Re:CoreWeave bond yield tops 16% as AI credit stress rises
by lovich on Tuesday November 10, 2026 @06:43AM
(#50438943)
> It's that most people don't understand basic financial concepts like fixed versus operating costs.
No man. It’s that, like you’ve explained further in your comment, they haven’t become net profitable yet. Being profitable in 1-2 quarters is a good trend but it doesn’t matter if you are still behind on mountains of debt or investors wanting their money back and your market is one where people talk about shit that happened 4 months ago as obsolete.
There is no proof that the current profit they are making on inference is durable.
No man. It’s that, like you’ve explained further in your comment, they haven’t become net profitable yet. Being profitable in 1-2 quarters is a good trend but it doesn’t matter if you are still behind on mountains of debt or investors wanting their money back and your market is one where people talk about shit that happened 4 months ago as obsolete.
There is no proof that the current profit they are making on inference is durable.