【MM Podcast】After Meeting EP. 202｜史上最大 IPO 狂潮與史上最大 Computex

【👉🏻Friendly Website Promotion】On par with the Presidential Awards and the Golden Horse Awards! YSTUDIO's customized gift service allows clients to display their corporate taste on their desks. Early bird VIP Mid-Autumn Festival corporate gift orders: https://lihi1.me/gbeF6 --- This episode invites Research Manager Jason to discuss the unprecedented IPO boom caused by AI giants like SpaceX, Anthropic, and OpenAI, and how it will impact stock market capital allocation and valuation structures! How does this wave differ from the 2000 dot-com bubble? What is the investment logic behind IPOs? In addition, Jason visited the largest Computex in history, sharing firsthand observations and analyzing hot market topics: Vera Rubin, ARM PC processors, AI factories, liquid cooling, and 800V power supply trends. 📌 Potential IPOs and Fundraising Waves at SpaceX, Anthropic, and OpenAI 📌 IPO Investment Strategies and Risks 📌 The AI ​​Race Shifts from Model Capabilities to Capital, Computing Power, Data, and Talent 📌 Computex Reveals Comprehensive Upgrades to AI Servers from GPUs and CPUs to Power and Cooling 🚀 Chat with acclaimed beta MM AI researchers! Join Max Annual Subscription Now to Lock in Limited-Time Discounts, Automatic Upgrade in July https://pse.is/94nhnp 🚀 Essay Contest | Your Investment Strategy Reflects Your Worldview? feat. Fang Gezi https://pse.is/969d7d ✍️ MM Exclusive Report | Three Mega IPO Fundraising Waves Are Coming: The AI ​​Capital War Officially Begins! https://pse.is/969ayp ✨Enterprise Solutions｜Globalview: From General Manager to Enterprise, All Insights Presented in One Place https://pse.is/969fnl --- 🎧 Recording Time: June 4th, 13:30 🎙 Host: Roger 💻Research Manager: Jason Note: According to SpaceX S-1, internal employee stock is subject to a tiered rolling unlocking (20% unlocked as early as the second trading day after the Q2 financial report, with subsequent unlocks in batches based on the number of days and stock price, and full unlocking after 180 days), except for Musk, whose stock is locked for 366 days.