The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
Archive
About

CoreWeave - $CRWV

"I'd rather have 10% inflation than a recession": Basis Points on the Fed hike
12 arguments: Why one host wants the whole Fed removed, why both stopped wanting to own Anthropic in the same week, and the two-year political ad cycle…
 • The Scuttlebutt
$99B of Alphabet's $112B Q2 profit was non-cash, The Intrinsic Value Podcast finds
14 takeaways: The $500B cloud backlog with one customer inside it, why the buybacks went to zero, and the 40 cents of new revenue every $1 of data…
 • The Scuttlebutt
Former Fed trader: two more hikes, and the 2028 dot moved up 50bps
12 calls: Why Warsh's strong-productivity line is not in the data, the 30-year TIPS yield he says is the highest in two decades, and the Treasury…
 • The Scuttlebutt
Baseten model training co-head: pacing the frontier makes the labs buy more compute
10 arguments: Why he puts the rogue-agent risk at annoyance rather than catastrophe, what a megawatt of compute now costs, and why Anthropic's profit…
 • The Scuttlebutt
Michael Youngworth: a third of the convertible market is now an AI trade
7 arguments: The 11% drawdown converts took while BofA's AI baskets fell 30–40%, why volatility makes the embedded option worth more, and why the entry…
 • The Scuttlebutt
Fast Money traders: Oracle's $167B of debt is the risk inside the AI backlog
5 calls: Why the desk says Oracle's cash burn was half as bad as feared, what makes Apple the defensive trade in a weak tape, and the $10.4B average NFL…
 • The Scuttlebutt
Alberto Gallo: Andromeda is short the managers, the insurers and the data centers
9 takeaways: why he thinks hyperscalers need to double their revenue to break even, the Jenga tower private credit sits on top of, and the iceberg he…
 • The Scuttlebutt
CoreWeave's Intrator makes his data-center case as CNBC frets over a 10% AI-doom estimate
8 takeaways: Meta's new electricity pledge, OpenAI's 88-hour math proof, a Novartis CEO's defense of Anthropic's board, and why Cramer wants the odds…
 • The Scuttlebutt
Carter Worth: the Fed does nothing next week, and it wouldn't matter much if it did
16 takeaways: The trillion-dollar gain sitting in the Treasury's gold, the sector he would sell outright, and the FICO options trade inside his own ETF
 • The Scuttlebutt
George Kurtz: protecting AI agents is a bigger market than protecting humans
5 takeaways: The product CrowdStrike shipped the day it briefed on the Hugging Face break-in, why half the market still runs old antivirus, and the…
 • The Scuttlebutt
Guy Adami: Nvidia is putting money on every number at the roulette table, and that fails
13 takeaways: a VIX near 14 against a 25% move in Salesforce, the nine of 18 Fed officials Rosenberg says want to hike into 1.5% growth, and where the…
 • The Scuttlebutt
Jeff Keller: the market is paying up for short-term certainty, and heavy retail is the tell | Other People's Money
Why he won't short an open-ended growth story, what hyperscaler capex is actually buying, and the three things that would tell him the AI trade has…
 • The Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture