sridhar natarajan

T3 · host / generalist

Bloomberg reporter covering finance and technology deals, including OpenAI and bank lending.

2 calls·2 names·50% bull·last heard last month·Bloomberg Tech

track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company

1stmedium conviction

$OPENAIOpenAI

Bank of America extends credit line to secure OpenAI IPO seat

BofA reversed its earlier refusal to lend to OpenAI to gain admission to the company's potential 2027 IPO, reflecting Wall Street's FOMO on generative AI underwriting roles.

Bloomberg Tech2026-07→

2ndmedium conviction

$BACBank of America

BofA U-turn on OpenAI lending to chase IPO underwriting role

Bank of America reversed its conservative stance to lend to OpenAI, driven by bankers' desire to chase the hottest AI deals and secure a seat at the table for a potential 2027 IPO.

Bloomberg Tech2026-07→

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recurring themes

2 total

$OPENAI

OpenAI

MEDsridhar natarajan·Bloomberg Tech·last month

Bank of America extends credit line to secure OpenAI IPO seat

BofA reversed its earlier refusal to lend to OpenAI to gain admission to the company's potential 2027 IPO, reflecting Wall Street's FOMO on generative AI underwriting roles.

"IF YOU WANT AN ADMISSION TICKET ON THE BIG TICKET IPO'S, IT IS ALSO EXPECTED THAT YOU SUPPORT THE COMPANY IN THE LEAD UP TO THAT AND EXTENDING A CREDIT LINE AND PARTICIPATING IN A…"

4:41

$BAC

···

Bank of America

MEDsridhar natarajan·Bloomberg Tech·last month

BofA U-turn on OpenAI lending to chase IPO underwriting role

Bank of America reversed its conservative stance to lend to OpenAI, driven by bankers' desire to chase the hottest AI deals and secure a seat at the table for a potential 2027 IPO.

"THE BEST WAY TO SLAIN THIS IS IT SHOWCASES THE INTERNAL STRUGGLE BETWEEN THIS RESPONSIBLE GROWTH PHILOSOPHY, WHICH TRANSLATES TO A MORE CONSERVATIVE APPROACH VERSUS BANKERS WANTIN…"

3:29