EPISODE · Mar 27, 2026 · 21 MIN
The 250% Signal: When Bubble Physics Meet Real Demand
from Edge Capital Insights · host Sloane
A landmark AI infrastructure IPO surged 250% on day one in 2026, raising $1.2 billion. But here's the tension: institutional capital is flooding into high-growth companies while the Federal Reserve holds rates at 5.25%—historically elevated. We examine why smart money is split between a generational
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The 250% Signal: When Bubble Physics Meet Real Demand
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