Sell ANTHROPIC by Nov 13, 2026.

I saw this Reuters number today and had to read it twice. Anthropic was at about a $47B revenue run rate in May. Now they’re projecting $190–200B for 2028, and apparently those numbers are already part of the IPO valuation discussion. That’s basically 4x the May run rate in two years. Maybe they pull it off. AI growth has made a lot of crazy numbers look normal lately. But $200B is a ridiculous number to be underwriting for a company …