Money & Economics

Core Weave .. in trouble ..

If they need more money, it will cost a lot ..

 
Like CPI yesterday, PPI today shows continued upward move of inflation.

Its not getting better, and its going to get a lot worse.

 
No, Anthropic will not survive without direct government protection

 
Asian markets, particularly S Korea, are in deep shit.
This isn’t just a minor blip. It’s meltdown


 
AI data center buildout isn’t in a bubble, it’s a freaking 6 alarm fire and they’re poring gasoline on it instead of water.

We’re past “this isn’t sustainable” and have now entered “are you out of your fucking mind?” Territory.

 
GLD up $5 this morning and heading north.

Kicking myself for not buying at $474 yesterday
 
4 Big things - all tied together

1-CPI inflation Up
2-PPI inflation Up
3-Bond yields Down
4-Retail Sales Up

The last two make no sense at first.




 
CPI
 
PPI
 
Bond Yields
 
Retail Sales
 
But but but

Trump said the Strait is 100% open, fully under US control, and shipping is back to pre war levels :rofl: :lmao::winktongue: