Wayne Liang(@wliang):Anthropic is targeting a mid-November IPO. With how mega-IPOs went this year ( $SPCX, $SKHY, Unitree ), I think it's reasonable to be worried... 😅 But the difference is, the entire AI stack has already been heavily sold off... the de-risking has been happening for a while now. So $ANT IPO might actually mark the bottom? I don't see neoclouds like $NBIS, $IREN, $CIFR, etc. going much lower... Same goes for photonics like $AAOI and $AXTI.

Wayne Liang

@wliang

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参加 April 2022

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Wayne Liang@wliang

2026.10.26 14:30

Anthropic is targeting a mid-November IPO. With how mega-IPOs went this year ( $SPCX, $SKHY, Unitree ), I think it's reasonable to be worried... 😅 But the difference is, the entire AI stack has already been heavily sold off... the de-risking has been happening for a while now. So $ANT IPO might actually mark the bottom? I don't see neoclouds like $NBIS, $IREN, $CIFR, etc. going much lower... Same goes for photonics like $AAOI and $AXTI.