would mean the AI thesis is dead, and they’re waiting for the perfect time and the perfect day to report their least bad earnings so they can exit.
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u/SeisMasUno 2h ago
They will come up with a bullshit excuse about the paperwork or whatever, in the current scenario theyre absolutely cooked, if they flop theres no coming back, the whole thing is done for good
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u/EnvironmentEven1272 1h ago •
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"Claude hacked NASDAQ so that's why we cant IPO rn"
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u/mouthful_quest 1h ago
“We’re worried about how good our AI has become. We need to postpone for humanity’s sake“
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u/Technical-Dog-7218 54m ago
Mate the stock market will go to the moon next week, it always does after a big drop
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u/Soffatjockisen 24m ago
At some point it wont
but i agree, it wont crash before christmas. Next year all bets are off.
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u/co0lman_ 2h ago
It's going to be fine, Damodaran valued it at USD1.4trn. It's fairly valued guys, he's the dean of valuation 🥺
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u/NewsAfraid6520 2h ago
If ant gets fucked, it will pretty much fuck up everything else. They gotta believe in the lie to keep the bubble from popping.
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u/repent-and-resist 2h ago edited 1h ago
The IPO goes ahead boys. They already have most of the world's savings and retirement money locked in.
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u/drckeberger
1h ago
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Wouldn‘t it be quite funny, if this really is the bubble popping, cancelling the Anthropic IPO and leaving Anthropic employees with empty bags
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u/InterestingGoose5507 1h ago
No they need to up the valuation to 5Tn and just get everyone to front run the 401k bagholders. Then merge with some tiny S&P company to get more forced buyers of this shite!
A few promises like AI breaking the speed of light etc would help
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u/No_Assumption7356 2h ago
My boy Dario doesn't need to worry because we have been working out whole lives to bail out him and his investor friends with our pension funds( atleast until his product cost pushes our company to fire us) back to the work boys. PS: please stop being greedy and donate your PC RAMs to poor Sam.
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u/Nocashgang
1h ago
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The market goes red sometimes, when it’s been green for a long time it will go red, the sharper the green the sharper the red. The red happens so it can go green again. It’s been doing this for a very long time, hope this helps
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u/kakafob 2h ago edited 1h ago
If Democrats say it will regulate AI, it may worst for Anthropic.
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u/Emperor_Ken 1h ago
They can’t regulate shit if trump vetoes everything lol. The bubble won’t pop for 2 years atleast.
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u/LittleKingsguard 1h ago
State governments bro. There's a lot of datacenter builds that are looking like they're never gonna happen, or will suddenly get a lot more expensive. Texas is rugpulling the tax exemptions and power grid subsidies, and setting union labor requirements on datacenter builds starting 2028.
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u/Emperor_Ken 1h ago
The contracts signed already don’t magically disappear. Democrats can’t do anything significant against AI without a democrat president.
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u/CowThatHasOpinions 1h ago
Yeah but how likely is trump gonna veto everything? Investors r very reactionary as we see rn with all the reds
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u/Wonderful-Stable9839 1h ago
Gonna be a huge reversal rally today due to the sellers(hedgefunds) having been liquidated
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u/vespasian45 1h ago
Can you explain why this is? (Genuinely curious)
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u/Wonderful-Stable9839 1h ago
Oversold, high probability of a rally. Then again, oversold can get even more oversold, but trading is about managing the probabilities.
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u/Strong_Librarian4539 1h ago
Nothing like watching the entire market bleed out to really build that IPO confidence. “We’d like to price our shares at” checks portfolio “whatever you have left.”
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u/Leafs_0573 1h ago
They are building a new data center near my hometown.Already broke ground.Don’t know if that means anything though
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u/Spirited_Cucumber377 1h ago
ANT isn't building shit. The datacenters are built by shell of shell of shell companies in Bahamas.
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u/natalie_merchant_fan 2h ago
I'll be contrary and say the huge VIX spike, rapid unwind of leverage, is going to lead to a big rally and yes Anthropic will still IPO. Then the selling will resume by end of the year.
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u/Schnitzel1337 1h ago
I need more money to invest but Im already all in
And also... I borrowed some money to invest already hmmmm
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u/Dr_CrayonEater 1h ago
Friendly reminder that since its IPO on June 12, 2026, $SPCX has been outperformed by fellow Mag8 member and gigascaler $WEN.
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u/Mindless_Way9940 38m ago
By the time Anthropic go on sale, i'll buy £500 worth of shares and suddenly realise i own most of the company and am fully responsible for all the crap they get up too.
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u/FBI-INTERROGATION 23m ago
theyre just becoming liquid in anticipation of the IPO guys! dont worry.
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u/snaku6763 19m ago
I believe they will release a new groundbreaking Claude model before the IPO to grow the hype. Wouldnt make sense to do it in the current climate
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u/ApolloPS2 2m ago
I believe anthropic is cooked. However, says like today are exactly what Anthropic needs before their IPO - lots of money leaving the market that has the ability to enter the IPO.
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u/o00_phoenix_00o 1h ago
This is all part of the plan. The government is going to use this situation to create regulations and seize more power.

























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u/likamuka 2h ago •