CRWVCoreWeave, Inc.NeutralCoreWeave, Inc.
3w ago on
Coreweave has to pay personal loan rates to borrow money.
View original →
Bills fan. Art fan. Truth fan. DoubleLine Founder.
Cite asCryptoQuant has tracked 1 directional call by @TruthGundlach on X since Apr 2026: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
Coreweave has to pay personal loan rates to borrow money.
View original →NVDA $500B fund (not to be confused with funding) consortium plan will not likely age well. Assets of unknown life as collateral for long term debt? Why not do a 30 year ABS deal backed by warehouses of bananas? It’s OK, they’ll be newly engineered bananas of unknown life.
View original →Reported total returns since April 4, 2012 (Inception date of TCPC): Cumulative Annualized TCPC. 4.01%. 0.28% Bloomberg Agg Index. 31.39%. 1.92% High Yield Index. 121.16%. 5.69% 90-day T-Bills. 26.96%. 1.68%
View original →Bloomberg News: “NVDA in talks on $250 billion backing for Open AI hub, WSJ says”.
View original →SPCX bonds rated BBB were sold at a spread typical of BB offerings. BBB ratings facilitate insurance company investment due to ratings based capital treatment. Absent this arbitrage, SPCX bonds would trade like B rated. Already getting there.
View original →
