Mega Cap (> $50B)
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
Everything You Need to Know About SpaceX’s IPO
SpaceX is set to begin trading today in the largest IPO in world history. The company is raising about US$75…
SpaceX: What Investors Are Paying For And Betting On
SpaceX public debut has instantly made it one of the most valuable companies in the world. At a valuation approaching…
SpaceX IPO: The IPO That Changes Everything
SpaceX will IPO and officially enter public markets on Friday 12th June, completing what is expected to be the largest…
Why The AI Boom Is Worse Than The Dot-Com
The dot-com bubble is often remembered as the ultimate example of market excess and speculative crash. Companies with no profits…
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