Anthropic is worth less than $2 trillion, George Noble argues

Anthropic is worth less than $2 trillion, George Noble argues
Noble doubts Anthropic $2 trillion value

George Noble described Anthropic's proper value as closer to zero than $2 trillion.

He further advised people not to act as exit liquidity for tech industry figures and promoted a subscriber call scheduled for 7:30 p.m.

Noble has previously emphasized caution in tech stocks, recalling that he repeatedly advised selling OPEN at 8 one year ago. He also recently highlighted sector-specific data, noting the energy sector’s projected contribution to 20% of all S&P 500 shareholder payouts despite its relatively small index weighting. These comments reflect his ongoing focus on outlier valuations and capital allocation.

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