$1,000 follows their calls into $878
BetterIRR@BetterIRRWe are getting to the point where $VST.CN is cheap on just the 10% profit share, without even considering the fact they also hold $NURS.V shares worth double their marketcap.
BetterIRR@BetterIRRWhen OpenAI goes to raise another round and no one is interested, ultimately I think the hyperscalers + nvidia will have to push the can down the road one more time, but it's just throwing good money after bad at that point and they will be punished by the market.
BetterIRR@BetterIRRThe AI bubble is over, we're a couple months away from discussing how contained it is or isn't.
Roger@rdd147$CRWV bonds break 14%, hitting a high of 14.15% today. Bonds begin appearing in CCC CLOs; likely have credit downgrade incoming to CCC
