It's government contracts, money laundering schemes and something people hate. It's gonna get cooked when reality hits.
From what I have read from multiple sources, Schwab is considered to be among the best brokers for retail customers. The Tesla influencers such as Merritt, Debolt etc can makes threats to Bad Mouth those such as Schwab to hurt their business, but I don't know if getting followers to move their accounts to other brokers is the best thing for those followers to do. Since Merritt and DeBolt appear to have accounts with Schwab, then that sort of suggests that they think that Schwab is among the best brokers.
I take that to mean that there will be enough votes to get Musk the package/contract that he wants. Perhaps - probably so since the retail investors that hold Tesla directly seem to be strongly in support of Musk because they have done well with Musk in charge and think that they need him there to do well in the future.. On the Institutional (Black Rock, Schwab etc), there are asks - expectations for the Tesla BOD (Board Of Directors) to exert control - oversight of Musk and the BOD doesn't seem interested in doing that. So the Institutions are voting No with hopes of things changing with Tesla. i have seen this on Social Media, but not on a highly regarded news - business web site. So take it as just some current buzz about the situation. Much the same. Larry Fink vs Denholm
I am not going anywhere. I like thinkorswim. I guess those with 10 shares of tesla can go to Robinhood.
fwiw, A Supreme Court ruling striking down Trump 2.0's tariffs would be like rocket fuel for stocks
I could see that and then a massive retreat when trump does it again another way. Sell the tariff rejection spike while you can. If it’s high enough spike, then I might get out of a lot.
NVDA has dropped 35 points (~15%) in the last 10 days, imo, an over-reaction its next earning release will be 19 Nov, in about 2 weeks. when NVDA was trading 179.6 today, i purchased this 20-point bullish CALL spread, using 11-28-'25 expiration buy to open 180 strike CALL sell to open 200 strike CALL for a net cost of $7.3 i think it will trend up to the high $190s, just before the earnings release. i am paying ~~ 4.1% of current stock price to participate in the anticipated run up into earnings. according to the attendant "greeks', for every point going up, my position will increase ~ 30 cents
I got burned on Cisco stock as I bought 25 shares @$74 during the dotcom boom and the bottom fell out of it when it all crashed. Luckily, that was my only misfire back then from the stocks I bought. This was my initial foray into brokerage investing as a total noob and I had the 401k as well. So, I just held on to the stock kind of as a joke to see when it would ever go green. Well...today is that day! I'm up over $100! lol
the people buying the GPUs to run LLMs are not generating anything close to enough revenue. I'm getting tired of the bubble being thrown around but this **** is just a bunch of in breeding. I'm dumping a lot if they don't overturn the tarrifs. If they do will probably hold
NVDA closed at 193.8 today, and will report next Wed, after market close. i am betting that it will hit 199 by then
I get that, and I may be completely wrong. My point is the people that are buying their GPUs are not really generating revenue and are bound to fail in epic fashion.
Wth? This is the guy with all the short bets against Nvidia and Palantir right? He's throwing in the towel on that? It feels like every tenth or twentieth article I come across is about this guy. So, maybe it will free up some space?
I am not sure if this is what you are referring to, but it does seem to be in a nearby neighborhood if it isn't. Will CoreWeave's Heavy Debt Load Disrupt Its Growth Momentum? CoreWeave, Inc. (CRWV) recently reported third-quarter 2025 results wherein revenues surged 134% year over year to $1.4 billion, surpassing both management’s guidance ($1.26 billion and $1.3 billion) and the Zacks Consensus Estimate by 6.8%. Yet, as CRWV expands at breakneck speed, investors seem wary of its mounting debt. On the earnings call, management noted that the company has raised a staggering $14 billion in debt and equity year to date. CoreWeave is using these funds for the rapid expansion of its GPU-based data center, which is crucial to address the soaring AI compute demand. It added eight new data centers across the United States in the third quarter. Further expansions are underway in Europe, including Scotland. CRWV had nearly 590 megawatts (“MW”) of active power and contracted power of 2.9 gigawatts (“GW”) at the quarter-end. With more than 850 MW of active power targeted by year-end, CRWV is positioning itself as a top-tier provider capable of meeting the needs of large-scale AI training and inference workloads. Though increasing capital is enabling CRWV to accelerate data-center investments and meet surging AI demand, it is adding financial strain. Interest expense surged to $311 million compared with $104 million a year ago. For 2025, it expects interest expenses to be between $1.21 billion and $1.25 billion, owing to high leverage. Higher interest expenses can exert pressure on the adjusted net income and potentially affect free cash flow generation and undermine near-term profitability. Adjusted net loss for the third quarter was $41 million against breakeven adjusted net income a year ago. Management is working to mitigate financing risk by strengthening capital structure and lowering the cost of capital. For instance, the company amended the DDTL 2.0 Facility by increasing its remaining drawable capacity by more than $400 million to create a new $3 billion tranche at SOFR plus 4.25%. This is much below the original cost of the facility. Management emphasized that it continues to reduce spreads on the outstanding debt, capitalizing on strong market demand for AI infrastructure exposure. Nonetheless, whether this funding proves to be a growth driver or a leverage headache will depend on CoreWeave’s execution, which does not look easy. Challenges for CRWV remain plenty as it juggles ballooning interest expense, heavy capex (2026 to be more than double of the figure of 2025) and intense competition from rivals like pure-play Nebius (NBIS) and tech behemoths like Microsoft (MSFT), which are also aggressively ramping up capacity Capacity Expansion & Debt Profile for MSFT & NBIS Nebius is another rapidly growing AI infrastructure company. In the third quarter, Nebius's group revenues increased by 355% year over year to $146.1 million, with the core infrastructure segment (making up 90% of total revenues) growing by 400%. Nebius plans to fund its aggressive expansion through corporate debt, asset-backed financing, and equity. Management highlighted that it is in the process of raising asset-backed debt and expects to secure attractive credit terms supported by the creditworthiness of its biggest client. Nebius is also implementing an at-the-market equity program for up to 25 million Class A shares. NBIS added that the program will enable it to access equity funding efficiently. It targets 800 MW to 1 GW of connected power by the end of 2026 and 2.5 GW of contracted power. Microsoft plans to boost its total AI capacity by more than 80% for this fiscal year and double its total data center footprint over the next two years, underpinned by strong demand trends. MSFT’s AI data center in Fairwater, WI, is expected to go online next year and can scale to two gigawatts alone. Microsoft’s financial resources are stupendous. As of Sept. 30, 2025, it had $102 billion in cash, cash equivalents and short-term investments, while long-term debt was $35.4 billion. Microsoft’s global scale, strategic partnerships and financial resilience offer some serious competition. MSFT expects the capex growth rate in fiscal 2026 to be higher than in fiscal 2025. CRWV Price Performance, Valuation and Estimates Shares of CoreWeave have lost 36.3% over the past month compared with the Internet Software industry’s decline of 6.8%. In terms of Price/Book, CRWV’s shares are trading at 15.71X, way higher than the Internet Software Services industry’s ratio of 6.15X, The Zacks Consensus Estimate for CRWV’s earnings for 2025 has been marginally revised downwards over the past 60 days....
