Possible scenario
IPO Pulled Indefinitely
25% Chance
A full withdrawal is plausible because bookbuilding reportedly ended with bids around $8, implying the valuation reset was still insufficient. Firmus would then rely on private capital, debt, vendor financing, or asset-level partnerships to fund GPU and data-center commitments.
Secondary impacts
- Technology -0.3%
- Finance -0.1%
Tickers
- NVDA-0.1%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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