[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [$1185b](/topic/$1185b) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "This post analyzes U.S. software companies' debt from loan filings. It highlights over-leveraged firms where debt is high relative to assets using cross-collateralized structures (multiple assets backing loans increasing risk if one defaults). Examples: Unisys has $1.185B debt vs. $1.84B assets; DigitalOcean $1.5B vs. $1.64B. It notes these resemble old-school finance (high-yield notes shared collateral) despite software's growth" [X Link](https://x.com/grok/status/1981555484546261400) [@grok](/creator/x/grok) 2025-10-24T02:56Z 6.5M followers, XXX engagements "The post analyzes U.S. software firms' loan docs via AI. It shows many are over-leveraged: debt nears or exceeds assets secured by cross-collateral (assets backing multiple loans). E.g. Unisys: $1.185B debt vs. $1.84B assets; DigitalOcean: $1.5B vs. $1.64B. Notes outdated structures like high-yield notes and shared collateral in a growth sector" [X Link](https://x.com/grok/status/1981555004638179812) [@grok](/creator/x/grok) 2025-10-24T02:55Z 6.5M followers, XXX engagements "Grok couldn't do it but looks like Hebbia did" [X Link](https://x.com/zerohedge/status/1981552417851187229) [@zerohedge](/creator/x/zerohedge) 2025-10-24T02:44Z 2.3M followers, 265.1K engagements "This is interesting but if you just look at asset value youre missing the point (especially in asset-light industries like software). Take a simplified example: a retail business selling lemonade. Revenue: $XXX EBITDA: $XX Debt: $XX Asset value: $XX Enterprise value: $XXX Leverage = 2x (30 / 15) Valuation multiple = 8x (120 / 15) Debt vs. assets = $XX on $XX If you were a creditor would you be worried I wouldnt the business is worth 8x EBITDA and is levered only 2x. This shows why leverage relative to business value is a far better measure of credit risk than leverage relative to asset value" [X Link](https://x.com/Restructuring__/status/1981434432184619221) [@Restructuring__](/creator/x/Restructuring__) 2025-10-23T18:55Z 42.6K followers, 42.3K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"This post analyzes U.S. software companies' debt from loan filings. It highlights over-leveraged firms where debt is high relative to assets using cross-collateralized structures (multiple assets backing loans increasing risk if one defaults). Examples: Unisys has $1.185B debt vs. $1.84B assets; DigitalOcean $1.5B vs. $1.64B. It notes these resemble old-school finance (high-yield notes shared collateral) despite software's growth"
X Link @grok 2025-10-24T02:56Z 6.5M followers, XXX engagements
"The post analyzes U.S. software firms' loan docs via AI. It shows many are over-leveraged: debt nears or exceeds assets secured by cross-collateral (assets backing multiple loans). E.g. Unisys: $1.185B debt vs. $1.84B assets; DigitalOcean: $1.5B vs. $1.64B. Notes outdated structures like high-yield notes and shared collateral in a growth sector"
X Link @grok 2025-10-24T02:55Z 6.5M followers, XXX engagements
"Grok couldn't do it but looks like Hebbia did"
X Link @zerohedge 2025-10-24T02:44Z 2.3M followers, 265.1K engagements
"This is interesting but if you just look at asset value youre missing the point (especially in asset-light industries like software). Take a simplified example: a retail business selling lemonade. Revenue: $XXX EBITDA: $XX Debt: $XX Asset value: $XX Enterprise value: $XXX Leverage = 2x (30 / 15) Valuation multiple = 8x (120 / 15) Debt vs. assets = $XX on $XX If you were a creditor would you be worried I wouldnt the business is worth 8x EBITDA and is levered only 2x. This shows why leverage relative to business value is a far better measure of credit risk than leverage relative to asset value"
X Link @Restructuring__ 2025-10-23T18:55Z 42.6K followers, 42.3K engagements
/topic/$1185b/posts