u/infinitycurvature · 39d agono track record yet
Long 1,000 shares of DXYZ
Long DXYZ $40C exp Dec 18 · 50 contracts
DD: $DXYZ is the cleanest way to front-run the Anthropic IPO
DXYZ trades at a 10% discount to NAV ($30 stock vs $34.30 NAV), a historically rare entry point. With Anthropic rumored for a $2T IPO (up from $965B valuation) and representing ~14.4% of NAV, plus significant exposure to OpenAI, SpaceX, and other high-growth private tech, the fund's NAV should revalue higher, driving the stock toward a premium to NAV as the IPO approaches.
At post $30.75Now $27.50-10.6% since postedas of Oct 23, 4:45 PM ET
1d+1.3%
3d+1.8%
1w-3.3%
1m-9.2%
3m—
6m—
1y—