Words
34
Reading
1 min
9d
CoreWeave bonds yielding close to 15% while it spends like a hyperscaler is the detail that sticks with me. If credit keeps tightening, do you think Oracle and Nebius get repriced the same way?
CoreWeave bonds yielding close to 15% while it spends like a hyperscaler is the detail that sticks with me. If credit keeps tightening, do you think Oracle and Nebius get repriced the same way?
RE: Is The Party Over?