Post

It's starting to unravel. The Australian data center going bust, Character AI going bankrupt, the bankers starting to realize this is a terrible investment.

do you have some fancy booze or something to break out when all of this implodes?

Let’s keep the good times rollin!

The trend of data is pointing in only 1 direction....

quick arbitrage opportunity, let coreweave use your credit cards! I'm sure they'll pay them off!

Maybe with a 600 credit score and you go looking for a bad rate.

“McBee said CoreWeave will keep taking out chip-backed loans: "I don't look at that as scary debt at all. I look at that as accelerating debt and great debt." Well, alrighty then…

Core We've-seen-better-days.

Amusingly, Skydance aka Paramount/Warner/etc, another Ellison-linked company, is down 25% which is also pretty funny.

💅

Is the rapture happening, Ed?

Let us know when investment grade Microsoft and Meta, bonds go to 15%, eh? The 2062/2063 maturity are currently at about 7.5% yield to maturity. Now that you are an expert on bonds. 😁 TIA

Is it finally happening?

Christmas comes early

15%? Are you sure they aren't taking out a 7 year loan on a Dodge Charger?

They need Jensen to give them more money to buy more of his own chips

Oops guess all the “ai is inevitable” guys are gonna have to apologize

😭😭😭

online-track-bangla-help-bd24.blogspot.com/2026/10/mere...

Wait wait wait. They want to borrow from insurers? What kind of insurers? Insurers lending out money that is supposed to provide a backstop for catastrophic losses? Ed, is that good?

"If you give these companies investment grade, I am going to take up residence inside your arse." Let the bad times roll.

TEETH TEETH TEETH TEETH