SpaceFinancial Postabout 4 hours ago
Are we at the start of a new investment super-cycle?
1 min read
The SpaceX IPO, with a target valuation of US$1.78 trillion, may signal a market top, but the article asks whether it marks the beginning of a new investment super-cycle. AI, energy, defence, and manufacturing all require greater capital infusions. Believing AI is transformative and will need more energy to scale supports this view.
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