HSBC's Kettner Says `Melt-Up' Set to Boost Hyperscalers

Max, we obviously had an at the money offering from from one large hyperscaler, and and there's concerns that the rest will follow just because the equity risk premium is now negative. So it makes sense then for them to tap that, the equity channel. How do you feel about that.Yeah. Overall, I'm not particularly worried, to be honest, because this this whole equity versus debt I mean, let let's be honest. When you look at equity offerings overall, yes, the dollar amounts, sound very, very high.We know that t ...