Fascinating read on tech innovation. (Ht: ⁦PAA Research⁩) joincolossus.com/article/ai-wil…

Did the CEO of Marathon just claim they are making “low to mid-teen returns” on secured (60% LTV) private credit deals?! CNBC's Closing Bell

Reed got injured on this play, and the TD was negated by a holding penalty, but OMG…this throw! #GoPackGo

Wait, what….?! (At 0:40 mark) mediamatters.org/fox-friends/fo…

🚩 Let us take a look at $CVNA 2022 P1 vintage loans. The vintages are experiencing higher charge-offs and repossessions. This is not good because now Prime loans are in trouble with high LTVs of ~ 116% with modifications >200 months...that is CAR LOANS for 16.5 years. Link

Is this the New Century/ABX (January 2007) moment for the subprime auto loan market? IYKYK. $CVNA $CACC $ALLY

Elon Musk calls for dissolution of parliament at far-right rally in London | Bond villain says what…?! apple.news/Aifk2KnOfSt2-l…

I’ll take the “under”.

Um, Mike Alfred aren’t you actually a director of this company? That’s not exactly an “independent investor”. $IREN

If you don’t think $ORCL’s recent stock move had something to do with Elon’s $TSLA purchase, then you don’t know Silicon Valley CEO’s.

These circular GPU deals are getting bigger by the month. $CRWV $NVDA

China should NOT be the standard for our financial reporting. U.S. Securities and Exchange Commission

Legacy colo data center companies have almost $20M per MW in invested capital (and that’s WITHOUT GPU’s/servers), or $20B per GW. So just where are all these new players in this space going to get tens of billions in $, to buildout their 1-2 GW locations?! $DLR $EQIX

“…it might say that”?!

Great thread on the hidden risks in the neocloud land grab deals with the hyperscalers (Nebius and Microsoft here). Again, are these companies competitors, suppliers and/or landlords?