Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a><\/p>\n Image source: Getty Images.<\/p>\n Anthropic management has been meeting with potential investors ahead of an IPO expected in September or October, and there were reports last week that it’s targeting a $2 trillion market cap for its debut.<\/p>\n Can Anthropic dethrone SpaceX as the largest IPO ever?<\/p>\n When SpaceX merged with xAI earlier this year, it became a mix of three businesses: rocket launching, satellite broadband, and AI. With a 92% year-over-year increase in sales in the second quarter, it had $23.4 billion in trailing-12-month revenue.<\/p>\n However, only 12% of that second-quarter revenue came from rocket launching. Most of it, or 54%, came from Starlink, or what it calls the connectivity business. AI accounted for nearly 33%, but it was the major growth driver, increasing nearly 250% over last year.<\/p>\n If you’re excited about SpaceX because of its space business, you need to understand that’s not what’s driving the company’s growth right now.<\/p>\n Anthropic is a competitor in the AI business<\/a>. Claude competes with SpaceX’s LLM, Grok, and it’s one of the most popular LLMs today. Although the public can’t access Anthropic’s full financials yet, it has released some numbers publicly, and those show that it’s growing fast.<\/p>\n In May, Anthropic said that it had achieved a $47 billion run rate. That’s well above SpaceX’s trailing-12-month revenue but in line with Wall Street’s $44.8 billion full-year 2026 estimate. According to Bloomberg, Anthropic’s revenue in the second quarter increased 14-fold from the prior-year period to $11.5 billion.<\/p>\n The AI powerhouse has major deals with Amazon and Advanced Micro Devices, and it was reported last week that it’s in talks to buy start-up Decart, which operates a platform that helps LLMs run inference workloads more cost-effectively across a variety of chips.<\/p>\n When it debuted, SpaceX was worth $1.77 trillion, and it briefly crossed the $2 trillion threshold before falling back to levels below its IPO price. Today, it’s in the $1.9 trillion neighborhood. If Anthropic is already booking larger revenues than SpaceX and growing much faster, it might be able to command a high valuation and convince the market that it’s worth more than $2 trillion.<\/p>\n Missed Nvidia in 2009? This Rare Signal Is Flashing Again<\/p>\n In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,000 then,\u00a0you’d be sitting on\u00a0$2,921,629\u00a0today.*<\/p>\n Now, for the first time in years, that same\u00a0“Total Conviction” signal<\/a>\u00a0is flashing for a company 1\/100th the size of Nvidia. It’s a key player in the $1.8 trillion space race, and with the stock recently sitting 20% off its highs, the window to get in early is closing fast.<\/p>\n Continue \u00bb<\/a><\/p>\n *Stock Advisor returns as of August 3, 2026<\/p>\n Jennifer Saibil<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Amazon. The Motley Fool has a disclosure policy<\/a>.<\/p>\n![\"Cash,](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/08\/https:\/\/media.zenfs.com\/en\/motleyfool.com\/eb425e3cb0c0e87d2422132c99e8a65a.jpg\"\/)
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