So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months At this rate, Amazon & Microsoft will join the party too We might even see $550B-$600B raised from the public markets
Users see planned raises by Meta, Google, OpenAI and peers as very bullish for AI infrastructure stocks due to strong conviction, while others feel disgust that most funds will go to Jensen Huang.
I think multiples will start compressing for the semis names as investors get more ways to play the AI trade
So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months At this rate, Amazon & Microsoft will join the party too We might even see $550B-$600B raised from the public markets
@zephyr_z9 Seems positive for names like $CORZ $CRWV $GLXY $WULF etc., as they’ll be on the receiving end of some of this capital..
@teslabulltr The shitcos will be most severely affected Do u think Everspin is a $600M company??
@zephyr_z9 Well with $256T out there why not!
@zephyr_z9 It is a little sickening how much is just going to Jensens bottom line and big 3 memory players tho lmao
@zephyr_z9 Where is this money coming from serious question.
@AnalysisOp
@Alex_Intel_ i think 1/3rd is for stock based comp
@zephyr_z9 @grok is this bulllish or bearish for AI infra plays ?
@zephyr_z9 How so Z? This money is being raised to spend on AI infrastructure. You are saying the multiples will compress for the guys cashing the checks?
@tweetmaster153 yeah
@zephyr_z9 At the same time private equity doesn’t want to free up their clients cash from underperforming assets
@zephyr_z9 @grok Where will the public markets get $500-600B from?
@zephyr_z9 Shitcos are shitcos, Everspin isn’t worth that even when Nasdaq is 35000:) Your post reads different though, and your words carry weight brother🙏
@zephyr_z9 My strategy analysis !
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@zephyr_z9 so your are referring a news about an, the most logic thing, increase in spending for AI, and the conclusion is that Semis will see their multiples compressed....
@zephyr_z9 Absolutely not, there is froth there for sure. However; bullish for memory, substrates, leading edge, semicap et al. Shitcos gonna shitco for sure.
@teslabulltr @zephyr_z9 Even Non shitcos up double from April 1 till now. Maybe it’s time to take a little summer vacation.
@zephyr_z9 Everything up and down the stack has already gotten so much movement where do they rotate to? Or just the extreme semis move elsewhere across the stack
@zephyr_z9 like all the Japanese companies a like 100 forward p/e with a projected 10% revenue increase yoy?