"The guest argued that investors should exercise extreme skepticism toward recent late-stage mega IPOs because existing private sellers pick optimal valuation tops, leaving high post-IPO downside risk for public buyers."

"Meta's plan to sell excess AI cloud computing capacity was cited as a major competitive headwind for specialized cloud providers like CoreWeave."

"High-volatility data center and AI compute issuers are fueling a surge in convertible bond supply, but arbitrage trades carry significant unhedged credit and forward volatility risks."