AI Secondary Market & Private Market Temperature Daily

AI Market Temperature: Proof Beats Scarcity

A daily market memo connecting Broadcom, SK Hynix, OpenAI, SambaNova, Meta, and the latest AI infrastructure comps to private AI Agent and AI Infra valuation sentiment. The read-through: funding appetite remains strong, but premiums are shifting toward contracted demand, supply bottlenecks, and bankable liquidity paths.