Playback speed×Share postShare post at current timeShare from 0:000:00/11CoreWeave debt covenants: old chips age fast; the revenue curve ages faster 7-15-2026 All things financial...Jul 15, 202611ShareTranscriptDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsUS economy is a market with a state; China is a state with markets. Neither is pure 10-13-202610 hrs ago • All things financial...Oracle's CDS is not driven solely by debt levels but by SPV investors hedging ORCL rent promises 10-11-2026Oct 11 • All things financial...US firms try to make a profit off of REM/REE. China is trying to control a strategic supply chain 10-190-2026Oct 10 • All things financial...PC & PE mark-to-fantasy valuations support cash-on-the-barrelhead fees 10-9-2026 Oct 9 • All things financial...If the markets won't finance their states voluntarily, regulations will make it compulsory 10-8-2026Oct 8 • All things financial...Efficiency was a bet that geography stop mattering. Geography is collecting it's toll 10-6-2026Oct 6 • All things financial...Accelerated depreciation turns future tax relief into present cashflow & future losses 10-5-2026Oct 5 • All things financial...A bond gold clause does not eliminate sovereign risk, the form of promise is changed to metals 10-4-2026Oct 4 • All things financial...
