lesbarclays

3 ms·

1. 1.▲
   A BrAIve New World for Credit(lesbarclays.substack.com)

   3 points by lesbarclays 3mo ago|0 comments
2. 2.▲
   by lesbarclays 3mo ago

   Nvidia are becoming a structured finance shop before our eyes.
3. 3.▲
   Why Wall Street and Nvidia Are Building an Exotic Money Pipeline for the AI Boom(wsj.com)

   2 points by lesbarclays 3mo ago|1 comments
4. 4.▲
   Cerebras Hardware Business Declines After 'Lumpy' Orders(bloomberg.com)

   1 points by lesbarclays 3mo ago|0 comments
5. 5.▲
   The Mechanics of ARR Loans(lesbarclays.substack.com)

   1 points by lesbarclays 4mo ago|0 comments
6. 6.▲
   Why Microsoft's $80B Xbox Bet Backfired(wsj.com)

   3 points by lesbarclays 4mo ago|0 comments
7. 7.▲
   TSMC Hikes Sales, Spending Outlook to Catch AI 'Megatrend'(bloomberg.com)

   3 points by lesbarclays 4mo ago|0 comments
8. 8.▲
   AI's $5.8T Buildout Needs Every Bond Flavor It Can Sell(bloomberg.com)

   2 points by lesbarclays 4mo ago|0 comments
9. 9.▲
   Read the Lutnick Letter That Led Anthropic to Disable Mythos(bloomberg.com)

   6 points by lesbarclays 5mo ago|0 comments
10. 10.▲
    What Is the Return on Tokens?(lesbarclays.substack.com)

    1 points by lesbarclays 5mo ago|0 comments
11. 11.▲
    Broadcom Slides After AI Chip Outlook Disappoints Investors(bloomberg.com)

    4 points by lesbarclays 5mo ago|0 comments
12. 12.▲
    by lesbarclays 5mo ago

    IPO (in the caes of SpaceX) = it's probably overpriced. SpaceX are also looking to cut fees for the banks involved who were expecting a massive windfall.