Unicus
@UnicusResearch
An independent short-only invst. research firm. X is Not Fin Advise. Short: Macro Credit:
1.7K Following 42.6K Followers
Data centers ambitions continues to defy the physical reality.
~ 30% and 50% of large-scale data center capacity slated to come online is facing heavy delays due to grid constraints and construction bottlenecks.
Here is one:
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$NBIS: Massive data center build-outs will eventually become ghost buildings because the idea of crowding space with "data centers" is detached from physical reality.
Reasons: severe supply shortages, grid limitations, and fierce local opposition.
Now, 201 Milan Parkway in Birmingham, Alabama, which was sold 3 times in one day.
Can you guess what they’re building there? See below. @m3_melody
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We have some news to share with you.
We are launching a short-biased fund. We are thrilled to announce that @michaeljburry will act as a senior advisor to our fund, Minerva Investment Management LLC.
An abridged note below.
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Fraud, Foreclosure, First in Line and Private Equity.
Know this: A "first-lien" position is absolutely useless and completely meaningless if the underlying collateral cannot be recovered, liquidating it costs more than the asset is worth, or contract "loopholes" strip your priority status.
One day left to upgrade to confidential insights at 50% off before the prices go up. Link below. @m3_melody
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🚩🚩BREAKING: $OWL Blue Owl Slashes Private Loan to Near-Zero Amid Bankruptcy Risk...
$OWL's Loparex is a retail credit fund.
We pointed to this in our analysis over the past few months. Rating agencies are always the last to do the job.
Moody’s Ratings deemed Loparex in default and said it sees a Chapter 11 bankruptcy potentially in the cards.
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We stay ahead of the curve for our Confidential Insights members on:
- Private credit loan book analysis
- CRE with @m3_melody
- PE/CRE re-finance wall analysis.
And more coming for Confidential Insights members.
50% off of confidential insights upgrades for Labor Day. Valid only for new upgrades.
Link below. Offer ends Monday.
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