Apr. 15 at 6:41 AM
$DXYZ : Anthropic just received
$800B VC offers while running at
$30B ARR, SpaceX IPO targets
$2T in June.
Book NAV is frozen at Dec 2025 valuations: SpaceX carried at ~
$350B, Anthropic at
$380B. Update both to today's reality (SpaceX filed for
$2T IPO, Anthropic
$800B VC offers) and real NAV is already ~
$50. The stock trades at 30. Q1 2026 report drops in weeks — when the official number prints
$40-55, the market will have to recognize.
$PLTR $VCX $NVDA $HOOD