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Re:CoreWeave bond yield tops 16% as AI credit stress rises by maerF0x0 on Monday November 09, 2026 @11:43PM (#50436145)
If by fairly priced you mean so competitively priced that essentially all the real profit has been taken out.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by panicinducer on Tuesday November 10, 2026 @12:03AM (#50436281)
What else would fairly priced mean?
Re:CoreWeave bond yield tops 16% as AI credit stress rises by maerF0x0 on Tuesday November 10, 2026 @12:17AM (#50436357)
Fair could be construed as "the layers of market participants receive a share of the profits" . As far as I can tell there is essentially none left, and thats because folks will bid it down to 0 profit because they're lending others' money. (they're only responsible for their opportunity cost, but even 1% on others money is a good deal for the bank)