Options trader. My tweets are not investment advice.

Joined October 2010
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DYOptions retweeted
“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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Replying to @LiWardoggy
I’d go with energy names and some defensive ones mostly in consumer staples.
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DYOptions retweeted
"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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Replying to @bugimane
🤝
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Replying to @LiWardoggy
No kidding lol
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DYOptions retweeted
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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Replying to @bugimane
This company and its IPO are covered in red flags. Traders trade both ways.
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Replying to @dl_orangerie
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
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
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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Replying to @nicc511
Iran war escalation probably
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Replying to @bubdrz
Terrible
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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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