u/Electronic-Tap9826 · 7d agono track record yet
“YOLO on DXYZ”
DXYZ YOLO because I enjoy watching AI bubble boys seethe
DXYZ holds significant stakes in Anthropic and OpenAI, with current NAV at $34.30 (7% upside). The author expects both companies to achieve high revenue growth and margins by 2028, with strong network effects and capital barriers protecting durability, driving substantial post-IPO appreciation.
At post $32.70Now $32.60-0.3% since postedas of Sep 9, 4:30 PM ET
1d-1.4%
3d0.0%
1w-0.3%
1m—
3m—
6m—
1y—