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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.

CRWV $43B

WHAT ARE WE DOING? “Contrarians At The Gate” 44m ago 2 clicks

1h ago ASML $660B

ASML Is Building a Hybrid Bonding Tool!

SemiAnalysis 1 click

3h ago APP $88B

AppLovin Deep Dive

Speedwell Research 8 clicks

From X

@aleabitoreddit 38m ago 1 click

Serenity on X

@BullishWiener I'm happy $GOOGL is being more aggressive with supply procurement like $NVDA was. They've been way too complacent and let others bottleneck their own supply chain. CSPs and hyperscalers will be in a rude awakening if they're hoping for Chinese memory to save them.

@aleabitoreddit 47m ago

Serenity on X

$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices up 80% to 100% in the Q1 2027. Having all your capacity potentially allocated out into 2035 via LTAs would ease a lot of memory durability fears.

@leevalueroach 1h ago 1 click

Lee Roach on X

Gamestop's $GME’s eBay stake is now worth $5.3B at $122.75, up $886M on a $4.4B cost. $379M of that gain is unbooked since Aug 1 and hits Q3 GAAP earnings. ebay alone is a $0.47 per share positive impact. Consensus is ~$0.20. Consensus is ignoring the massive demand for Pokemon cards, Magic the Gathering, GTA 6, Zelda, etc. Sell side analysts continue to prove they need to be hooked up to a ventilator to breathe.

@negligible_cap 2h ago 1 click

Negligible Capital on X

$DELL down 20% in the last 2 days. If things get any worse we might have a Scott’s Tots situation on our hands https://t.co/GWR20XOft9

@junkbondinvest 2h ago 1 click

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN https://t.co/iIISfHsXSg

@negligible_cap 2h ago 1 click

Negligible Capital on X

$CRWV CDS spreads hit new highs today, pricing in over a 60% chance of default within the next 5 years per bbg https://t.co/ABpSnUk8az

@AsifSuria 3h ago

Asif Suria on X

For a minute today, I was excited that Mattel $MAT was up today because of the potential acquisition by Authentic Brands or the toy company Zuru. But then I looked over at Hasbro $HAS and it was also up nearly 4%. Feels like everything non-AI is up 4% to 5% today. Part of my Mattel article from last night:

@stockgutter 3h ago

SG on X

Reminder: $KSPI has nothing to do with KOSPI https://t.co/E9XdtsYHS5

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Everyone wants to defend CoreWeave but who really knows

CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.

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The Technology Letter 21h ago

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