Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
Nonconsensus says Anthropic's IPO expectations have collapsed after peaking north of $2 trillion.
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Substack - Nonconsensus
Nonconsensus says Anthropic's IPO expectations have collapsed
Nonconsensus says Anthropic's IPO expectations have collapsed after peaking north of $2 trillion in expected market value, as growth and profitability measures continue to disappoint.
The author says this risks a more full-scale re-rating of the AI mania critical to keeping the economy going.
Watch Response to the Anthropic IPO roadshow.
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Substack - QTR’s Fringe Finance
QTR's Fringe Finance says to watch crypto for the next black swan
QTR points to the unexpected Nvidia and Jensen Huang news, says the ultimate fallout is still an open question, and says crypto is where to watch next.
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