Senior editor at The Information covering AI infrastructure finance; authored weekly finance column on compute financing and capex.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Neocloud leader CoreWeave is securing new short-term (3-6 month) contracts at elevated prices, reflecting current supply-demand imbalance, and announced a new convertible financing deal; however, existing long-term contracts at lower rates dominate their revenue base and future pricing is uncertain as contracts roll over.