MSFT 3/20 200 RIP
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Keycorp

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"CoreWeave's business model involves using high-interest debt to buy thousands of advanced Al chips from Nvidia, installing them in server racks inside data centers that it leases from third-party landlords, then renting access to the chips to Al companies." now the key here is *high-interest debt* because that seems really fucking stupid when you're borrowing billions
Fingers crossed this holds and the people who deserve a crash get it. But I've seen this enough to know it's 80% chance it turns around by 11am. The key to this happening? Good old fraud.
Like, Low Key I get why supervillians monologue before killing the hero. You put all this work into your plans and business, you just want somebody to say _damn, nice 🅱️enis bro_ 🤜🤛
Low-key I agree with you. 
That 1 hour “for maintenance” is gonna be real real key one day. Just watch and wait
Yes cause the key in this market is to just keep making promises that youre going to make money
Key Events This Week: October Retail Sales data - Tuesday November Jobs Report - Tuesday November CPI Inflation data - Thursday
"Andrangi argues that even in the best-case scenario, where demand for computing power continues to expand, Coreweave will struggle to make enough money to recoup the upfront costs of building the data centres, let alone make a decent return on investors’ money. If demand falters, the hardware becomes obsolete more quickly than planned, or firms start building their own data centres, then Coreweave could be in serious trouble, especially as it has taken on huge debts to finance its investment. Other red flags include the fact that the key insiders have started selling their shares in the company."
Next week is packed in terms of key macro data. On Tue, we get a full employment report for Nov, the Oct non-farm payrolls print and Oct advance retail sales. We then get Nov CPI on Thu. Throughout the week, we’ll also get data for S&P manufacturing and services PMIs (Tue), existing home sales (Fri) and Dec final UMich (Fri)
Low key, yes. Lots of strains have become resistant to current meds and so a new one that works on the resistant strains is actually kind of a big deal. There's two new ones coming to market but INVA's can treat a broader range of people. The biggest downside is per patient, antibiotics aren't super profitable. But aggregated over a lot of patients it can still be a boon. It wouldn't move the needle at all for most major pharmaceutical companies, but for small companies it can be a gigantic boost--which is why I'm motly focusing on small-to-mid caps right now.
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