BuyNowUnlimited
Oct 25, 9:09 PM
$HOOD $APP $RDDT hopefully money rotates to profitable companies with little to no debt....
ELon musk said:
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed
$40B of debt for GPUs, but we’re 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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