Dana Wallman

speaker

35 appearances 1 recordings 1 series first heard Nov 2025 last heard 17 Nov

Dana Wallman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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Bloomberg Tech · Theil’s Hedge Funds Sells Entire Nvidia Stake · 17 Nov 2025 podcast

And so with CoreWeave, that's a little bit of the concern.

You know, they're spending a lot.

Are they actually seeing a return on investment?

And then the other thing with CoreWeave is that they're financing a lot of their growth with debt.

And so those the difference in balance sheet is something that's also really coming into focus here with traders saying, you know, even though they grew revenue, I think they doubled it in the last quarter.

Totally.

And it's really interesting because it's all of this demand that we hear about, right?

There's incredible demand.

People are making these huge forecasts, but it's really balancing it with the other pieces of the puzzle on the balance sheet.

And I think that's why we're seeing Micron do so well as opposed to Oracle.

Remember, it had that huge spike when it said it had this incredible revenue forecast.

But as it's taken on more debt and some of those other things have shifted, it's sold off all of that huge jump.

So, I mean, as you said, Alphabet getting...

big jump this year.

I mean, Berkshire Hathaway's stake also probably juicing that.

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