Founder @coinbureau | Host @FinanceBureau_ | Ex @GoldmanSachs | Mensa | Posts not financial advice |
Joined May 2012
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Nic retweeted
CoreWeave reportedly has around $50B in debt and lease obligations.
NVIDIA sells it chips, owns a stake, and has agreed to buy unused computing capacity.
The AI boom runs on more than chips. It runs on borrowed money.
Nic retweeted
The AI bubble popped, insiders are dumping their shares... and you're buying them...
I sleep well at night knowing CoreWeave's $CRWV senior management has total confidence in their company.
Nic retweeted
FOMC, inflation, GDP & Big Tech earnings all in the SAME week!
Here's everything you need to watch:
Tues:
- Sept durable goods orders
- Sept new home sales
- US consumer confidence
- Israeli election
Wed:
- Fed rate decision
- Microsoft & Alphabet earnings
Thurs:
- September PCE inflation
- Q3 GDP
- Weekly jobless claims
- ECB rate decision
- Amazon & Intel earnings
Fri:
- BoJ rate decision
Important!
Over the week, 168 S&P 500 companies are reporting earnings, with AI spending, cloud growth & profit margins in focus.
A lot for markets to digest after last week's sharp sell-off.
Nic retweeted
Big Tech is betting hundreds of billions on AI. But voters living next to new data centers are asking what they get beyond higher electricity bills.
With the midterms approaching, that anger could become a political roadblock for the AI boom.
The problem? Companies have already signed years of leases, power contracts and debt commitments. Politicians can slow the building. Those bills keep coming.
Nic retweeted
When we one day look back on this period of time, we will fully realise the extent of the oil market manipulation.
Near daily headlines that ping-pong between peace and war.
All preceded by questionable insider trades.
The CFTC isn't going to investigate, but one day the truth will come out.
And it will shock everyone.
Nic retweeted
Even BofA is now hedging the AI rally it wants clients to stay in.
The strategy: options that pay out if tech stocks keep rising, funded by selling crash insurance to investors fearing a drop.
The bank's bull case now comes with crash protection built in.
Nic retweeted
A record $1.45T of US corporate debt matures by 2030.
Much of it was borrowed when money was nearly free.
Refinancing at today's rates means profits must grow as fast as borrowing costs, or the maths breaks.
Futures markets are pricing 3-4 more Fed hikes by the start of 2028.
Are we about to see a credit crisis?
Nic retweeted
.@coinbureau's @puckrin shares his take on memory, AI and crypto.
He discusses $MU, the company’s latest earnings and what’s ahead for AI-related names, along with his outlook for bitcoin:native and ethereum:native.
For more: schwabnetwork.com/?CID=SM:Tw…
Nic retweeted
🇫🇷: Is France's debt problem is now Europe's currency problem?
The euro slid to $1.1161 on Monday, its weakest level since May 2025, after four straight weekly losses.
Investors are dumping it over France's mounting debt and political gridlock ahead of the April 2027 election.
With a change of power looming, any budget promise from Paris now carries little weight.
Last week's global bond rout also hammered French debt, sparking fears the stress spreads across the eurozone.
Nic retweeted
🎥WATCH: US hiring stalls at 29K jobs as unemployment hits 4.2%, so is the Fed's October hike off the table?
Nic retweeted
🗒️KEY TAKEAWAYS: Trump's White House Meet With Tech CEOs
Trump gathered with major US Tech CEOs for a dinner at the White House. Here's a quick run down of what went down.
A thread.
1/6
Nic retweeted
🔥HOT TAKES: Anthropic IPO Leaks
1. Anthropic can't afford to miss.
The prospectus shows roughly $518B in cloud, compute and infrastructure commitments. That's a massive bet on AI, but it also shows how interconnected the industry has become.
If Anthropic falls short, the fallout spreads to the companies on the other side of those deals, hitting both their shares and their debt.
2. Salesforce could be the quiet winner.
Salesforce first invested $50M in Anthropic in early 2023 and joined later funding rounds. Its stake was worth about $5B at the last round.
Anthropic is now reportedly targeting a valuation of more than $2T, more than double the $965B it was valued at in May.
Nic retweeted
Empty pumps, military police directing traffic, and
1.5-hour waits.
1 in 6 French petrol stations are dry, but the fuel crisis is just the symptom. Behind it lies a broken parliament, unpaid bills, and a government that can’t govern.
Nic retweeted
Central banks are not just hoarding gold, they are building a parallel system.
From offshore RMB clearing and 22 consecutive months of Chinese gold additions to NATO members quietly moving reserves out of North America, the dollar escape route is already active.