The first time I talked about CoreWeave was more than one year ago in “IS MAGNETAR CAPITAL BLOWING AIR INTO THE NVIDIA (PONZI) SCHEME SO THEY CAN BET ON ITS IMPLOSION?” when I described how the hedge fund Magnetar Capital’s investment in CoreWeave had many similarities with the strategy they...| JustDario
This last week started with three clowns announcing a $500B “Stargate” project that they not only lacked funding for, but that structurally made no sense whatsoever. It ended with half of Silicon Valley in panic mode after suddenly waking up from their comfortable slumber to discover that their DeepSeek nightmare...| JustDario
Recent years have been characterized by an unusual spike in the number of companies listed on the public stock market that ended up filing for Chapter 11 shortly after. Notable cases include WeWork, Lordstown Motors, ELMS, Bird Global, Proterra, and Nikola. While some companies were simply bad businesses, others like...| JustDario
NVIDIA TRICK TO AVOID REGULATORS’ SCRUTINY: PAY MORE TAXES| JustDario