Earnings360 Newsletter for 12/12/2024

Uber fell 40% within six months of its IPO. Meta dropped nearly 50% in three months, and Robinhood plunged 85% in five.

Early backers often profit from IPOs long before public investors get their chance to buy in.

With a historic wave of IPOs approaching, Michael Robinson reveals the rule most investors never hear about.

Vertical Data Inc (OTCQB: VDTA) is targeting the infrastructure layer beneath the AI boom, including GPU hardware financing, managed AI infrastructure, high-density data centers, and edge computing.

The company points to an AI infrastructure market it says could surpass 800 billion dollars by 2030, alongside a planned 20 MW Chicago data center aimed at generating revenue in Q2 2027.

A non-binding collaboration with Quantum eMotion is exploring quantum-security integration into GPU clusters and data centers, with an initial pilot targeted for 2026.