@vegavandal.bsky.social
Thus it will be seen that his life, in all its splendor, was not without some danger or difficulty, requiring talent and determination for success
The jump in accounts receivable at Nvidia and similar increase in accounts payable at Coreweave is starting to make sense in light of increasing yields lately.
Remember in school you learned the most scandalous president was Warren G Harding, whose cabinet member accepted payments without him even knowing about it? Funny looking back.
legally speaking this is absolutely correct, and between this and the pathetic lawsuits you're looking at a situation where they're going to have to basically conduct an armed coup if they want to do this and, look, these guys are desperate, maybe it all goes real bad but that's a much bigger lift
Alex Merz 🇺🇸🇨🇦🇺🇦@merz.bsky.social · last wk.The administration has zero control over the seating of Congress.
Capital Returns Readers were selling semis and buying insurance/insurance brokerage/housing related stocks the last six months. Everything is cyclical.
when debt markets take a second look at your capital spending plans
There is only 1 reason for the TSLA merger. The fraud is coming to an end and the books aren’t balancing. The end of growth ends all frauds. The only way out is to roll the books and start over with even more opaque accounting. They don’t have the claimed cash and need to raise money.
I just realized 1.3 billion shares of SpaceX are unlocked tomorrow, man we should really have securities laws in this country.
So markets are just arguing whether the compute forward curve is in contango or backwardation now. Coreweave unsecureds versus one guy saying fraudulent big numbers.
Jensen is trying to single handedly put another shrimp back on that barbie
FinTwitter@fintwitter.bsky.social · 2w agoNVIDIA IN TALKS TO INVEST HUNDREDS OF MILLIONS OF DOLLARS IN AUSTRALIAN AI CLOUD PROVIDER FIRMUS – TIF
I don’t even think about forecasting elections these days, just don’t care, but things look pretty promising so far with early voting in Texas and Georgia
Elon Musk needs to be held accountable for the deaths of Ukrainian civilians. It’s that simple and obvious. I’ll back the candidate for any office that runs on this.
Bit of this going on with midterms polls and AI now
Excited Ronpaul
ALT: Excited Ronpaul
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Man Billy Friedkin cooks on every single one of his movies. Sorcerer’s a banger.
Since IPO, not one insider has ever purchased a single share of Coreweave in an open market transaction. They have, however, collectively sold over 90 million shares for just a hair less than $10 billion.
When you take a step back and look at the daily machinations of markets, the “X is up bc Y is down” type of thing, it’s all very silly. Over time it won’t matter.