i wonder if Jensen comes out and says something about $CRWV it’s almost like overnight, the credit markets have become EXTREMELY worried about a credit event happening with this company yields up to 15%, stock is down 16% on the day the issue is this is Nvidia’s preferred neocloud…they have a very long history working with Nvidia and Jensen even gave them a $6B “put” to buy back their unused capacity by 2032 if needed $CRWV has been at the top of SemiAnalysis’s ClusterMax rankings for the longest time if they are feeling this type of credit fears…it doesn’t seem to be great for any of the neoclouds even if they have less debt because any new debt they try to take on will be at much higher rates, not to mention inflation going up which means the Fed might make the situation worse so
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