Neostellar’s principal: The only thing that matters now is the Anthropic IPO | Market Hang
Willy Lee, Principal at Neostellar, tells Turney Duff that Nvidia’s report is close to priced and that the only thing that still matters this year is whether Anthropic lists. Anna Rathbun, Founder and CEO of Grenadilla Advisory, thinks somebody picked the date and that shrinking multiples make it hard to go out now. Shay Boloor, Chief Market Strategist at Futurum, on what happens to a listing that breaks its issue price. Then Lee explains why the analogy everyone reaches for has flipped, and where the second leg of AI revenue has to come from before any of this gets repriced.
Featuring
Willy Lee, Principal at Neostellar
Kevin Mahn, Chief Investment Officer at Hennion & Walsh
Anna Rathbun, Founder and CEO of Grenadilla Advisory
Shay Boloor, Chief Market Strategist at Futurum
Turney Duff, host and author of “The Buy Side”
Watch the full episode: https://www.youtube.com/watch?v=0xVQUL9uKeQ
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance.
Timestamps
0:00 Willy Lee: The only thing that matters now is the IPO
1:04 The numbers are the numbers, the value is a view
2:30 Is there a chance it delays
3:34 Anna Rathbun: Somebody must have picked the date
4:46 What happens to a stock that breaks its issue price
5:50 Turney Duff: They are bigger than the market
7:10 Coke, Pepsi, and why the analogy flipped
8:12 The cheaper model, and the revenue that has not arrived
#AnthropicIPO #OpenAI #AIStocks #MarketHang #YahooFinance
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