Aug 28
AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell
perspective
AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell
archived thesis
status closed scan-mentioned tickers 4 events 17 latest
The Thread
The thesis as it unfolds — by source type (the symbol grid above is the current state).
Recent Shifts
4 Aug 27
Aug 14
Jul 22
Calendar & Lifecycle
13 Sep 6
Sep 4
IPO Newsroom - Nscale now touts $103B in contracted revenue ahead of its IPO
IPO Newsroom - Nscale now touts $103B in contracted revenue ahead of its IPO
Anthropic could be public within weeks — prospectus after Labor Day, secondary sales included
Anthropic could be public within weeks — prospectus after Labor Day, secondary sales included
IPO Newsroom — Anthropic bankers floated a $100B+ raise at a $2T valuation, per NYT (early discussions)
IPO Newsroom — Anthropic bankers floated a $100B+ raise at a $2T valuation, per NYT (early discussions)
Aug 22
Anthropic's pre-IPO credit facility is set to top its $10B target — lead banks asked for ~$1.25B each
Anthropic's pre-IPO credit facility is set to top its $10B target — lead banks asked for ~$1.25B each
Aug 13
Aug 8
Jul 31
Jul 28
u/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price
u/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price
Jul 25