$BSTZ

BlackRock Science and Technology Term Trust

$BSTZ

BlackRock Science and Technology Term Trust

Past 12mo:1mentions1voices

All voices1 mention since May 2026calls only

Loading price chart…

Recent mentions

1 mention

@investmentguru_May 12, 2026 · 2:04 AM

ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH → Jan 2025: $1B ARR → Dec 2025: $9B ARR → Apr 2026: $30B ARR That’s a 30x in 15 months. One analyst is now projecting $100B by end of 2026, $340B in 2027, and $2T+ by 2030. Compare that to Google’s current revenue run-rate. The forecast says Anthropic could surpass it by mid-2028. Is it too aggressive? Probably. But the direction of travel is real. The bigger signal here isn’t Anthropic specifically — it’s what this means for the compute stack. If AI model companies are monetizing this fast, demand for chips, memory, networking, power, and cooling is going to be far larger than the market priced in. The infrastructure thesis just got stronger. Before a potential Anthropic IPO, here’s where you can get exposure today: → $AMZN — lead cloud partner + investor → $GOOG — major backer + TPU development partner → $NVDA / $AMD / $AVGO — AI chip layer → $TSM — foundry capacity → $MU — HBM + DRAM demand surge → $MRVL / $FN / $LITE / $COHR — optical networking → $VRT / $MPWR — power & cooling Pre-IPO fund exposure: → $VCX — Anthropic ~20.7% of portfolio → $DXYZ — meaningful Anthropic position → $AGIX — one of the few ETFs with direct private AI exposure → $BSTZ — private market tech exposure including Anthropic The AI model race winner is still unknown. The infrastructure winners are less uncertain. Not financial advice.

Open on X

Frequently asked

Who mentions $BSTZ most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $BSTZ most — 1 mention in the past 12 months.

When was $BSTZ first mentioned on Surfaced?

The earliest tracked mention of $BSTZ in the Surfaced archive was on May 12, 2026.

How many voices track $BSTZ?

1 FinTwit voice has mentioned $BSTZ 1 times in the past 12 months.

What kind of voices mention $BSTZ most?

$BSTZ is mentioned most by Long Research voices on Surfaced.