CoreWeave Borrows at 15%: Is the AI Boom Built on Debt? | Stock Market

AI spending now equals 3.5% of GDP, yet CoreWeave pays 15% interest to fund its build-out. We put Nvidia, Anthropic and the 2000 crash under a Graham-Buffett lens to see where any margin of safety really lies.

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(0:00) AICycle Deep Value Perspective

(1:33) Jensen Huang Factor vs Steve Jobs

(3:58) AICycle Deep Value Perspective

(4:40) Supply Chain Capital Realities

(8:08) Next Leg Agentic AI

(9:29) Historical Precedents for Tech Drawdowns

(11:31) Next Leg Agentic AI

(14:11) Jensen Huang Factor vs Steve Jobs

(14:51) Apps for Intelligent Value Investor

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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.

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Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.

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Original source

Why Nvidia Could Rally Even Without Jensen Huang: Dan Niles