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[@PITTI_DATA](/creator/twitter/PITTI_DATA)
"@Teknium1 @unusual_whales Both statements are true research departments in banks (especially when they are not top-tier) resort to rage bait in titles. Just like influencers here Harvard researcher says GDP growth was XXX% without AI capex in H1 2025 (which is what Deutsche Bank covers) and its fine"  
[X Link](https://x.com/PITTI_DATA/status/1976276152739299509) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-09T13:18Z XXX followers, XXX engagements


"crashing out be me XX years in private capital seen it all debt equity the whole shebang think i'm a master of the universe a real patrick bateman minus the fun parts real boomer shit : ebitda multiples covenants assets and contracted business. tangible collateral"  
[X Link](https://x.com/PITTI_DATA/status/1979251277788852511) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-17T18:20Z XXX followers, XX engagements


"@Dorialexander @EpochAIResearch Its definitely something Ive been monitoring (based on second-hand prices) and it is also my takeaway from the last X years. When Coreweave got its GPU-backed financing in 2023 I was highly sceptical but it has worked out well based a current prices"  
[X Link](https://x.com/PITTI_DATA/status/1977395289049772247) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-12T15:25Z XXX followers, XXX engagements


"Based on a conversation on that train between people working in the fashion retail industry the most disruptive move they could anticipate was that chatGPT could become a gateway to all websites not only for authentication but more critically for payments"  
[X Link](https://x.com/PITTI_DATA/status/1978851285974561028) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-16T15:51Z XXX followers, XX engagements


"2023: watch coreweave ex-crypto miners pivoting to AI ok cute story they raise $400m at a $2bn valuation a little spicy but whatever tech is frothy then they get $2.3bn secured credit facility collateralized by. a pile of depreciating electronics in a warehouse"  
[X Link](https://x.com/PITTI_DATA/status/1979251280863240685) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-17T18:20Z XXX followers, XX engagements


"fast forward to today open bloomberg see headline: meta louisiana data center $30bn financing my vision starts to tunnel it's an spv. ok standard shit debt is $XX BILLION. equity is $2.5bn for a building. a building that won't be finished until 2029"  
[X Link](https://x.com/PITTI_DATA/status/1979251286571704542) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-17T18:20Z XXX followers, XX engagements


"the bonds are rated A+ A. FUCKING. PLUS. for computers that will be obsolete in X years blue owl owns XX% through SPV wizardry meta keeps it off balance sheet because accounting is just vibes now"  
[X Link](https://x.com/PITTI_DATA/status/1979251290258419818) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-17T18:20Z XXX followers, XX engagements


"5 gigawatt capacity could power X million homes just to train models that tell you how to cook spaghetti X other players already provide the spaghetti recipe and have all levered 100x these *recurring* revenues losing it"  
[X Link](https://x.com/PITTI_DATA/status/1979251293907505626) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-17T18:20Z XXX followers, XX engagements


"remember when $100m was a big PE deal remember when collateral was actual things remember when financial models made sense check my financial modeling textbooks nothing about "GPU depreciation curves" or "Superintelligence""  
[X Link](https://x.com/PITTI_DATA/status/1979251297506230358) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-17T18:20Z XXX followers, XX engagements


"maybe the real bubble was the rational markets we believed in along the way ngmi"  
[X Link](https://x.com/PITTI_DATA/status/1979251300119265583) [@PITTI_DATA](/creator/x/PITTI_DATA) 2025-10-17T18:20Z XXX followers, XX engagements