I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow.
Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks.
For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price.
@TigerStars @Tiger_comments @TigerClub
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