It's a Bloodbath (EP. 487)

Despite CoreWeave's AI-debt stress and a rough week, broad market data shows compressing valuations and solid median stock returns, not a bubble bursting.

• CoreWeave bond stress: CoreWeave ($38B market cap) bonds yields spiked toward 15% amid heavy chip-purchase debt; hosts debate whether it's a subprime-style canary or just a small player NVIDIA could backstop.
• 'Bloodbath' debunked by data: Duality Research shows the median S&P stock is up 8% and average up 15% in 2025 even as semis like Western Digital (-50%), SanDisk, and Micron swung hard off highs.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.