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u/BoatDrinks73

2 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SKMr/wallstreetbetsDiscussionbullish
u/BoatDrinks73 · 4d ago1 prior · awaiting results
“I also own SKM, Amazon and Zoom, though Amazon for reasons unrelated to Anthropic.”

One Week Left - What is the Best Way to Get into Anthropic Pre-IPo

SKM is a pre-IPO proxy for Anthropic exposure with a small float and potential to benefit from displaced retail demand for Anthropic shares ahead of its S1 disclosure.

At post $37.76Now $38.70+2.5% since postedas of Sep 4, 4:30 PM ET
original post →
$DXYZr/wallstreetbetsDiscussionbullish
u/BoatDrinks73 · 4d ago1 prior · awaiting results
“I also own SKM, Amazon and Zoom, though Amazon for reasons unrelated to Anthropic.”

One Week Left - What is the Best Way to Get into Anthropic Pre-IPo

DXYZ trades below NAV with 15% exposure to Anthropic pre-IPO; value should double or triple once Anthropic's valuation is disclosed. Small 30M share float and retail demand displaced from direct Anthropic offerings should push it to a premium and drive significant upside.

At post $31.60Now $32.70+3.5% since postedas of Sep 4, 4:30 PM ET
original post →

End of results.