Replies

VissViss@mastodon.social
Nov 6, 2026, 5:25 PM
coreweave bonds crack 16%
https://www.cnbc.com/2026/11/06/coreweave-bond-yield-tops-16percent-as-ai-credit-stress-rises.html
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The Orange 4theorangetheme@en.osm.town
Nov 5, 2026, 8:16 PM
@Viss Junk bonds! Junk bonds! Junk bonds!
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Cat 🐈🥗 (D.Burch)catsalad@infosec.exchange
Nov 6, 2026, 5:27 PM
@Viss Noice!
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the UNITED GENDERS of WOKENSTANkirakira@furry.engineer
Nov 6, 2026, 5:30 PM
@Viss very normal for your inevitable industry of the future to requite infinite money forever
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VissViss@mastodon.social
Nov 6, 2026, 5:31 PM
@kirakira the corporate american way. up and to the right forever, even if it removes all the oxygen from the room and kills us all! yes of course we can spend this money when we're dead!
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Fritz AdalisFritzAdalis@infosec.exchange
Nov 6, 2026, 6:43 PM
@Viss
> CDS on Nvidia debt
STOP IT. We've learned nothing.
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VissViss@mastodon.social
Nov 6, 2026, 6:44 PM
@FritzAdalis fucktardians from fucktardia fucking off to fuck our shit up
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hrbrmstr 🇺🇦 🇬🇱 🇨🇦🇧🇪 4hrbrmstr@mastodon.social
Nov 6, 2026, 5:30 PM
@Viss the glut in the GPU stocks (inventories) and fully loaded chassis stocks are actually being underreported. (i might be in the work market for a few racks).
you can almost get a full rack with boards, mem, and gpus for what the just the gpus cost ~4-6 months ago (config dependendent ofc).
rly looking fwd to the bloodbath.
not looking fwd to the taxpayer-funded bailouts.
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VissViss@mastodon.social
Nov 6, 2026, 5:30 PM
@hrbrmstr yeah it'll be nice getting 3-4 h200s for like 200 dollars :D
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hrbrmstr 🇺🇦 🇬🇱 🇨🇦🇧🇪 4hrbrmstr@mastodon.social
Nov 6, 2026, 5:33 PM
@Viss then there's just daft stupid stuff like his headed to the black market https://www.tomshardware.com/pc-components/gpus/six-pallets-of-nvidia-gpus-worth-usd11-4-million-stolen-in-california-cargo-heist-authorities-investigate-after-truck-posing-as-a-food-transport-company-disappears
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VissViss@mastodon.social
Nov 6, 2026, 5:34 PM
@hrbrmstr good, they'll be cheaper than msrp :D
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