The_Softest_Landing

[The_Softest_Landing @CDTalk1938]

@CorneliaLake What do you mean by spacex has the balance sheet to fund it? As in they will issue 20-40bn of equity/debt every 6 months? And also what is spacex going to do with the compute that oracle is contractually building for OpenAI? How do they “get it all”?

[The_Softest_Landing @CDTalk1938]

@teddyschleifer @kimmaicutler @aileenlee Seems like a very important part of the story to have just “left out”

[The_Softest_Landing @CDTalk1938]

@Deer_Valley This isn’t even cheap.

[The_Softest_Landing @CDTalk1938]

@TechFundies @jack any thoughts on this?

[The_Softest_Landing @CDTalk1938]

@PeterLBrandt @TechCharts do you guys think silver is putting in a bear flag?

[The_Softest_Landing @CDTalk1938]

@garyleff Full of typos. Did ai write this?

[The_Softest_Landing @CDTalk1938]

@traderstewie $coin

[The_Softest_Landing @CDTalk1938]

@SpecialSitsNews You clearly have no idea what you’re talking about

[The_Softest_Landing @CDTalk1938]

@MrMojoRisinX @bewaterltd After the 4-5yr construction period ends on some of these data centers, there’s a need to refi the constr loan to new ABS buyers, who buy against the Oracle lease payments. The risk is that in 4 years you have to sell an abs that is then Orcl risk so maybe u hedge that now?

[The_Softest_Landing @CDTalk1938]

@amitisinvesting It was Vantage Data Centers that did it, not Oracle

[The_Softest_Landing @CDTalk1938]

@the_P_God @orrdavid

[The_Softest_Landing @CDTalk1938]

@DonutShorts Agree. Too far too fast, EVs will be in a bear market for 2024. But over time the tech stack will prove and they will become stupid cheap as lithium/battery costs plummet. Adoption will only increase over time. Bad for OEMs in general as margins will suck on them

[The_Softest_Landing @CDTalk1938]

@TPaintjob @IntrinsicInv A lot of is the lack of profitability in EV sales for most major OEMs. R&D costs very high too. Adoption rates for EVs are okay but margins are slim or negative. Western OEMs also have abysmal market share in China EVs which has been a profit engine country for many.

[The_Softest_Landing @CDTalk1938]

@Citrini7 Context seems important. Spreads are so tight already. Doesn’t feel like anything bad is rly priced in, the bond market feels very firm. In a vacuum. they could tighten to 2021 tights if fed cuts, but predicting next 12 months performance is futile imo. No one can accurately

[The_Softest_Landing @CDTalk1938]

@gregoryscott33 Whitehurst is interim ceo, not necessarily permanent

[The_Softest_Landing @CDTalk1938]

@gregoryscott33 Spotifys margins and cash flow don’t scale, no matter how much people love the product

[The_Softest_Landing @CDTalk1938]

@HayekAndKeynes $LIT as the EV bubble deflates slowly and then suddenly. Low profit margins await the OEMs while the whole industry re-rates off crazy multiples

[Rick Racela @ric_rac]

Wow, @USATODAY is massive

[ARCHIVED - NASA Voyager @NASAVoyager]

Time flies when you're exploring. 35 years ago today, I flew past Saturn. https://t.co/g48byhYFa6 #TBT #OTD

[Lucy Tobin @lucytobin]

Well this is weird. Goodbye Gary.