$1,000 follows their calls into $874
Asymmetric Bets@UncleAlpha007Hilarious to me that the markets like “oh yes $crwv is def bankrupt” but $SPCX is definitely going to put $100Bs of chips into space next year so it’s worth $2T burning $10B in cash annually Ya ok
Asymmetric Bets@UncleAlpha007$BRUN is the cheapest on TCV/EV.... just announced $525M deal yesterday, $2B in the pipeline according to mgmt and sell-side, the options market is tilting bullish, tax loss harvest likely behind the stock or bottoming out now..... see below @burningbushcap @mkfilko @JonahLupton
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
Asymmetric Bets@UncleAlpha007Insanely bullish: $aaoi — 11x 2H27 run rate EPS — $400+ stock next year $BRUN — mini $NBIS with backlog growing 45x potentially YoY by year end, $120+ stock next year $fcel — unlimited demand, 350mw deal, accelerating fundamentals, mini $be at 20x lower market cap — $100+
Asymmetric Bets@UncleAlpha007$nnbr is an absolute shitco - up 40%+ on this deal but they will likely never be able to generate enough cash to achieve an acceptable balance sheet (way too leveraged) unless this stock becomes a meme and they can get an equity raise off, this is pump should mean revert
Wall St Engine@wallstengine$NNBR secured additional multi-year awards to supply stainless-steel liquid cooling components for Nvidia AI data center racks. The awards triple the size of its liquid cooling product line, with 47 new or repurposed CNC machines planned at its Wuxi, China facility. NN says
