Qiao Wang Holds NVIDIA and TSMC, Avoids AI IPOs
He sees IPO pricing as tilted toward sellers and prefers to wait for lower prices or clearer evidence of profitability and competitive advantage.
Every Zipp story tagged #AIIPOs, newest first.
He sees IPO pricing as tilted toward sellers and prefers to wait for lower prices or clearer evidence of profitability and competitive advantage.
The BitMEX co-founder is closing his HYPE and NEAR longs ahead of a Tuesday essay arguing that an energy-shock + AI-IPO combo hands Trump an anti-AI lever into 2026.