Crypto bubble bursting as SOL crashes, holders lose half
The crypto bubble is bursting with SOL down significantly; investors who loaded up are losing half their money, driven by pure euphoria with no underlying logic.
Ken Brown flags Nvidia concentration risk if AI growth slows
Nvidia's practice of backing AI startups creates a concentration risk where slowing AI demand would simultaneously reduce chip sales and strain the startup commitments Nvidia has…
Ken Brown identifies Blue Owl as key AI infrastructure financier
Blue Owl Capital has emerged as a major provider of capital for large-scale AI infrastructure projects, taking on risk that traditional lenders avoid, making it a critical node to…
Ken Brown highlights CoreWeave's leveraged AI bet post-IPO
CoreWeave has taken on significant debt to build AI data centers, and while its stock has declined since its IPO, the company continues to execute on its cloud infrastructure buil…