Post

If $ANTHROPIC really surges to 2 trillion, those hundred-bagger stocks will have to step aside Just took a quick look at the market, everything else is sideways, but $ANTHROPIC keeps pushing up, almost touching 192. This company's IPO valuation points directly to 2 trillion dollars, with fundraising possibly exceeding 100 billion, directly crushing the record set by SpaceX. You might think 2 trillion sounds ridiculous, but look at the neighboring $UNITREE Yushu Technology, which opened at 1100 yuan on its first day on the A-share market, with a market cap once hitting 444.9 billion. And this company’s full-year revenue for 2025 is only about 1.7 billion, with net profit excluding non-recurring items less than 600 million. 1.7 billion in revenue supporting a 440 billion market cap, applied to Anthropic means 65 billion annualized revenue corresponding to a 2 trillion valuation, with a price-to-sales ratio of about 30 times. Compared this way, it doesn’t seem so exaggerated. On one side is AI large models generating real revenue with real money, on the other side are robots still dancing in the lab. The capital market’s pricing logic has long stopped looking at "how much is earned now" and instead bets on "how big it can grow in the future." This is why companies like Yushu can reach over 400 billion, and Anthropic can be pushed to 2 trillion. We’ll know when the prospectus comes out whether it’s really worth that price. #宇树科技科创板首日开盘暴涨629%，高估值如何兑现？ #Anthropic拟8月底公开IPO文件，募资或追平SpaceX ——$ANTHROPIC