Is The Market Turning The Page?
CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.
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A Capital on X
@SurfShopCapital Did $WULF price a convert at the lows?
Fajasy on X
$DGXX 👀👍🏽 https://t.co/lMgmE36ds0
George Noble on X
$OPEN is down a cool 80% from $10 when this “genius” opened his mouth. https://t.co/jXRs3HuY69
George Noble on X
How’s that $OPEN working out? https://t.co/5eKiKeh6lz
George Noble on X
We back to mocking you. LOL LOL LOL Thanks for playing. $OPEN @cvpayne why do you enable such listed as @ericjackson? https://t.co/HQToWLgEgg
George Noble on X
“We’re not a widget factory… we’re a high alpha company.” Wait, what? $OPEN https://t.co/GuBhSn0Gvp
George Noble on X
Keith Rabois belongs in jail. $OPEN https://t.co/NO4rrL3URv
Investor Letters
All letters- Wedgewood Partners Third Quarter 2026 MSI $74BODFL $38B
- Artisan Partners Q3 2026 ENB $106BJPPTY $68B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $5.4B
- Asset Value Investors Ltd September 2026 CHDRF $84BSIEVF $9.9B
- Smead Capital Management 3Q26 CVE $61BUCG $29B
- Jemekk Capital Management Q3 2026 MDA $4.6BWSP $15B
- Nixon Capital Third Quarter 2026 PYPL $48B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
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💥Yield!💥
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Myriam Alvarez 2 clicksHave a source we’re missing? Send your pick
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