l'équité peut se payer d'espoir, la dette non. elle se paie en intérêts chaque trimestre

SpaceX Credit Risk Hits New High As AI Debt Binge Fears Spook Bondholders zerohedge.com/markets/spacex…

$SPCX failed to find full list of buyers at $40 billion, before announcement was made. Will take a $10 billion loan instead. All will come in at or above 8% with BB+ downgrade.

Bahahahahahhaah

$SPCX failed to align buyers for full $40 billion bond offer and will do a $10 billion loan. Oof. BB+ and 8% offer here we come. Can’t wait to see auction.

$TSLA Engineer got owned by two lidar experts

$120 billion in bond offers announced today between $SPCX $AVGO and Digital Reality No biggy, it’s only 25% of all data center bonds issued in 2026 happening in a one day announcement.

"Investors SpaceX approached about financing its multibillion-dollar chip purchase said they only received a short two-page deal memo with pictures of outer space and an arrow pointing out that the company was going to build data centres “somewhere in the universe”. $SPCX $TSLA

Seen people tweeting in past days wondering about how $SPCX stock was able to climb this fast (in an effort to mock the haters, I guess). Well here's the answer. Funny how these shitcos always miraculously go up in anticipation of a capital raise.

SpaceX seeks $40B in financing for Nvidia chip purchase $TSLA $SPCX streetinsider.com/AI/SpaceX+…

"its appetite for ever more computing power is a drain on potential profits" what are you even on about lol

MERCEDES-BENZ REPORTED Q3 CAR SALES FELL BY 8% YEAR-OVER-YEAR TO 407,200 UNITS. HOWEVER, SALES OF BATTERY ELECTRIC VEHICLES ROSE BY 52% YEAR-OVER-YEAR TO 78,100 UNITS. IN EUROPE, CAR SALES INCREASED BY 5% YEAR-OVER-YEAR, WHILE SALES IN CHINA DROPPED BY 31% YEAR-OVER-YEAR; THE U.S. SAW A 6% RISE. OVERALL Q3 GROUP SALES FELL BY 6% YEAR-OVER-YEAR TO 491,700 UNITS.

This is not remotely true man the revenues aren’t there for cloud compute outside of OpenAI and Anthropic

The only reason the CEOs of these tech monopolies are spending wildly on data centers like they are is because they assume they will be granted an oligopoly that is too big too fail.

We are somewhere in there, hard to say where. But Private Equity and Private Credit are getting torn apart under the surface of the calm, and those insurance companies I've been on about are holding too many bad assets. This will affect data center financing, especially in the context of the delays. All the wihile companies are building up their own Small Language Model as fast they can using whatever is cheapest, even Chinese open weight models.

Oh it’s for spot lol

Anthropic agrees to lease $125 billion of TPUs from $AVGO for 5 years ($25 billion a year). Anthropic will borrow $42 billion from Broadcom notes set to be issued soon. The notes will convert to Anthropic equity at maturity. $18 billion will be borrowed from Blackstone that will be issued soon.

Just working on something about this

Elon when Donald Trump tells him to change the name of his company

Well it officially happened. Data Centers are now being packaged into CMBS. Seven in the case. All tenants are confidential. Most fraudulent debt market in history. The portfolio is 100% occupied by four confidential investment-grade-rated tenants and three small network carrier tenants, with a weighted average remaining lease term (WARLT) of 12.9 years as of September 2026. Confidential Tenant 1, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, fully occupies three properties (PHX2DC2, PHX2DC3 and DFW1DC4), comprising 40.8% of critical IT load and 42.6% of Fitch base rent across the portfolio. Confidential Tenant 2, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, fully occupies two properties (RIC2DC3 and RIC2DC5), comprising 28.4% of critical IT load and 25.9% of Fitch base rent. Confidential Tenant 3, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, leases 36 MW of capacity at ASH2DC2 and comprises 14.2% of critical IT load and 16.6% of Fitch base rent. Confidential Tenant 4, a confidential investment-grade-rated cloud, IT services and content and digital media tenant, leases 42 MW of capacity at PHX2DC5 and comprises 16.6% of critical IT load and 14.8% of Fitch base rent. Average in-place rents across the portfolio are 23.0% below the appraiser's weighted average (WA) concluded market rent of $119.08 per kW/month. $ORCL $CRWV $NBIS