Source Post

ANTHROPIC IPO: Don't Buy Until You Watch This!

Sep 29, 2026

The creator discusses the potential IPO of Anthropic, highlighting its massive projected revenue and valuation, but also its significant net loss and high compute spend. They express strong reservations about investing at the IPO price due to valuation concerns and a lack of clear profitability path, but would consider trading it based on momentum. The creator also provides an update on their MicroStrategy (MSTR) short position, which they closed for a profit.

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MSTRBearishMedium ConvictionSignal-backedSecondary

The creator closed their short position on MicroStrategy (MSTR) for a $4,400 profit after a news event caused a market correction.

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