KawzInvests(@KawzInvests):How many hyped IPOs have burned retail in the past couple years? $CRWV. $CBRS. $BLSH. $FIG. Even $SPCX got hammered after the initial hype. Now Nscale reportedly wants ~$30B, but $MSFT has pulled out of a UK data center deal and some investors are pushing for $16–19B. I wouldn’t be surprised if this IPO gets delayed. Last week, Reuters reported some Anthropic investors were discussing a valuation closer to ~$1.5T, versus earlier expectations of ~$2T. Retail shouldn't have to bet on five years of perfect execution just to earn a decent return. Leave something on the table.

2026.10.19 15:06

How many hyped IPOs have burned retail in the past couple years? $CRWV. $CBRS. $BLSH. $FIG. Even $SPCX got hammered after the initial hype. Now Nscale reportedly wants ~$30B, but $MSFT has pulled out of a UK data center deal and some investors are pushing for $16–19B. I wouldn’t be surprised if this IPO gets delayed. Last week, Reuters reported some Anthropic investors were discussing a valuation closer to ~$1.5T, versus earlier expectations of ~$2T. Retail shouldn't have to bet on five years of perfect execution just to earn a decent return. Leave something on the table.