EVERY TIME I THINK MAYBE WE AREN’T IN A BUBBLE, I SEE FIGURES LIKE THESE:
The Broadcom deal landed the same day Anthropic filed its S-1, and the same day Meta launched its $95 billion offering (upside to $97.5 billion). Add SpaceX closing its $40 billion Nvidia chip lease with Apollo, and Monday's AI capital call came to roughly TWO HUNDRED BILLION… https://t.co/rrM0jq4PKK pic.twitter.com/5V9ODqu1tI
— zerohedge (@zerohedge) October 28, 2026