@kaisreturns

生生之谓易

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Joined February 2017
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Replying to @kaisreturns
LITE SMTC AXTI AEHR BE CIEN ZHIPU gross 110%
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$ORCL CDS trading at 350 bps today Credit widens gradually then suddenly
Kieran Goodwin
@kieranwgoodwinOct 19
$ORCL CDS closed at 325 bps which is 75 wider on the month. The moves wider are accelerating in CDS and bond spreads. IMO, $ORCL best move to stop the widening which is weighing on the stock is to issue more equity as painful as that might be.
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which retard invented the term "marginal cost of debt"? DC build out's "marginal cost of debt" is not crwv's 15%, it's msft's 5%.
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What makes this AI financial market turbulence interesting is oftentimes when a sector goes through a market stumble it might cut back on issuance or do buybacks to shore up confidence, but here the companies need to keep raising more and more money.
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neocloud holdco bond is only 1.6% of total financing.
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calm the fuck down guys
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Jensen "as much as needed, as little as possible" Huang might need to set up a new hyperscaler himself...
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Morgan Stanley expects hyperscaler and neocloud free cash flow to hit its most negative point in 2027 Counting lease payments, the shortfall is just shy of $600B
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just remember in 2 months, there will be no math problems SI can't solve but human can.
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$CRWV Goldman Sachs analyst Gabriela Borges upgraded CoreWeave to Buy from Neutral with a $106 price target.
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Jensen sees power and financing as constraints ahead of time and optimised NVDA GPUs for power efficiency and fungibility&financeability. - BG2 pod takeaways
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The Dalio CDS BLOOMBERG “shorting America” complex has done their hit job (I hope), we are going higher.
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every tiny bounce is sold
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a rumor that the VARA AI fund has blown up is making the rounds
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ok, now the leading investor narrative has turned into "the retards are selling."
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$NVDA $CRWV HUANG SAYS NVIDIA DOESN'T NEED TO BACKSTOP COREWEAVE HUANG: `COREWEAVE'S STRENGTH IS IMPROVING EVERY DAY' *HUANG SAYS NVIDIA DOESN'T NEED TO BACKSTOP COREWEAVE
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10-year yield down despite CPI and PPI coming in hotter than expected this week.
Joe Weisenthal
@TheStalwartOct 15
We've had two hot inflation prints in a row, and yet rates have been sliding. The entire market is all about the AI trade, and the recent jitters about Anthropic's revenue numbers matter way more than some random government datapoint right now.
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need the @altcap and @_clarktang Jensen Huang pod to drop ASAP and hear Jensen say "but as you know, AI is much broader than the frontier labs."
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i expect this pod to be a big one, they timed it right after Anth investor day, Jensen might even confirm some growth rumours revealed in the NDR.
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Jensen says 4t infra spend per year end of decades, won't be surprised if it's 10t.
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cc and gavin baker agree
Fireside Alpha
@firesidealphaOct 15
TSMC CEO says AI agents and open-source models are increasing demand for leading-edge silicon “The AI market continues to be very strong. Recent developments are very positive to AI’s long-term demand outlook." "We observe increasing AI demand fueled by the rising adoption of agentic AI as we transition from chatbot to AI assistants." "In addition, we are observing great adoption of open source AI models. This will drive greater efficiency and help lower the barrier to future AI usage and result in more and more demand for leading-edge silicon.”
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@GavinSBaker
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US 10-YEAR TREASURY YIELDS EXTEND FALL, NOW DOWN 11 BPS AT 5.08%
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