What I’ve heard from coworkers who used to work in investment banking (so are familiar with the IPO process): demand for frontier lab stocks is unprecedented and there will be a lot of selling in non-AI winner stocks to fund purchases of frontier lab stocks.
In terms of structuring your portfolio, as these IPOs approach, I would increase my cash holdings (or only invest in indisputable AI winners if you really want to be in the market). Or buy shares in the frontier labs before they IPO if you can (let me know if you figure out a way pls)
What I’ve heard from coworkers who used to work in investment banking (so are familiar with the IPO process): demand for frontier lab stocks is unprecedented and there will be a lot of selling in non-AI winner stocks to fund purchases of frontier lab stocks.
Selling might be exacerbated depending on how much cash institutional investors are sitting on. That is a good metric to track https://giftarticle.ft.com/giftarticle/actions/redeem/e9c85cba-dbe0-41c3-94e3-fb524c8da3b8
In terms of structuring your portfolio, as these IPOs approach, I would increase my cash holdings (or only invest in indisputable AI winners if you really want to be in the market). Or buy shares in the frontier labs before they IPO if you can (let me know if you figure out a way pls)