EPISODE · Jun 21, 2025 · 28 MIN
#16: Circle Stock: Sell or Hold after the IPO? Ramp Raise + Better Investment - xAI or Anysphere?
from Access IPOs Podcast · host Access IPOs
Episode #16: Craig can't ignore the incredible debuts of Circle and CoreWeave. Circle is up more than 600% in just two week. Craig outlines his next steps having invested at the IPO price of $31 per share. In IPO radar news, TerraPower and Ramp raise new funds. Gusto disappoints retail investors with a tender offer. And would you rather invest in Anysphere Cursor at an $18 billion valuation or xAI at a $120 billion valuation.Join the Access ClubSubscribe to the Access IPOs Weekly Newsletter (Free)0:00 Intro0:24 Circle Stock0:44 Fidelity IPO Flipping Policy1:13 Selling Circle Shares1:30 Buy Circle Stock?1:37 Why is Circle Stock Rising?2:32 Funny Money4:03 CoreWeave Stock4:18 Investor IPO Appetite5:58 AI and Crypto7:19 IPO Radar News8:44 Ramp Raises $16 Billion Valuation11:07 Ramp IPO Potential12:02 Ramp Pre-IPO Access12:28 Gusto Tender Offer13:50 Gusto IPO Potential14:06 Rippling and Deel15:22 TerraPower Raises $650 Million18:20 TerraPower IPO Potential18:33 Tale of Two AIs19:46 Anysphere Cursor21:33 xAI News Firehose22:09 xAI Burning $1 Billion/Month22:26 xAI Debt Raise22:53 xAI Equity Raise23:35 Bet on Elon?27:13 OutroCRCL stock, CRWV stock
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#16: Circle Stock: Sell or Hold after the IPO? Ramp Raise + Better Investment - xAI or Anysphere?
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