“How to buy Anthropic BEFORE the IPO” is the headline Michael A. Robinson is using to front Weiss Ratings' paid publication, Disruptors & Dominators. The pitch wraps that idea in the more dramatic label “Anthropic IPO Loophole.”
The promise is a four-stock AI basket supposedly aligned with both Anthropic and OpenAI, with NVIDIA as the headline pick. The offer also teases bonus reports involving Zoom, Aurora, government-linked companies and AI infrastructure names.
The headline pick is identifiable with moderate confidence: 66/100 for NVIDIA. The broader basket is only partially pinned down, because the exact paid report remains behind the subscription wall.
What the promotion gave away
The useful breadcrumb is Weiss Ratings' public “4 Horsemen of AI” material, which names NVIDIA, Microsoft, Oracle and Broadcom as AI leaders. That lines up neatly with the four names identified here, but it doesn't prove that they are the exact companies in the paid Anthropic and OpenAI report.
The same pitch is also branded as “Anthropic IPO” and “How to buy Anthropic BEFORE the IPO”; those are different labels for the same idea. Separate bonus titles add clues such as “The Best Way to Play the AI IPO Wars,” “The $7 Dollar Stock Helping Build Nvidia’s Trillion-Dollar Robot,” and “The Next Stocks in Uncle Sam’s Portfolio.”
The stocks behind Anthropic IPO Loophole
The headline pick is NVIDIA Corporation (NVDA). Its strongest link is Weiss Ratings' public AI-leaders page, which names NVIDIA among four companies at the center of its AI thesis. That is a solid breadcrumb, though not a receipt for the hidden paid report.
The other three identified names are Microsoft Corporation (MSFT), Oracle Corporation (ORCL) and Broadcom Inc. (AVGO). Together, they match the four-company lineup on Weiss's public AI page: Microsoft through its OpenAI relationship, Oracle through AI cloud infrastructure, and Broadcom through AI networking. The fit is real. The exact Anthropic-and-OpenAI wording isn't publicly established.
So we found four plausible members of the promoted basket, not a fully verified list. NVIDIA carries the clearest identification at 66/100 confidence, followed by Microsoft, Oracle and Broadcom at lower confidence levels shown in the stock-by-stock entries.
The bonus trails are uneven. Zoom is strongly supported by its SEC filing confirming an Anthropic preferred-stock investment, Aurora has an announced driverless-truck partnership with NVIDIA, and MP Materials, Intel and Rigetti have documented government links. KLA, Micron, Vertiv and Super Micro are thematic guesses rather than confirmed members of the hidden AI IPO report.
| # | Ticker | Company | Our confidence |
|---|
| Main pick | NVDA | NVIDIA Corporation | 66/100 — solid |
| 2 | MSFT |
Also in this offer
The offer bundles 9 bonus reports that tease their own stocks. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|
| The Anthropic IPO Loophole Wall Street Doesn't Want You to Know About | ZM — Zoom Communications, Inc. | 88/100 — high |
| The Best Way to Play the AI IPO Wars | KLA — KLA Corporation | 0/100 — best guess |
| The Best Way to Play the AI IPO Wars | |
Every claim, checked
The claim-by-claim check separates documented relationships from promotional leaps. It also distinguishes a company being a plausible AI beneficiary from proof that it appeared in a particular paid report.
That distinction matters here. Several underlying facts are genuine, while the most important part of the pitch, the exact four-stock list and its alleged alignment with both AI companies, remains unverified.
NVDA — NVIDIA Corporation
| The promotion claims | Verdict | What we found |
|---|
| NVIDIA is one of the four companies in the Anthropic/OpenAI AI basket. | Can't verify | Weiss’s “Here Are the Companies Leading the AI Revolution” page names NVIDIA among its four AI leaders, but that page is not the concealed AI IPO report and does not establish the Anthropic/OpenAI wording. |
MSFT — Microsoft Corporation
| The promotion claims | Verdict | What we found |
|---|
| Microsoft is one of the four companies in the Anthropic/OpenAI AI basket. | Can't verify | Weiss’s public AI-leaders page names Microsoft and discusses its OpenAI relationship, but it does not disclose whether Microsoft was in the concealed four-stock report or establish the full Anthropic/OpenAI alignment. |
ORCL — Oracle Corporation
| The promotion claims | Verdict | What we found |
|---|
| Oracle is one of the four companies in the Anthropic/OpenAI AI basket. | Can't verify | Weiss’s public AI-leaders page names Oracle as an NVIDIA cloud-infrastructure beneficiary, but the exact AI IPO report list and Oracle’s alignment with both named AI companies are not publicly established. |
AVGO — Broadcom Inc.
| The promotion claims | Verdict | What we found |
|---|
| Broadcom is one of the four companies in the Anthropic/OpenAI AI basket. | Can't verify | Weiss’s public AI-leaders page names Broadcom as an AI-networking beneficiary, but it does not disclose the paid report’s list or say Broadcom is aligned with both Anthropic and OpenAI. |
Claims about the pitch itself
| The promotion claims | Verdict | What we found |
|---|
| Four companies are aligned with both Anthropic and OpenAI. | Can't verify | Weiss’s public “4 Horsemen of AI” page names NVIDIA, Microsoft, Oracle and Broadcom, but it does not say all four are aligned with both Anthropic and OpenAI; public reviews say the exact four-stock AI IPO list is behind the subscription wall. |
| Zoom invested in Anthropic preferred stock. | Checks out | Zoom’s Form 10-Q filed with the SEC says it made an additional $300.9 million investment in Anthropic preferred stock during the six months ended July 31, 2026, bringing the carrying value to $3.1345 billion. |
|
Claims the record contradicts
“Zoom is a tiny company.” — Zoom’s market capitalization was about $27.9 billion, with roughly $5.0 billion in revenue and 7,438 employees; those figures do not describe a tiny company in ordinary small-cap terms.
Where the pitch outran the record
“Aurora is a small company.” — Aurora’s market capitalization was about $9.64 billion and it had approximately 1,900 employees, making it smaller than NVIDIA but above the usual $300 million-to-$2 billion small-cap range.
“Aurora is essential to NVIDIA’s plan to build the world’s first trillion-dollar robot.” — Aurora and NVIDIA describe a real driverless-truck deployment partnership, but their releases do not establish that Aurora is essential to a trillion-dollar robot or that NVIDIA has such a formally defined project.
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Other pitches from the same analyst
This is the second Michael A. Robinson pitch we've identified. The earlier “Anthropic IPO” promotion pointed to Zoom Communications, which was down 8.98% since we named it. That gives this campaign some history, but two identified pitches aren't a meaningful performance record.
Setting the pitch aside: how good is this list?
The pitch's central claim is simple: Anthropic and OpenAI will reshape AI, four companies tied to both will benefit, and buying those companies before the IPOs is the move. The first link is plausible. The last two are where the chain loses a bolt.
Weiss's public page supports the idea that NVIDIA, Microsoft, Oracle and Broadcom are its preferred AI leaders. It doesn't establish that all four work with both Anthropic and OpenAI, or that they are the exact names in the paid report. That missing connection is doing nearly all the heavy lifting.
On their own merits, the four companies aren't interchangeable. NVIDIA is the clearest direct AI-infrastructure play. Microsoft has the distinct OpenAI relationship, while Oracle and Broadcom look more like infrastructure beneficiaries. That makes the basket coherent enough to investigate, but not a single clean IPO trade. A shared theme isn't the same thing as shared exposure or shared upside.
The bonus claims show the same pattern. Zoom's Anthropic investment and Aurora's NVIDIA partnership are real, while MP Materials, Intel and Rigetti have genuine government-related evidence behind them. Those facts don't validate every forecast attached to them, and the KLA, Micron, Vertiv and Super Micro identifications remain guesses. The pitch has real threads. It just knots them together more tightly than the public evidence allows.
How confident are we? NVDA 66, MSFT 63, ORCL 60, AVGO 58 out of 100. We identified 4 stocks from the promotion's own clues and checked 20 claims across them against filings, earnings calls, ownership records, market data and public reporting. Confidence is scored per stock, so a weaker one does not borrow credit from a stronger one. This is our analysis, not the publisher's disclosure — we have no relationship with them.
