$1,000 follows their calls into $961
Deep Value Memetics@DV_Memetics
P Equity Research 📰@pequityresearchKeybanc: HP, Dell, and Google looking to extend LTAs for memory beyond 2030. Google is under discussions with memory providers to extended its 2030 LTAs for another five years to 2035. $GOOGL
Deep Value Memetics@DV_Memetics$CRWV: Equity Bounces While Credit Still Rejects the Funding Model $CRWV traded at $67, up 1.8%, and $ORCL traded at $134, up 2.4%, versus $QQQ down 0.6% at 12:17pm CT. The equity relief has not reached the credit market. Reuters reported CoreWeave five-year CDS above 1,100bp
Deep Value Memetics@DV_Memetics$SOXX Cash Session: Treasury Rally Fails to Stop AI De-Risking $SOXX $499, -3.9%, trails $QQQ by 2.6 points while $TLT gains 1.9%. September PPI rose 1.3% m/m versus 0.5% consensus, but the long-Treasury bid weakens a simple rate-shock explanation. $TSM fell 4.5% despite a
Deep Value Memetics@DV_Memetics$CRWV Cash-Session Break: Funding Risk Widens Update: $CRWV's loss widened from 6.9% pre-market to 12.8% at 8:47am CT, with shares at $68. $ORCL fell 6.4% to $134 versus $QQQ down 0.6%; the 12.3-point $CRWV deficit is materially larger than the broad CPI move. CoreWeave's June
