Stocks, Crypto, AI & Infrastructure | Backlogs, Growth & Valuation | Breaking Down the Companies Building the Future | Not Financial Advice
Joined September 2026
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From investing in a Harvard dorm room to building two major financial businesses. 🤯
Citadel. Citadel Securities.
Ken Griffin began investing in 1986, launched a small hedge fund in 1987, and founded Citadel in 1990.
In 2002, he and his partners established Citadel Securities.
Two businesses with different roles.
Citadel manages investment capital. Citadel Securities makes markets and provides liquidity.
One seeks investment opportunities. The other helps buyers and sellers transact.
For stock investors, Griffin’s career is a reminder of how much happens behind the prices on a screen.
Research. Technology. Execution. Risk management.
Picking a promising company is only part of investing. Building a repeatable process around those decisions is where the real discipline comes in.
If you could ask Griffin one investing question, would it be about finding opportunities or knowing when to cut a losing position? 👀
$16.3B in first-half revenue is massive. But the $80.7B loss needs context: $72.4B came from a one-time accounting charge tied to financing agreements.
The question I’d ask: how much future growth is already priced into a reported $2T valuation?
Would you buy $ANT at that price?
BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT.
FULL SUMMARY OF ANTHROPIC'S S-1 FILING:
1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion
2. Anthropic says it does not expect to pay a dividend "in the foreseeable future"
3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute
4. Expects to spend up to $114.5 billion with Google through 2033
5. Revenue growth rate "may not be sustainable" and "may decrease"
6. May be required to seek additional financing "sooner than expected"
7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund"
8. S-1 includes warnings of AI's "catastrophic existential risks to humanity"
Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion.
The company is reportedly targeting an IPO in the week of November 16th.