ORCU

In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation.

If you’re not familiar, $Oracle(ORCL.US) is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs.

Anthropic IPO is also expected, with investors expecting $2T valuation, eclipsing $SpaceX(SPCX.US) per FT.

Yeah… idk about Anthropic valuations. Jim Cramer defending that valuation is never a good sign.

On a side note, Opus 5 is probably the worst consumer LLM I’ve used to date, it’s like a 5 IQ LLM operating off terrible data retrieval. With a Fable-like God complex on top.

Enterprise is probably having a better time though.

Unitree IPO is also expected this month and priced it at a $9B valuation. Which is a positive tailwind for Unitree for the humanoid sectors.

Not really an AI name but SHEIN is going public as soon as the 19th this month.

Go ask any girl you know and they’re probably familiar with this platform.