3X Long Labubu
@labubu_trader
Labubu long term investor. Only short term trading as a hobby. All of my tweets are just my shitposts. Not financial advice,
No telegram/discord/whatsapp groups
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July 2009
2.7K ํ๋ก์ ์ค 77.2K ํฌ
What a shame I closed most of my $CRWV shorts last Friday ๐ฅน
Mr Musk is killing spree
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesnโt have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but weโre investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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