ANTHROPIC Anthropic PBC Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:59
Oct 17
Oct 17
All-In Podcast
Own OpenAI, Anthropic as defensive AI hedges
OpenAI and Anthropic sell intelligence broadly and threaten almost every company, so owning them is a defensive hedge as they capture the lion's share of AI value; IPO demand should be strong despite valuation debate. The speaker's firm is long both, with more stock in OpenAI.
16:26
Oct 13
Oct 13
CNBC
Anthropic IPO expected to do well
Asked how Anthropic's IPO, likely in November, will trade, Paul Tudor Jones says he thinks Anthropic will do well. He adds that much of OpenAI's outcome will depend on how Anthropic does.
16:56
Oct 12
Oct 12
All-In Podcast
Would buy Anthropic today
Asked directly whether he would go out today and buy OpenAI and Anthropic, he answered yes. He gave no Anthropic-specific reasoning and elsewhere strongly criticized Dario Amodei's fear-mongering.
About ANTHROPIC Investor Commentary
Across the available history and selected sources, Buzzberg tracks ANTHROPIC (Anthropic PBC) across 44 sources: 61 bullish vs 0 bearish calls from 183 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 248 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 6 other directions. Latest voices: Ben Horowitz, Paul Tudor Jones, Martin Shkreli.