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🇺🇸 $CRWV: $77bn of assets, $72bn of liabilities. A $5bn cushion, 6.5% 👀 80% of its $22bn of bonds due inside 5 years. Median of 103 large US borrowers: 38%. Only 2 sit higher. One is $GM. midgardfinance.com/ai-capex/ #CoreWeave #AICapex #leverage

Midgard Finance

@midgardfinance.com

🇺🇸 The gap between what the safest and the weaker US companies pay to borrow is 0.48 points. Near a 66-year low. $CRWV's own disclosed facilities: 8.12% to 13.29%. The average says calm. The individual borrower says otherwise. midgardfinance.com/ai-capex/ #CoreWeave #AICapex #leverage

15/8/26, 10:15 pm0 reposts1 like

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