{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/6ac5d7869fea6e0a64a5b617?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1791350818841-fa3a175b-cdff-4576-8fda-48ff1d9107a0.jpeg?height=200","description":"<p>Live from Central Park in New York, Bryce &amp; Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers?</p><p><br></p><p><strong>In this episode:</strong></p><p>00:00 Live From Central Park: Property, AI &amp; IPOs</p><p>04:06 Australian Property Prices Keep Falling</p><p>09:15 Anthropic &amp; Firmus Test the AI Trade</p><p>10:31 Inside Anthropic’s Eye-Watering IPO Numbers</p><p>14:36 Firmus Targets a $43.7 Billion Valuation</p><p>17:27 What Exactly Is an AI Factory?</p><p>22:38 Firmus vs Global AI Infrastructure Competitors</p><p>27:06 Would Bryce &amp; Ren Buy Firmus?</p><p><br></p><p>Stocks &amp; ETFs Mentioned: SpaceX (NASDAQ: SPCX), Telstra (ASX: TLS), Woolworths (ASX: WOW), Coles (ASX: COL), Cochlear (ASX: COH), Transurban (ASX: TCL), NEXTDC (ASX: NXT), Nebius (NASDAQ: NBIS), IREN (NASDAQ: IREN), Cipher Digital (NASDAQ: CIFR), Applied Digital (NASDAQ: APLD), NVIDIA (NASDAQ: NVDA), TSMC (NYSE: TSM)</p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a <a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a> or <a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p>And come and join the conversation in the Equity Mates <a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p>Keep up with the news moving markets with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p>We’re particularly excited to share our latest show: Basis Points</p><p>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></p><p>Read the <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></p><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><p>Download our free <a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></p><p>Or our free <a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></p><p>Find company information on <a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></p><p>Research reports from <a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></p><p>Track your portfolio with <a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></p><p><br></p><p>———</p><p><br></p><p>This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.</p>","author_name":"Equity Mates Media"}