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roy

T2 · manager / operator

Roy contributes perspectives on IPO market dynamics, capital pool constraints, and strategic positioning of AI companies going public. He focuses on investor demand and market structure.

1 call·1 name·0% bull·last heard 3 months ago·20VC
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
1stlow conviction
$CBRSCerebras

Cerebras IPO maximally oversubscribed, priced at ceiling — thin investor pool for AI IPOs

Cerebras priced at highest possible without SEC refiling, showing intense but narrow demand; suggests OpenAI/SpaceX/Anthropic IPOs may compete for same limited capital pool.

20VC2026-05→

most discussed · click a bar to filter

1 total
$CBRS
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Cerebras
LOWroy·20VC·3 months ago
Cerebras IPO maximally oversubscribed, priced at ceiling — thin investor pool for AI IPOs
Cerebras priced at highest possible without SEC refiling, showing intense but narrow demand; suggests OpenAI/SpaceX/Anthropic IPOs may compete for same limited capital pool.
"Cereabus really was maximally oversubscribed... it priced to the exact highest thing you could do without refiling... it's still a relatively thin investor pool... this might be t…"
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