The list of 8 companies that $CRWV has arranged circular financing deals with. Companies that CoreWeave invested in so they could rent capacity from themselves. The outer rungs of the circulating finance deals are now starting their own circular financing deals with startups. The entire sector is literally a Ponzi scheme now.

Sep 12, 2026 · 12:15 AM UTC

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Replying to @rdd147
These boys carefully stacking a house of cards. Poof blow kaboom 💣
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Replying to @rdd147
This shit looks like SPAC growth companies that pretended like revenue growth and EV were the only metrics that mattered. Works great for a couple years and then profits start mattering again.
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Replying to @rdd147
Thanks for pointing this out dident know it extended further out from Nvidia
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Replying to @rdd147
So this will implode not "explode"
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Replying to @rdd147
It clearly is … not sure how the entire sell side has buys on the neclouds.. must be the investment banking opportunity… as they continue to need capital .. even on seeking alpha I see people writing stuff like Nebius to 1000$ on 3 years.. and I just wonder what I am missing
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Replying to @rdd147
@grok is this true?
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