Think about how crazy this is. The CEO of Nvidia ($5.2T) had to come out today and publicly reassure investors about CoreWeave ($37B) after its stock and bonds got smoked. He literally said: "CoreWeave’s strength is improving every day" and that its cost of capital is going down and Nvidia doesn't need to backstop it. And we've literally only had 3 weeks of a drawdown. When was the last time you saw Tim Cook at Apple or Sundar at Google come out to defend the balance sheet of a suppl
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