A hub for independent voices and hard truths
Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell …
CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton …
CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we …
CoreWeave and its accounting firm have never heard that GPUs are depreciating assets, and the H100 has dropped in value by almost 50% since they bought them. For them, they still believe each is worth over $40k. I also still …
https://t.co/bcJr84FDqI — Kashyap Sriram (@kashyap286) March 27, 2025 It’s almost laughable how easy it is to see through CoreWeave’s charade. Emanuel hit the nail on the head when he called it an “egregiously overvalued pig in a poke.” And he’s …
CoreWeave Inc.'s initial public offering raised $1.5 billion in a downsized deal, selling 37.5 million shares at $40 apiece. $CRWV The company's valuation would be about $23 billion on a fully diluted basis, down from an initial plan to raise …
by myironlung6 Gather round for some Big Short, Margin Call level shit… The goal of this post isn’t to accuse any financial firm or Nvidia of breaking any laws because we all know our existing laws let the big dogs do …