John Maeland @Lordhumpe: "𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞: $𝟑𝐁 “𝐝𝐫𝐚𝐰-𝐚𝐬-𝐲𝐨𝐮-𝐛𝐮𝐢𝐥𝐝” 𝐥𝐨𝐚𝐧 🔸..."

Norway

𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞: $𝟑𝐁 “𝐝𝐫𝐚𝐰-𝐚𝐬-𝐲𝐨𝐮-𝐛𝐮𝐢𝐥𝐝” 𝐥𝐨𝐚𝐧 🔸 Are you bullish on the AI data-center buildout? $CRWV (CoreWeave Inc) has secured a $3B delayed-draw loan. This is flexible funding: they only pay interest when they actually use it, and they’ve locked in capacity to buy GPUs, servers, networking, and power gear when orders land. Why new loan: ☑️ Hyperscaler and public-sector: CapEx are still climbing and CoreWeave needs ready cash to stand up clusters on time. ☑️ Inference is spreading fast: Agents, AI apps, GPU workloads need more racks, power, and cooling right now. ☑️ Shorter time-to-revenue: Having committed financing lets them order long-lead parts early and deploy faster. ☑️ No immediate equity dilution: They scale alongside customer demand instead of raising expensive equity. For my stack: This points to continued build-out across the supply chain: $NVDA (NVIDIA Corporation) (GPUs), $SMCI (Super Micro Computer, Inc) (servers), $ANET (Arista Networks Inc) (networking), $VRT (Vertiv Holdings Co) (power/cooling). This direction is constructive for infra & inference. $BTC

Super bullish

100.00%

Moderately bullish

100.00%

Neutral / cautious

100.00%

Bearish / overbuild

100.00%