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Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
가입 March 2020
699 팔로잉 중    56.7K 팬
SMBC is reportedly exploring a significant risk transfer on two data center loan portfolios of roughly $1B and $2B, according to 9fin. It would shift potential losses to outside investors while SMBC keeps the loans, and no deal has been confirmed. SMBC helped arrange $18B in construction financing for Oracle $ORCL Project Jupiter, though nothing links those loans to this transfer.
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