Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
Joined March 2013
560 Following 10.9K Followers
$CRWV a lot of talk about Coreweave debt today, here's what it actually looks like. Not pretty. Could be worse though.
