Stockinvestor

[Fundamental Investing @Investinc_Intel]

Me: laughing at all the investors who said $SOFI was going to $0 yesterday

[Stockinvestor @StockInveztor]

@TheLongInvest

[RJC @RJCcapital]

say something

[amit @amitisinvesting]

so…why did $CRWV bonds get dumped today to the point where they are now yielding 15%

this company has $130B in backlog and massive, massive support from Nvidia

almost as if credit markets are legit worried that CoreWeave won’t be able to make their payments

maybe short term fear or something deeper?

[amit @amitisinvesting]

i wonder if Jensen comes out and says something about $CRWV

it’s almost like overnight, the credit markets have become EXTREMELY worried about a credit event happening with this company

yields up to 15%, stock is down 16% on the day

the issue is this is Nvidia’s preferred neocloud…they have a very long history working with Nvidia and Jensen even gave them a $6B “put” to buy back their unused capacity by 2032 if needed

$CRWV has been at the top of SemiAnalysis’s ClusterMax rankings for the longest time

if they are feeling this type of credit fears…it doesn’t seem to be great for any of the neoclouds even if they have less debt because any new debt they try to take on will be at much higher rates, not to mention inflation going up which means the Fed might make the situation worse

so the question is…does Jensen step in and either give cheap capital to CoreWeave or issue a statement to calm down the credit markets from continuing to sell of their bonds

[Stockinvestor @StockInveztor]

@RealMattMoney

[Stockinvestor @StockInveztor]

@QC_Capital_ $CRWV

[Stockinvestor @StockInveztor]

@aJackBurton @midascabal

[Stockinvestor @StockInveztor]

@midascabal

[Stockinvestor @StockInveztor]

@midascabal Same!

[Midas @midascabal]

Built a $1M position in $CIFR today.

Generational wealth is made buying at this discount.

[Midas @midascabal]

Bought $1M worth of $CIFR today at $10.52.

Generational wealth will be made.

[Stockinvestor @StockInveztor]

@NotA_Bull

[Stockinvestor @StockInveztor]

@NotA_Bull

[Stockinvestor @StockInveztor]

@jefftgreen @FortuneMagazine RESING YOU USELESS CEO RESIGN ASAP!!!

[Spy Before You Buy @Spybef0rey0ubuy]

"Dad, $NVDA is up over 650%. Why didn't you buy at $30?"

"Son, I was busy buying $SOFI at $15."

"What's it at now?"

"Still $15. Patience, son. Patience..."

[Stockinvestor @StockInveztor]

@RetiredLifeNC @Julian_Trades1 @stock_analysisx Smart guy! You are not one of them sheep

[Stockinvestor @StockInveztor]

@PrettyFli4aWYFI @WhiteFiber_ @SamirTabar Awful

[Stockinvestor @StockInveztor]

@Mapago9

[Mapago @Mapago9]

“Mom how did we get so poor?”

“Your dad listened to people on X and invested in $SOFI”