Sim Desai’s Post

Gabelli Growth Fund Shines in WSJ's Winners' Circle We're thrilled to announce that the Gabelli Growth Fund (GABGX) has been featured in the latest edition of The Wall Street Journal Winners' Circle, securing the 10th spot! Our portfolio managers, Howard F. Ward, CFA, and John Belton, CFA, have skillfully navigated the dynamic market landscape, positioning our fund among the top large-cap growth funds. With significant holdings in Microsoft, Nvidia, Alphabet, Amazon.com, Meta, and Eli Lilly, our strategy has capitalized on the remarkable performance of these tech titans. "These companies have really been in the sweet spot for the last 18 months," says Howard Ward. Despite a challenging 2022, we stayed committed to our high-growth stocks, resulting in impressive gains. Read the full article for more insights: https://lnkd.in/eyCw7dpB Learn more about GABGX: https://lnkd.in/ecSVbQfS

💰 Arm's IPO: A High-Stakes Tech Drama 💰 Today, I want to dive into the electrifying world of tech IPOs, and there's one that's stealing the spotlight – Arm. 🚀 With an initial IPO price range of $47 to $51 per share, it's gearing up to be the talk of the town, and it's not hard to see why. A Pricey Proposition 📈 Arm, the British chip designer, is setting the stage for one of the biggest tech IPOs, aiming to raise the stakes and potentially command a valuation of over $52 billion. A nice markup, indeed! 💥 But, wait, there's a twist! SoftBank, Arm's owner, initially sought to sell the company for $40 billion to Nvidia, but regulatory concerns brought that deal to a screeching halt. Now, SoftBank is back in the driver's seat, looking to take Arm public at a much higher valuation. 🚀 Is Arm Worth the Hype? 🤔 The big question is, "Is Arm worth $52 billion or more?" Let's crunch some numbers and look at comparables. Arm has been on the market twice since 2016, and its value has soared since then. While it's not a perfect comparison, Intel is an obvious candidate. However, Arm designs chips but doesn't manufacture them, setting it apart from the chip giant. 🧩 The Tech Gem of the Decade? 💎 Tech IPOs always bring an element of excitement and uncertainty. Arm's IPO, with its history and potential, has all the makings of a blockbuster tech drama. 🎬 The real value of Arm will ultimately depend on what investors are willing to pay, but one thing is clear – big semiconductor companies like Arm are rare gems in the tech world and beyond. 🌐 As we eagerly await the IPO, it's a reminder that the tech industry never stops evolving, and the next big thing is always on the horizon. 🌅 #TechIPO #ArmIPO #SoftBank #Semiconductor #TechIndustry #techcommunity #learninganddevelopment #linkedinnews

We were thrilled to participate in the CoreWeave Secondary Tender Offer through our affiliated investment advisor, HC Investment I GP, LLC. Congratulations to the CoreWeave team on this amazing achievement. Offering early investors and employees liquidity while diversifying the cap table with major institutional investors is a tremendous accomplishment. The name “HC Investment I” is a hat-tip to Castle Hill Capital Partners, Inc. Hill (CH) and the H100 GPU, the NVIDIA chip that is the platform of choice for next generation AI, healthcare and media applications. HC Investment I - CoreWeave - offers a rare opportunity for qualified investors to participate early in one of the leading cloud providers driving the AI revolution. We’re excited for our investors to share in this rare opportunity. We’ve been a supporter since (before!) Day 1 and can’t wait to see what 2024 has in store! Stay tuned. #alternativeinvestments #cloudcomputing #generativeai #machinelearning #preipo #privateinvestments #cloudproviders #institutionalinvestors #castlehill

Arm is going to IPO next month at a staggering valuation of USD 60 billion! This monumental event signifies not only a momentous occasion for Arm, but it's a great success for the wider deep tech and computing sector ! Once again, it underscores the immense value and potential that hardware and infrastructure command, thereby, proving to be the true winners in the ongoing AI race. It's worth noting that Arm hails from the UK, adding another feather to Europe's cap in the semiconductor domain. The influence of Europe in this sphere is only amplified by this development and hopefully this IPO will increase optimism for increased venture capital investments within the region. Europe's talent pool, brimming with ambition and backed by innovative technologies, is poised for explosive growth! Axelera AI will play a leading role on it ! To all the VCs out there: 'Our stage is set, we're ready to shine; let's fuel our ambitions with the right investment.' Show us the money, indeed!😉 #arm #edgeai #venturecapital #investments #ipo

ARM, a leading chip design firm, has recently made waves in the tech industry by going public. This strategic move has garnered significant attention and sparked discussions within the financial and technology sectors. Going public means that ARM has transitioned from being a privately-held company to a publicly-traded one. This decision allows ARM to sell shares of the company to investors through an initial public offering (IPO). Here are a few key reasons behind ARM's decision: 1. Capital Infusion: By going public, ARM can raise substantial capital by selling shares to investors. This influx of funds can be used to invest in research and development, expand its product portfolio, and accelerate innovation in the highly competitive semiconductor industry. 2. Liquidity for Investors: Going public provides an exit strategy for early investors and employees who hold stock options. They can now sell their shares on public stock markets, providing liquidity and potentially realizing significant returns on their investments. 3. Increased Visibility: Being a public company can enhance ARM's visibility and credibility in the market, potentially attracting more customers and partners. 4. Currency for Acquisitions: Publicly traded companies can use their stock as currency for mergers and acquisitions, facilitating strategic growth and consolidation in the industry. ARM's decision to go public represents a significant development in the semiconductor world, and its performance on the stock market will be closely watched as it navigates the opportunities and challenges that come with this transition. Making Complex Simple - SimpMe #ai #chips #investing #ipo

Venture Capital News - Venture Capital News Headlines

The US IPO Engine Looks Ready to Speed Ahead in Second Quarter   The engine for US initial public offerings is back in motion.   For just how long is now the big question for a growing list of companies looking to list in the second quarter, which is already showing a lot of promise for one of Wall Street’s biggest fee pools.   After knockout debuts by semiconductor connectivity firm Astera Labs Inc. and social media platform Reddit Inc. last month, company executives and their financial partners are eager to tap investors’ interest while sentiment is high. Already this quarter, Microsoft Corp.-backed data security startup Rubrik Inc. and safety testing and inspection firm UL Solutions Inc. have filed for listings that are expected to add more than $1 billion to the $9.6 billion raised via IPOs on US exchanges this year.   https://lnkd.in/eBfmD6sT                                                                                                                                                                     #bevilacqua Louis A. Bevilacqua Kevin (Qixiang) Sun 孙启翔 Bevilacqua PLLC

Despite strong operational execution, $SKYX's stock price significantly lags its imminent high-growth trajectory in my assessment. However, the new Co-CEO, continued patent protection around its industry-leading tech, and strategic sales channel acquisitions set the stage for a major breakout pending. As these advantages scale, I expect the market to wake up to SKYX's tremendous first-mover potential. 2023 is lining up to be a stellar year if execution remains consistent. The time to start a position is now before the surging growth becomes widely apparent.

The US IPO Engine Looks Ready to Speed Ahead in Second Quarter   The engine for US initial public offerings is back in motion.   For just how long is now the big question for a growing list of companies looking to list in the second quarter, which is already showing a lot of promise for one of Wall Street’s biggest fee pools.   After knockout debuts by semiconductor connectivity firm Astera Labs Inc. and social media platform Reddit Inc. last month, company executives and their financial partners are eager to tap investors’ interest while sentiment is high. Already this quarter, Microsoft Corp.-backed data security startup Rubrik Inc. and safety testing and inspection firm UL Solutions Inc. have filed for listings that are expected to add more than $1 billion to the $9.6 billion raised via IPOs on US exchanges this year.   https://lnkd.in/e52CFeC6                                                                                                                                                                     #bevilacqua Louis A. Bevilacqua Kevin (Qixiang) Sun 孙启翔 Bevilacqua PLLC

#VirtualGorilla strategy! Ever hear of this? I'm telling you, it's worth knowing. Was 1999 when I opened my first online brokerage account. An outfit called Datek. Long gone and I don't know who they were ultimately acquired by. The first equity I bought on-line was AMD. This was back in Wild West days of Yahoo Finance msg boards (think of today's Reddit forums) and I was big fan of the underdog, AMD, vs Intel Corporation. The co-founder and CEO of AMD, Jerry Sanders, described their strategy back then for taking on Intel. Was rep'd by the cover of their 2000 annual report pictured here. Be a Virtual Gorilla to take on the 800# Gorilla. They were partnering with outside chip foundries. Anyone else remember this or just me? Fun times for sure. Greenway Steel is employing that strategy today. Y'all may have caught the recent news our partnership with McAlan LC? We started last year our strategic partnership with Mobius Risk Group. Along the way we partnered with Magnar Metals, North American Steel Alliance and Alabama Entrepreneurship Institute. So many partner clients have come on board the #GreenwayCalculator. And we are working now on some really special partnerships still to come. Stay tuned! Point being: We have competition at Greenway. They're big and I have #MuchRespect. They're fully integrated after raising significant venture capital. They've a head start on us. I learn much by following them. They are 800# gorillas. And I also know we can compete by being nimble. By listening to our partner clients. By learning as much as we can. Quickly creating solutions as a result. And often, to do so, by working with great partners. Being a Virtual Gorilla. Follow Greenway Steel for more regarding our support, along with our partners, of #sustainability for #metals #supplychain and #manufacturing.