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by brk 623 days ago
I’m going to go ahead and predict this flubs long term. Not only is what they are doing very challenging, I’ve had some random brokerage house reach out to me multiple times about investing in this IPO. When your IPO process resorts to cold calling I don’t think it’s a good sign. Granted I have some associations with AI startups I don’t think that had anything to do with the outreach from the firm.
2 comments

Agreed, it seems like NVIDIA would be happy to make whole-wafer chips if it seemed like a good play.

My guess is there are a lot of bespoke limitations that the software has to work around to run on a "whole wafer" chip, and even companies that have 99% similar designs to Nvidia already are struggling to deal with software incompatibilities, even with such a tiny difference.

You do realize that brokerages earn commissions on selling shares, so why wouldn't they contact people who may be interested?
The point is, there are IPO shares available to sell, even to people who have never expressed any interest in the company. That never happens if there's genuine demand for an IPO.
1. Have you purchased other companies' stock from the aforementioned broker?

2. The price of the shares in private markets has been steadily inclining, so I think there is demand.