BU

Hairy_Check_4784

Shorts r panik, BU HTZ

StandardObject91

Well guys. Seems like some folks misjudged CHTR prospects. The announced bond deal will wipe about a billion of debt off the books. |**Issuer(s)**|**Title of Security**|**Aggregate Principal****Amount Outstanding**|**CUSIP No./ ISIN****^((1))**|**Acceptance Priority****Level****^((2))**|**Sub-Cap****^((2))**|**Principal****Amount****Tendered**| |:-|:-|:-|:-|:-|:-|:-| |CCO Issuers|3.500% senior secured notes due 2042|$1,236,000,000|161175CE2 /US161175CE27|1|N/A|$323,348,000| |3.500% senior secured notes due 2041|$1,479,000,000|161175BZ6 /US161175BZ64|2|N/A|$450,822,000| | TWC Issuer|4.500% senior debentures due 2042|$1,250,000,000|88732JBD9 /US88732JBD90|3|$ 614,423,000|$614,423,000| |CCO Issuers|5.375% senior secured notes due 2047|$2,265,000,000|161175BL7 / US161175BL78 161175BD5 US161175BD52|4|N/A|$778,719,000| |2.300% senior secured notes due 2032|$1,000,000,000|161175BX1 /US161175BX17|5|N/A|$144,042,000| |2.800% senior secured notes due 2031|$1,590,000,000| 161175BU7 / US161175BU77|6|N/A|$260,060,000| |2.250% senior secured notes due 2029|$1,250,000,000|161175CD4 /US161175CD44|7|N/A|$93,326,000| ||||||||| |:-|:-|:-|:-|:-|:-|:-|:-| |(1)|No representation is made as to the correctness or accuracy of the CUSIP or ISIN numbers listed in the Offering Memorandum (as defined below). Such CUSIP and ISIN numbers are provided solely for the convenience of the holders of Pool 1 Notes.| |(2)|Subject to the New 2038 Notes Cap (as defined below) and, solely with respect to the 4.500% senior debentures due 2042 issued by the TWC Issuer (the "4.500% Notes"), the sub-cap with respect to the aggregate principal amount of such series set forth in this table and proration, the principal amount of each series of Pool 1 Notes that is accepted for exchange in the Pool 1 Offer will be determined in accordance with the applicable Acceptance Priority Level (in numerical priority order with 1 being the highest Acceptance Priority Level and 7 being the lowest) specified in this column.| *Pool 2 Notes* |**Issuer(s)**|**Title of Security**|**Aggregate Principal****Amount Outstanding**|**CUSIP No./ ISIN****^((1))**|**Acceptance****Priority Level****^((2))**|**Sub-Cap**|**Principal Amount****Tendered**| |:-|:-|:-|:-|:-|:-|:-| |CCO Issuers|3.700% senior secured notes due 2051|$2,050,000,000|161175BV5 /US161175BV50|1|N/A|$517,617,000| |3.900% senior secured notes due 2052|$2,400,000,000|161175CA0 /US161175CA05|2|N/A|$504,449,000| |4.800% senior secured notes due 2050|$2,473,000,000|161175BT0 /US161175BT05|3|N/A|$864,822,000| |5.125% senior secured notes due 2049|$1,244,000,000|161175BS2 /US161175BS22|4|N/A|$505,766,000| |5.250% senior secured notes due 2053|$1,500,000,000|161175CK8 /US161175CK86|5|N/A|$296,723,000|

Sybertron

No air! Joe Scott does a great video here why space is cold is among the most common misconception https://youtu.be/nP3QJmnL-BU?t=627&is=7-FfwAk5_uq9rsga Basically you have no air so no convection, and no evaporation is possible. So in current space stuff they already maximize the only remaining way to dissipate heat, radiation,  and that already takes up humongous chunks of the current space stations and design because radiation is extremely slow.  The "plan" for SpaceX is to turn it into infrared light, which somehow takes up more space and has its own heat production attached .  Basically this just can't work at the scale of a data center. It barely works for the very small amount of compute and heat already there. Let alone massive amounts they want.  It's the key feasibility thing they'd love to ignore but means inherently it can't happen. 

livingbyvow2

Profitable using accounting tricks. Until I see them free cash flow positive, please allow me to be very, very skeptical. I personally think Meta and Google may monetize AI faster through the B2C channel (B2b is just way more complicated). I am not sure why you copy pasted all that AI stuff about chips. For me it's pretty obvious that latest Gen GPUs are first of a kind in many ways, notably when it comes to water cooling. Assuming they will have longer lifespan than previously seems mostly done to look earnings look better by spreading depreciation over longer times (which this earning cycle demonstrated - Microsoft's report is full of questionable changes to depreciation assumptions of their Azure BU), and if anything runs counter to what a reasonable person would do. You litterally have weird stuff like bacterial growth in water with these new GPUs being water cooled (see Patel's video in a Jane Street data center).

MaybeOnFire2025

Convince me they aren't all alcoholic BU/Providence bros (who couldn't do better) who put their own money in index funds.