$CRWV DA Davidson analyst Gil Luria @gilluria on the @ProfGMarkets podcast speaking about CoreWeave: "This is like an individual investor taking a margin loan at 9% to buy treasuries at 5%. This is a destruction of value, this is the essence of CoreWeave, if things don't go

amit @amitisinvesting ·
视频封面

更多来自 @amitisinvesting

  1. #1

    wanna know the worst thing about today’s price action? the stock market falling should be causing yields to fall because people would be rotating to bonds… but yields are up, mean…

    amit @amitisinvesting ·
    wanna know the worst thing about today’s price action? the stock market falling…
  2. #2

    $TSLA We just witnessed history folks.

    amit @amitisinvesting ·
    视频封面
  3. #3

    if you're wondering why the 10-year is down today even though CPI had a horrible print...which should be causing yields to go up because that means we have a higher chance of a ra…

    amit @amitisinvesting ·
    if you're wondering why the 10-year is down today even though CPI had a horribl…
  4. #4

    oh boy...CPI is bad 3.7 headline vs 3.6 expected 2.6 core vs 2.5 expected the worst thing is that the expected numbers were already higher than the numbers from August, so these m…

    amit @amitisinvesting ·
    oh boy...CPI is bad 3.7 headline vs 3.6 expected 2.6 core vs 2.5 expected the w…
  5. #5

    PAUL TUDOR JONES TODAY: - "2027 is going to be a very challenging year for the market." - "Right now feels exactly like 1999, for me it’s just so clear that we’re on this path tha…

    amit @amitisinvesting ·
    PAUL TUDOR JONES TODAY: - "2027 is going to be a very challenging year for the…

查看 @amitisinvesting 的全部帖子