🚨 Anthropic just filed to go public, and chip stocks ripped.
The S-1 shows H1 2026 revenue of $16.3B vs $1.2B a year ago (+1,300%). Operating loss narrowed to -$0.7B. Compute & infrastructure ate $8.9B, 55% of revenue. Ticker: ANT on Nasdaq.
Semis rallied on the filing: SOXX +3%, $NVDA +2.6%, $MU +4% intraday.
🟢 Bull case: fastest revenue ramp in software history, operating losses shrinking fast, and every dollar of compute is revenue for chips and cloud.
🔴 Bear case: headline net loss of -$80.7B (mostly non-cash), heavy dependence on cloud compute deals, and the S-1 itself warns growth will slow.
Big Tech capex guides land this week ($MSFT, $GOOGL Wed; $AMZN Thu). Would you buy the ANT IPO day one, or wait? 👇
$NVDA $MU $AVGO $AMD $SPX500 $NSDQ100 $TSLA $AAPL $MSFT $AMZN $META $GOOG $BTC
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