VCX holds stakes in OpenAI and AnthropicAI and trades at 25 times mnav, Thomas Lee notes

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24.03.2026

VCX holds stakes in OpenAI and AnthropicAI and trades at 25 times mnav, Thomas Lee notes — VCX and ORBS AI investment multiples

Thomas Lee highlights the trading multiples of two investment vehicles linked to leading artificial intelligence firms. VCX, which has holdings in both OpenAI and AnthropicAI, is currently trading at 25 times its modified net asset value (mnav).

In contrast, ORBS, with 30% of its net asset value from OpenAI, is trading at just 1 time its mnav. The comparison underscores notable valuation differences between these companies’ exposures to AI investments.

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Lee has previously invited viewers to a CNBC Closing Bell segment with Fundstrat and BitMNR focused on BMNR in the finance sector. He also highlighted the launch of a free 30-day trial for a premium research service centered on evidence-based market insights and portfolio strategies. These appearances reflect Lee's ongoing communication around investment vehicles and market research offerings.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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