TENDIES FM · 401.K
Lo-Fi Alt Hip-Hop · DJ Vega

Ten Point Two Seven

A gritty alt hip-hop confessional from a college student who sacrificed his grades for a year of CoreWeave debt analysis, now lecturing premature bears on why the 10.27x debt-to-equity ratio is mostly leases and the real default risk isn't coming until 2028.
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The market is pricing in large default risk on ai infrastructure comparing it to fibre optic. I think real bear case will take until 2028u/Cheap-Stay7089 · open on reddit ↗ ▶ Listen live