TraderS | 缺德道人
TraderS | 缺德道人|Nov 06, 2026 16:11
Fortunately, the three major US stock indices have already begun to recover. As for individual stocks, cyclical stocks like storage may need more time and positive catalysts to rebound back to their previous trading range. SPCX, on the other hand, hasn't fallen much. This suggests that Musk isn't under too much pressure, and SPCX's market capitalization is crucial to Anthropic's valuation, so it doesn't have the luxury of falling too much yet. All parties need to maintain its market capitalization at a high level; otherwise, Anthropic can't be valued at $1 trillion, right? They need to wait for the market to recover before starting the roadshow and IPO, and it should be valued at least $1.5 to $2 trillion.
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