#anthropicrejectsipodelayvaluationinquestion
Anthropic's IPO: the price is moving faster than the paperwork š
Anthropic still plans to list on Nasdaq as "ANT", with pricing targeted for next week. But nothing is locked in.
What the sources show:
ā¢ Reuters: a filing sent to bankers listed ~867M shares at $70ā80 (up to $69.3B), then was retracted as "inaccurate." No corrected filing yet.
ā¢ Bloomberg: buyer talk slid from ~$2T in early Oct to $1.2ā1.3T, some even $1.1T, after the $2.5T Nasdaq selloff.
ā¢ WSJ: roadshow continues; debut eyed before Thanksgiving.
Where they differ: earlier WSJ reporting cited $1.5ā1.6T, Bloomberg's buyers sit lower. Treat every range as unconfirmed.
My take: the reported $26B placement from Google, Nvidia, Microsoft and others signals demand, but it's partly circular since backers are also suppliers. The real test is the refiled range versus $70.
Watch: the corrected S-1 and day-one trading.
Would you buy at $1.2T or wait? š
āNot financial adviceā
$ANTHROPIC
$NVDA
$BTC
#Anthropic #IPO #AIChipSlumpNasdaq
Anthropic's IPO: the price is moving faster than the paperwork š
Anthropic still plans to list on Nasdaq as "ANT", with pricing targeted for next week. But nothing is locked in.
What the sources show:
ā¢ Reuters: a filing sent to bankers listed ~867M shares at $70ā80 (up to $69.3B), then was retracted as "inaccurate." No corrected filing yet.
ā¢ Bloomberg: buyer talk slid from ~$2T in early Oct to $1.2ā1.3T, some even $1.1T, after the $2.5T Nasdaq selloff.
ā¢ WSJ: roadshow continues; debut eyed before Thanksgiving.
Where they differ: earlier WSJ reporting cited $1.5ā1.6T, Bloomberg's buyers sit lower. Treat every range as unconfirmed.
My take: the reported $26B placement from Google, Nvidia, Microsoft and others signals demand, but it's partly circular since backers are also suppliers. The real test is the refiled range versus $70.
Watch: the corrected S-1 and day-one trading.
Would you buy at $1.2T or wait? š
āNot financial adviceā
$ANTHROPIC
$NVDA
$BTC
#Anthropic #IPO #AIChipSlumpNasdaq
