$NEAR$GOOGL This rumor about “Anthropic’s IPO in the next few weeks” is like throwing a glowing iron ingot into the still pond of Wall Street—water hasn’t boiled yet, but the frogs by the shore are already getting restless. Market sentiment is shifting from “the AI narrative is already priced in” to “AI assets need to be accumulated,” with fear and FOMO heating up at the same time: institutions worry they’ll miss the next OpenAI-caliber target, while retail investors can smell risk appetite seeping over in the sideways action of BTC at $76,490 (+0.94%). Note that Nasdaq futures are still slightly up after a hawkish Fed; AMD and Bloom Energy have been flagged as “buy points.” GE Vernova went on a tear on Wednesday—this is the classic “rates are weighing down the market, but tech/energy stories won’t die” kind of split structure. If Anthropic really files within the next few weeks, with $GOOGL as the largest external shareholder, its valuation may be re-rated as what was once a “cloud + model” dual engine turns into a “holding-platform.” The sentiment inflection isn’t a top yet—it’s accelerating from “doubting” toward “we have to own it.” The AI position you’re holding—are you ready to catch the thrown knife, or wait and chase on IPO day?