ATC quote · Sep 15, 2026 · 1:33:50
“I agree. That's why when it comes to these IPOs, especially the ones lately that have been IPO ing at these insane highs in... Within six months. Let's let's have this conversation again within six…”
NatNat @Natnatx007
From ATC: $BTC And Clarity, Sep 15, 2026 · Episode page

In context
1:33:17 Milo @0dteSPY: If it's negative earnings, if it's just burning through capital, I have no interest at 2,000,000,000,000. Right? Like, that's just the way it is. That's me. That's how I... I'll do the Ryan. I'm old. I believe in PE. I believe in balance sheets. Right? So would I take a flyer at 400,000,000,000, maybe, at 2,000,000,000,000? No. Because I don't see the growth, at least not for five or ten years, and that's the…
1:33:50 NatNat @Natnatx007: I agree. That's why when it comes to these IPOs, especially the ones lately that have been IPO ing at these insane highs in... Within six months. Let's let's have this conversation again within six months. I think SpaceX is gonna come a lot lower. I think Anthropic is gonna come a lot lower. And when OpenAI IPOs within six months, that's gonna come a lot lower as well.
1:34:16 Ryan @Rlad1776: Yeah. The only one I'm buying on IPO day is Andoril.
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