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Key Takeaways
- Five separate raises of $80B or more are happening simultaneously.
- NVIDIA’s data center revenue grew 65% to $215.9B last fiscal year.
- Institutional sellers are offloading credit, SaaS equities, and Bitcoin alike.
- The $400B raise covers only the first six months of Saylor’s $1T projection.
The Explanation Saylor Says Everyone Is Missing
Bitcoin fell from $82,000 to $60,000 over 15 days. Saylor’s explanation is direct.
“Right now is a massive capital rotation,” he said. “$400 billion in just a matter of weeks rolling into AI.”
OpenAI, Anthropic, Google’s Alphabet, and SpaceX are simultaneously raising capital at scales that have no historical precedent....
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