
NorthShoreTrading
4.1K posts

NorthShoreTrading
@NorthShoreTrade
-Full time, home based equities trader since 1998. -Sell side equity research analyst @ NYC investment bank 1990's -All opinions not financial advice.









The Anthropic mini IPO is unfolding and you already missed a 15x return The stock is named VCX by Fundrise and just went up 1,500% in 5 days on the NYSE It’s a fund holding: - Anthropic = 21% - OpenAI = 10% - SpaceX = 5% - Databricks = 18% - Anduril = 7% $VCX has a NAV of $19 per share. This morning it just traded at $312. That means the market is valuing a $650 million fund at $5.4 billion 🤯 Investors are paying an 8x premium just to touch these companies. Why? Because the most important companies being built right now refuse to go public. And people are so desperate for exposure that they will pay almost anything to get it. The private markets are sitting on trillions in value that public investors have been locked out of and this stampede tells you everything about how much hype there will be around these IPOs. I hope this speeds things up



$VCX is nearly up 1,000% in 5 days, trading at 24x NAV. That tells you how bad the FOMO is for private names like Anthropic, OpenAI, and SpaceX.


SpaceX aims to file a prospectus for an initial public offering as soon as this week, the Information reported, kicking off one of the year’s most-anticipated market debuts. bloomberg.com/news/articles/…









$BRTX announces new, blinded data on ~45 patients from its Phase 2 trial evaluating hypoxic-cultured mesenchymal stem cells for the treatment of chronic lumbar disc disease that will be presented at the @ORSsociety Meeting. Read more: ir.biorestorative.com/news-events/pr… #ORS2026





















