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anthony

T2 · manager / operator

Covers IPO market, investment banks, and private company financings for Bloomberg.

4 calls·4 names·25% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OPENAIOpenAI

OpenAI delays IPO to 2027, conceding first-mover advantage to Anthropic

OpenAI filed confidentially but is in no rush to go public, willing to let Anthropic set valuation benchmarks first; market volatility gives cover to delay, but signals potential concerns about sustaining premium valuation.

Bloomberg Tech2026-06→
2ndmedium conviction
$GSGoldman Sachs

Goldman Sachs shares drop on OpenAI IPO delay — knee-jerk reaction to lost fee momentum

Same as Morgan Stanley — co-lead on mega AI IPOs, stock reaction reflects fee timing concerns not franchise damage.

Bloomberg Tech2026-06→
3rdmedium conviction
$MSMorgan Stanley

Morgan Stanley and Goldman Sachs shares drop on OpenAI IPO delay — knee-jerk reaction to lost fee momentum

Banks lead on SpaceX, Anthropic, OpenAI IPOs; today's selloff reflects sentiment around delayed fee pipeline, not fundamental credit issues — equity capital markets fees still strong for the year.

Bloomberg Tech2026-06→

most discussed · click a bar to filter

recurring themes

4 total
$GS
···
Goldman Sachs
MEDanthony·Bloomberg Tech·2 months ago
Goldman Sachs shares drop on OpenAI IPO delay — knee-jerk reaction to lost fee momentum
Same as Morgan Stanley — co-lead on mega AI IPOs, stock reaction reflects fee timing concerns not franchise damage.
"WE ARE ALSO SHOWING SHARES OF MORGAN STANLEY AND GOLDMAN SACHS DOWN PRETTY SIGNIFICANTLY IN THIS U.S. TRADING SESSION."
26:40
$OPENAI
OpenAI
HIGHanthony·Bloomberg Tech·2 months ago
OpenAI delays IPO to 2027, conceding first-mover advantage to Anthropic
OpenAI filed confidentially but is in no rush to go public, willing to let Anthropic set valuation benchmarks first; market volatility gives cover to delay, but signals potential concerns about sustaining premium valuation.
"WHEN YOU LOOK AT THE EXPECTATIONS AROUND OPENAI, IT SEEMS LIKE THEY ARE WILLING TO CONCEDE TO ANTHROPIC GOING FIRST. THAT MEANS SETTING THE TONE AND VALUATION EXPECTATIONS. THE BI…"
2:00
$MS
···
Morgan Stanley
MEDanthony·Bloomberg Tech·2 months ago
Morgan Stanley and Goldman Sachs shares drop on OpenAI IPO delay — knee-jerk reaction to lost fee momentum
Banks lead on SpaceX, Anthropic, OpenAI IPOs; today's selloff reflects sentiment around delayed fee pipeline, not fundamental credit issues — equity capital markets fees still strong for the year.
"WE ARE ALSO SHOWING SHARES OF MORGAN STANLEY AND GOLDMAN SACHS DOWN PRETTY SIGNIFICANTLY IN THIS U.S. TRADING SESSION. WHY WOULD THOSE BANKS IN PARTICULAR BE LOWERED? ... THIS IS…"
26:40
$ANTHROPIC
Anthropic
MEDanthony·Bloomberg Tech·2 months ago
Anthropic seen ahead of OpenAI on valuation, revenue growth and free cash flow trajectory
Anthropic appears to be leading the AI IPO race with stronger fundamentals — better valuation discipline, faster revenue growth, and a clearer path to free cash flow — which pressures OpenAI to accelerate despite market conditions.
"I THINK THEY SEEM TO BE AHEAD OF OPENAI TERMS OF VALUATION, REVENUE GROWTH, THE ABILITY TO GENERATE FREE CASH FLOW OVER THE NEXT YEARS. IN THAT SENSE ANTHROPIC SEEMS TO BE AHEAD O…"
25:40