Options trader. My tweets are not investment advice.

Joined October 2010
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“They hid all their expenses via convertible notes redeemable at IPO. $108 billion worth.” Looking forward to IPO for a great short.
Yikes. Anthropic just pulled the exact accounting trick that companies did in 2000 bubble for IPO. They hid all their expenses via convertible notes redeemable at IPO. $108 billion worth. Dotcom firms often paid suppliers, ad agencies, lawyers and even landlords with stock or equity to save cash. AOL swapped shares for services and ads (e.g., Homestore, DrKoop). Telecom suppliers like Lucent, Cisco and Nortel used vendor financing, sometimes with equity or warrants, to drive equipment sales.
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DYOptions retweeted
$SPCX 328 million new shares will also unlock on Oct. 24
$SPCX - Two full trading days after the company reports its third-quarter earnings, 1.3 billion new shares will become eligible for sale (which is tomorrow) - 328 million new shares will also unlock on Oct. 24 -Yahoo Finance
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"Our core product may end humanity" One of a kind product!
Unpopular opinion, but if your IPO filing says your product might end humanity, maybe you shouldn't be allowed to operate.
Readers added context they thought people might want to know
The image attached to this post is fabricated and does not appear in Anthropic's actual S-1 filing with the SEC, which lists standard business and AI risks but contains no such statement about the "core product may end humanity." sec.gov/Archives/edgar… anthropic.com/news/s1-sec
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Ok Anthropic’s $108B line isn’t a cash expense, it’s a GAAP charge. But the dilution is very real: $6.2B in original notes convert into 1.84B shares which is ~11% dilution on IPO day!! That could jump up to 20% dilution if Amazon goes for the full equity cap. Good luck to for IPO buyers. $ANT $AMZN
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DYOptions retweeted
Need a market cheering for small caps not for IPOs
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Cheering for an Anthropic IPO today feels like cheering for $SPCX earnings last week. Probably just a one day rally IMHO.
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Revenue: $4.6 Billion Net Loss: $42 Billion IPO Valuation: $2 Trillion
🤝 Paid partnership
JUST IN: Anthropic reveals a staggering $42 BILLION net loss in 2025, compared to just $4.6 billion in revenue.
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"Our core product may end humanity" One of a kind product!
Unpopular opinion, but if your IPO filing says your product might end humanity, maybe you shouldn't be allowed to operate.
Readers added context they thought people might want to know
The image attached to this post is fabricated and does not appear in Anthropic's actual S-1 filing with the SEC, which lists standard business and AI risks but contains no such statement about the "core product may end humanity." sec.gov/Archives/edgar… anthropic.com/news/s1-sec
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$6.2b for 20% dilution. That’s a terrible deal. They much be desperate for cash.
Ok Anthropic’s $108B line isn’t a cash expense, it’s a GAAP charge. But the dilution is very real: $6.2B in original notes convert into 1.84B shares which is ~11% dilution on IPO day!! That could jump up to 20% dilution if Amazon goes for the full equity cap. Good luck to for IPO buyers. $ANT $AMZN
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Ok Anthropic’s $108B line isn’t a cash expense, it’s a GAAP charge. But the dilution is very real: $6.2B in original notes convert into 1.84B shares which is ~11% dilution on IPO day!! That could jump up to 20% dilution if Amazon goes for the full equity cap. Good luck to for IPO buyers. $ANT $AMZN
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DYOptions retweeted
In my humble opinion India’s decision to stop importing silver is what contributed in large part to the downward price action. Now that their back importing this bodes well for future price.
🚨BREAKING HUGE: INDIA AUTHORIZES IMPORTS OF UP TO 209 MILLION OUNCES OF SILVER OVER THE NEXT 6 MONTHS⚠️ 👀 🇮🇳While silver prices endure a BRUTAL BEATDOWN, Indian authorities just quietly authorized imports of 6,500 metric tons of silver over the next 6 months- a full 1/4 of GLOBAL silver production‼️ 🏦The bullion banks just collectively shuddered...
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“They hid all their expenses via convertible notes redeemable at IPO. $108 billion worth.” Looking forward to IPO for a great short.
Yikes. Anthropic just pulled the exact accounting trick that companies did in 2000 bubble for IPO. They hid all their expenses via convertible notes redeemable at IPO. $108 billion worth. Dotcom firms often paid suppliers, ad agencies, lawyers and even landlords with stock or equity to save cash. AOL swapped shares for services and ads (e.g., Homestore, DrKoop). Telecom suppliers like Lucent, Cisco and Nortel used vendor financing, sometimes with equity or warrants, to drive equipment sales.
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Need a market cheering for small caps not for IPOs
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Cheering for an Anthropic IPO today feels like cheering for $SPCX earnings last week. Probably just a one day rally IMHO.
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DYOptions retweeted
DoorDash in Advanced Talks to Buy Instacart, Sources Say DoorDash Deal for Instacart Could Be Finalized as Soon as This Week, Sources Say
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JUST IN: Gadi Eisenkot, Israeli opposition candidate with huge chance of wining the elections says Iran didn’t have nuclear weapons “Netanyahu is delusional, he knew Iran did not have nuclear weapons”
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DYOptions retweeted
The most evil thing about this s-1 is how much accounting wizardry they did to trick retail. They have $250B in spending commitments off the balance sheet and all their revenue is from api spend that can go away overnight with comparable competitors at 1/33rd the price
okay so Anthropic S-1: - Revenue up 1,300% YOY in 1H 2026 - GAAP operating profitable - 85% gross margin - 900% revenue retention - 80% of revenue coming from models released in the last 6 months we are so back!
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SAUDI ARABIA REPORTEDLY OFFERS HOUTHIS $1 BLN IN IRAN-BROKERED DEAL TO HALT ATTACKS – ISRAEL HAYOM
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