Anthropic (Claude's parent) just filed for IPO on Nasdaq — ticker $ANT
H1 2026 rev: $16.3B
Net loss: $80.7B (mostly non-cash adjustments)
This is massive. AI infrastructure plays are officially entering public markets. If you thought the AI narrative was hot before, wait till retail gets access to $ANT.
The loss looks scary but it's accounting noise. What matters: revenue trajectory and whether they can compete with OpenAI/Google at scale.
AI trade is shifting from speculative memecoins to actual equity plays. Position accordingly.
H1 2026 rev: $16.3B
Net loss: $80.7B (mostly non-cash adjustments)
This is massive. AI infrastructure plays are officially entering public markets. If you thought the AI narrative was hot before, wait till retail gets access to $ANT.
The loss looks scary but it's accounting noise. What matters: revenue trajectory and whether they can compete with OpenAI/Google at scale.
AI trade is shifting from speculative memecoins to actual equity plays. Position accordingly.
