The Full Ledger

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Page 11

Will Nebius or Coreweave Reach The Point of Return First?

CoreWeave and Nebius both sold every GPU they brought online in Q2, yet one carries billions in debt while the other runs on customer prepayments. A credit squeeze could expose that difference fast.

Alex Sirois · 22 hours ago

Cathie Wood’s ARK Now Sees Tesla at $4,400 a Share by 2031

ARK Investment Management just published a Tesla price target so far above Wall Street consensus that it practically requires two entirely new industries to exist at massive scale by 2031, and one of them…

Omor Ibne Ehsan · 22 hours ago