Anthropic must pull the IPO in few months. What do you play?

So many AI related IPOs are being pulled - Firmus, Softbank Energy.... There is now way Anthropic is able to place 100bn of equity when even junk bonds are puking on further AI funding. Given the market is still pricing in the IPO, what would be your proxy play if Anthropic cancels / delays the IPO?

10 comments held Reddit says 0 on reddit ↗

u/Regular_Objective914 1 18 hours ago

Anthropic #2
u/Shoganai_Hito 1 18 hours ago

always goog
u/Consistent_Whole6917 1 18 hours ago

Probs not a bad thing if they cancel - just hope revenues keep growing and try and prove this ain’t a bubble…..
u/Puzzleheaded_Put_584 1 18 hours ago

It’s a bubble.
u/Consistent_Whole6917 1 18 hours ago

We don’t know yet…
u/jbokwxguy 1 18 hours ago

There is nothing indicating this is not a bubble.
u/shugo7 1 18 hours ago

All the space stocks got fucked during the SpaceX IPO, I wonder if the same will happen with the Anthropic IPO https://preview.redd.it/xbs5lvm7gvuh1.jpe…
u/Relative-Parfait-385 1 18 hours ago

When skhy goes live , dram and mu got fked for a bit before recovered for the day.
u/Logical-Clerk-1571 1 18 hours ago

buy Anthropic, get some profit in day 1, sell
u/PresentationVivid120 1 18 hours ago

Zoom(Ticker: ZM) is a good proxy(cheaper than playing the other proxy AMZN), that's 1 possible reason the ZM stock has been goin up, besides their upcoming earnings