＄361 ᖯіⅼⅼіοn fⅼοwѕ thrουgh thе gοⅼd markеtѕ еvеry ѕіngⅼе day. Τhat'ѕ fουr tіmеѕ
thе Nеw Yοrk Ѕtοϲk Εхϲhangе. Α "Μarkеt 𝖶іzard" hеdgе fυnd managеr haѕ fουnd a
way tο "ѕkіm" ϲaѕh frοm aⅼⅼ that mοvеmеnt — whеthеr gοⅼd gοеѕ υp οr dοwn. Οn
Μarϲh 3 aⅼοnе, hіѕ fοⅼⅼοwеrѕ had a ϲhanϲе tο ϲοⅼⅼеϲt ＄5,145 whіⅼе gοⅼd
іnvеѕtοrѕ ⅼοѕt mοnеy. Ѕее Ηοw Gοⅼd Ѕkіmmіng 𝖶οrkѕ



<[link removed]>



Сⅼіϲkhеrе and I'll reveal the shocking details.
<[link removed]>




<[link removed]>
＄361 ᖯіⅼⅼіοn fⅼοwѕ thrουgh thе gοⅼd markеtѕ еvеry ѕіngⅼе day. Τhat'ѕ fουr
tіmеѕ thе Nеw Yοrk Ѕtοϲk Εхϲhangе.
Α "Μarkеt 𝖶іzard" hеdgе fυnd managеr haѕ fουnd a way tο "ѕkіm" ϲaѕh frοm aⅼⅼ
that mοvеmеnt — whеthеr gοⅼd gοеѕ υp οr dοwn.
Οn Μarϲh 3 aⅼοnе, hіѕ fοⅼⅼοwеrѕ had a ϲhanϲе tο ϲοⅼⅼеϲt ＄5,145 whіⅼе gοⅼd
іnvеѕtοrѕ ⅼοѕt mοnеy.
Ѕее Ηοw Gοⅼd Ѕkіmmіng 𝖶οrkѕ
<[link removed]>

If you would like to stop receiving these offers, please click here
<[link removed]>
to unsubscribe.



Nvidia-backed Firmus tripled its valuation in two months, then pulled its
IPO. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

IPOs

Investors refused a data-center firm that tripled in value in two months

Firmus, an Australian data-center operator backed by Nvidia, shelved its $5
billion IPO on October 9th, citing market volatility, and said it will raise
private capital instead. The shares were to be sold at A$11, valuing the
company at $30.6 billion. That is nearly three times the $10.5 billion it was
worth after a fundraising at the start of August. Its backers include Nvidia,
Coatue, Blackstone and Jane Street. The offer document had said indications of
interest already covered the deal. Bloomberg reported that some investors
turned cautious only days after the company said demand was well above the
offer size.

The objection was basic. Firmus had two centers operating and no record of
building AI data centers at scale. Australian press reports, summarized by
Startup Fortune, say bankers cut the price as low as A$8.25 before the deal was
pulled. ABC reported that a big Australian superannuation fund opted out. Jun
Bei Liu of Ten Cap said the episode showed investors turning to the economics
of AI: whether infrastructure spending converts into returns.

The same week, OpenAI restated its revenue and three AI stocks fell. Ray
Dalio repeated his warning that AI is a classic bubble, with rising rates as
the pin. Lenders have been more willing than buyers of equity. Blackstone had
extended $10 billion of debt financing to Firmus in February, according to
Benzinga. Debt is repaid on a schedule. Equity has to be priced on a promise.

"Firmus will now pursue capital from the private markets."
— Firmus, in a statement

Private investors can agree a price in a room. A public book has to find it
among strangers. Firmus has chosen the room.

Sources: Reuters via U.S. News
<[link removed]>
,Bloomberg
<[link removed]>
,Startup Fortune
<[link removed]>
,Bloomberg (Dalio)
<[link removed]>
· Oct 7–9, 2026




Recipient: [email protected] <mailto:[email protected]>

Source: ArcofCapitalReport <[link removed]>

Distributed: Alpha One Marketers LLC · 254 Chapman Rd Ste 208 Newark, Delaware
19702 <[link removed]>

Reach us: [email protected]
<mailto:[email protected]>

Arc of Capital Report covers what mainstream financial media overlooks.



© 2026 Alpha One Marketers LLC. All rights reserved. Redistribution prohibited.


<[link removed]>

<[link removed]>
Unsubscribe
<[link removed]>
| Privacy Policy <[link removed]>