$CRWV
๐จ Is Jensen going to step in with cheap capital to bail out CoreWeave, or will he just settle for a statement to calm the bond markets before the sell-off spirals out of control?
โIn under three days, the credit markets have gone into a flat-out panic, dreading a credit event hitting the company
Bond yields have shot up to 15%, and the shares plunged 16% in a single session
The irony is that CoreWeave is Nvidia's darling neocloud; a deep, historical relationship that peaked when Jensen himself dished out a six billion dollar put option to buy up any unused capacity right through to 2032
$CRWVB
For months on end, CRWV sat pretty at the top of SemiAnalysis's ClusterMax rankings uncontested
If this kind of credit jitters infects them, contagion won't spare the rest of the neocloudsโnot even the ones with less leverage
Any fresh funding will come at a much steeper price tag, all while persistent inflation threatens to trigger extra tightening from the Fed
$CRWV.US
#USMarketUpdate #Market_Update #CPIWatch
๐จ Is Jensen going to step in with cheap capital to bail out CoreWeave, or will he just settle for a statement to calm the bond markets before the sell-off spirals out of control?
โIn under three days, the credit markets have gone into a flat-out panic, dreading a credit event hitting the company
Bond yields have shot up to 15%, and the shares plunged 16% in a single session
The irony is that CoreWeave is Nvidia's darling neocloud; a deep, historical relationship that peaked when Jensen himself dished out a six billion dollar put option to buy up any unused capacity right through to 2032
$CRWVB
For months on end, CRWV sat pretty at the top of SemiAnalysis's ClusterMax rankings uncontested
If this kind of credit jitters infects them, contagion won't spare the rest of the neocloudsโnot even the ones with less leverage
Any fresh funding will come at a much steeper price tag, all while persistent inflation threatens to trigger extra tightening from the Fed
$CRWV.US
#USMarketUpdate #Market_Update #CPIWatch