#structuredfinance — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #structuredfinance, aggregated by home.social.
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WFW charts AirAsia’s USD19bn aircraft purchase order | Malaysia
Watson Farley & Williams (WFW) advised Malaysia-headquartered airline op…
#Netherlands #Nederland #NL #Europe #Europa #EU #Airbus #AirAsia #AirbusA220 #AircraftPurchaseAgreement #airlineindustry #AsiaAviationMarket #AviationFinance #AviationLaw #ChrisMitchell #Cross-bordertransactions #FleetExpansion #LiamClozier #Malaysia #MalaysiaAviation #Structuredfinance #WatsonFarley&Williams #WFW
https://www.europesays.com/netherlands/11232/ -
https://www.europesays.com/ch/45924/ UBS Packages $500 Million Private Credit Stakes Into Insured Debt Deal #AssetManagers #PrivateCredit #StructuredFinance #UBS #UBSGroup
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How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
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How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
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How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
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10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.
Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."
Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.
Zitron found the right neighbourhood and broke into the wrong house.
#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt
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10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.
Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."
Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.
Zitron found the right neighbourhood and broke into the wrong house.
#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt
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10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.
Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."
Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.
Zitron found the right neighbourhood and broke into the wrong house.
#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt
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OK Capital appoints Park Seung-bae, former Corporate Client Business Division head with extensive experience in structured finance and corporate banking, as new CEO to strengthen risk management and establish sustainable profit structure through triple system of investment, corporate, and structured finance.
#YonhapInfomax #OKCapital #ParkSeungbae #CorporateFinance #RiskManagement #StructuredFinance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107951 -
OK Capital appoints Park Seung-bae, former Corporate Client Business Division head with extensive experience in structured finance and corporate banking, as new CEO to strengthen risk management and establish sustainable profit structure through triple system of investment, corporate, and structured finance.
#YonhapInfomax #OKCapital #ParkSeungbae #CorporateFinance #RiskManagement #StructuredFinance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107951 -
OK Capital appoints Park Seung-bae, former Corporate Client Business Division head with extensive experience in structured finance and corporate banking, as new CEO to strengthen risk management and establish sustainable profit structure through triple system of investment, corporate, and structured finance.
#YonhapInfomax #OKCapital #ParkSeungbae #CorporateFinance #RiskManagement #StructuredFinance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107951 -
OK Capital appoints Park Seung-bae, former Corporate Client Business Division head with extensive experience in structured finance and corporate banking, as new CEO to strengthen risk management and establish sustainable profit structure through triple system of investment, corporate, and structured finance.
#YonhapInfomax #OKCapital #ParkSeungbae #CorporateFinance #RiskManagement #StructuredFinance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107951