Junk bonds have entered the chat.
NVIDIA CORP. WILL LEASE A 200-MEGAWATT DATA CENTER IN NEVADA FINANCED PARTLY BY A $3.8 BILLION JUNK-BOND SALE LED BY TRACT CAPITAL, WITH JPMORGAN CHASE & CO. AND MORGAN STANLEY MANAGING THE TRANSACTION.
February 12, 2026 at 11:49 PM
Junk bonds have entered the chat.
“.. The sell-off means the company’s bonds are trading at levels closer to those of junk-rated borrowers ..”
@financialtimes.com #$SPCX
www.ft.com/content/04f9...
@financialtimes.com #$SPCX
www.ft.com/content/04f9...
June 26, 2026 at 9:17 PM
“.. The sell-off means the company’s bonds are trading at levels closer to those of junk-rated borrowers ..”
@financialtimes.com #$SPCX
www.ft.com/content/04f9...
@financialtimes.com #$SPCX
www.ft.com/content/04f9...
I love junk bonds
NVIDIA CORP. WILL LEASE A 200-MEGAWATT DATA CENTER IN NEVADA FINANCED PARTLY BY A $3.8 BILLION JUNK-BOND SALE LED BY TRACT CAPITAL, WITH JPMORGAN CHASE & CO. AND MORGAN STANLEY MANAGING THE TRANSACTION.
February 13, 2026 at 12:25 AM
I love junk bonds
🚨SpaceX bond yields rocket towards junk
www.ft.com/content/3a02...
www.ft.com/content/3a02...
July 15, 2026 at 11:44 AM
🚨SpaceX bond yields rocket towards junk
www.ft.com/content/3a02...
www.ft.com/content/3a02...
“.. If you’d been allocated $100mn of the SpaceX 2056 bonds, you’ve turned $100mn into $90.7mn in less than a month.”
“SpaceX Bond Yields Rocket Towards Junk”
@financialtimes.com
www.ft.com/content/3a02...
“SpaceX Bond Yields Rocket Towards Junk”
@financialtimes.com
www.ft.com/content/3a02...
July 15, 2026 at 12:00 PM
“.. If you’d been allocated $100mn of the SpaceX 2056 bonds, you’ve turned $100mn into $90.7mn in less than a month.”
“SpaceX Bond Yields Rocket Towards Junk”
@financialtimes.com
www.ft.com/content/3a02...
“SpaceX Bond Yields Rocket Towards Junk”
@financialtimes.com
www.ft.com/content/3a02...
The financial economy is immersed in the kind of wild gambling we saw leading up to the 2008 financial crisis.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
September 25, 2025 at 6:30 PM
The financial economy is immersed in the kind of wild gambling we saw leading up to the 2008 financial crisis.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
The financial economy is immersed in the kind of wild gambling we saw leading up to the 2008 financial crisis.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
August 1, 2025 at 8:01 PM
The financial economy is immersed in the kind of wild gambling we saw leading up to the 2008 financial crisis.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
We’re seeing it all over again — this time with crypto, meme stocks, junk bonds, and investors pumping up shares of AI stocks without knowing what it is.
Be warned.
Despite genocidal Israel's crumbling economy, massive debt, and near-junk credit rating, US municipalities and pension funds are investing billions in it through buying Israel Bonds and sovereign bonds.
loom.ly/lxIwG3Q
loom.ly/lxIwG3Q
June 23, 2025 at 2:23 PM
Despite genocidal Israel's crumbling economy, massive debt, and near-junk credit rating, US municipalities and pension funds are investing billions in it through buying Israel Bonds and sovereign bonds.
loom.ly/lxIwG3Q
loom.ly/lxIwG3Q
Oracle bonds are one step below 'junk' status.
September 30, 2026 at 2:34 PM
Oracle bonds are one step below 'junk' status.
Junk bonds still aren't priced like junk bonds, IMO. It's a hidey hole for some managers.
July 11, 2025 at 1:35 PM
Junk bonds still aren't priced like junk bonds, IMO. It's a hidey hole for some managers.
OH THAT’S THE GOOD STUFF
“WE’RE COMPETING WITH JUNK BONDS”
“WE’RE COMPETING WITH JUNK BONDS”
July 30, 2026 at 9:48 PM
OH THAT’S THE GOOD STUFF
“WE’RE COMPETING WITH JUNK BONDS”
“WE’RE COMPETING WITH JUNK BONDS”
I wonder why xAI tried to raise $20 billion in equity in April but wound up with only $5 billion & had to issue $5 billion in junk bonds last week.
Probably nothing.
Probably nothing.
July 8, 2025 at 9:41 PM
I wonder why xAI tried to raise $20 billion in equity in April but wound up with only $5 billion & had to issue $5 billion in junk bonds last week.
Probably nothing.
Probably nothing.
For some reason Taylor Lorenz and Matt Yglesias are AAA rated when in a sane environment they’d be junk bonds.
August 30, 2026 at 1:04 PM
For some reason Taylor Lorenz and Matt Yglesias are AAA rated when in a sane environment they’d be junk bonds.
‘When we overlay the average spread for double-B US dollar corporate bonds across different maturities, it looks a lot like the type of risk that the market has assigned to both SpaceX and Oracle bonds is junk risk.‘ www.ft.com/content/3a02...
July 17, 2026 at 2:15 PM
‘When we overlay the average spread for double-B US dollar corporate bonds across different maturities, it looks a lot like the type of risk that the market has assigned to both SpaceX and Oracle bonds is junk risk.‘ www.ft.com/content/3a02...
*furiously googling how to pay for ffs with junk bonds and blowjobs*
January 2, 2025 at 2:48 AM
*furiously googling how to pay for ffs with junk bonds and blowjobs*
Meta becoming one of Corning's largest customer and getting a weird warning from its auditor...Amazon hitting lows unseen since the 2000s...NVIDIA leasing 200MW of data center capacity from a company raising junk bonds to buy NVIDIA GPUs...
February 13, 2026 at 3:55 PM
Meta becoming one of Corning's largest customer and getting a weird warning from its auditor...Amazon hitting lows unseen since the 2000s...NVIDIA leasing 200MW of data center capacity from a company raising junk bonds to buy NVIDIA GPUs...
He made his billions from junk bonds and the 2008 housing bubble.
August 26, 2025 at 2:24 PM
He made his billions from junk bonds and the 2008 housing bubble.
Russian corporate bonds continue to fall in price. Yields rose to a new record - 24.57%
Nobody wants to buy this junk, the probability of bankruptcies is growing.
Nobody wants to buy this junk, the probability of bankruptcies is growing.
November 26, 2024 at 10:06 AM
Russian corporate bonds continue to fall in price. Yields rose to a new record - 24.57%
Nobody wants to buy this junk, the probability of bankruptcies is growing.
Nobody wants to buy this junk, the probability of bankruptcies is growing.
AI are Junk Bonds.
September 26, 2026 at 8:12 PM
AI are Junk Bonds.
US junk bonds slide as Donald Trump’s tariffs spark economic worries
https://www.ft.com/content/5d95d3d4-188e-48a0-8555-c61b1e04a14f
https://www.ft.com/content/5d95d3d4-188e-48a0-8555-c61b1e04a14f
US junk bonds slide as Donald Trump’s tariffs spark economic worries
Premium investors’ demand to hold riskier debt jumps to highest level in six months
www.ft.com
March 13, 2025 at 5:07 AM
US junk bonds slide as Donald Trump’s tariffs spark economic worries
https://www.ft.com/content/5d95d3d4-188e-48a0-8555-c61b1e04a14f
https://www.ft.com/content/5d95d3d4-188e-48a0-8555-c61b1e04a14f
Who's in the market for junk bonds... Er, uhm, I mean US Treasury bonds?
June 4, 2025 at 8:48 PM
Who's in the market for junk bonds... Er, uhm, I mean US Treasury bonds?
for the most part CoreWeave has junk bonds lol
August 12, 2026 at 1:38 PM
for the most part CoreWeave has junk bonds lol
The term is Junk Bonds
(Bloomberg) - SpaceX’s blockbuster bond sale is weakening so quickly in the secondary market that traders say they can’t recall another recent deal that widened this sharply.
@bloomberg.com #$SPCX
www.bloomberg.com/news/article...
@bloomberg.com #$SPCX
www.bloomberg.com/news/article...
Bond Traders Stunned as Losses on SpaceX’s New Debt Keep Growing
SpaceX’s blockbuster bond sale is weakening so quickly in the secondary market that traders say they can’t recall another recent deal that widened this sharply.
www.bloomberg.com
June 26, 2026 at 4:57 PM
The term is Junk Bonds
‘While SpaceX has the rating cos’ stamp of quality, the market grades its bonds closer to junk. What this tells you is the biggest, most sophisticated investors in the world see a harder road to success than Musk touts and demand to be compensated accordingly.’ www.bloomberg.com/opinion/arti...
July 2, 2026 at 4:03 PM
‘While SpaceX has the rating cos’ stamp of quality, the market grades its bonds closer to junk. What this tells you is the biggest, most sophisticated investors in the world see a harder road to success than Musk touts and demand to be compensated accordingly.’ www.bloomberg.com/opinion/arti...