Hype must go on

The posterchild of AI frenzy reported results yesterday after the market closed. As you can see on the charts below, NVDA reported 85% YoY revenue growth with a net marging of 71%. They can drop the mic right there. Those are incredible results. And the AI hype continues: SpaceX, OpenAI and Anthropic have announced plans to go public. SpaceX has already filed the S-1 form with the SEC. Valuation is expected to surpass $1Tn. And Anthropic has committed $19Bn a year into SpaceX, which will double its current revenue. With just one client. At the same time, spreads on IG bonds that support AI investments, are significantly wider than peers outside the industry with the same rating. Who’s right?

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