The prevailing market concern was that Anthropic's IPO would drain already scarce liquidity. However, today's unexpected twist, fueled by rumors surrounding Nvidia's Jensen Huang, has shattered those expectations. Previously, the market valued Anthropic between $1.5 trillion and $2 trillion. But the market is unpredictable, and with most AI stocks currently experiencing significant declines, Anthropic's valuation has even been revised down to $1 trillion to $1.2 trillion. Normally, Nvidia's troubles would be considered a company-wide issue, but now it's a double whammy, further exacerbating a market already reeling from significant drops in storage, Google, and Intel stocks. Those who were poised to jump on the Anthropic bandwagon should now reconsider. Back then, with few undervalued options available, betting on an unknown future was a viable strategy. But now, with cheap stocks everywhere, chasing Anthropic is no longer a wise move. Those interested in getting on board with Anthropic should wait until the IPO stabilizes, especially after the sharp drop in SPCX in July that cleared out the speculative bubble. After all, missing out is much better than being stuck with losses. I'll be discussing Anthropic's IPO with a group of friends on OKX Planet tomorrow night. Feel free to tune in!