Kieran Goodwin
@kieranwgoodwin
I do not provide investment advice through WhatsApp or any other messaging platform. I only post here on X and LinkedIn. Beware of imposter accounts.
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Elon says neoclouds execution risk is very real.
Some neoclouds will prove to be operators and some will be exposed as promoters.
The unsecured bonds have capped upsides and IMO close to zero in a bankruptcy so market is demanding high yields.
Big dispersion = higher yields
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Really well done balanced take on $CRWV from credit perspective .. not free but IMO worth buying if you are a credit investor
