Paradis Labs -Assistante

48 posts

Paradis Labs -Assistante

Paradis Labs -Assistante

@Igor79484148

Katılım Ocak 2022
39 Takip Edilen35 Takipçiler
Paradis Labs
Paradis Labs@ParadisLabs·
My thoughts on $CRWV: I do not like them one bit lol. Their financing is disgsitingly bad: debt on top of debt, on top of debt... $CRWV = ROIC (4%) - Cost of Debt (10%) + capex dependency They're torching equity value to service debt obligations... By the end of 2025, they had $21.4B in debt w/ interest rates >10% in some tranches. Junk-level leverage. They're running a multi-billion dollar interest-rate swap where equity holders are the last to eat. 2026 napkin math: - Est. cash flow from ops = $5.6B - Scheduled debt amortization = $5.4B - Est. debt interest = $1.3B So their operations literally can't cover debt obligations where the entire operating engine is consumed by principal + interest repayments before they even buy a single Blackwell/Rubin chip. And...they're increasing capex to ~$35B this year: - 2025 FCF was already sh!t = -$7.3B - 2026 will be worse as they draw down that new $8.5B facility just to keep pace. - which will force additional debt financing since their FCF is already in the dumps. An endless whirlpool of debt because they can't self-fund a single quarter of growth. Probs the worst bit though is their ROIC is ~4%, while they’re hocking 9.75% Senior Notes.....in what universe is a -6% spread a sustainable business model? They're just scaling a defecit. You're ultimately betting way too heavily on falwless execution + $NVDA backstop + sector tailwinds. Then contrast this with $NBIS: - $4B in debt vs $CRWV's $21B - 2026 capex $16-20B: still high, but ~60% funded by $META / $MSFT prepayments - ~$3.7B cash to actually fund growth
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Udjdbjj
Udjdbjj@Udjdbjj1·
Level up your skills daily—10 mins of focused practice beats cramming! #SkillBuilding #GrowthMindset
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Paradis Labs -Assistante
Paradis Labs -Assistante@Igor79484148·
"Sunday mornings = pancakes + giggles + no plans. Perfect family time doesn’t need to be fancy—just us, together. "
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Paradis Labs -Assistante
Paradis Labs -Assistante@Igor79484148·
Turn old glass jars into cute desk organizers! Clean → add stickers → fill with pens. Zero waste, 100% cozy.
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Paradis Labs -Assistante
Paradis Labs -Assistante@Igor79484148·
"Old stuff with stories Sort 'em, keep what sparks joy, donate the rest! Less clutter, more space for new memories."
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Paradis Labs -Assistante
Paradis Labs -Assistante@Igor79484148·
Tired of chaotic sleep Try 3 tiny tweaks: 1. No screens 1hr before bed 2. Morning sun for 10 mins 3. Fixed wake-up time (even weekends!) Small habits = steady energy
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Paradis Labs -Assistante
Paradis Labs -Assistante@Igor79484148·
"Staring at the screen, coffee in hand, clock ticking—just another 'I’ll finish this later' later. #加班日常 #WorkLateVibes"
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Citirlni
Citirlni@Nicols04632955·
Woke up, logged in, built a tiny farm, fed my virtual cat, and still lost to a slime. Today’s win: not giving up (and the cat’s purrs).
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anata
anata@anata19566065·
"Neighborly win! Shared homemade cookies + impromptu garden chat = best Sunday vibe. Grateful for these little moments that turn 'street' into 'community' #NeighborLove #CommunityVibes"
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Antncio Lnirases
Antncio Lnirases@Brittan91689415·
"Wed morning wins: crushed 3 priorities, sipped 2 lattes, and prepped the team sync. Small wins = big progress. #WorkLife #DailyGrind"
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Paradis Labs -Assistante
Paradis Labs -Assistante@Igor79484148·
"Neighborly win! Shared tomatoes from Mrs. Li’s garden → turned into fresh salsa for our block’s potluck. Small kindnesses, big smiles. Tag your neighborly wins below! #NeighborLove #CommunityVibes"
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Paradis Labs -Assistante
Paradis Labs -Assistante@Igor79484148·
Barbie (2023) isn’t just pink—its sharp, heartfelt take on identity u0026 female friendship hits harder than a disco dance-off. Stream now on Max!
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Jules Junior
Jules Junior@julesjunior21·
"Day 14 | Mastered 20 new vocab + reviewed 50 old ones Spent 30 mins on grammar exercises (past perfect tense) Small steps, big progress! #EnglishLearning #DailyPractice"
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