u/Genzinvestor16180339

And what are the positives and negatives of the current level of debt

The September cover really threw me off. Did they kill the September cover on purpose? I’m really confused because, IMO, that magazine is supposed to represent a pinnacle that is purposely left unattainable, almost like a goalpost.

Now it’s pictures of dogs?

Critics point out that the company is financing a huge infrastructure buildout with relatively expensive debt, while its current earnings on that asset base remain very small.

CoreWeave has roughly $46.7 billion of net PP&E and about $35 billion of debt, much of which carries effective borrowing costs in the 8–10% range. Its latest quarterly adjusted operating income was about $128 million, or roughly $512 million annualized, equivalent to only about 1.1% of its current PP&E base. That is not technically ROIC, and roughly $11.9 billion of the asset base is still construction in progress, so the comparison understates the potential earnings of assets that have not yet come online.

can they ultimately generate returns on this infrastructure comfortably above its financing costs once utilization increases? With more than $100 billion of contracted backlog, does the model eventually produce sufficiently high margins and asset utilization to justify the leverage, or do high interest costs, depreciation, and rapid GPU obsolescence make that difficult?

I see a lot of critiques with their business model I don't really see the issue what am I missing?

Critics point out that the company is financing a huge infrastructure buildout with relatively expensive debt, while its current earnings on that asset base remain very small.

CoreWeave has roughly $46.7 billion of net PP&E and about $35 billion of debt, much of which carries effective borrowing costs in the 8–10% range. Its latest quarterly adjusted operating income was about $128 million, or roughly $512 million annualized, equivalent to only about 1.1% of its current PP&E base. That is not technically ROIC, and roughly $11.9 billion of the asset base is still construction in progress, so the comparison understates the potential earnings of assets that have not yet come online.

can they ultimately generate returns on this infrastructure comfortably above its financing costs once utilization increases? With more than $100 billion of contracted backlog, does the model eventually produce sufficiently high margins and asset utilization to justify the leverage, or do high interest costs, depreciation, and rapid GPU obsolescence make that difficult?

Like big accomplishments you could never seem to do before

Italy still has no same-sex marriage, restricts adoption for same-sex couples, and even criminalizes Italians seeking surrogacy abroad. Why has Italy remained so much more socially conservative on LGBT rights than most of Western Europe?

Like actual terrible things

I alternate push/pull about 6 days a week, and have gained some muscle but feel like I should be bigger have been doing it for around 8 months. Any tips or things to add?

Push Day — Chest, Triceps

1. Flat chest press — 4 sets (heavy then moderate)
2. Chest fly machine — 3×12–15
3. Incline chest press — 3×10–12
4. Overhead tricep extension — 3×12–15
5. Tricep kickback — 3×12–15
6. Rope pushdown — 3×15–20 (last set to failure)
7. Shoulder Press

Pull Day — Back, Biceps, Rear Delts

1. Single-arm DB row — 4×10–12
2. Lat pulldown — 4×10–12
3. Seated cable row — 3×10–12
4. Bicep curl — 3×10–12
5. Hammer curl — 3×12–15
6. Concentration curl — 2×15 (last set to failure)
7. Face pulls — 3×15–20 (last set to failure)
8. Rear delt fly — 3×15–20 (last set to failure)

Also which link/supplier do people trust on Amazon? Can I just get this from my doctor?

Best books you would give to someone who wanted to be the next best venture capitalist. Could also be venture adjacent like this book really helped me think about psychology of investing

I’m curious whether economists distinguish between how unequally wealth is distributed and how difficult it is for someone without significant wealth to become wealthy.
It seems possible for both things to be true at once: wealth could become increasingly concentrated at the top, while the economy could also become more dynamic in the sense that new people are regularly entering the top of the wealth distribution.
Are there metrics that capture this distinction? For example, something measuring how frequently people enter or exit the top 1% or 0.1%, rather than simply measuring the share of wealth those groups hold?

Best books you would give to someone who wanted to join the hedge fund industry

Does anyone use nicotine? What are the risks and benefits

Sometimes I find myself having 1-2 Ultima packets a day is that okay?

Don’t talk to me about health will I be smarter happier more intelligent more able to accomplish my goals?

I try to limit to one 12oz drip black coffee/ or two Espresso latte in the morning, then one english breakfast tea around 1pm.