fundraising

Covers everything from early seed rounds to late-stage debt financing; the terms and valuation attached to a raise reveal how much leverage the fundraising side actually had.

Predictions & track record (3)

• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.
• Awaiting grading The 10-Year Treasury Yield Hit 4.7% and Oil Got the Blame. So Why Didn't Inflation Expectations Move?Check whether the August 5, 2026 US Treasury quarterly refunding statement drops the "at least" language guaranteeing stable auction sizes, which would signal more Treasury issuance ahead.
• Awaiting grading America's borrowing bill is climbing, and AI is helping push it upGrade at end of Q3 2026: did the 30-year US Treasury yield break above the May 20th peak of 5.20%?

8 related posts

• Watch Why Nvidia is guaranteeing $250 billion of OpenAI's debt: the same reason showed up in the fiber-optic bubble 25 years ago 메르 (ranto28) · 2026-07-28
• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Watch RESCENE's Viral Break Wasn't One Meme: It Was Two 메르 (ranto28) · 2026-07-26
• Watch The 10-Year Treasury Yield Hit 4.7% and Oil Got the Blame. So Why Didn't Inflation Expectations Move? 메르 (ranto28) · 2026-07-25
• Bear Intel's $11 Billion Loss Wasn't Restructuring. It Was Intel's Own Stock Price Going Up The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Watch SpaceX's bonds crater weeks after the IPO: the credit market's warning to Musk 메르 (ranto28) · 2026-07-20
• Bear America's borrowing bill is climbing, and AI is helping push it up The Kobeissi Letter (@KobeissiLetter) · 2026-07-19
• Where the money went: Saylor blames AI for bitcoin's slide Marc Rubinstein (Net Interest) · 2026-07-03