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  • 2 hours ago
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00:00The offers came and they said, no, thank you. We'd rather be a public company.
00:03They said, no, thank you. It is interesting, Danny, because we reported last night that
00:07they're expected to price this above the marketed range. We're talking pre-dilution,
00:11potentially around $35 billion. So a massive potential step up, given what we may or may
00:17not have expected SoftBank to offer. But it does seem to be really the hottest deal in
00:21the market. And it's no surprise, given the fact that over the last few months, the socks
00:25is up, what, 55%? That's exactly where I was going to go. This
00:27feels like maybe the perfect time to IPO, considering what these types of AI chip companies
00:33have done. Well, that's been the irony. Talking
00:34to investors and bankers, the company tried to go public a few years back, but was held
00:39up with a CFIUS review. It's G42 contracts. And it's like, well, it did work out because
00:43you were going to raise a couple billion then. And now we're talking about the biggest deal
00:47from an IPO perspective this year and potentially markedly larger than ARM just a few years back.
00:52These are real dollars. And this is a big rally, potentially for the stocking and be one we're
00:56keeping a close eye on. Yeah, super interested. So price today trades tomorrow.
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