← The Modern Market Showil y a 3 jours · 1 h 06 min

Anthropic's Revenue Raises Doubts Over Its IPO Valuation

Anthropic's Revenue Raises Doubts Over Its IPO Valuationil y a 3 jours1 h 06 min

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In this episode, we discuss Anthropic’s revenue and IPO valuation debate, the sell-off after hot CPI, and managing risk without giving back profits. ⁠00:00:00 Introduction ⁠00:01:22 Crypto Headlines and Web3 Roundup ⁠00:07:46 De-Risking During the Market Sell-Off ⁠00:12:13 Bullish Sentiment and the Next Buyer ⁠00:16:01 When Strong Earnings Stop Moving Prices ⁠00:20:46 AI Uncertainty and IPO Valuations ⁠00:28:18 Taking Profits and Pausing Before the Next Trade ⁠00:33:10 Anthropic Revenue and Adjusted Profit ⁠00:36:54 Hot CPI, Rate Expectations and Equities ⁠00:43:04 NEAR, Lighter and Altcoin Pullback Risks ⁠00:47:13 Altcoin Upside and Realistic Expectations ⁠00:52:15 The NEAR Short Thesis and Revenue ⁠00:55:26 Remaining Net Long While Reducing Risk ⁠00:58:34 Giving Back Profits and Managing Drawdowns ⁠01:02:49 Planning Re-Entries and the Privacy Narrative ⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. ⁠3 ways to join us: ⁠1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: <a href="https://whop.com/modernmarket/products/modernmarketcommunitymembership/">https://whop.com/modernmarket/products/modernmarketcommunitymembership/</a> ⁠2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): <a href="https://whop.com/modernmarket/products/modern-market-inner-circle-membership/">https://whop.com/modernmarket/products/modern-market-inner-circle-membership/</a> ⁠3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: <a href="https://sway.fun/ref/MM3000">https://sway.fun/ref/MM3000</a>