Asymmetric Bets@UncleAlpha007The wtd. average yield on $crwv debt is 8.5%, not 15% like people want you to believe.... its one bond.... the echo chamber is dangerous, and we have the same problem with elections A level headed take (and correct take) below:
KawzInvests@KawzInvests$CRWV isn’t paying 15% interest. Only 4% of their debt costs that. I went through the Q2 10-Q line by line. Out of ~$35B in debt, exactly one loan sits at 15%. It’s $1.3B, due March 2028, and already being paid down. The 15% chart going around is the market yield on their 2032