The circular financing model o

2
Comment
Favorite

The circular financing model only works of the company being funded survives. Sorry, just stating the obvious. But people seem to have forgotten this part......

CoreWeave Plummets as Nvidia Faces a Dilemma: Forced Rescue or Standing By?

The financial entanglement between NVIDIA and CoreWeave, Inc. is evolving into a complex game theory predicament.On Wednesday, under the dual pressures of unexpectedly hot inflation data and rising...

CoreWeave Plummets as Nvidia Faces a Dilemma: Forced Rescue or Standing By?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":618462752367072,"tweetId":"618462752367072","gmtCreate":1792024380209,"gmtModify":1792024382972,"author":{"id":3576140222331577,"idStr":"3576140222331577","authorId":3576140222331577,"authorIdStr":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":323,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>The circular financing model only works of the company being funded survives. Sorry, just stating the obvious. But people seem to have forgotten this part......</body></html>","htmlText":"<html><head></head><body>The circular financing model only works of the company being funded survives. Sorry, just stating the obvious. But people seem to have forgotten this part......</body></html>","text":"The circular financing model only works of the company being funded survives. Sorry, just stating the obvious. But people seem to have forgotten this part......","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/618462752367072","repostId":1135213092,"repostType":4,"repost":{"id":"1135213092","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1792023155,"share":"https://ttm.financial/m/news/1135213092?lang=en_US&edition=fundamental","pubTime":"2026-10-15 08:12","market":"us","language":"en","title":"CoreWeave Plummets as Nvidia Faces a Dilemma: Forced Rescue or Standing By?","url":"https://stock-news.laohu8.com/highlight/detail?id=1135213092","media":"Deep News","summary":"The financial entanglement between NVIDIA and CoreWeave, Inc. is evolving into a complex game theory predicament.On Wednesday, under the dual pressures of unexpectedly hot inflation data and rising...","content":"<html><head></head><body>The financial entanglement between NVIDIA and CoreWeave, Inc. is evolving into a complex game theory predicament. On Wednesday, under the dual pressures of unexpectedly hot inflation data and rising US Treasury yields, data center operator CoreWeave, Inc. saw its shares plunge more than 15%, marking the third-largest single-day decline in its history and leaving it just one step away from its all-time low.<img src=\"https://community-static.tradeup.com/news/55f67eae6341599516df820c6224adf5\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/> Prominent financial analyst Quoth the Raven (QTR) analyzed in a ZeroHedge column that as CoreWeave, Inc. shares come under pressure and financing channels narrow, NVIDIA faces a thorny choice: step in to rescue once again, or watch this cloud computing clienthich is heavily dependent on its own chipspiral into a liquidity crisis? CoreWeave, Inc.&#39;s troubles may not wait until an actual debt default to surface. The continued decline in its share price itself could trigger a vicious cycle: a stock collapse shakes market confidence, which in turn cuts off external financing channels, ultimately accelerating the arrival of a liquidity crisis. For companies like CoreWeave, Inc. that rely heavily on external capital to sustain operations, severe stock market volatility is enough to push them to the brink before any default occurs. The potential impact of this situation on NVIDIA goes far beyond the paper loss on a single investment. NVIDIA had previously participated in rescuing CoreWeave, Inc.&#39;s shrunken IPO through a $250 million subscription order, and has since added billions of dollars in additional investment, deeply binding itself to the fate of this company. Dual Roles Put NVIDIA in a Bind The article points out that the relationship between NVIDIA and CoreWeave, Inc. is far more complex than that of an ordinary investor and investee company. NVIDIA is not only a shareholder of CoreWeave, Inc. but also the sole hardware supplier for its core business. The billions of dollars in debt that CoreWeave, Inc. has borrowed is essentially used to purchase NVIDIA chips. This structure, in which supplier and shareholder identities highly overlap, ties the financial interests of both parties exceptionally closely together. Once CoreWeave, Inc. runs into trouble, its demand for GPU hardware procurement will inevitably shrink, which will directly affect NVIDIA&#39;s revenue side. At the same time, NVIDIA&#39;s massive equity investment in CoreWeave, Inc. will also face impairment pressure. It is precisely this dual exposure that creates a classic game theory predicament: the cost of rescuing is high, but the cost of not rescuing may be equally unbearable. The Logical Trap of &#34;Having No Choice But to Rescue&#34; What the market is truly worried about is not whether NVIDIA is willing to step in again, but whether it will find that it has no choice at all. This logic is not without precedent. When CoreWeave, Inc.&#39;s IPO met with a cold reception, NVIDIA spent $250 million to subscribe, which the outside world widely interpreted as a credit endorsement. That investment stabilized market sentiment at the time, but it also objectively set an implicit expectation for NVIDIA: once CoreWeave, Inc. is in trouble again, NVIDIA&#39;s intervention will be taken for granted by the market. The problem is that each rescue raises the threshold for the next one. If CoreWeave, Inc.&#39;s share price declines further and triggers a liquidity crisis, what NVIDIA will face then is not just a financial decision, but also a public relations test concerning its market credibility. Larger Market Concerns The warning significance of the CoreWeave, Inc. case may far exceed its own scale. This company&#39;s business modelorrowing heavily on a large scale to buy GPUs and monetizing them through computing power leasingepresents a typical high-leverage path in the current wave of AI infrastructure investment. If this model comes under stress testing against the backdrop of tightening capital markets and slowing demand growth, its ripple effects will spread across the entire industry chain: GPU demand expectations, cloud computing power pricing, and investors&#39; overall risk appetite for the AI infrastructure sector could all be affected. For NVIDIA, the truly profound impact of the CoreWeave, Inc. predicament lies in this: it will force the market to re-examine the risk transmission mechanism between chip giants and their highly leveraged downstream customers mechanism that, during the phase when AI bubble expectations were at their peak, was almost never seriously priced in.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CoreWeave Plummets as Nvidia Faces a Dilemma: Forced Rescue or Standing By?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoreWeave Plummets as Nvidia Faces a Dilemma: Forced Rescue or Standing By?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDeep News \n2026-10-15 08:12\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>The financial entanglement between NVIDIA and CoreWeave, Inc. is evolving into a complex game theory predicament. On Wednesday, under the dual pressures of unexpectedly hot inflation data and rising US Treasury yields, data center operator CoreWeave, Inc. saw its shares plunge more than 15%, marking the third-largest single-day decline in its history and leaving it just one step away from its all-time low.<img src=\"https://community-static.tradeup.com/news/55f67eae6341599516df820c6224adf5\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/> Prominent financial analyst Quoth the Raven (QTR) analyzed in a ZeroHedge column that as CoreWeave, Inc. shares come under pressure and financing channels narrow, NVIDIA faces a thorny choice: step in to rescue once again, or watch this cloud computing clienthich is heavily dependent on its own chipspiral into a liquidity crisis? CoreWeave, Inc.&#39;s troubles may not wait until an actual debt default to surface. The continued decline in its share price itself could trigger a vicious cycle: a stock collapse shakes market confidence, which in turn cuts off external financing channels, ultimately accelerating the arrival of a liquidity crisis. For companies like CoreWeave, Inc. that rely heavily on external capital to sustain operations, severe stock market volatility is enough to push them to the brink before any default occurs. The potential impact of this situation on NVIDIA goes far beyond the paper loss on a single investment. NVIDIA had previously participated in rescuing CoreWeave, Inc.&#39;s shrunken IPO through a $250 million subscription order, and has since added billions of dollars in additional investment, deeply binding itself to the fate of this company. Dual Roles Put NVIDIA in a Bind The article points out that the relationship between NVIDIA and CoreWeave, Inc. is far more complex than that of an ordinary investor and investee company. NVIDIA is not only a shareholder of CoreWeave, Inc. but also the sole hardware supplier for its core business. The billions of dollars in debt that CoreWeave, Inc. has borrowed is essentially used to purchase NVIDIA chips. This structure, in which supplier and shareholder identities highly overlap, ties the financial interests of both parties exceptionally closely together. Once CoreWeave, Inc. runs into trouble, its demand for GPU hardware procurement will inevitably shrink, which will directly affect NVIDIA&#39;s revenue side. At the same time, NVIDIA&#39;s massive equity investment in CoreWeave, Inc. will also face impairment pressure. It is precisely this dual exposure that creates a classic game theory predicament: the cost of rescuing is high, but the cost of not rescuing may be equally unbearable. The Logical Trap of &#34;Having No Choice But to Rescue&#34; What the market is truly worried about is not whether NVIDIA is willing to step in again, but whether it will find that it has no choice at all. This logic is not without precedent. When CoreWeave, Inc.&#39;s IPO met with a cold reception, NVIDIA spent $250 million to subscribe, which the outside world widely interpreted as a credit endorsement. That investment stabilized market sentiment at the time, but it also objectively set an implicit expectation for NVIDIA: once CoreWeave, Inc. is in trouble again, NVIDIA&#39;s intervention will be taken for granted by the market. The problem is that each rescue raises the threshold for the next one. If CoreWeave, Inc.&#39;s share price declines further and triggers a liquidity crisis, what NVIDIA will face then is not just a financial decision, but also a public relations test concerning its market credibility. Larger Market Concerns The warning significance of the CoreWeave, Inc. case may far exceed its own scale. This company&#39;s business modelorrowing heavily on a large scale to buy GPUs and monetizing them through computing power leasingepresents a typical high-leverage path in the current wave of AI infrastructure investment. If this model comes under stress testing against the backdrop of tightening capital markets and slowing demand growth, its ripple effects will spread across the entire industry chain: GPU demand expectations, cloud computing power pricing, and investors&#39; overall risk appetite for the AI infrastructure sector could all be affected. For NVIDIA, the truly profound impact of the CoreWeave, Inc. predicament lies in this: it will force the market to re-examine the risk transmission mechanism between chip giants and their highly leveraged downstream customers mechanism that, during the phase when AI bubble expectations were at their peak, was almost never seriously priced in.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4543":"AI","BK4527":"明星科技股","BK4116":"互联网服务与基础架构","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4587":"ChatGPT概念","BK4592":"伊斯兰概念","BK4612":"AI芯片","BK4503":"景林资产持仓","BK4549":"软银资本持仓","BK4614":"Manus概念股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","CRWV":"CoreWeave, Inc.","BK4608":"AI应用概念股","NVDA":"英伟达","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135213092","content_text":"The financial entanglement between NVIDIA and CoreWeave, Inc. is evolving into a complex game theory predicament.On Wednesday, under the dual pressures of unexpectedly hot inflation data and rising US Treasury yields, data center operator CoreWeave, Inc. saw its shares plunge more than 15%, marking the third-largest single-day decline in its history and leaving it just one step away from its all-time low.Prominent financial analyst Quoth the Raven (QTR) analyzed in a ZeroHedge column that as CoreWeave, Inc. shares come under pressure and financing channels narrow, NVIDIA faces a thorny choice: step in to rescue once again, or watch this cloud computing clienthich is heavily dependent on its own chipspiral into a liquidity crisis?CoreWeave, Inc.'s troubles may not wait until an actual debt default to surface. The continued decline in its share price itself could trigger a vicious cycle: a stock collapse shakes market confidence, which in turn cuts off external financing channels, ultimately accelerating the arrival of a liquidity crisis.For companies like CoreWeave, Inc. that rely heavily on external capital to sustain operations, severe stock market volatility is enough to push them to the brink before any default occurs.The potential impact of this situation on NVIDIA goes far beyond the paper loss on a single investment. NVIDIA had previously participated in rescuing CoreWeave, Inc.'s shrunken IPO through a $250 million subscription order, and has since added billions of dollars in additional investment, deeply binding itself to the fate of this company.Dual Roles Put NVIDIA in a BindThe article points out that the relationship between NVIDIA and CoreWeave, Inc. is far more complex than that of an ordinary investor and investee company.NVIDIA is not only a shareholder of CoreWeave, Inc. but also the sole hardware supplier for its core business. The billions of dollars in debt that CoreWeave, Inc. has borrowed is essentially used to purchase NVIDIA chips. This structure, in which supplier and shareholder identities highly overlap, ties the financial interests of both parties exceptionally closely together.Once CoreWeave, Inc. runs into trouble, its demand for GPU hardware procurement will inevitably shrink, which will directly affect NVIDIA's revenue side. At the same time, NVIDIA's massive equity investment in CoreWeave, Inc. will also face impairment pressure.It is precisely this dual exposure that creates a classic game theory predicament: the cost of rescuing is high, but the cost of not rescuing may be equally unbearable.The Logical Trap of \"Having No Choice But to Rescue\"What the market is truly worried about is not whether NVIDIA is willing to step in again, but whether it will find that it has no choice at all.This logic is not without precedent. When CoreWeave, Inc.'s IPO met with a cold reception, NVIDIA spent $250 million to subscribe, which the outside world widely interpreted as a credit endorsement.That investment stabilized market sentiment at the time, but it also objectively set an implicit expectation for NVIDIA: once CoreWeave, Inc. is in trouble again, NVIDIA's intervention will be taken for granted by the market.The problem is that each rescue raises the threshold for the next one. If CoreWeave, Inc.'s share price declines further and triggers a liquidity crisis, what NVIDIA will face then is not just a financial decision, but also a public relations test concerning its market credibility.Larger Market ConcernsThe warning significance of the CoreWeave, Inc. case may far exceed its own scale.This company's business modelorrowing heavily on a large scale to buy GPUs and monetizing them through computing power leasingepresents a typical high-leverage path in the current wave of AI infrastructure investment.If this model comes under stress testing against the backdrop of tightening capital markets and slowing demand growth, its ripple effects will spread across the entire industry chain: GPU demand expectations, cloud computing power pricing, and investors' overall risk appetite for the AI infrastructure sector could all be affected.For NVIDIA, the truly profound impact of the CoreWeave, Inc. predicament lies in this: it will force the market to re-examine the risk transmission mechanism between chip giants and their highly leveraged downstream customers mechanism that, during the phase when AI bubble expectations were at their peak, was almost never seriously priced in.","news_type":1,"symbols_score_info":{"NVDA":2,"CRWV":2}},"isVote":1,"tweetType":1,"viewCount":1,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":136,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}