• LanceljxLanceljx
      ·11:53
      $Anthropic(ANT)$ | Blockbuster IPO or AI Bubble? 🐯 Anthropic plans to list on Nasdaq around November 19, targeting $70–$78 per share. Its IPO could raise US$64.4B, alongside US$26B in private investments from Google, Nvidia and other technology giants. Revenue surged to US$33.2B in the first nine months of 2026, but the company faces US$900.9B in future infrastructure commitments and a Q3 operating loss of US$567M. Bulls highlight Claude's enterprise adoption and explosive growth. Bears question the US$1.4T fully diluted valuation, enormous computing costs and circular investment relationships. My take: I choose B (0–10% gain), assuming a US$78 IPO price, with a predicted closing price of US$84. Strong demand could fuel the debut, but I would avoid chasing an opening surge. Profitability
      7Comment
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    • RASingRASing
      ·07:17
      C. A strong rally. Contrary to many IPOs, ANT started its revenue stream strongly and it serves enterprises unlike Open AI. So businesses and investing communities understand the differentiation.
      18Comment
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    • Mel QingruMel Qingru
      ·06:10
      B, $78
      24Comment
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    • IT IS WHAT IT ISIT IS WHAT IT IS
      ·03:56
      $Anthropic(ANT)$ 1. Day 1 Prediction & Closing Price Estimate I will Most Likely Pick: B (0% to 10% — A modest debut) or C (10% to 30% — A strong first-day rally). • Estimated Closing Price: $82.00 – $86.00 (assuming the IPO prices at the top of its range at $78.00). Why this range makes sense: • Strong Oversubscription: According to Quartz, Anthropic's roadshow order book is already multiple times oversubscribed, supported by a massive $26 billion private placement from tech giants like Nvidia, Google, and Microsoft. • Valuation Discount: Reports from The Wall Street Journal note that Anthropic trimmed its valuation. 2. Trading Strategy: Chasing vs. Buying the Dip Mega-cap IPOs are notoriously volatile in their first 60 days of trading. •
      63Comment
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    • TimothyXTimothyX
      ·02:51
      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. $Anthropic(ANT)$
      35Comment
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    • Star in the SkyStar in the Sky
      ·02:06
      A: Below IPO Price — ANT closes below its final offering price.
      145Comment
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    • Gu Fu PoGu Fu Po
      ·01:27
      My pick is C – a 10–30% first-day gain, but I wouldn’t rule out a bigger opening spike. The market may reward ANT’s growth story, but IPO enthusiasm and sustainable valuation are two very different things. The real test is whether institutional demand supports the price once the initial excitement fades. Personally, I wouldn’t chase a Day 1 surge. I’d rather let the initial volatility settle and look for an entry based on fundamentals, valuation and execution. My prediction: +18% on Day 1. 🚀 The biggest opportunity might not be getting in first, but getting in at the right price.
      89Comment
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    • 苏36苏36
      ·00:45
      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
      68Comment
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    • DacaiDacai
      ·00:26
      C. $94. I prefer to stay at the sidelines and observe the price action for a period before deciding whether to enter.
      95Comment
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    • DacaiDacai
      ·00:26
      C. $94. I prefer at the sidelines and observe the price action for a period before deciding whether to enter.
      176Comment
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    • PoorOldManPoorOldMan
      ·00:11
      🟢 C. 10% to 30% — A strong first-day rally
      104Comment
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    • highhandhighhand
      ·11-11 21:28
      C. boom boom shake
      117Comment
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    • TigerEventsTigerEvents
      ·11-11 20:02

      [Events] Anthropic IPO: First-Day Rally or Flop?

      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
      16.79K13
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      [Events] Anthropic IPO: First-Day Rally or Flop?
    • TigerEventsTigerEvents
      ·11-11 20:02

      [Events] Anthropic IPO: First-Day Rally or Flop?

      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
      16.79K13
      Report
      [Events] Anthropic IPO: First-Day Rally or Flop?
    • LanceljxLanceljx
      ·11:53
      $Anthropic(ANT)$ | Blockbuster IPO or AI Bubble? 🐯 Anthropic plans to list on Nasdaq around November 19, targeting $70–$78 per share. Its IPO could raise US$64.4B, alongside US$26B in private investments from Google, Nvidia and other technology giants. Revenue surged to US$33.2B in the first nine months of 2026, but the company faces US$900.9B in future infrastructure commitments and a Q3 operating loss of US$567M. Bulls highlight Claude's enterprise adoption and explosive growth. Bears question the US$1.4T fully diluted valuation, enormous computing costs and circular investment relationships. My take: I choose B (0–10% gain), assuming a US$78 IPO price, with a predicted closing price of US$84. Strong demand could fuel the debut, but I would avoid chasing an opening surge. Profitability
      7Comment
      Report
    • IT IS WHAT IT ISIT IS WHAT IT IS
      ·03:56
      $Anthropic(ANT)$ 1. Day 1 Prediction & Closing Price Estimate I will Most Likely Pick: B (0% to 10% — A modest debut) or C (10% to 30% — A strong first-day rally). • Estimated Closing Price: $82.00 – $86.00 (assuming the IPO prices at the top of its range at $78.00). Why this range makes sense: • Strong Oversubscription: According to Quartz, Anthropic's roadshow order book is already multiple times oversubscribed, supported by a massive $26 billion private placement from tech giants like Nvidia, Google, and Microsoft. • Valuation Discount: Reports from The Wall Street Journal note that Anthropic trimmed its valuation. 2. Trading Strategy: Chasing vs. Buying the Dip Mega-cap IPOs are notoriously volatile in their first 60 days of trading. •
      63Comment
      Report
    • 苏36苏36
      ·00:45
      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
      68Comment
      Report
    • RASingRASing
      ·07:17
      C. A strong rally. Contrary to many IPOs, ANT started its revenue stream strongly and it serves enterprises unlike Open AI. So businesses and investing communities understand the differentiation.
      18Comment
      Report
    • Gu Fu PoGu Fu Po
      ·01:27
      My pick is C – a 10–30% first-day gain, but I wouldn’t rule out a bigger opening spike. The market may reward ANT’s growth story, but IPO enthusiasm and sustainable valuation are two very different things. The real test is whether institutional demand supports the price once the initial excitement fades. Personally, I wouldn’t chase a Day 1 surge. I’d rather let the initial volatility settle and look for an entry based on fundamentals, valuation and execution. My prediction: +18% on Day 1. 🚀 The biggest opportunity might not be getting in first, but getting in at the right price.
      89Comment
      Report
    • TimothyXTimothyX
      ·02:51
      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. $Anthropic(ANT)$
      35Comment
      Report
    • Mel QingruMel Qingru
      ·06:10
      B, $78
      24Comment
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    • Star in the SkyStar in the Sky
      ·02:06
      A: Below IPO Price — ANT closes below its final offering price.
      145Comment
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    • DacaiDacai
      ·00:26
      C. $94. I prefer to stay at the sidelines and observe the price action for a period before deciding whether to enter.
      95Comment
      Report
    • DacaiDacai
      ·00:26
      C. $94. I prefer at the sidelines and observe the price action for a period before deciding whether to enter.
      176Comment
      Report
    • PoorOldManPoorOldMan
      ·00:11
      🟢 C. 10% to 30% — A strong first-day rally
      104Comment
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    • highhandhighhand
      ·11-11 21:28
      C. boom boom shake
      117Comment
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