Anthropic launches Fable 5.2 before IPO, regaining its peak! @0xPickleCati warns that "AI agent positions" may be crushed by the $ANT IPO. 🔥 On @Polymarket, the probability of Anthropic’s IPO in November stands at 95%. @0xPickleCati’s main argument is that over the past three years, investors couldn’t access OpenAI or Anthropic directly, so capital flowed into AI-related sectors (chips, cloud, etc.). Once Anthropic successfully goes public, there will be no reason to continue holding substitute AI stocks. Watch these four developments: 1️⃣ The final $ANT IPO pricing 2️⃣ This week’s $CRWV earnings report (early Nov 11) 3️⃣ Whether CDS spreads are falling or continuing to rise 4️⃣ Whether chip stocks (e.g., $NVDA) and GPU rental stocks (e.g., $CRWV) move in tandem with $ANT or in the opposite direction
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