this post was submitted on 08 Nov 2026
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archive won't load, but SpaceX CDS are at 3%/year. Comparable to Oracle. There is massive fundraising demand this week, and its $40b GPU SPV (Spacex just pays rent, but it is 5% principal + whatever interest rate is finalized) is pricing at over 8%, and hasn't sold out, and so is likely to increase in interest rate. It's moving absurdly fast with even higher datacenter capacity with little organic AI revenue, and an environment where hyperscallers (MSFT) is cancelling renewals and other projects because they are full. Even more absurd terrafab moneypit is noob thinking he can compete with TSMC.
Extreme corrupt financial backing is there for his political interference, but his companies have been overvalued on his fraud for years.