UNICORN⚡️🦄|11月 10, 2026 09:24
Anthropic, in four months, went from 2 trillion to 1.1 trillion.
Institutions are now estimating the offering price at $70 to $80 per share. With a pre-market price of $100, this represents a 70% to 80% discount.
Why is it so much cheaper?
Frankly, we have to thank the bursting of the AI bubble.
Nvidia fell from $243 to $178, a 27% drop. The AI correction, coupled with Nvidia's own issues, drove the price down to this level.
The entire AI sector's sentiment shifted from greed to fear.
Institutions dared not offer a price, forcing issuers to push it down, resulting in this $70 to $80.
At this price, it's already halved from its peak, making this 20% to 30% discount even more attractive.
Whether the cost is right is for you to assess.
And look at its own performance:
Q3 revenue reached $17 billion, 11 times more than the same period last year. The first nine months saw $33.2 billion in revenue, with a gross profit... 85%
Interestingly, Google, Nvidia, AMD, Broadcom, Micron, Microsoft, and TSMC—these seven companies bought $26 billion worth of shares at the offering price.
Is it expensive?
With an annual revenue of $68 billion, based on a market capitalization of $1.2 trillion, that's roughly 17 times earnings. OpenAI also has a 17 times earnings.
Bitget's public offering opens this afternoon at 4 PM.
The subscription price is the same as ANT's US stock offering; the final price will be set accordingly. The current price of $70 to $80 is just an estimate and may be adjusted upwards.
The maximum investment per person is $25,000, with a 5% underwriting fee.
rANT will arrive on November 18th. Money not invested will accrue interest, up to 10%. US stock listings will take place on the 19th and 20th.
https://www.bitget.cloud/zh-CN/spotlight/ipo-prime
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